Dane Lowry is a financial advisor with Edward Jones in Coeur D'Alene, ID, holding Series 65 and Series 63 licenses and bringing 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 entity in Kingston, ID. 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, with a nationwide network of more than 23,000 financial advisors.

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 at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Retirement Group, LLC and FSC Securities. Outside of advising, he is involved with Holy Family Catholic School and Gonzaga Preparatory School, nonprofit private schools attended by his children. OSAIC Wealth serves a diverse client base ranging from individual investors to corporate clients, offering both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a broad range of programs through a multi-advisor platform and maintains extensive affiliated relationships across the financial services industry.

Kenneth Friedman Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Ameriprise and Brewer Investment Advisors before joining Cambridge in 2010. Outside of advising, he is an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers multiple account platforms and proprietary model strategies under the Founders Gate Capital brand.

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 worked previously at Merrill and Citigroup Global Markets. He is based in Coeur D'Alene, Idaho. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked at Citigroup Global Markets for five years before joining Wells Fargo in 2016. He serves as a trustee of his parents’ trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions.

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 65 and Series 63 licenses and previously worked at Washington Trust Bank and New York Life Insurance Co. Adrian has also been involved with Cda Parasail, an outdoor recreational business, from 2016 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and offers enhanced derivatives and commodities capabilities.

Janice Tymesen is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Investments, LLC from 2002 to 2011. Tymesen is involved in an e-commerce retail sales business, Do It Right LLC, based in Harrison, ID. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from internal and third-party sources to guide investment decisions.

David Eppey is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been associated with Royal Alliance Associates, Inc. since 1999 and was previously part of Butler, Bertolina & Eppey, Inc. for 11 years. Outside of his advisory role, he is president of Kensie LLC, a tax planning limited liability company, and operates a sole proprietorship involved in insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, providing brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a variety of managed portfolio options and third-party money manager programs.

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.

Joshua Simmons is a financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2015 and holds a Series 66 designation. 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.