Glen Webb Jr. is a financial advisor at RBC Capital Markets with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at RBC Capital Markets since 2008 and City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Joseph Petrusek is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Securities America Advisors, Inc., Securities America, Inc., Interwest Advisors, Inc., and Kms Financial Services, Inc. Outside of advisory work, he is also licensed to recommend and sell insurance products such as long-term care and life insurance. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, providing both discretionary and advisor-managed investment strategies along with access to third-party managers and proprietary investment models.

Lauren Burton is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, she was employed at Johnson Construction & Development, Inc. and Homes4rent. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Charles Specht is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at LPL Financial since 2020 and previously at Wells Fargo Clearing from 2016 to 2019. Outside of advising, he serves as a Republican Precinct Committeeman for Kootenai County and operates an Amazon storefront business. 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 broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice and account management provided primarily by investment adviser representatives using various discretionary and non-discretionary strategies.

Tad Johnson is a Series 66-credentialed financial advisor with LPL Financial, based in Coeur D'Alene, Idaho. He has three years of industry experience and has previously worked at Avantax Investment Services and several CPA firms. Johnson also operates Tad Johnson, CPA, PLLC, a business entity for tax and investment purposes. 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, third-party asset management, and institutional platforms.

Daphne Conner is a financial advisor at Raymond James & Associates with four years of industry experience. She holds the Series 66 designation. Prior to joining Raymond James, she worked at Edward Jones for five years and Inspiro for two years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by proprietary research and multiple portfolio management strategies.

Eric Suarez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2013. Outside of his advisory role, Suarez serves as Board President of Joya Child and Family Development, a nonprofit providing pediatric therapy and special education services. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Tyler Simon is a financial advisor with LPL Financial in Coeur D'Alene, Idaho, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. His career includes multiple tenures at Waddell & Reed and work with various insurance carriers. He also operates a notary service alongside his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms.

Cameron Cubberley is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SagePoint Financial, OSAIC, and Northwestern Mutual Investment Management. He also operates a non-investment business entity, Contrarian LLC, for tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.

Ryan Chapman is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates. Outside of finance, he has worked at the Coeur d'Alene Resort Golf Course. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

Joel Kosoff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes six years with Wells Fargo Bank and six years at Jimmy Johns. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Donald Scharenberg is a financial advisor with Stifel in Coeur D'Alene, Idaho, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and works with affiliated trust companies and banks to support various financial needs.

Jessie Boswell is a financial advisor with Edward Jones, holding a Series 66 designation and over one year of industry experience. She has been associated with Edward Jones since 2010, including her current role starting in 2025. Outside of her advisory work, she has experience in food service operations, including managing inventory and customer service at events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm is recognized for its large network of advisors and branch offices, as well as its affiliated capabilities such as trust services and securities-based lending.

Stewart Meggs is a financial advisor with Merrill who holds Series 63 and Series 65 designations and has 32 years of industry experience. He has been with Merrill since 2009 and also has experience at Bank of America, where he has worked since 2011. Merrill, along 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 supported by internal investment teams and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Heather Bloom is a financial advisor with Raymond James & Associates in Coeur D Alene, Idaho, holding a Series 66 designation and 16 years of industry experience. She previously worked at Merrill for nine years before joining Raymond James in 2020. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Michael Armon is a CFP® professional with 46 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a commissioner for both the North Idaho College Dormitory Housing Commission and the Lake City Development Corporation overseeing Coeur d'Alene's urban renewal district. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Cameron Ross is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and less than one year of industry experience. Prior to his current role, he worked at Northwestern Mutual Investment Services LLC and has held various positions in the food service and education sectors, including employment at Ahi Sushi Bar, Sawmill Grille, and Boise State University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved tools and software.

Anthony Oss is a financial advisor with LPL Financial, holding a Series 66 license and bringing 10 years of industry experience. His career includes roles at Avantax Advisory Services and 1st Global Capital Corp., alongside a long-term affiliation with Magnuson, McHugh & Co., P.A. in accounting and tax preparation. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Janice Myers is a financial advisor at LPL Financial with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Myers operates under the business name Clarity Wealth Strategies in Dalton Gardens, 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 and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mark Easterday is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been employed since May 1997. He specializes in retirement planning and holds the Chartered Retirement Planning Counselor (CRPC) designation, among other professional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mark's expertise encompasses retirement and college planning, estate issues, insurance, and managing significant liquidity events such as business sales and inheritances. He particularly works with clients who have irregular incomes, helping them budget and invest effectively to achieve financial independence. Mark collaborates with clients across multiple states and leads a team including a Registered Wealth Management Client Associate. He earned a Bachelor's Degree in Business-Finance from the University of Southern California and previously graduated from San Gorgonio High School. Mark resides in Coeur d'Alene, Idaho with his wife, Cherice. They are involved in their community, supporting the North Idaho State Fair and Rodeo Foundation and engaging with their Christian church. His personal interests include golf, fishing, football, horseback riding, and music.