Joshua Tomlinson is a financial advisor with Edward Jones in Spokane Valley, WA, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked in the hospitality sector, including as a bartender at Craft & Gather. Outside of advising, he has maintained involvement in restaurant service and hospitality. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its services through a large nationwide network of financial advisors and branch offices.

Shane Leonard is a financial advisor with Edward Jones in Spokane Valley, WA, holding the Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he held various positions including roles at Western Governors University and Mountain West Bank. Outside of his financial advisory work, he is also employed as a Print and Marketing Associate at Staples Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory services and investment options. The firm manages approximately $1.01 trillion in assets and is noted for its extensive advisor network and diversified capabilities beyond traditional advisory services.

Tad Johnson is a financial advisor with LPL Financial based in Coeur d'Alene, ID. He holds a Series 66 designation and has two years of industry experience, including prior roles at Avantax Investment Services and Magnuson McHugh Dougherty CPAs. Johnson also operates Tad Johnson, CPA, PLLC, a separate tax and investment business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a range of advisory programs and services supported by in-house and third-party research, employing diversified and tactical investment strategies alongside technology-driven portfolio management tools.

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.

Donald Garves is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 designations and 19 years of industry experience. He has been with Thrivent Financial for Lutherans since 2011 and Thrivent Investment Management since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning covering a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping the services separate.

Matthew Yorlano is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has worked previously at Washington Trust Bank, Freeform Interiors, and Jimmy Johns. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients nationwide.

Shane Boehm is a financial advisor at Raymond James Financial with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera, Washington Trust Bank, and Columbia Bank. He is also employed as a Wealth Advisor at Columbia Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored non-discretionary planning and analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Daniel Ross is a financial advisor with Primerica Advisors in Liberty Lake, WA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has a diverse work history including roles at Henry Schein Dental, PFS Investments Inc., Primerica Financial Services, and Crystal Clear Windows. In addition to his advisory work, Ross is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, maintaining oversight of model offerings and portfolio management.

Cameron Cubberley is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining LPL Financial in 2024, he worked at OSAIC, SagePoint Financial, Inc., and several other firms. Outside of his advisory work, he is involved with CONTRARIAN LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

Ryan Chapman is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates. Outside of finance, he has worked at the Coeur d'Alene Resort Golf Course. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses to support client decision-making.

Joel Kosoff is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes six years with Wells Fargo Bank and six years at Jimmy Johns. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Christopher Sullivan is a financial advisor at Cetera with 24 years of industry experience. He holds a Series 66 designation and has previously worked at BCH Financial Group and Cetera Advisors LLC. Outside of his advisory role, Sullivan owns a business consulting firm focused on business development, acquisition, and succession planning. Cetera is a large nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party strategies.

Donald Scharenberg is a financial advisor with Stifel in Coeur D'Alene, Idaho, holding Series 63 and Series 65 licenses and bringing 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, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group. The firm provides episodic fee-based financial planning and works with affiliated trust companies and banks to support various financial needs.

Stewart Meggs is a financial advisor with Merrill who holds Series 63 and Series 65 designations and has 32 years of industry experience. He has been with Merrill since 2009 and also has experience at Bank of America, where he has worked since 2011. Merrill, along 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 supported by internal investment teams and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Heather Bloom is a financial advisor with Raymond James & Associates in Coeur D Alene, Idaho, holding a Series 66 designation and 16 years of industry experience. She previously worked at Merrill for nine years before joining Raymond James in 2020. 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, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research.

Rachel Albrecht is a financial advisor at Thrivent Investment Management with five years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial and its affiliated entities since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics and allows clients to combine planning with managed-account programs under a consolidated billing option, while keeping these services separate.

Michael Armon is a CFP® professional with 46 years of industry experience, currently serving as a financial advisor at Stifel Nicolaus & Co Inc since 2013. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a commissioner for both the North Idaho College Dormitory Housing Commission and the Lake City Development Corporation overseeing Coeur d'Alene's urban renewal district. Stifel serves a diverse client base including individuals, institutions, and municipal entities, providing brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Cameron Ross is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and less than one year of industry experience. Prior to his current role, he worked at Northwestern Mutual Investment Services LLC and has held various positions in the food service and education sectors, including employment at Ahi Sushi Bar, Sawmill Grille, and Boise State University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved tools and software.

Anthony Oss is a financial advisor with LPL Financial, holding a Series 66 designation and bringing nine years of industry experience. He has worked at firms including Avantax Advisory Services and 1st Global Capital Corp. Outside of advising, he is involved with Magnuson, McHugh & Co., P.A., a CPA firm where he has been engaged since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning, advisory programs, retirement consulting, and brokerage services with capabilities spanning discretionary and non-discretionary management, model portfolios, and research from various sources.

Filip Fullerton is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in various roles, including positions at Chiro One Wellness Centers, Ventura Hats, and Fullerton Wines. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large national network of advisors and branch offices.