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

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.

Nicole Schafer is a CFP® with 20 years of experience in financial advising, currently with Rockefeller Financial LLC since 2022. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2022. Schafer serves as a board member of the Bayview Foundation, a nonprofit organization based 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 portfolio management, financial planning, and consulting services, operating as both an investment advisor and a registered broker-dealer with a comprehensive investment platform that includes equities, fixed income, and alternatives.

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.

Braden Draggoo is a financial advisor with Eagle Strategies (New York Life) based in Coeur d'Alene, ID, holding Series 63 and Series 66 licenses and with 15 years of industry experience. His career includes roles at several firms such as Crystal Clear Financial Group, LLC and D&G Risk Management LLC. Outside of advisory activities, he is an author of an autobiography and hosts a podcast focused on motivation and wellness. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and delivers solutions across multiple program types, with a significant portion of assets managed on a non‑discretionary basis.

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.

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 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 Tanneberger is a financial advisor with OSAIC in Coeur d'Alene, Idaho, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Royal Alliance since 2017 and previously spent 12 years at National Planning Corporation. Outside of his advisory role, he serves on the board of an Idaho nonprofit and is a member of the Coeur d'Alene Rotary Club and Chamber of Commerce. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and risk-assessment techniques to construct portfolios across various asset classes, supporting both discretionary and non-discretionary management.

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.

Ryan Weber is a CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2020 and previously held positions at Lincoln Investment, Capital Analysts Incorporated, and Pacific Southwest Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Robert Mckinley is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Fidelity Investments since 2006 and with Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and utilizes systematic methodologies and algorithmic portfolio construction in managing assets.

Emily Mccusker is a Series 66-credentialed financial advisor at Osaic with one year of industry experience. Her prior work includes roles at Atchley Financial Group and Bizzy Bee Services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary accounts across multiple investment types.

Lesley Atchley is a CFP®-designated financial advisor at OSAIC with 40 years of industry experience. She previously worked at National Planning Corp for 17 years before joining OSAIC in 2017. Atchley is owner and president of Atchley Financial Group and is active in her community as a member of the Coeur d'Alene Rotary Club and a finance committee member at St. Thomas church. OSAIC serves a broad client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

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.