Jarad Balch is a financial advisor at D.A. Davidson & Co. with two years of industry experience. He holds the Series 66 designation and previously served in the U.S. Army for seven years. Outside of his advisory role, Balch is the vice president of the Special Forces Association Chapter 43, where he helps manage operations and organize events. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm operates under fiduciary standards and offers a range of services such as ERISA plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Philip Hedrick is a financial advisor with OSAIC Advisory Services, LLC, holding Series 63 and Series 65 credentials and possessing 36 years of industry experience. His prior work includes roles at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Northwest Capital Management Inc. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary guidance and third-party platforms.

Jennifer Johnson is a financial advisor with D.A. Davidson & Co. in Coeur D'Alene, ID, holding a Series 66 designation and 10 years of industry experience. She has been with D.A. Davidson & Co. since 2013. Outside of her advisory role, she is a notary who notarizes documents for her firm and participates as a demonstrator for Stampin' Up for personal use. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA plan advisory, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and employing both qualitative and quantitative analysis in its investment recommendations.

Roger Rowe is a CFP® professional with 27 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held roles at The Colony Group, Buckingham Strategic Wealth, Foreside Financial Services, Loring Ward Securities, and UBS Financial Services. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Brian Hurst is a financial advisor with Eagle Strategies (NY Life) based in Spokane Valley, WA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Hurst is the owner and lead teacher of The Science Factory, a summer camp, and he also provides business consulting for his wife's YouTube channel. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and largely managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Joel Bowlby is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2009. Outside of his advisory role, he serves as the President of the Board of Directors for Summit Christian Academy in Coeur d'Alene, Idaho. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

David Andersen is a financial advisor at Centaurus Financial, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Centaurus Financial since 2015. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements and utilizing a mix of fundamental, technical, bottom-up, and top-down analysis.

Nathaniel Whalen is a financial advisor at D.A. Davidson & Co. with three years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at Packard Wheeler Succession, Charles Schwab & Co., and Bass Pro Shops/Cabela's. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, comprehensive financial planning, and private wealth programs, operating under fiduciary standards and utilizing both qualitative and quantitative analysis in its investment approach.

Edna La Zelle is a financial advisor with D.A. Davidson & Co. holding a Series 66 designation and five years of industry experience. Her career includes roles at Ameriprise, Eagle Strategies (NY Life), Nylife Securities LLC, and Henker Financial Partners, LLC. D.A. Davidson & Co. provides advisory and brokerage services to a diverse client base including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of investment and planning services under fiduciary standards, with specialized programs for municipal advisory and private wealth management.

Kirk Barnard is a financial advisor with Centaurus Financial, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to joining Centaurus Financial, he spent 15 years as a personal fitness trainer and currently operates The Mecca Gym. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and specialized services through both discretionary and non-discretionary arrangements, utilizing a variety of investment analysis techniques and third-party management options.

Natosha Duboise is a financial advisor at D.A. Davidson & Co. with 18 years at the firm and 8 years of industry experience. She holds a Series 66 designation. Outside of advisory services, she serves as a Notary Public for the State of Idaho. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers services under fiduciary standards, utilizing both qualitative and quantitative analysis, and provides specialized solutions such as municipal advising and a Private Wealth planning program for high-net-worth clients.

Jonathan Altmeyer is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds Series 65 and Series 63 credentials and has been associated with AE Wealth Management since 2018. Outside of his advisory role, he is involved in marketing through Morningside Marketing & Business Development. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a mix of fundamental, technical, and cyclical investment strategies to serve its approximately 127,000 clients.

Chris Morin is a financial advisor with OSAIC Institutions, Inc. and holds a Series 66 designation. He has 18 years of industry experience and has previously worked with Ameriprise, First Interstate Bank, and Securities America. Outside of his advisory role, Morin also serves as an advisor with Idaho Central Credit Union, assisting credit union members with their financial goals. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating through a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Peter Wierenga is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Centaurus Financial and his own firm, Moi Advisory, since 2014 and has been involved with Gutenberg College, Inc. since 2004. Outside of investment advisory, he operates as an independent insurance agent and participates in an estate planning team marketing deferred sales trusts. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting, employing both discretionary and non-discretionary arrangements and utilizing a mix of fundamental and technical investment analysis.

Stephanie Brunner is a financial advisor at D.A. Davidson & Co. with six years of industry experience. She holds a Series 66 designation and previously worked at 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, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

David Lambert is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 66 designations and has 41 years of industry experience. Prior to joining Benjamin F. Edwards, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves as a trustee for family trusts in Washington. Benjamin F. Edwards & Company provides investment advice and related services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporations. The firm offers a range of model-based and customized investment strategies supported by ongoing due diligence and monitoring.

Susan Brunner is a financial advisor at D.A. Davidson & Co. in Coeur d'Alene, ID, with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with D.A. Davidson & Co. since 2007. Outside of her advisory work, she is a self-employed piano teacher. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a Private Wealth program for clients with net worth exceeding $20 million.

Michael Moody is a financial advisor with Bankers Life Advisory Services, Inc. in Spokane, WA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Bankers Life Advisory Services, Moody worked at Bankers Life Securities, Inc. and Banker's Life & Casualty, Inc., and has been involved with Moody's Guitars, an entrepreneurial venture, since 2007. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

Drew Schaefer is a financial advisor with CWM, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at several firms, including Fortis Financial Partners, Waymaker Wealth Advisors, Financial Advocates Investment Management, Financial Management, Inc., and LPL Financial, LLC. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices and over 600 advisors. The firm manages portfolios primarily on a discretionary basis utilizing model portfolios overseen by an internal Investment Committee, combining fundamental and technical analysis with third-party sub-advisors and customization tools.

Kirby Brown is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked with United Planners since 2019 and concurrently serves as president of Starr Investments, LLC, an insurance-related business in Spokane Valley, WA. Brown has been active in non-variable insurance production since 2009. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.