Noah Mayfield is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked in hospitality and retail, including roles at Gozzer Ranch Golf and Lake Club and Hagadone Hospitality Company. Prior to entering finance, he spent sixteen years in full-time education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds.

Jeffrey Smith is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Merrill and Bank of America, N.A., spending six and five years respectively at those firms before joining Raymond James in 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Michael Kazmer is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 38 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Merrill, and Banc of America Investment Services. Kazmer also maintains a business entity for tax and investment purposes in Santa Barbara, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jeramey Probert is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Edward Jones for nine years before joining Raymond James in 2021. Probert is also the owner of Sound Harbor Financial LLC, a support company operating as a DBA for Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored planning and analytical tools to support client goals and offers advisory programs alongside partnerships that enhance its municipal and public finance capabilities.

Madison Underwood is a CFP® and Series 66-licensed financial advisor with two years of industry experience. She is currently with Raymond James Financial and has previously worked at Summit Financial Group, Hightower Advisors, and Mercer Advisors. Prior to her financial advisory career, she held positions at Robert Louis Stevenson School and California State University Monterey Bay. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Rodney Clugston is a financial advisor at Raymond James & Associates with 33 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 31 years before joining Raymond James in 2024. Outside of his advisory role, he is involved in agricultural activities at Clugston Ranch and is a co-owner of Renegade Rifles, a business specializing in custom hunting rifles and accessories. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, supported by affiliated research and model managers.

Ashley Lenz is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career as an accountant in the banking industry before joining Merrill Lynch in 2021. Ashley earned both her bachelor's and master's degrees in accounting from the University of Wisconsin - Milwaukee. She holds registrations in FINRA Series 7 and Series 66 and has earned professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Ashley’s expertise includes executive compensation, family wealth management strategies, endowments and foundations services, legacy planning, managing new wealth, personal retirement and philanthropic planning, individual and corporate investment strategy, tax minimization, and retirement income. Her approach emphasizes understanding each client's needs and aspirations and involves collaborating with clients' tax and legal advisors to tailor wealth strategies. She uses resources available through Merrill Lynch and the banking convenience of Bank of America to support client success. In addition to her professional work, Ashley is active in the Coeur d'Alene community. She serves on the boards of the North Idaho College Foundation and the Coeur d'Alene Rotary Club and is a member of the Women's Gift Alliance and the Rotary Club of Coeur d'Alene. Outside of her career, Ashley enjoys spending time with her family, which includes her husband and daughter, and engages in activities such as exercising, skiing, golfing, traveling, and spending time outdoors with her dogs.

Dane Lowry is a financial advisor at Edward Jones in Coeur D'Alene, ID, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a member of PELOLAMAC LLC, a recreational property business in Kingston, ID. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of advisors and branch offices nationwide.

Scarlet Kelso is a financial advisor with Morgan Stanley in Coeur D'Alene, Idaho, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley since 2013, including over a decade at Morgan Stanley Private Bank, National Association. Outside of her advisory role, Kelso is involved as a partner or owner in several business ventures, including a technology company and consulting firm based in Dalton Gardens, Idaho. Morgan Stanley Wealth Management offers a wide range of financial advisory services to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages several trillion dollars in assets and provides comprehensive wealth management solutions alongside various investment products and strategies.

William Nixon is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Voya Financial Advisors and Graj Mahal. Outside of his advisory role, he is involved in community outreach through a nonprofit board, creates and sells watercolor art, and co-owns an information service for employee benefits brokers. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts and offers a variety of portfolio management and financial planning services through a multi-manager platform.

Joseph Kelly is a Series 66-registered financial advisor with Edward Jones in Coeur D'Alene, ID, and has 14 years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Cetera, Cetera Investment Services, and Columbia State Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and maintains a large nationwide network of financial advisors and branch offices.

Marcus Knudten is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Thrivent, he worked at Russ Lyon Sotheby's International Realty and was involved with 4664 Boomers Clothing Co for ten years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and integrates planning with managed-account programs while keeping the two services separate.

Gina Morais is a CFP®-credentialed financial advisor with 10 years of industry experience, currently practicing at Raymond James Financial Services Advisors, Inc. She previously worked at Minnesota Life and Securian Financial Services Inc. Outside of her advisory work, she operates a rental property that includes an in-law unit. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm emphasizes tailored, non-discretionary planning and supports a broad advisor network with specialized municipal and public finance capabilities.

Gregory Hannan is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 licenses and has 22 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets. Outside of his advisory role, he operates a sole proprietorship related to rental property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a broad range of advisory programs supported by structured planning tools and various investment offerings.

Shayne Kuebler is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at The Retirement Group, LLC, FSC Securities, and QA3 Financial LLC. Outside of his advisory work, he is involved with private nonprofit schools attended by his children. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm utilizes asset-allocation tools and third-party money managers to create diversified portfolios suited to client risk tolerance and investment goals.

Kenneth Friedman Jr. is a financial advisor with Cambridge Investment Research Advisors based in Coeur D'Alene, ID. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010. In addition to his advisory role, he works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing multiple custody platforms and both discretionary and non-discretionary strategies.

Rick Blankenship is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Tyler Anderl is a financial advisor at Raymond James & Associates with seven years of industry experience. He previously worked at Parametric Portfolio Associates, Merrill, and Bank of America. Outside of advising, he is a partner in BTTA, LLC, an investment-related venture. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, advisory programs, and institutional consulting through various portfolio management styles and affiliated research.

Anna Kaiser is a financial advisor with Primerica Advisors in Coeur D'Alene, Idaho, holding Series 63 and Series 65 credentials and two years of industry experience. She has been associated with Primerica since 2022 and also operates several businesses, including a CPA practice and a creative enterprise. In addition to her advisory role, she manages a livestock and fiber sales operation from a residential farm. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap-fee structure.

Tobias Bateson is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He serves as a trustee of his parents' trust, a role he has held since 1996 with minimal time devoted. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.