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. She previously worked at Kestra Advisory, Wells Fargo Advisors, and Edward Jones. In addition to her advisory role, Durbin is involved in real estate as a licensed Realtor in Post Falls, ID. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad network of advisors.

Allison Smith is a financial advisor at OSAIC with eight years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Highland Capital Brokerage, Royal Alliance, National Planning Corporation, and Atchley Financial Group. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

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.

Keenan Cole is a financial advisor with LPL Enterprise, holding a Series 66 designation and currently located in Post Falls, ID. He has been with LPL Enterprise since 2026 and has prior experience working for Silverwood Theme Park and educational institutions including North Idaho College and North Idaho STEM Charter Academy. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by internal and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Matthew Giliam is a financial advisor with Raymond James Financial, holding a Series 66 designation and five years of industry experience. He has worked with Leonard & Martens, LLC and has been with Raymond James Financial Services, Inc. since 2019. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, pension, corporate, charitable, and institutional clients. The firm uses fact-finding, risk profiling, and analytical tools to deliver tailored, non-discretionary planning and investment consulting.

Troy Braga serves as Senior Resident Director and Wealth Management Advisor at Merrill Lynch. In this role, he focuses on assisting affluent individuals, retirees, and business owners with managing various aspects of their financial lives, including tax-efficient strategies, retirement planning, wealth preservation, and philanthropic planning. Troy strives to build strong client-advisor relationships by providing access to the best financial resources and developing personalized financial strategies. Before joining Merrill Lynch in 2014, Troy accumulated twelve years of experience in diverse corporate finance positions. He holds a bachelor's degree in Finance and Human Resources Management from the University of Idaho and earned an MBA from Washington State University. Troy maintains several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional responsibilities, Troy is involved in community organizations such as the Innovia Foundation Kootenai County Leadership Council, Kootenai Health Foundation, and The Salvation Army Kroc Center Board. He also enjoys outdoor activities including basketball, biking, camping, fishing, hiking, running marathons, skiing, traveling, and spending time with his family.

Maria De Benavides Parra is a financial advisor with J.P. Morgan Securities in Coeur d'Alene, ID. She holds Series 63 and Series 65 licenses and has seven years of industry experience, including prior roles at Wells Fargo Clearing Services and Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Mark Patton is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Merrill for five years before joining LPL Financial in 2009. Outside of his advisory work, Patton serves as a referee for various soccer associations and high school volleyball games in Northern Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its extensive network of investment adviser representatives.

Danny Taylor is a CFP® professional with 42 years of industry experience. He is currently with Cambridge Investment Research Advisors and has been there since 2011, alongside operating Taylor & Associates since 1983. Outside of his advisory role, he owns and manages Taylor & Associates, which provides insurance and benefits services. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

Matthew Altmeyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. He also has involvement with a farm in Colbert, Washington. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors, offering a range of financial planning and investment management solutions.

Joshua Miller is a Series 66-credentialed advisor at LPL Financial with experience dating back to 2020 at Silver Pine Wealth Management. Prior to his advisory roles, he was involved with Tobler Marina for 15 years. He is based in Coeur D'Alene, 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 services including financial planning, model portfolios, and access to third-party asset managers, supported by advanced operational tools.

Kenneth Wall is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, Inc. and OSAIC. Based in Coeur D'Alene, ID, he has been with LPL Financial since 2024. 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, including model portfolios, third-party asset management, and institutional platforms.

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.

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 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.