Roger Rowe is a CFP® professional with 27 years of experience in financial advisory. He is currently with Focus Partners Wealth, LLC and has held prior roles at The Colony Group, Buckingham Strategic Wealth, UBS Financial Services, Barclays Capital, and other firms. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Joel Bowlby is a Series 66-licensed advisor with D.A. Davidson & Co., based in Coeur D'Alene, ID, with 19 years of industry experience. He has been with D.A. Davidson & Co. for 17 years. Outside of his advisory role, Bowlby serves as President of the Board of Directors for Summit Christian Academy. 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 operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

David Andersen is a financial advisor at Centaurus Financial, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Centaurus Financial since 2015. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing a variety of analytical approaches and both discretionary and non-discretionary arrangements.

Nathaniel Whalen is a financial advisor at D.A. Davidson & Co. in Coeur D'Alene, ID, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include tenures at Charles Schwab & Co., Inc. and Packard Wheeler Succession. 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 emphasizes fiduciary standards and utilizes both qualitative and quantitative analyses to recommend and monitor investments.

Kirk Barnard is a financial advisor at Centaurus Financial, Inc. with two years of industry experience and holds a Series 66 designation. Prior to joining Centaurus Financial, he spent 15 years working as a personal fitness trainer. In addition to his advisory role, Barnard operates The Mecca Gym, a personal fitness business. 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 both discretionary and non-discretionary arrangements.

Natosha Duboise is a financial advisor with D.A. Davidson & Co. in Coeur D'Alene, ID, holding a Series 66 credential and nine years of industry experience. She has been with D.A. Davidson & Co. since 2008. Outside of her advisory role, she serves as a Notary Public for the State of Idaho. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides comprehensive financial planning and specialized programs such as its Davidson Private Wealth program for high-net-worth individuals.

Jonathan Altmeyer is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has held multiple roles since 2016, including positions at Altmeyer Financial Investments and Morningside Marketing & Business Development. Outside of advising, he is involved in marketing and business development through Morningside Marketing. AE Wealth Management, LLC provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, and trusts. The firm uses discretionary model portfolios and supports third-party RIAs with sub-advisory and model-licensing services, managing approximately $49.8 billion for over 127,000 clients.

Chris Morin is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 credential and 19 years of industry experience. His career includes roles at Ameriprise Financial Services, LLC, Wells Fargo, Edward Jones, and currently at OSAIC Advisory Services. He also serves as an advisor with Idaho Central Credit Union, working with credit union partners to assist their members financially. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure.

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 one year of industry experience. She holds the Series 66 designation and previously worked for 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, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients.

Susan Brunner is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2007. Outside of her advisory role, she is a self-employed piano teacher in Coeur d'Alene, ID. 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, equity research, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Lee Scharenberg is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Arbor Point Advisors and KMS Financial Services. In addition to his advisory work, he is also active as an insurance sales agent. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a broad client base, including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment programs and consulting services, utilizing multiple strategies and platforms to deliver comprehensive wealth management solutions.

Nicole Schafer is a CFP® with 20 years of experience in financial advising. She currently works at Rockefeller Financial LLC and previously spent over a decade at Morgan Stanley, including roles at Morgan Stanley Private Bank. She serves as a board member of the Bayview Foundation, a charitable organization in Seattle. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

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 with Centaurus Financial, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to joining Centaurus Financial, he worked at Alpha III Wealth Management and has a diverse background including roles at FedEx, Walmart, and Black Mountain Construction. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, businesses, and trusts. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services using a variety of investment approaches and both discretionary and non-discretionary management.

Brad Desormeaux is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and bringing 19 years of industry experience. Prior to joining Sanctuary Advisors in 2026, he worked at UBS Financial Services from 2007 to 2026. In addition to his advisory work, he is a partner in SANE LLC, which provides education on fitness alongside a professional personal trainer. Sanctuary Advisors serves a diverse client base including individuals, corporations, pension plans, trusts, estates, and charitable organizations through over 400 independent investment adviser representatives. The firm offers a variety of portfolio management and financial planning services, utilizing multiple analytical approaches and acting as a fiduciary when agreements are in place.

Kathleen Absec is a financial advisor at D.A. Davidson & Co. in Coeur D'Alene, ID, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has been with D.A. Davidson & Co. since 1995. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and using both qualitative and quantitative investment analyses.

Scott Finnegan is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Triton Pacific Securities, Select Capital Corporation, Shopoff Securities Inc, Steadfast Companies, Stira Capital Markets Group LLC, and Merrill. He owns Finnegan Financial LLC, a business entity to handle finances. 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 services, utilizing both discretionary and non-discretionary arrangements.

Tucker Forbush is a financial advisor with Morgan Stanley in Coeur D'Alene, ID, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and worked at the University of Idaho from 2016 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Kenneth Hanley is a financial advisor with Stifel in Coeur D'Alene, ID, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2015, with prior roles at D.A. Davidson & Co., Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Wells Fargo Investments. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses as a foundation for client decisions.