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 is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch. In his role, he focuses on serving affluent individuals, retirees, and business owners by managing all aspects of their financial lives, including corporate executive services, family wealth management strategies, legacy planning, retirement planning, philanthropic planning, and tax minimization strategies. He emphasizes building strong client-advisor relationships and providing access to comprehensive financial resources. Troy holds a Bachelor's degree from the University of Idaho and an MBA from Washington State University. He has earned several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His background includes twelve years in diverse corporate finance roles prior to joining Merrill Lynch in 2014. In addition to his professional work, Troy is actively involved in community organizations. He serves as a member of the Innovia Foundation Kootenai County Leadership Council and the Kootenai Health Foundation, and is a board member of The Salvation Army Kroc Center.

Maria De Benavides Parra is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and JPMC Bank NA since 2021, following prior roles at Wells Fargo Clearing Services and Wells Fargo Bank. 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 an ESG eligibility framework to support customized investment solutions.

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® with 42 years of industry experience and is currently affiliated with Cambridge Investment Research Advisors. He has been with Cambridge since 2011 and has owned and operated Taylor & Associates, an insurance and benefits firm, since 1983. His outside business activities include managing insurance products such as health, life, LTC, disability, Medicare Advantage, and Medicare supplement insurance. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a broad range of clients including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing various platform arrangements and both proprietary and third-party investment strategies.

Matthew Altmeyer is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Royal Alliance Associates and Signator Investors. Outside of his advisory work, he is involved in a farming business located in Colbert, Washington. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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. 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 licenses and possessing 31 years of industry experience. He has worked at LPL Financial since 2020, and previously held positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, Specht serves as a Republican precinct committeeman for Kootenai County and owns 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tad Johnson is a Series 66 licensed financial advisor with LPL Financial who has two years of industry experience. He has prior experience with Avantax Investment Services and Advisory Services as well as a background in accounting with Magnuson McHugh Dougherty CPAs. Johnson also operates a CPA firm, Tad Johnson, CPA, PLLC. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with account management provided by investment adviser representatives using a variety of discretionary and non-discretionary strategies.

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 with LPL Financial, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes long-term roles with Raymond James Financial and its associated services, as well as a position at Edward Jones. He is also involved with Starmus in Coeur D’Alene, ID in a business capacity unrelated to investment advisory activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and more than $819 billion in discretionary assets.

Houghton Gifford Jr. is a financial advisor at Equitable Advisors with 37 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His work history includes roles at Wells Fargo Clearing and Prudential Equity Group, among others. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

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.