Matthew Altmeyer is a financial advisor with LPL Financial in Post Falls, Idaho, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Signator Investors, Inc. Outside of advising, he has involvement in a farm located in Colbert, Washington. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management and supporting diversified strategies through in-house and third-party research.

Joshua Miller is a financial advisor at LPL Financial with Series 66 credentials and three years of experience at the firm. He has prior experience at Silver Pine Wealth Management and a 15-year tenure at Tobler Marina. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technologies such as machine learning.

Kenneth Wall is a financial advisor with LPL Financial in Coeur D'alene, ID, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at SagePoint Financial, Inc. for 14 years and OSAIC for one year before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by comprehensive research and model portfolios.

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. He serves as executor of his parents' estate. Osaic Wealth, Inc. provides a broad range of brokerage and investment advisory services to retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm utilizes proprietary asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.

Robert Yuditsky is a financial advisor with Morgan Stanley in Coeur D'Alene, ID, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and outcome modeling while generally acting in an advisory capacity rather than as an ERISA fiduciary unless separately engaged.

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 30 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Specht is active as a FINRA arbitrator, serves as a Republican precinct committeeman in Kootenai County, Idaho, and operates an Amazon storefront business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm provides financial planning, advisory programs, and retirement plan consulting while offering both discretionary and non-discretionary portfolio management supported by internal and third-party research.

Tad Johnson is a financial advisor with LPL Financial based in Coeur d'Alene, ID. He holds a Series 66 designation and has two years of industry experience, including prior roles at Avantax Investment Services and Magnuson McHugh Dougherty CPAs. Johnson also operates Tad Johnson, CPA, PLLC, a separate tax and investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and services supported by in-house and third-party research, employing diversified and tactical investment strategies alongside technology-driven portfolio management tools.

Daphne Conner is a financial advisor at Raymond James & Associates with three years of industry experience. She previously worked at Edward Jones for five years and Inspiro for two years. Conner holds a Series 66 designation. Raymond James & Associates is a large 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 and investment consulting through a range of tailored, generally non-discretionary strategies supported by firm research and affiliated sub-advisers.

James Chapkis is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2025, he worked at Raymond James Financial and Raymond James Financial Services from 2008 to 2025. He is also associated with Starmus, a business entity for tax and investment purposes, since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Houghton Gifford Jr. is a financial advisor at Equitable Advisors with 37 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. His prior experience includes roles at Seacrest Wealth Management and Grocery Outlet. Equitable Advisors serves a diverse client base, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and endorsed third-party managers to deliver a range of advisory and brokerage solutions.

Eric Suarez is a financial advisor with J.P. Morgan Securities in Coeur d'Alene, ID, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with J.P. Morgan Securities since 2013. Suarez serves as a board member and officer for Joya Child and Family Development, a nonprofit pediatric therapy provider, where he is involved in governance and finance committee activities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Tyler Simon is a financial advisor with LPL Financial in Coeur D'Alene, ID, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has previously worked with Waddell & Reed, Liberty Partners Capital Management, and Liberty Partners Financial Services. Outside of his advisory role, Simon also maintains a notary position. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios, research, and technology tools to support diverse investment strategies.

Cameron Cubberley is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2024, he worked at OSAIC, SagePoint Financial, Inc., and several other firms. Outside of his advisory work, he is involved with CONTRARIAN LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

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.

William Jones is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its comprehensive financial planning approach.

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.