Bryan Ross is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63, 65, and 66 licenses and has 31 years of industry experience. Prior to joining Stratos Wealth Partners in 2022, Ross worked with Wells Fargo Advisors and Wells Fargo Clearing. In addition to his advisory work, he is also a sculptor and artist operating Bryan K Ross Studios. Stratos Wealth Partners is an SEC-registered enterprise firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse range of clients, including high-net-worth individuals, retirement plans, corporations, nonprofits, and other institutions, offering a broad set of advisory services through an open-architecture platform and a predominantly IAR-driven business model.

Jody Nunez is a financial advisor at Centaurus Financial, Inc. with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Ameritas Advisory Services, LLC and Ameritas Investment Corp among other firms. Outside of advising, he serves as president of American Capital Tactics, a non-investment related business, and teaches workshops for business owners and executives through the Business Strategy Institute. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers a range of financial planning and portfolio management services utilizing both discretionary and non-discretionary arrangements.

Andreas Johnson is a CFP® and holds a Series 65 license, with 16 years of industry experience. He has been with Creative Planning since 2015 and is based in Coeur d'Alene, ID. Outside of his advisory role, he is an LLC member and CFO of Fired Up Products, a company that creates and sells fire starter products. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth and ultra-affluent individuals, as well as institutions. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and specialized retirement plan services.

Lawrence Lee is a CFP® with 37 years of industry experience, currently serving at Centaurus Financial, Inc. since 2022. Prior to this, he worked for over 16 years at Kalos Management Inc. and Kalos Capital, Inc., and has operated Lee Financial Services since 1986, where he provides tax preparation, payroll services, and insurance product sales. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning and portfolio management through the CLASSIC Plus platform, employing a mix of fundamental and technical analysis, with options for discretionary and non-discretionary management.

Christine Schader is a financial advisor with Eagle Strategies (New York Life) based in Coeur d'Alene, Idaho. She holds Series 63 and Series 66 licenses and has 19 years of industry experience. Christine is also the owner of SoulTuned LLC, where she works as a life and happiness inspirational speaker, coach, and author of *The Happiness Connection*. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities for retirement investors.

John Adams is a financial advisor with Centaurus Financial, Inc., holding the CFP® designation and Series 63 and 66 licenses. He has 25 years of industry experience, all with Centaurus Financial since 2000. Adams is also the founder and managing partner of Alpha III Taxguard, where he works on tax mitigation strategies involving highly appreciated assets. 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, and retirement-plan consulting through a variety of platforms and employs both discretionary and non-discretionary management strategies.

Jarad Balch is a financial advisor at D.A. Davidson & Co. with two years of industry experience. He holds a Series 66 designation and has a background that includes service in the U.S. Army from 2016 to 2023 and a brief period at Golden Rule Construction. Outside of his advisory work, he is the vice president of Chapter 43 of the Special Forces Association, a nonprofit organization, where he helps manage operations and organize events. 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, and specialized wealth programs, operating under fiduciary standards and utilizing both qualitative and quantitative analysis in their investment recommendations.

Philip Hedrick is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, KMS Financial Services, and Northwest Capital Management. Osaic Advisory Services, LLC serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services such as investment management, financial planning, retirement plan consulting, and third-party manager oversight, employing multiple program models and utilizing custodians like Schwab and Fidelity.

Jennifer Johnson is a Series 66-licensed financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She has been with D.A. Davidson since 2013. Outside of her advisory role, she is a notary for her firm and participates as a Stampin’ Up demonstrator for personal use. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with more than $20 million in net worth, while adhering to fiduciary standards and employing both qualitative and quantitative investment analysis.

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 with D.A. Davidson & Co. in Coeur D'Alene, ID, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Packard Wheeler Succession, Charles Schwab & Co., Inc., and Bass Pro Shops/Cabela's. 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, offering a range of advisory services under fiduciary standards with both qualitative and quantitative investment analysis.

Edna La Zelle is a financial advisor with D.A. Davidson & Co., holding a Series 66 credential and five years of industry experience. She has worked at several firms, including Ameriprise, Eagle Strategies (NY Life), Nylife Securities LLC, and Henker Financial Partners. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant assets.

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.

Jarrod Arnold is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential and one year of industry experience. He previously held roles at Alphastar Capital Management, Tier 1 Financial, LLC, and Altmeyer Financial Investments, LLC. Outside of advising, Arnold is owner and president of Tier 1 Financial, an insurance agency. Foundations Investment Advisors, LLC provides financial planning and portfolio management to a diverse client base, including individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a mix of fundamental, technical, and cyclical analysis along with model portfolios and an asymmetric rebalancing approach, and offers services through a broad network of affiliated offices and investment adviser representatives.

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.