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 at AE Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with AE Wealth Management since 2018. Outside of his advisory role, he is involved in marketing through Morningside Marketing & Business Development. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios with various strategies and serves a large number of clients through standardized model and platform services.

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, Securities America Advisors, Inc., and KMS Financial Services. He is also involved in insurance sales as an insurance agent. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple advisory programs and utilizes a combination of proprietary and third-party platforms for portfolio management.

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.

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 63 and Series 65 licenses and has previously worked at Alpha III Wealth Management, FedEx, Walmart, and several other organizations. 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 with a variety of discretionary and non-discretionary arrangements.

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 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, Idaho, holding Series 63 and Series 65 credentials and bringing 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. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch 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 at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Waddell & Reed, Inc. and various insurance carriers. Bayley also operated a notary business for over a decade. 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 through a large network of advisors utilizing model portfolios, third-party subadvisors, and customized strategies.