Tonya Smith is a financial advisor with Morgan Stanley in Coeur D'alene, Idaho, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements with employers.

Michelle Brandel is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets, Inc. since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside input from its Global Investment Committee to assist clients.

Stacy Jew is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of her advisory role, she is also a notary through the National Notary Association. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services that utilize a proprietary investment methodology developed by its Investment Strategy Group.

Leah Stussy is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She has been with Edward Jones since 2005. Outside of her advisory role, she operates Leah Stussy Photography, providing photography services including shooting, editing, and delivering photographs. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices.

Ricci Mancinelli is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney for a combined 14 years. Outside of his advisory role, he owns RNR Ventures, LLC and is a passive investor in a cattle operation through VC Cattle Company LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and supports its clients through research-driven investment strategies and a range of brokerage and advisory solutions.

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 with Merrill in Coeur D'alene, Idaho, holding a Series 66 designation and three years of industry experience. She previously worked at BDO USA, LLP for ten years and has experience representing beauty brands through a part-time role at Beauty Barrage LLC. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Thomas Coffin II is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. He has been with LPL Financial since 2013. Outside of his advisory role, he works as a health and fitness coach with Team Beachbody. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, supported by model portfolios and research from LPL Research and third-party subadvisors.

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 possessing 12 years of industry experience. He has worked at Raymond James & Associates since 2020 and was previously with Merrill from 2014 to 2020. Based in Coeur D Alene, Idaho, he provides financial planning and investment consulting services. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also delivers institutional consulting and sponsors wrap fee advisory programs, with a notable focus on public finance and municipal work alongside its retail advisory services.

Dennis Tomlinson is a financial advisor at Edward Jones with 21 years of industry experience, all of which have been with the firm since 2005. He holds the Series 63 and Series 66 designations. Outside of his advisory role, he occasionally serves as a licensed pastor performing weddings and fill-in preaching at Life Center North Church in Spokane, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

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.