Guy Gerber is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 46 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Adrian Jordan is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Washington Trust Bank, New York Life Insurance Co., and multiple other firms. Outside of his advisory roles, he was involved with Slumber LLC and Cda Parasail. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Janice Tymesen is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she is a finance committee member at Innovia Foundation, assisting with investment performance reviews. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm also includes insurance-related products and bank deposit sweep options among its investment offerings.

David Eppey is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, Inc. since 1999. He was also a principal at Butler, Bertolina & Eppey, Inc. from 1999 to 2010. Outside of advising, he is president of KENSIE LLC, a tax planning company. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a broad network of advisors and advisory platforms. The firm utilizes asset-allocation tools, risk tolerance assessments, and third-party services to offer integrated brokerage, investment advisory, and retirement consulting solutions.

Rhianna Scates is a financial advisor with Primerica Advisors in Liberty Lake, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with PFSI Investments Inc. since 2018 and has been associated with Primerica Financial Services since 2015. Outside of her advisory role, she participates in multi-level marketing with Doterra and works part-time in grocery delivery services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm employs a wrap-fee structure and curates third-party asset managers, with trading and execution delegated to BNY Mellon Advisors.

Michael Tacchella is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. Prior to joining LPL Financial in 2024, he worked at OSAIC, Signator Investors, Inc., Signator Financial Services, Inc., and Eagle Strategies (NY Life). LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies and various technology tools.

Ashwin Mohan is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2015 to 2024. Outside of his advisory role, Mohan owns Mohan Coaching, where he mentors financial advisors on building their practices through consulting and sales training. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using proprietary software and focuses on recommending investment categories and strategies.

Michael Christiansen is a financial advisor with LPL Financial in Coeur D'Alene, Idaho, holding a Series 66 credential and 26 years of industry experience. He previously worked at Edward Jones for nine years and Merrill for three years. Christiansen also has a role at Amare Global in addition to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Don Icardo is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Merrill Lynch during his career. Outside of his advisory role, he manages a winter boat and RV storage operation at his ranch. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning arrangements.

Harrilyn Collins is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She holds Series 63 and Series 65 designations and has been associated with Wells Fargo entities since 2016. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including business-owner transition and special-needs analysis, using proprietary research and planning tools.

Ashlie Johnson is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Jacob Wilson is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping clients use their wealth as a tool to live with purpose, protect what matters most, and create a lasting legacy. He works one-on-one with clients to define and prioritize their financial goals, developing tailored strategies designed to reach objectives such as education planning, family wealth management, legacy planning, retirement planning, and tax minimization. Jacob holds a Bachelor's Degree from Carroll College and has earned the Personal Investment Advisor (PIA) designation. His expertise encompasses a range of client focus areas including portfolio management services, small business strategies, individual and corporate investment strategy, and managing new wealth. He is committed to providing ongoing advice and guidance as clients' needs evolve. Outside of his professional role, Jacob is actively involved in his community through organizations such as Catholic Youth Ministry and St. Vincent De Paul Northwest. He enjoys baseball, basketball, football, golfing, music, and photography, and values spending quality time with his family.

Jacob Woodbrey is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and previously worked at Primerica Financial Services. Outside of finance, he provides voice coaching lessons focusing on singing mechanics and general music skills. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based analyses through a network of financial advisors. The firm emphasizes planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

David Ross is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of advisory work, Ross is involved in selling home security and automation products through part-time referrals with Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed account options for individual and high-net-worth clients. The firm employs a wrap-fee structure and curates third-party asset managers to implement its investment models.

Laura Parasida is a financial advisor with LPL Financial based in Coeur D'Alene, ID. She holds a Series 66 designation and has over a decade of experience, having previously worked at Magnuson McHugh Dougherty CPAs and Anastasi Moore & Martin PLLC. Parasida also owns a CPA firm and is involved in a full-service CPA business that offers tax and audit services. 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 provides a range of advisory and brokerage services, including financial planning and access to various portfolio programs, supported by advanced research tools and a broad non-advisory financial platform.

Kevin Mcclelland is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at multiple firms, including Avantax Advisory Services and Umpqua Bank. Outside of advisory work, he is involved with Magnuson, McHugh & Co., a CPA firm specializing in tax preparation and accounting. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michelle Haneline is a Series 66-credentialed financial advisor with nine years of industry experience. She is currently affiliated with LPL Financial and has previously worked with Avantax Investment Services, Inc. and 1st Global Capital Corp. In addition to her advisory role, she has a longstanding involvement with Magnuson, McHugh & Co., P.A., a CPA firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Stephen Coulston is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked with Edward Jones since 2019. Outside of financial advising, he works as a contracted architectural consultant and is a writer and photographer specializing in outdoor lifestyle and firearms-related content. 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, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

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 63 and Series 65 designations and having 12 years of industry experience. He has worked at PFS Investments Inc. since 2014 and has been associated with Primerica Financial Services since 1998. Outside of advising, he serves as president of FERAL Holdings US, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors 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 delivers advisory services through a large network of advisors and employs model-driven investment strategies supported by third-party asset managers and custodians.