Tracy Keller is a financial advisor with D.A. Davidson & Co. in Lewiston, ID, holding the Series 66 designation and 11 years of experience with the firm. Outside of advisory work, Keller engages as an independent contractor providing store delivery services. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable organizations, delivering both qualitative and quantitative investment analysis under fiduciary standards.

Dustin Zager is a financial advisor with D.A. Davidson & Co. in Lewiston, Idaho, holding a Series 66 designation and 18 years of industry experience. He has been with D.A. Davidson & Co. for 10 years since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Guyla Walker is a financial advisor at Empower Advisory Group with four years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James & Associates and Boise State University. Outside of financial services, her background includes roles in retail and hospitality, such as at Anchored Coffee Company and Starbucks. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and savings rates in their planning approach.

Rusty Schatz is a Series 66-credentialed financial advisor with 18 years of experience, currently serving at D.A. Davidson & Co. since 2008. In addition to his advisory role, he is a visiting professor at the University of Idaho, where he teaches a finance class. He is also a partner in a hay and cattle operation, Treasure Ridge Ranch LLC, based in Viola, Idaho. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and private wealth management, with unique capabilities including municipal advisory and affiliated custodial services.

John Weibler is a financial advisor with Commonwealth Financial Network in Lewiston, Idaho, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Commonwealth since 2005 and is also involved in entrepreneurial activities outside of finance, including co-owning an architectural plan service company. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a variety of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios and distinct program structures.

Riley Powe is a financial advisor at D.A. Davidson & Co. in Lewiston, ID, holding a Series 66 designation with 12 years of industry experience. He previously worked at Cuna Brokerage Services, Inc. and Potlatch No. 1 Federal Credit Union. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and providing both non-discretionary and discretionary investment management services.

Dean Roy is a financial advisor with Edward Jones in Lewiston, Idaho, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Danny Smith is a financial advisor with Thrivent Investment Management in Moscow, Idaho, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Smith serves as a board member of Greenfield Giving, an organization focused on supporting charitable efforts worldwide. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning across multiple financial topics and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Jeffrey Feuerstein is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include leadership within the Feuerstein Group and extensive work with Waddell & Reed, Inc. He has also served in various community and nonprofit capacities, including with the Pullman Regional Hospital Foundation and United Way. 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 advisory and brokerage services supported by research-driven model portfolios and a variety of investment strategies.

Dale Miller is a financial advisor with Morgan Stanley in Moscow, Idaho, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank since 2015. Outside of his advisory role, Miller receives occasional publishing royalties from past books and is involved in business development with entities in automotive/transportation and publishing as well as a real estate partnership. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services that range from personalized planning to corporate financial planning agreements.

Nikki Prestimonico is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her role, she serves as a single point of contact dedicated to providing responsive and knowledgeable client service to affluent families. She focuses on addressing the complex needs involved in growing, preserving, and transferring wealth, emphasizing the importance of forming strong relationships with clients and their families to maintain trust and reliability. Nikki has held various positions at Fidelity Investments since 2015, including Financial Consultant, Senior Relationship Manager, Wealth Management Relationship Manager, and Wealth Management Regional Director. Her experience spans several years in wealth management, demonstrating a progression of increasing responsibilities within the firm. She holds a California Insurance License.

Braden Warnert is a financial advisor with Equitable Advisors in Moscow, ID, holding a Series 66 credential. He joined the firm in 2026 and has no prior industry experience. His work history includes roles in education and retail prior to joining the financial services industry. Equitable Advisors serves individual and institutional clients by providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors. The firm offers a range of investment solutions including mutual funds, ETFs, separately managed accounts, and ERISA fiduciary services for qualified plans.

David Crawford is a financial advisor with Cambridge Investment Research Advisors, holding a CFP® designation and Series 63 and 65 licenses. He has 26 years of industry experience and has been with Cambridge Investment Research Advisors since 2009. Outside of his advisory role, he volunteers with the National Ski Patrol. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of investment solutions across multiple platforms, including proprietary models under the Founders Gate Capital brand, with options for discretionary and non-discretionary management.

Wyatt Baldwin is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Potlatch No. 1 Financial Credit Union for five years and at Walla Walla Community College. Baldwin serves as a board member for Jackson's Pay it Forward Foundation and is involved with the Boys and Girls Club of the Lewis Clark Valley Scholarship Committee. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Connor Devries is a Series 66-licensed financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, he worked at Frontier Adjusters and held roles at the Whitman County Sheriff's Office and Inland Northwest Broadcasting. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm combines planning and managed-account services under a consolidated billing option called WealthPlan, while maintaining the separation of these services.

Bradley Melton is a financial advisor with Edward Jones in Lewiston, Idaho, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Dennis Logan is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, he held positions at Pullman Radio Group, Cintas, and the University of Montana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of over 23,000 financial advisors.

Chelsey Snyder is a CFP® professional with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior roles include work at Lohman Accounting PLLC and local school districts. She is involved in her community as a board member of the Lewiston Independent Foundation for Education and serves as treasurer for the Lewiston Library Foundation, in addition to owning an accounting and bookkeeping services business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a large network of independent Financial Professionals. The firm provides a range of implementation options and manages proprietary and third-party investment strategies.

Corah Cassell is a Series 66 licensed financial advisor with Edward Jones, bringing one year of industry experience. Prior to joining Edward Jones, Cassell held roles in education and hospitality, including positions at Lee University and Champys Famous Fried Chicken. Cassell has also been involved with Snake Dancer Excursions for several years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services and investment strategies, supported by a large national network of financial advisors and branch offices.

Cotton Sears is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. Prior to joining LPL Financial in 2022, he worked at HRC Wealth Management and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as an adjunct professor at Washington State University and as an institute instructor for the Church of Jesus Christ of Latter Day Saints. 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 a range of financial planning and asset management solutions, including model portfolios and third-party subadvisors, with a focus on various investment strategies supported by advanced research tools.