Lynn Widmann is a Series 66-licensed financial advisor with LPL Financial, where she has worked for 11 years. She also served at Financial Advocates Investment Management for eight years. Widmann is a notary and provides administrative support to an independent investment advisory firm. 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 financial planning, advisory, and brokerage services through a large network of investment adviser representatives utilizing various investment strategies and operational support tools.

Christopher Butler is a financial advisor at OSAIC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services, U.S. Bancorp Investments, Merrill, and Bank of America. Outside of his advisory role, Butler is a design consultant for a residential remodeling company and serves as a strategic advisor at a law firm owned by his wife. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm employs a model-based investment process with options for discretionary management and third-party strategies, supported by a multi-advisor platform and a complex network of affiliated entities.

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.

Linkin Orth is a financial advisor at OSAIC with Series 66 credentials and less than one year of industry experience. Prior to joining OSAIC, Orth worked at Five Star Financial Resources and has experience in the fitness sector, including roles at Motive School of Movement and Avant Couer Gymnastics. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization, supporting a variety of investment programs and third-party managers.

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.

Noah Mayfield is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked in hospitality and retail, including roles at Gozzer Ranch Golf and Lake Club and Hagadone Hospitality Company. Prior to entering finance, he spent sixteen years in full-time education. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds.

Jeffrey Smith is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Raymond James in 2020, he worked at Bank of America and Merrill. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a variety of portfolio management styles supported by in-house research and affiliated sub-advisers.

Jeramey Probert is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Edward Jones for nine years before joining Raymond James in 2021. Probert is also the owner of Sound Harbor Financial LLC, a support company operating as a DBA for Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored planning and analytical tools to support client goals and offers advisory programs alongside partnerships that enhance its municipal and public finance capabilities.

Rodney Clugston is a financial advisor at Raymond James & Associates with 33 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 31 years before joining Raymond James in 2024. Outside of his advisory role, he is involved in agricultural activities at Clugston Ranch and is a co-owner of Renegade Rifles, a business specializing in custom hunting rifles and accessories. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, supported by affiliated research and model managers.

Ashley Lenz is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career as an accountant in the banking industry before joining Merrill Lynch in 2021. Ashley earned both her bachelor's and master's degrees in accounting from the University of Wisconsin - Milwaukee. She holds registrations in FINRA Series 7 and Series 66 and has earned professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). Ashley’s expertise includes executive compensation, family wealth management strategies, endowments and foundations services, legacy planning, managing new wealth, personal retirement and philanthropic planning, individual and corporate investment strategy, tax minimization, and retirement income. Her approach emphasizes understanding each client's needs and aspirations and involves collaborating with clients' tax and legal advisors to tailor wealth strategies. She uses resources available through Merrill Lynch and the banking convenience of Bank of America to support client success. In addition to her professional work, Ashley is active in the Coeur d'Alene community. She serves on the boards of the North Idaho College Foundation and the Coeur d'Alene Rotary Club and is a member of the Women's Gift Alliance and the Rotary Club of Coeur d'Alene. Outside of her career, Ashley enjoys spending time with her family, which includes her husband and daughter, and engages in activities such as exercising, skiing, golfing, traveling, and spending time outdoors with her dogs.

Dane Lowry is a financial advisor with Edward Jones in Coeur D'Alene, ID, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a member of PELOLAMAC LLC, a recreational property entity in Kingston, ID. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a nationwide network of more than 23,000 financial advisors.

Joseph Kelly is a Series 66-registered financial advisor with Edward Jones in Coeur D'Alene, ID, and has 14 years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Cetera, Cetera Investment Services, and Columbia State Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and maintains a large nationwide network of financial advisors and branch offices.

Shayne Kuebler is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Retirement Group, LLC and FSC Securities. Outside of advising, he is involved with Holy Family Catholic School and Gonzaga Preparatory School, nonprofit private schools attended by his children. OSAIC Wealth serves a diverse client base ranging from individual investors to corporate clients, offering both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm supports a broad range of programs through a multi-advisor platform and maintains extensive affiliated relationships across the financial services industry.

Rick Blankenship is a financial advisor at Wells Fargo Clearing with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Citigroup Global Markets. He is based in Coeur D'Alene, Idaho. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Tyler Anderl is a financial advisor at Raymond James & Associates with seven years of industry experience. He previously worked at Parametric Portfolio Associates, Merrill, and Bank of America. Outside of advising, he is a partner in BTTA, LLC, an investment-related venture. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, advisory programs, and institutional consulting through various portfolio management styles and affiliated research.

Tobias Bateson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked at Citigroup Global Markets for five years before joining Wells Fargo in 2016. He serves as a trustee of his parents’ trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions.

Guy Gerber is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 46 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2013. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and planning analyses.

Janice Tymesen is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Investments, LLC from 2002 to 2011. Tymesen is involved in an e-commerce retail sales business, Do It Right LLC, based in Harrison, ID. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from internal and third-party sources to guide investment decisions.