Michael Metcalf is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2021. His prior roles include positions at Ameritas Investment Corp and Property Casualty Insurance, along with operating Metcalf Financial Services, Inc. since 1980. Outside of finance, he is involved with Gibby Media Group, a media enterprise he has been part of since 1994. 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 advisors. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management and leveraging research and model portfolios from multiple sources.

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.

Sean Mahoney is a financial advisor at Edward Jones with 20 years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Edward Jones, he worked for MFS Fund Distributors Inc for 12 years. 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, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of financial advisors and branch offices.

Gina Morais is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She previously worked at Minnesota Life and Securian Financial Services Inc. Outside of her advisory role, she is an independent contractor with Summit Financial Group. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations through comprehensive risk profiling and asset allocation analysis.

Gregory Hannan is a financial advisor with Morgan Stanley in Coeur D'Alene, ID, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2007 and Castle Lending since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its advisory process.

Shayne Kuebler is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining OSAIC in 2023, he worked at The Retirement Group, LLC and FSC Securities. He is also a managing member of Centennial Investors, L.L.C., a business focused on owning and managing investment real estate. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers. The firm offers comprehensive brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

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 with Raymond James & Associates in Coeur D Alene, ID, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, and Parametric Portfolio Associates. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over 5,400 advisors and approximately $501 billion in assets under management. The firm provides wealth advisory planning and investment consulting to a broad client base, including individuals, pension plans, corporations, and government entities, with a notable focus on municipal and public finance services.

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.

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 five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Washington Trust Bank and New York Life Insurance Co. among other firms. Outside of finance, Adrian was involved with Cda Parasail, an outdoor recreation business, from 2016 to 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, 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 licenses and has worked at Butler, Bertolina & Eppey, Inc. and Royal Alliance Associates, Inc. since 1999. Outside of his advisory role, he is president of KENSIE LLC, a tax planning firm, and operates a sole proprietorship involved in insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers brokerage and investment advisory services through a large network of advisers, utilizing firm-provided asset allocation tools and a range of investment strategies across multiple platforms.

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.

Corey Ross is a financial advisor at Cetera with 23 years of industry experience and holds a Series 66 designation. He has worked with firms including LPL Financial and has been affiliated with Cetera since 2017. Ross is also the executive director of The Extra Mile Academy, a nonprofit focused on financial literacy. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering a range of portfolio management and retirement services. The firm operates a multi-manager platform with diverse program options and manages over $256 billion in assets.

Casey Getty is a financial advisor with Edward Jones in Spokane Valley, WA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm is known for its extensive retail advisor network, broad range of advisory programs, and affiliated capabilities including a trust company and proprietary mutual funds.

Michael Tacchella is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at OSAIC and Signator Investors, Inc. He operates a personal business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

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.