Jasson Lamb is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 65 licenses and 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, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices.

Michael Tanneberger is a financial advisor with OSAIC based in Coeur D'Alene, Idaho, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Royal Alliance for nine years and National Planning Corporation for twelve years. Outside of his advisory role, he serves on the board of directors for Canopy Village, a local nonprofit organization, and is a member of the Coeur D'Alene Rotary Club and Area Chamber of Commerce. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a multi-advisor platform with brokerage and advisory services that encompass comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach focused on asset allocation and portfolio optimization, supported by a complex affiliate network and private-equity ownership.

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.

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 is currently with LPL Financial, where he has worked since 2020. Prior to that, he held roles at Lincoln Investment, Capital Analysts Incorporated, and Pacific Southwest Financial. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party strategies.

Robert Mckinley is a CFP® professional with 19 years of industry experience, currently serving at Fidelity. His tenure includes roles within Fidelity Personal and Workplace Advisors and Fidelity Investments dating back to 2006. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as fund advisory services.

Emily Mccusker is a financial advisor at OSAIC with one year of industry experience. She holds the Series 66 designation and has previously worked at Bizzy Bee Services and Atchley Financial Group. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and rebalancing tools.

Lesley Atchley is a CFP® with 40 years of industry experience, currently serving at OSAIC since 2017. Prior to that, she worked for 17 years at National Planning Corp. She is the owner and president of Atchley Financial Group, an S-corp involved in securities business. Atchley is also a member of the Coeur d'Alene Rotary Club and serves on the finance committee of St. Thomas church. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services across various financial programs. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, supported by multiple custodial and platform arrangements.

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.

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.

Dwight Hoeck is a financial advisor with Thrivent Investment Management in Coeur d'Alene, ID, holding a Series 66 designation and 19 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses across various planning topics without discretionary trading authority.

Kyle Frederickson is a Series 66-licensed financial advisor with 21 years of industry experience. He has worked at UBS Financial Services since 2015 and previously spent 10 years with Lord, Abbett & Co. LLC. He serves on the board of directors for Millionair Club, a charitable organization focused on cultural, educational, and political initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets solutions. The firm combines institutional trading capabilities with wealth management and proprietary research to tailor investment strategies.

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.

Patricia Leach is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Aimee Tanneberger is a CFP® professional with 20 years of industry experience, currently affiliated with OSAIC. She has worked at Royal Alliance since 2017 and was with National Planning Corporation from 2006 to 2017. Tanneberger is also involved in the Coeur d'Alene community as a member of the Chamber of Commerce and Rotary Club. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, complex affiliate network, and variety of investment and lending programs.

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.

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.