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.

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.

Gary Febus is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has been with Principal Securities, Inc. and Principal Life Insurance Company since 2025. Prior to his current roles, Gary was involved with Habitat for Humanity-Spokane and operated a talent agency, Scout Model & Talent Agency. He has also maintained a personal website, GaryFebus.com, since 2012. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

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.

Marc Rubin is a financial advisor at Edward Jones in Liberty Lake, WA, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Concur Technologies. Outside of his advisory role, he is the managing partner of Max's Hideaway LLC, a vacation home business in Redmond, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large network of financial advisors and branch offices nationwide.

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 with Stifel in Coeur D'Alene, ID, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2015, with prior roles at D.A. Davidson & Co., Wells Fargo Clearing, A. G. Edwards & Sons, Inc., and Wells Fargo Investments. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses as a foundation for client decisions.

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.

Jani Cotton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and beginning her advisory career in 2026. She has extensive prior experience, including roles at Primerica Financial Services since 2009, Providence Sacred Heart Medical Center since 2008, and Broadway Heights Dental since 2007. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, primarily through a large network of advisors who deliver model-based portfolio recommendations. The firm manages approximately $15.5 billion in assets and uses a range of strategic and tactical investment models supported by third-party asset managers and custodial services.

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.

Asa Wolfe is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Primerica Advisors. His background includes service in the U.S. Army from 2017 to 2021 and entrepreneurship through ownership of a short- and long-term room rental business. Wolfe also holds a role as Events Director for the Kootenal County Young Professionals. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies supported by third-party asset managers and focuses on scalable advisory services delivered through an extensive network of advisors.

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.