Jesse Balsimo is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. He has been involved with multiple business ventures in the wine industry, including Truvino, Inc. and Truvino Merchants, which also provides consulting services related to solar energy installations for agricultural clients. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management styles, supported by extensive research and specialist teams.

William Dougherty Sr. is a CFP® and PFS™ credentialed advisor with 23 years of industry experience. He is currently affiliated with LPL Financial and has a background that includes over 14 years at Cambridge Investment Research Advisors and extensive experience as a CPA through his firm, William P. Dougherty, CPA, PA. He also operates Dougherty & Associates, CPAs, providing tax preparation and accounting services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Stacy Jew is a financial advisor with Stifel, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2013. Outside of her advisory role, she is also a notary through the National Notary Association. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services that utilize a proprietary investment methodology developed by its Investment Strategy Group.

Ricci Mancinelli is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He previously worked at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney for a combined 14 years. Outside of his advisory role, he owns RNR Ventures, LLC and is a passive investor in a cattle operation through VC Cattle Company LLC. 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 supports its clients through research-driven investment strategies and a range of brokerage and advisory solutions.

Chelsea Amann is a financial advisor with LPL Financial in Coeur D'Alene, Idaho. She holds Series 63 and Series 65 credentials and has four years of industry experience, including five years with LPL Financial and five years with the Riverside School District. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Rusty Madsen is a financial advisor at Edward Jones in Post Falls, ID, holding a Series 66 designation. He has industry experience beginning in 2014 with prior roles at Columbia Bank, Numerica Credit Union, and Wheatland Bank. Outside of his advisory work, he owns a rental property managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large network of advisors and branch offices nationwide.

Patrick Sembar is a financial advisor with Osaic Wealth, Inc. based in Coeur d'Alene, Idaho. He holds Series 63 and Series 65 designations and has 12 years of industry experience, including prior roles at Morgan Stanley and Woodbury Financial Services. Outside of his advisory work, he owns a sole proprietorship unrelated to investment activities and is involved as an insurance agent for the sale of fixed insurance products. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using advanced asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Brian Babb is a financial advisor with LPL Financial, holding a Series 66 designation and over 20 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Financial Advocates Investment Management. Outside of his advisory role, he is involved in Whisk Agriculture LLC, a farming business based in Idaho. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Callalily Ferguson is a financial advisor at Merrill with three years of industry experience. She holds a Series 66 designation and previously worked at BDO USA, LLP for ten years. Outside of finance, she has worked part-time representing and educating on skincare, haircare, and makeup brands through Beauty Barrage, LLC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Brian Parasida is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has worked at several firms including Avantax Advisory Services, Cambridge Investment Research, and Magnuson, McHugh, Dougherty CPAs, LLC, where he is also involved in tax preparation and accounting. Parasida operates a CPA firm and manages wealth management entities related to his advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research, providing both discretionary and non-discretionary portfolio management.

Michael Thayer is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Financial Advocates Investment Management and co-founded Three15 Capital, LLC, where he remains active. 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, supported by research and technology solutions.

Jason Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 18 years before joining LPL Financial in 2023. Outside of his advisory role, he is a part-owner of Teemu-BBQ LLC, a business entity established for tax and investment purposes. 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. The firm offers a variety of advisory programs, financial planning, retirement consulting, and brokerage services, combining proprietary research with third-party strategies across discretionary and non-discretionary management options.

Christopher Dallenbach is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He worked at Merrill from 2014 to 2020 before joining Raymond James & Associates 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, institutional and pension plans, charitable organizations, and municipal entities, offering tailored financial planning and consulting services with a range of portfolio management styles and affiliated research.

Devlin Flamm is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked for William P Dougherty, CPA PLLC for ten years. He is also involved in tax preparation and accounting services through his own CPA practice and related business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Lynn Widmann is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She has worked with LPL Financial since 2015 and was previously associated with Financial Advocates Investment Management for eight years. Widmann also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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, supported by research and technology-driven solutions.

Christopher Butler is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has prior experience at Woodbury Financial Services, U.S. Bancorp Investments, Merrill, and Bank of America. Outside of his advisory role, he works as a design consultant for a residential remodeling firm and serves as a strategic advisor for Butler Law PC, a family-owned legal practice. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, and corporate investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, using firm-provided tools to construct portfolios that include a range of asset classes and employs various third-party platforms and investment solutions.

Richard Gentile is a financial advisor with Merrill Lynch Wealth Management who brings a diverse professional background to his current role. He began his career serving six years as a US Navy Nuclear Engineer aboard a fast-attack submarine, where he worked in the engineering department. Following his military service, he spent six years working in data centers before transitioning to financial services. Gentile earned a Bachelor's degree in Business Management from the University of Redlands using the GI Bill. Encouraged by his financial advisor, he pursued a career in financial advising, where he holds the Professional Investment Advisor (PIA) designation. His areas of expertise include family wealth management strategies, portfolio management services, small business strategies, tax minimization, and retirement income. In addition to his professional pursuits, Gentile is involved with the Veterans of Foreign Wars. He enjoys adventure sports, chess, cooking, gardening, hiking, hunting, music, reading, and skiing. Gentile emphasizes a personalized approach to wealth management, aiming to help clients uncover what matters to them and develop strategies to pursue their financial goals.

Kiera Lafountain is a financial advisor with Edward Jones in Coeur D'alene, Idaho. She holds the Series 66 designation and has eight years of industry experience, including seven years at US Bank before joining Edward Jones. 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 nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Peter Madison Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and market return estimates.

Matthew Lyman is a financial advisor with Raymond James & Associates in Coeur D Alene, Idaho, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. Prior to joining Raymond James in 2020, he worked at Bank of America and Merrill for nine years each. He serves as an advisory board member of the Coeur d'Alene Rotary Endowment Foundation, a charitable organization. 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, non-discretionary investment consulting, and institutional fiduciary solutions supported by extensive research and multiple portfolio management styles.