Jackson Yenor is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Archer Wealth Advisors. He has previously worked at Tumwater Wealth Management and holds experience in accounting and tax strategy through his role as a fractional CFO and senior analyst at Archer Strategic Advisors, PLLC. Yenor’s background also includes roles at the Association of Classical Christian Schools and Ashland University. Archer Wealth Advisors serves individual and high-net-worth clients, as well as small businesses, providing comprehensive financial planning and portfolio management. The firm utilizes quantitative analysis and Modern Portfolio Theory in its investment approach and operates an affiliated accounting practice to support complex tax needs and referrals.

Skyler Kressin is a Series 65-licensed financial advisor at Archer Wealth Advisors with two years of industry experience. He also serves as CEO and CPA at Archer Strategic Advisors, PLLC, an accounting services firm. Previously, he worked at Talley, LLP for seven years. Archer Wealth Advisors serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning and portfolio management. The firm’s investment approach incorporates quantitative analysis and Modern Portfolio Theory, utilizing a range of investment vehicles and technology-driven reporting.

John Schannep is a CFP® with 14 years of experience, currently with Archer Wealth Advisors in Coeur D'Alene, ID. He has previously worked at LPL Financial, Southwest Investment Advisors, and Orange Capital Management. In addition to his advisory role, he is involved in an affiliated accounting practice focusing on tax strategy. Archer Wealth Advisors serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning and portfolio management. The firm emphasizes quantitative analysis and Modern Portfolio Theory, offering customized plans and investment strategies supported by institutional sub-advisers when appropriate.

Kevin Hoyle is a financial advisor at Kaiyo Wealth LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Focus Partners Wealth, LLC, HoyleCohen, LLC, and Global Life Capital, Inc. Outside of advising, he is a member and owner of RCI-Memphis, LLC. Kaiyo Wealth LLC provides discretionary portfolio management and customized financial planning for individuals, high-net-worth clients, and charitable organizations. The firm uses a modern portfolio theory-based approach combined with margin and options strategies, serving approximately 86 clients with around $240 million in discretionary assets under management.

John Palmer Kamprath is a CFP® and holds a Series 66 license, with 17 years of industry experience. He is the principal advisor at Generational Legacies Wealth Management, having previously worked at UBS Financial Services, Inc. and Grupp Financial LLC. Outside of his advisory role, he works as an independent educational consultant for private Catholic schools. Generational Legacies Wealth Management provides financial planning and portfolio management to individuals, foundations, charitable organizations, corporations, and pension plan sponsors. The firm utilizes a macroeconomic investment framework and offers a range of services including comprehensive planning, small-business advice, educational workshops, and access to institutional-level sub-advisers, serving both retail and institutional clients with a bespoke approach.

Jonathan Heras is a financial advisor at Guide Advisors, Inc. in Coeur D'Alene, ID, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked both as a sole proprietor and with Guide Advisors since 2012. Outside of his advisory role, he is a member of the Bellevue Breakfast Rotary Club, a charitable nonprofit organization. Guide Advisors, Inc. provides fee-based financial planning and consulting services to individuals, high-net-worth clients, and charitable organizations, acting as a co-advisor to manage client accounts through third-party platforms. The firm combines a multi-office presence with a public-education approach, offering seminars and workshops alongside commissionable insurance and annuity products.

John Meyer is a ChFC® credentialed financial advisor with 42 years of industry experience. He has worked at Severin Investments LLC since 2016 and previously spent 16 years at LPL Financial, LLC. In addition to his advisory role, he acts as a trustee for a revocable trust and serves as a direct writing agent for an insurance agency. Severin Investments serves individual and high-net-worth clients, trustees, defined contribution plans, other advisors, and institutional retirement programs. The firm offers discretionary portfolio management, 401(k) consulting, financial planning, and estate-planning support, utilizing proprietary model portfolios and an investment policy statement process managed by an internal Investment Committee.

Charles Kienbaum is a financial advisor with Alliant Securities, Inc. Turner, Nord, Kienbaum, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Liberty Mutual and Santander Consumer USA. Alliant Securities, Inc. Turner, Nord, Kienbaum is a six-advisor team managing approximately $300 million for about 700 clients. The firm provides discretionary and non-discretionary portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations, using a combination of fundamental and technical analysis to build portfolios aligned with client objectives and risk profiles.

Ellen Fisher is a financial advisor at Severin Investments LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, Valeant Pharmaceuticals, Eversana, and NextGen Laboratories. Severin Investments serves individual and high-net-worth clients, trustees, defined contribution plans, other advisors, and institutional retirement programs. The firm uses proprietary model portfolios and an investment policy statement process to provide discretionary portfolio management, 401(k) consulting, financial planning, and estate-planning support.

Daniel Pinkerton is a CFP® with 35 years of experience in the financial industry. He is managing member of Pinkerton Retirement Specialists, LLC since 1996 and of Sherman Portfolios, LLC since 2022. Pinkerton previously worked at Triad Advisors, Inc. from 2016 to 2020. Outside of his advisory work, he serves on the elder board of Grace Bible Church and co-founded the Idaho Character Foundation. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a customized, disciplined investment process combining technical, quantitative, and fundamental analysis through both active and passive strategies, and provides comprehensive asset management, financial planning, and fiduciary services.

