Tyler Simon is a financial advisor with LPL Financial in Coeur D'Alene, ID, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His background includes multiple roles at Waddell & Reed, various insurance carriers for W&R Insurance Agencies, and operating a notary service. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions, offering a broad range of advisory and brokerage services supported by extensive technology and a large network of over 22,800 advisors.

Cameron Cubberley is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SagePoint Financial, OSAIC, and Northwestern Mutual Investment Management. He also operates a non-investment business entity, Contrarian LLC, for tax purposes. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and operational tools.

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.

William Jones is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its comprehensive financial planning approach.

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.

Jessie Boswell is a financial advisor with Edward Jones, holding a Series 66 designation and over one year of industry experience. She has been associated with Edward Jones since 2010, including her current role starting in 2025. Outside of her advisory work, she has experience in food service operations, including managing inventory and customer service at events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm is recognized for its large network of advisors and branch offices, as well as its affiliated capabilities such as trust services and securities-based lending.

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.

Anthony Frei is a financial advisor with Thrivent Investment Management in Coeur d'Alene, ID, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Outside of his advisory work, he serves as an elder for a non-denominational church and is a board member of the Blood Center Foundation of the Inland Northwest. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based planning without discretionary trading authority. Their services include various life event planning areas and offer a consolidated billing option called “WealthPlan” that separates planning from managed-account programs.

Bradley Marshall is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2005, with additional experience at Strategic Wealth Advisors Group and Cadaret Grant & Co., Inc. Outside of advising, he owns Thrive Line LLC, a home-based business. 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 wide range of financial planning and investment management services, employing both discretionary and non-discretionary strategies supported by advanced operational tools.

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 license and bringing 10 years of industry experience. His career includes roles at Avantax Advisory Services and 1st Global Capital Corp., alongside a long-term affiliation with Magnuson, McHugh & Co., P.A. in accounting and tax preparation. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Janice Myers is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 25 years of industry experience. Her career includes previous roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. She operates under the DBA Clarity Wealth Strategies for her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management services.

Andrew Todaro is a financial advisor at Ameriprise with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he owns Hyperion LLC, a business related to managing his Ameriprise practice. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement with substantial investable assets. The firm offers a combination of advisory, brokerage, and insurance solutions, delivering non-discretionary, research-based retirement recommendations through a centralized consulting team.

James Elkins is a Series 66-registered financial advisor with Edward Jones in Coeur D'alene, Idaho, and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked for five years at Lone Wolf Harley-Davidson. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Mark Easterday is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been employed since May 1997. He specializes in retirement planning and holds the Chartered Retirement Planning Counselor (CRPC) designation, among other professional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mark's expertise encompasses retirement and college planning, estate issues, insurance, and managing significant liquidity events such as business sales and inheritances. He particularly works with clients who have irregular incomes, helping them budget and invest effectively to achieve financial independence. Mark collaborates with clients across multiple states and leads a team including a Registered Wealth Management Client Associate. He earned a Bachelor's Degree in Business-Finance from the University of Southern California and previously graduated from San Gorgonio High School. Mark resides in Coeur d'Alene, Idaho with his wife, Cherice. They are involved in their community, supporting the North Idaho State Fair and Rodeo Foundation and engaging with their Christian church. His personal interests include golf, fishing, football, horseback riding, and music.

Michael Armon Jr. is a financial advisor at Stifel with 8 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2018. Outside of his advisory role, he serves as a board member for Children's Village in Coeur D'Alene, Idaho. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Renee Mancinelli is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 32 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and Citigroup Global Markets. Outside of advisory work, she is a part-owner of a cattle operation in California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to support both brokerage and advisory solutions across a broad range of financial products.