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Eldon L
Series 65, Series 63
Hayden, ID
Primerica Advisors
Eldon Larson is a financial advisor with Primerica Advisors in Hayden, Idaho, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. He has been associated with PFS Investments Inc. since 2014 and with Primerica Financial Services since 1998. Outside of advisory work, he serves as president of FERAL Holdings US, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors and 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 operates at scale with thousands of advisors and offices and offers model-based investment strategies supported by third-party asset managers.
Eric C
Series 66
Spokane Valley, WA
Edward Jones
Eric Conway is a financial advisor with Edward Jones in Spokane Valley, WA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015 and also has a long-standing involvement with Media One Creative. 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 and investment strategies, supported by a large national network of advisors and branch offices.
Edward O
Series 66
Hayden, ID
Edward Jones
Edward O'hara is a financial advisor at Edward Jones with 15 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2010. 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.
James G
Series 65, Series 63
Coeur D'Alene, ID
Merrill
James Green is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on relationship-based advisory services, assisting clients in making financial decisions that reflect their goals and values. His approach centers on building personalized wealth management strategies informed by a comprehensive understanding of each client's financial picture. James specializes in areas including education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, and retirement income. He holds the designation of Personal Investment Advisor (PIA) and completed his high school education at Concord University. Outside of his professional role, James has interests in adventure sports, basketball, camping, fishing, hiking, hunting, running, and traveling.
Andrew W
Series 63, Series 65
Liberty Lake, WA
Primerica Advisors
Andrew Woolley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with Primerica since 2012 in various capacities and has also been involved with Spokane Teachers Credit Union and his own business ventures. Outside of advisory work, Woolley manages Emma Woolley and Associates, LLC, a legal entity formed for Primerica business purposes, and works part-time as an Uber Eats delivery person. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan services.
Marla R
CFP®, Series 66
Coeur D'Alene, ID
LPL Financial
Marla Ringling is a CFP® designee with 26 years of industry experience. She is currently with LPL Financial, having joined in 2024 after 18 years at Cambridge Investment Research Advisors. Outside of her advisory role, she is involved with tax preparation and accounting services through Tax Strategies, PLLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning services, and brokerage options, supported by model portfolios, third-party research, and technology-driven strategies.
James D
CFP®, Series 66
Coeur D'Alene, ID
LPL Financial
James Durbin Jr. is a CFP® professional with 18 years of industry experience, currently associated with LPL Financial. His career includes prior roles at Kestra Advisory, Kestra Investment Services, and Wells Fargo Advisors. He is involved with Durbin Enterprises LLC, which supports his LPL business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.
Charles K
Series 66
Spokane, WA
LPL Financial
Charles Ker is a financial advisor with LPL Financial in Spokane, WA, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Woodbury Financial Services and Kestra Financial Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a broad network of investment adviser representatives.
Lance R
Series 63, Series 66
Post Falls, ID
LPL Enterprise
Lance Riley is a financial professional with seven years of industry experience, currently affiliated with LPL Enterprise. He holds Series 63 and Series 66 licenses and has prior experience at Bank of America, Merrill, and Trustage/CMG/CBSI. Before entering finance, he worked for over a decade in the Rialto Unified School District. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services as well as insurance products through an integrated platform.
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