Benjamin Glendening is a CFP® with six years of industry experience, currently serving as an advisor at Pinkerton Wealth Partners. He previously worked at Triad Advisors for four years and has been affiliated with Pinkerton Retirement Specialists since 2010. Pinkerton Wealth, LLC provides asset management and financial planning services to individuals, families, foundations, and institutional clients. The firm uses a disciplined, formula-driven investment approach combining active, passive, and tactical strategies and operates multiple offices while sponsoring educational seminars and client conferences.

Nicholas Helgeson is a CFP® with 17 years of industry experience, currently serving as an advisor at Pinkerton Wealth Partners in Coeur D'Alene, ID. He has worked with Triad Advisors, Inc. since 2016 and has been involved with Pinkerton Retirement Specialists, LLC since 2009. Outside of his advisory work, he owns and operates Ronan Ventures, LLC, an e-commerce business. Pinkerton Wealth Partners serves individuals, families, foundations, and institutional clients, offering asset management, financial planning, estate planning coordination, and ERISA/401(k) consulting. The firm employs a disciplined, formula-driven investment process called “Advance and Protect,” combining technical, quantitative, and fundamental analysis across active and passive strategies.

Joshua Brands is a financial advisor at Pinkerton Wealth Partners in Coeur D'alene, ID, holding a Series 65 designation with one year of industry experience. Prior to joining Pinkerton Wealth Partners in 2023, he worked at Moss Adams LLP from 2017 to 2023 and was affiliated with the University of Idaho from 2014 to 2016. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm uses a disciplined, formula-driven investment process called “Advance and Protect,” which combines technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Nathaniel Collier is a financial advisor at Pinkerton Wealth Partners in Coeur D'alene, ID, with seven years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors and Pinkerton Retirement Specialists, LLC. Outside of his advisory work, he volunteers with the Prairie Cardinals Baseball Club, a nonprofit youth sports organization. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm uses a customized, formula-driven investment process combining technical, quantitative, and fundamental analysis, offering a range of active, passive, and tactical strategies.

Michaela Allen is a financial advisor at Fellowship Financial Planning with six years of industry experience. She holds the Series 66 designation and has previously worked at Baird, WE Communications, and Microsoft. Fellowship Financial Planning serves individuals, families, business owners, and various entities by providing fiduciary investment management, financial planning, and consulting. The firm combines quantitative and qualitative analysis with Biblically Responsible Investing models and offers discretionary portfolio management tailored to client preferences.

John Woodhead Jr. is a financial advisor with Alliant Securities, Inc. Turner, Nord, Kienbaum, holding Series 63 and Series 65 licenses and has 36 years of industry experience. He has been with Alliant Securities since 2004. Outside of his advisory work, he manages a sole proprietorship dedicated to maintenance-related duties for rental property he owns. Alliant Securities, Inc. Turner, Nord, Kienbaum is a six-adviser team managing approximately $300 million for around 700 clients. The firm provides discretionary and non-discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations, employing an investment approach that combines fundamental and technical analysis with continuous portfolio monitoring tailored to client objectives and risk profiles.

Stephanie Bates is a financial advisor with Alliant Securities, Inc. Turner, Nord, Kienbaum, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Alliant Securities since 1998. Alliant Securities, Inc. Turner, Nord, Kienbaum is a six-advisor team managing approximately $300 million for around 700 clients. The firm provides discretionary and non-discretionary portfolio management and related advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations, using a combined fundamental and technical investment approach tailored to client objectives and risk profiles.

Paul Kienbaum is a financial advisor with Alliant Securities, Inc. Turner, Nord, Kienbaum, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with Alliant Securities since 1988 and is also involved with Skiyalater, LLC. The firm is a six-advisor team managing approximately $300 million for around 700 clients, offering discretionary and non-discretionary portfolio management services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. Their investment approach combines fundamental and technical analysis with ongoing market monitoring, tailoring portfolios to client objectives and risk profiles.

Canada Anderson is a Series 65 licensed advisor with Alliant Securities, Inc. Turner, Nord, Kienbaum, bringing seven years of industry experience. He has been with Alliant Securities since 2008. Outside of his advisory role, Anderson is involved in sales for a makeup line called Younique. Alliant Securities, Inc. Turner, Nord, Kienbaum is a six-advisor team managing approximately $300 million for around 700 clients. The firm provides discretionary and non-discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations, using a combination of fundamental and technical analysis tailored to client objectives and risk profiles.

Connor Seedall is a financial advisor with DAI Wealth, LLC, holding a Series 66 designation and nine years of industry experience. He has worked with DAI Wealth and its related entities since 2023 and previously held roles at Arete Wealth Advisors LLC, Arete Wealth Management LLC, and John Galt Wealth Solutions. DAI Wealth, LLC manages approximately $330 million in assets and serves a diverse client base including high-net-worth individuals, institutional clients, charitable organizations, and retirement plan sponsors. The firm offers customized investment management and financial planning services through various account models and combines advisor-led strategies with third-party platform solutions.