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 in Liberty Lake, WA. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work history includes roles at Liberty Mutual and Santander Consumer USA. The firm is a six-advisor team managing approximately $300 million for about 700 clients, offering discretionary and non-discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. Their investment approach integrates fundamental and technical analysis with continuous portfolio monitoring, tailored to 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.

Spencer Sprague is a CFP® credentialed financial advisor with two years of industry experience currently working at Consilio Wealth Advisors, LLC. His prior roles include positions at Blue Trust and George Fox University. Consilio Wealth Advisors serves individual and high-net-worth clients through comprehensive wealth management, discretionary investment management, and financial planning. The firm employs a long-term investment approach combining Modern Portfolio Theory and fundamental analysis, and it utilizes technology partnerships to provide estate and tax planning services and consolidated reporting.

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 18 years of experience at the firm and eight years in the industry. Outside of advisory work, Anderson is involved in sales for a makeup line, YOUNIQUE, dedicating a small portion of time monthly to this activity. 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 and advisory services to a diverse client base, using a combined fundamental and technical investment approach that adjusts allocations based on client risk profiles and market conditions.

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.

Nathaniel Guthrie is a Series 65-licensed financial advisor at Pinkerton Wealth Partners with one year of industry experience. Prior to joining Pinkerton Wealth Partners, he worked in education and fitness-related roles over several years. 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,” integrating active, passive, and tactical strategies across approximately 70 model portfolios.

Ronald Glendening is a CFP® professional with 24 years of industry experience, currently serving as a wealth advisor and COO at Pinkerton Retirement Specialists, LLC. His prior roles include positions at Triad Advisors, Inc. and True Freedom Investing, LLC. He is also a co-successor trustee for the Daniel W. Pinkerton Living Trust. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a disciplined, formula-driven investment process that combines technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Jeffrey Newton is a financial advisor at Alliant Securities, Inc. Turner, Nord, Kienbaum with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Alliant Securities since 2009. 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 a combined fundamental and technical investment approach tailored to client objectives and risk profiles.

Steve Haug is a financial advisor at Pinnacle Wealth Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ims Capital Management for 23 years and Metropolitan Financial Services, Inc. for 4 years. Outside of his advisory role, he owns a fitness center in Rathdrum, Idaho. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based firm that provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals and qualified retirement plans. The firm builds diversified portfolios tailored to each client’s profile using a range of investment vehicles and often employs third-party managers and tax-aware strategies.