Nicholas Albertini is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Merrill Lynch, Ameriprise Financial Services, LPL Financial, and Bank of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Nathan Wallace is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 21 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Equities Corporation. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third‑party asset management, and institutional platforms.

Dana Specht is a financial advisor with LPL Financial holding Series 63 and Series 65 designations and 32 years of industry experience. Prior to joining LPL Financial in 2020, Dana worked at Wells Fargo Clearing from 2016 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brett Robbins is a CFP® professional with five 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, Welch Comer Engineers and Surveyors, and KP Estimating. Robbins also has experience with Boise State University and was involved 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 and investment strategies, operating under a fiduciary standard and supported by a large national network of financial advisors and branch offices.

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.

Shawn Herring is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Nike and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Drew Constanzer is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial for Lutherans since 2011. Outside of his advisory work, he is a 10% owner of Constaburg Libations, LLC, an enterprise involved in overseeing wine distribution. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations across a broad range of planning topics. The firm’s approach separates planning from portfolio management and does not include implementation or discretionary trading authority as part of its Dedicated Planning Service.

Ethan Whitney is a financial advisor with Edward Jones in Rathdrum, ID. He holds the Series 66 designation and began his advisory career in 2026. Prior to joining Edward Jones, he worked in the automotive and retail sectors and was involved in a family farm business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Jordan Root is a financial advisor at Edward Jones in Post Falls, Idaho, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Coeur D'Alene Resorts and Vail Chophouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates a large network of financial advisors and branch offices nationwide.

Kimberly Durbin is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. She previously worked at Kestra Advisory, Wells Fargo Advisors, and Edward Jones. In addition to her advisory role, Durbin is involved in real estate as a licensed Realtor in Post Falls, ID. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad network of advisors.

Peter Zeman is a financial advisor at Edward Jones in Post Falls, ID, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017. Prior to joining the firm, he worked at Sunbelt Rentals from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Keenan Cole is a financial advisor with LPL Enterprise, holding a Series 66 designation and currently located in Post Falls, ID. He has been with LPL Enterprise since 2026 and has prior experience working for Silverwood Theme Park and educational institutions including North Idaho College and North Idaho STEM Charter Academy. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Matthew Giliam is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. He has worked with Leonard & Martens, LLC and has been with Raymond James Financial Services, Inc. since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to deliver tailored, non-discretionary planning and investment consulting.

Troy Braga serves as Senior Resident Director and Wealth Management Advisor at Merrill Lynch. In this role, he focuses on assisting affluent individuals, retirees, and business owners with managing various aspects of their financial lives, including tax-efficient strategies, retirement planning, wealth preservation, and philanthropic planning. Troy strives to build strong client-advisor relationships by providing access to the best financial resources and developing personalized financial strategies. Before joining Merrill Lynch in 2014, Troy accumulated twelve years of experience in diverse corporate finance positions. He holds a bachelor's degree in Finance and Human Resources Management from the University of Idaho and earned an MBA from Washington State University. Troy maintains several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional responsibilities, Troy is involved in community organizations such as the Innovia Foundation Kootenai County Leadership Council, Kootenai Health Foundation, and The Salvation Army Kroc Center Board. He also enjoys outdoor activities including basketball, biking, camping, fishing, hiking, running marathons, skiing, traveling, and spending time with his family.

Maria De Benavides Parra is a financial advisor with J.P. Morgan Securities in Coeur d'Alene, ID. She holds Series 63 and Series 65 licenses and has seven years of industry experience, including prior roles at Wells Fargo Clearing Services and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Mark Patton is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Merrill for five years before joining LPL Financial in 2009. Outside of his advisory work, Patton serves as a referee for various soccer associations and high school volleyball games in Northern Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its extensive network of investment adviser representatives.

Danny Taylor is a CFP® professional with 42 years of industry experience. He is currently with Cambridge Investment Research Advisors and has been there since 2011, alongside operating Taylor & Associates since 1983. Outside of his advisory role, he owns and manages Taylor & Associates, which provides insurance and benefits services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Matthew Altmeyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He also has involvement with a farm in Colbert, Washington. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors, offering a range of financial planning and investment management solutions.

Joshua Miller is a Series 66-credentialed advisor at LPL Financial with experience dating back to 2020 at Silver Pine Wealth Management. Prior to his advisory roles, he was involved with Tobler Marina for 15 years. He is based in Coeur D'Alene, Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and access to third-party asset managers, supported by advanced operational tools.

Kenneth Wall is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, Inc. and OSAIC. Based in Coeur D'Alene, ID, he has been with LPL Financial since 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including model portfolios, third-party asset management, and institutional platforms.