Chelsea Amann is a financial advisor with LPL Financial in Coeur D'Alene, Idaho. She holds Series 63 and Series 65 credentials and has four years of industry experience, including five years with LPL Financial and five years with the Riverside School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Rusty Madsen is a financial advisor at Edward Jones in Post Falls, ID, holding a Series 66 designation. He has industry experience beginning in 2014 with prior roles at Columbia Bank, Numerica Credit Union, and Wheatland Bank. Outside of his advisory work, he owns a rental property managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large network of advisors and branch offices nationwide.

Patrick Sembar is a financial advisor with Osaic Wealth, Inc. based in Coeur d'Alene, Idaho. He holds Series 63 and Series 65 designations and has 12 years of industry experience, including prior roles at Morgan Stanley and Woodbury Financial Services. Outside of his advisory work, he owns a sole proprietorship unrelated to investment activities and is involved as an insurance agent for the sale of fixed insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using advanced asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Brian Babb is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Financial Advocates Investment Management. Outside of his advisory role, he is involved in Whisk Agriculture LLC, a farming business based in Idaho. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Taryn Weiks is a financial advisor with LPL Financial in Spokane Valley, WA, holding a Series 66 designation and nine years of industry experience. She has worked with Financial Advocates Investment Management since 2018 and has been affiliated with LPL Financial since 2016. Outside of her advisory role, she hosts pets through Rover.com. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing research and model portfolios to provide both discretionary and non-discretionary management options.

Callalily Ferguson is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and previously worked at BDO USA, LLP for ten years. Outside of finance, she has worked part-time representing and educating on skincare, haircare, and makeup brands through Beauty Barrage, LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Brian Parasida is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at several firms including Avantax Advisory Services, Cambridge Investment Research, and Magnuson, McHugh, Dougherty CPAs, LLC, where he is also involved in tax preparation and accounting. Parasida operates a CPA firm and manages wealth management entities related to his advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, providing both discretionary and non-discretionary portfolio management.

Eric Pemberton is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has prior experience at Lyons O'Dowd Attorneys & Counselors, Lewis-Clark State College, and Gonzaga University School of Business. Outside of advisory work, he is involved with Eskre LLC, a property management business in Coeur d'Alene, Idaho. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that incorporates firm-approved tools and scenario modeling.

Michael Thayer is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Financial Advocates Investment Management and co-founded Three15 Capital, LLC, where he remains active. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology solutions.

Patrick Day is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has worked at Avantax Advisory Services and Parkland Securities, among other firms. Outside of financial services, he serves as secretary for International House of Travel, assisting with the coordination of wine tours. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform with both discretionary and non-discretionary program options.

Jason Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. Outside of his advisory role, he is a part-owner of Teemu-BBQ LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a variety of advisory programs, financial planning, retirement consulting, and brokerage services, combining proprietary research with third-party strategies across discretionary and non-discretionary management options.

Christopher Dallenbach is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He worked at Merrill from 2014 to 2020 before joining Raymond James & Associates 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, institutional and pension plans, charitable organizations, and municipal entities, offering tailored financial planning and consulting services with a range of portfolio management styles and affiliated research.

Stacey Casey is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. Her prior roles include positions at Wells Fargo Advisors, Numerica Credit Union, and Washington Trust Bank. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party managers through a multi-manager platform with over $256 billion in assets under management.

Devlin Flamm is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked for William P Dougherty, CPA PLLC for ten years. He is also involved in tax preparation and accounting services through his own CPA practice and related business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Brian Walsh is a financial advisor with Edward Jones in Coeur d'Alene, ID. He holds the Series 66 designation and has 16 years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and managed solutions. The firm manages over $1 trillion in assets and has a large nationwide network of advisors and branch offices.

Lynn Widmann is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She has worked with LPL Financial since 2015 and was previously associated with Financial Advocates Investment Management for eight years. Widmann also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven solutions.

Mark Kinney is a financial advisor at LPL Financial with 11 years of industry experience. His prior roles include positions at Boeing Employee Credit Union, Cetera, Numerica Credit Union, and Thrivent Financial. He holds Series 63 and Series 65 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and technology-driven strategies.

Christopher Butler is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has prior experience at Woodbury Financial Services, U.S. Bancorp Investments, Merrill, and Bank of America. Outside of his advisory role, he works as a design consultant for a residential remodeling firm and serves as a strategic advisor for Butler Law PC, a family-owned legal practice. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, and corporate investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, using firm-provided tools to construct portfolios that include a range of asset classes and employs various third-party platforms and investment solutions.

Martha Bereiter is a financial advisor with Primerica Advisors in Liberty Lake, WA, holding Series 63 and Series 65 credentials and six years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2020 and has been involved with the Family Learning Organization since 2008. Outside of her advisory role, she is an independent sales representative for Scout & Cellar and engages in part-time sales of non-investment home products and mortgage-related services. Primerica Advisors serves primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers, supported by discretionary management and custodial services through third parties.

Richard Gentile is a financial advisor with Merrill Lynch Wealth Management who brings a diverse professional background to his current role. He began his career serving six years as a US Navy Nuclear Engineer aboard a fast-attack submarine, where he worked in the engineering department. Following his military service, he spent six years working in data centers before transitioning to financial services. Gentile earned a Bachelor's degree in Business Management from the University of Redlands using the GI Bill. Encouraged by his financial advisor, he pursued a career in financial advising, where he holds the Professional Investment Advisor (PIA) designation. His areas of expertise include family wealth management strategies, portfolio management services, small business strategies, tax minimization, and retirement income. In addition to his professional pursuits, Gentile is involved with the Veterans of Foreign Wars. He enjoys adventure sports, chess, cooking, gardening, hiking, hunting, music, reading, and skiing. Gentile emphasizes a personalized approach to wealth management, aiming to help clients uncover what matters to them and develop strategies to pursue their financial goals.