Robert Mckinley is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Fidelity Investments since 2006 and with Fidelity Personal and Workplace Advisors since 2018. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and utilizes systematic methodologies and algorithmic portfolio construction in managing assets.

Emily Mccusker is a Series 66-credentialed financial advisor at Osaic with one year of industry experience. Her prior work includes roles at Atchley Financial Group and Bizzy Bee Services. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary accounts across multiple investment types.

Lesley Atchley is a CFP®-designated financial advisor at OSAIC with 40 years of industry experience. She previously worked at National Planning Corp for 17 years before joining OSAIC in 2017. Atchley is owner and president of Atchley Financial Group and is active in her community as a member of the Coeur d'Alene Rotary Club and a finance committee member at St. Thomas church. OSAIC serves a broad client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

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 63 and Series 65 credentials and has worked previously at firms including Merrill Lynch, Ameriprise Financial Services, LPL Financial, and Bank of America. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient services.

James Bennett is a financial advisor at Edward Jones in Coeur D Alene, ID, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones for his entire career since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Nathan Wallace is a financial advisor at LPL Financial with 21 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining LPL Financial, he worked at Lincoln Investment for seven years and Legend Equities Corporation for nine years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options supported by research and model portfolios.

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 financial advisor at UBS Financial Services with 20 years of industry experience and holds a Series 66 designation. He has been with UBS since 2015 and serves on the board of directors for Millionair Club, a charity organization focused on cultural, educational, and political activities. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering a range of fee-based financial planning, portfolio management, and capital markets solutions. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor client strategies.

Dana Specht is a financial advisor at LPL Financial with 31 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a large national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by internal and third-party research.

Brett Robbins is a CFP® with four 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 and Welch Comer Engineers and Surveyors. He also has experience with Boise State University and involvement 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, including discretionary and non-discretionary managed solutions, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 financial advisor with OSAIC, holding CFP® and Series 63 credentials and bringing 20 years of industry experience. She has worked at Royal Alliance since 2017 and was previously with National Planning Corporation for 11 years. Tanneberger is also a member of the Coeur d'Alene Chamber of Commerce and Rotary Club. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party money managers and unified managed accounts. The firm utilizes a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

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.

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. Her prior roles include positions at Kestra Advisory, Kestra Investment Services, and Wells Fargo Advisors. She is also a licensed real estate agent and notary in Coeur d'Alene, Idaho. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Allison Smith is a financial advisor at OSAIC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Highland Capital Brokerage and Royal Alliance, among other firms. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client needs.

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.

Mary Mason is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include work with Northwestern Mutual Investment Services LLC and Pillar Financial. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers a range of portfolio management and financial planning services, using multiple program structures and investment platforms to provide tailored strategies.