Theresa Zimmerman is a financial advisor with Osaic Wealth, Inc. in Coeur d'Alene, Idaho, holding a Series 66 designation and nine years of industry experience. She previously worked at Centaurus Financial, Inc. for eight years and has a background in retail at Victoria's Secret. Outside of her advisory role, Zimmerman serves on the board of the Coeur d'Alene Lakeshore Property Owners Association and is a trustee for North Idaho College. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios managed on discretionary or non-discretionary bases.

Eldon Larson is a financial advisor with Primerica Advisors in Hayden, Idaho, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. He has been associated with PFS Investments Inc. since 2014 and with Primerica Financial Services since 1998. Outside of advisory work, he serves as president of FERAL Holdings US, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and offers model-based investment strategies supported by third-party asset managers.

Edward O'hara is a financial advisor at Edward Jones with 15 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Green is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on relationship-based advisory services, assisting clients in making financial decisions that reflect their goals and values. His approach centers on building personalized wealth management strategies informed by a comprehensive understanding of each client's financial picture. James specializes in areas including education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, and retirement income. He holds the designation of Personal Investment Advisor (PIA) and completed his high school education at Concord University. Outside of his professional role, James has interests in adventure sports, basketball, camping, fishing, hiking, hunting, running, and traveling.

Marla Ringling is a CFP® designee with 26 years of industry experience. She is currently with LPL Financial, having joined in 2024 after 18 years at Cambridge Investment Research Advisors. Outside of her advisory role, she is involved with tax preparation and accounting services through Tax Strategies, PLLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and brokerage options, supported by model portfolios, third-party research, and technology-driven strategies.

James Durbin Jr. is a CFP® professional with 18 years of industry experience, currently associated with LPL Financial. His career includes prior roles at Kestra Advisory, Kestra Investment Services, and Wells Fargo Advisors. He is involved with Durbin Enterprises LLC, which supports his LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Lance Riley is a financial professional with seven years of industry experience, currently affiliated with LPL Enterprise. He holds Series 63 and Series 66 licenses and has prior experience at Bank of America, Merrill, and Trustage/CMG/CBSI. Before entering finance, he worked for over a decade in the Rialto Unified School District. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services as well as insurance products through an integrated platform.