Natosha Duboise is a financial advisor at D.A. Davidson & Co. with 18 years at the firm and 8 years of industry experience. She holds a Series 66 designation. Outside of advisory services, she serves as a Notary Public for the State of Idaho. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers services under fiduciary standards, utilizing both qualitative and quantitative analysis, and provides specialized solutions such as municipal advising and a Private Wealth planning program for high-net-worth clients.

Chris Morin is a financial advisor with OSAIC Institutions, Inc. and holds a Series 66 designation. He has 18 years of industry experience and has previously worked with Ameriprise, First Interstate Bank, and Securities America. Outside of his advisory role, Morin also serves as an advisor with Idaho Central Credit Union, assisting credit union members with their financial goals. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Peter Wierenga is a financial advisor at Centaurus Financial, Inc. with 25 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Centaurus Financial and Moi Advisory since 2014. Outside of his advisory work, he is involved in insurance sales and estate planning, including representation for deferred sales trusts. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized services with both discretionary and non-discretionary arrangements.

Stephanie Brunner is a financial advisor at D.A. Davidson & Co. with six years of industry experience. She holds a Series 66 designation and previously worked at MB Builders & Development, LLC for seven years. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Lee Scharenberg is a financial advisor at OSAIC Advisory Services, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors, Securities America Advisors, Inc., and KMS Financial Services. In addition to his advisory work, he is involved in insurance sales. OSAIC Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides a range of services such as investment management, financial planning, and retirement plan consulting, utilizing multiple program models and third-party platforms.

Jerome Hunsanger Jr. is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2015. He is also the owner of Hunsanger Financial Services, LLC, a non-investment-related business based in Spokane, WA. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Gabriel Wangsgard is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Alpha III Wealth Management, FedEx, and Walmart. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a variety of managed account platforms.

Brad Desormeaux is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked for UBS Financial Services for 19 years before joining Sanctuary Advisors and Sanctuary Securities in 2026. Outside of his advisory role, he is a partner at SANE LLC, an education venture focused on fitness. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of more than 400 independent investment adviser representatives who manage accounts using various strategies and analytical approaches, acting as fiduciaries under written advisory agreements.

Kathleen Absec is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 1995. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Scott Finnegan is a financial advisor with Centaurus Financial, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Finnegan previously worked at firms including Triton Pacific Securities, Select Capital Corporation, and Shopoff Securities Inc. He is also the owner of Finnegan Financial LLC, a business entity established to manage his finances. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements.

Kenneth Hanley is a financial advisor at Stifel with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jasson Lamb is a financial advisor with Edward Jones in Coeur D'Alene, ID, holding Series 65 and Series 63 licenses and with 29 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he is a member of PELOLAMAC LLC, a recreational property business in Kingston, ID. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of needs. The firm manages approximately $1.01 trillion in assets and provides a wide range of advisory programs, investment solutions, and affiliated financial services through a large network of advisors and offices nationwide.

Michael Bayley is a financial advisor with LPL Financial in Coeur D'Alene, Idaho, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, as well as operating Michael Bayley Notary for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, combining proprietary and third-party research with both discretionary and non-discretionary management strategies.

Jordan Goos is a financial advisor with Edward Jones in Hayden, ID, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the Jake Brandt State Farm Insurance Agency from 2015 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Arleigh Larson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Primerica Advisors since 2008 and has worked with Primerica Financial Services since 1996. Larson is also involved in sales of home security and automation products through affiliated companies and co-owns FERAL Holdings US, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Nicholas Albertini is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at firms including Merrill Lynch, Ameriprise Financial Services, LPL Financial, and Bank of America. 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 wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services.

Nathan Wallace is a financial advisor at LPL Financial with 21 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL Financial, he worked at Lincoln Investment for seven years and Legend Equities Corporation for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

Dana Specht is a financial advisor at LPL Financial with 31 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by internal and third-party research.

Brett Robbins is a CFP® with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he held roles at Matheus Lumber Company and Welch Comer Engineers and Surveyors. He also has experience with Boise State University and involvement with CDA American Legion Baseball. 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, including discretionary and non-discretionary managed solutions, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Rupiper is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Before joining Wells Fargo in 2023, he worked at Edward Jones from 2016 to 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.