Robert Mckinley is a CFP® professional with 19 years of industry experience, currently serving at Fidelity. His tenure includes roles within Fidelity Personal and Workplace Advisors and Fidelity Investments dating back to 2006. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, as well as fund advisory services.

Emily Mccusker is a Series 66-licensed financial advisor at OSAIC with one year of industry experience. Her prior roles include positions at Atchley Financial Group and Bizzy Bee Services. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a broad network of financial advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across multiple asset classes, providing both discretionary and non-discretionary management options.

Lesley Atchley is a CFP®-designated financial advisor at OSAIC with 40 years of industry experience. She previously worked at National Planning Corp for 17 years before joining OSAIC in 2017. Atchley is owner and president of Atchley Financial Group and is active in her community as a member of the Coeur d'Alene Rotary Club and a finance committee member at St. Thomas church. OSAIC serves a broad client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Arleigh Larson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Primerica Advisors since 2008 and has worked with Primerica Financial Services since 1996. Larson is also involved in sales of home security and automation products through affiliated companies and co-owns FERAL Holdings US, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Nicholas Albertini is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Merrill Lynch, Bank of America, LPL Financial, and Ameriprise Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of segments. The firm manages over $1 trillion in assets and offers various advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Brittan Reich is a financial advisor with Primerica Advisors, holding the Series 63 and Series 65 licenses and four years of industry experience. Her work history includes roles at PFS Investments Inc., Moody Bible Institute, and Primerica Financial Services. She is also involved in sales of non-investment home security and automation products through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through established financial service providers.

Nathan Wallace is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 21 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Equities Corporation. 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 advisory and brokerage services, including financial planning, model portfolio programs, third‑party asset management, and institutional platforms.

Dwight Hoeck is a financial advisor with Thrivent Investment Management in Coeur d'Alene, ID, holding a Series 66 designation and 19 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based analyses across various planning topics without discretionary trading authority.

Kyle Frederickson is a Series 66-licensed financial advisor with 21 years of industry experience. He has worked at UBS Financial Services since 2015 and previously spent 10 years with Lord, Abbett & Co. LLC. He serves on the board of directors for Millionair Club, a charitable organization focused on cultural, educational, and political initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets solutions. The firm combines institutional trading capabilities with wealth management and proprietary research to tailor investment strategies.

Dana Specht is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 32 years of industry experience. She has worked at LPL Financial since 2020, and previously was with Wells Fargo Clearing from 2016 to 2020 and Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with investment strategies that include both discretionary and non-discretionary options.

Brett Robbins is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he held roles at Matheus Lumber Company, Welch Comer Engineers and Surveyors, and KP Estimating. Robbins also has experience with Boise State University and was involved with CDA American Legion Baseball. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large national network of financial advisors and branch offices.

Shadi Nimri is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America in 2026, Nimri held roles at Lukes Accounting and Tax Planning, STCU, Corporate Tools, Eastern Washington University, and the Washington State Department of Revenue. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, and organizations.

Patricia Leach is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Aimee Tanneberger is a financial advisor with OSAIC, holding CFP® and Series 63 credentials and bringing 20 years of industry experience. She has worked at Royal Alliance since 2017 and was previously with National Planning Corporation for 11 years. Tanneberger is also a member of the Coeur d'Alene Chamber of Commerce and Rotary Club. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party money managers and unified managed accounts. The firm utilizes a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Emma Woolley is a financial advisor with Primerica Advisors in Spokane Valley, WA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been with Primerica Advisors since 2014 and has worked at Primerica Financial Services since 2012. Outside of advising, Woolley holds leadership roles in professional networking groups, including serving as Secretary Treasurer for BNI and as an Area Director Consultant for BNI Inland Empire. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm employs an independent due diligence process for asset manager selection and utilizes third-party managers for portfolio implementation.

Douglas Rupiper is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Before joining Wells Fargo in 2023, he worked at Edward Jones from 2016 to 2023. 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 offers both brokerage and advisory solutions.

Shawn Herring is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Nike and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Drew Constanzer is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial for Lutherans since 2011. Outside of his advisory work, he is a 10% owner of Constaburg Libations, LLC, an enterprise involved in overseeing wine distribution. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations across a broad range of planning topics. The firm’s approach separates planning from portfolio management and does not include implementation or discretionary trading authority as part of its Dedicated Planning Service.

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.