James Terrells Jr. is a financial advisor with Bankers Life Advisory Services, Inc. in Spokane, WA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Northwest Investment Advisors, Inc. and Lodestone Wealth Management, LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations, offering customized investment strategies across various securities.

James Bauman is a CFP® with 12 years of industry experience, currently serving as an advisor at Farther. His prior roles include positions at ATT, Optimum Capital Strategies LLC, and Strive. Outside of financial advising, he owns a triathlon coaching company. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations. The firm’s investment approach is based on Modern Portfolio Theory and utilizes proprietary algorithmic model portfolios with automatic rebalancing.

Nicole Schafer is a CFP® with 20 years of experience in financial advising, currently with Rockefeller Financial LLC since 2022. She previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2022. Schafer serves as a board member of the Bayview Foundation, a nonprofit organization based in Seattle. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating as both an investment advisor and a registered broker-dealer with a comprehensive investment platform that includes equities, fixed income, and alternatives.

Jerome Hunsanger Jr. is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2015. He is also the owner of Hunsanger Financial Services, LLC, a non-investment-related business based in Spokane, WA. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Braden Draggoo is a financial advisor with Eagle Strategies (New York Life) based in Coeur d'Alene, ID, holding Series 63 and Series 66 licenses and with 15 years of industry experience. His career includes roles at several firms such as Crystal Clear Financial Group, LLC and D&G Risk Management LLC. Outside of advisory activities, he is an author of an autobiography and hosts a podcast focused on motivation and wellness. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and delivers solutions across multiple program types, with a significant portion of assets managed on a non‑discretionary basis.

Julian Stewart is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years. Stewart serves as a board member of the Tamarack Center in Spokane, WA. He is affiliated with Park Avenue Securities LLC, a dually registered broker-dealer and SEC-registered investment adviser that provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients.

Gabriel Wangsgard is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Alpha III Wealth Management, FedEx, and Walmart. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a variety of managed account platforms.

Brad Desormeaux is a financial advisor at Sanctuary Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 19 years. Outside of his advisory role, he is a partner in SANE LLC, a business focused on providing education on fitness. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent advisers and affiliated broker-dealer entities, delivering a range of discretionary and non-discretionary investment solutions tailored to client goals.

Kathleen Absec is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 1995. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. 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, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Gary Febus is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has been with Principal Securities, Inc. and Principal Life Insurance Company since 2025. Prior to his current roles, Gary was involved with Habitat for Humanity-Spokane and operated a talent agency, Scout Model & Talent Agency. He has also maintained a personal website, GaryFebus.com, since 2012. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Scott Finnegan is a financial advisor with Centaurus Financial, Inc. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Finnegan previously worked at firms including Triton Pacific Securities, Select Capital Corporation, and Shopoff Securities Inc. He is also the owner of Finnegan Financial LLC, a business entity established to manage his finances. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements.

Marc Rubin is a financial advisor at Edward Jones in Liberty Lake, WA, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Concur Technologies. Outside of his advisory role, he is the managing partner of Max's Hideaway LLC, a vacation home business in Redmond, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large network of financial advisors and branch offices nationwide.

Tucker Forbush is a financial advisor with Morgan Stanley in Coeur D'Alene, ID, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and worked at the University of Idaho from 2016 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Kenneth Hanley is a financial advisor at Stifel with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2015. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jasson Lamb is a financial advisor with Edward Jones in Coeur D'Alene, ID, holding Series 65 and Series 63 licenses and with 29 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he is a member of PELOLAMAC LLC, a recreational property business in Kingston, ID. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of needs. The firm manages approximately $1.01 trillion in assets and provides a wide range of advisory programs, investment solutions, and affiliated financial services through a large network of advisors and offices nationwide.

Jani Cotton is a financial advisor with Primerica Advisors holding Series 65 and Series 63 credentials. She has over 18 years of professional experience including roles at Providence Sacred Heart Medical Center and Broadway Heights Dental. She has been with Primerica Financial Services since 2009 and joined PFS Investments Inc. in 2026. Primerica Advisors is a large firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and supported by custodial and execution services from Pershing and BNY Mellon Advisors.

Michael Tanneberger is a financial advisor with OSAIC in Coeur d'Alene, Idaho, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Royal Alliance since 2017 and previously spent 12 years at National Planning Corporation. Outside of his advisory role, he serves on the board of an Idaho nonprofit and is a member of the Coeur d'Alene Rotary Club and Chamber of Commerce. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools and risk-assessment techniques to construct portfolios across various asset classes, supporting both discretionary and non-discretionary management.

Asa Wolfe is a CFP® certificant with six years of industry experience, currently serving as a financial advisor at Primerica Advisors. His background includes service in the U.S. Army from 2017 to 2021 and entrepreneurship through ownership of a short- and long-term room rental business. Wolfe also holds a role as Events Director for the Kootenal County Young Professionals. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies supported by third-party asset managers and focuses on scalable advisory services delivered through an extensive network of advisors.

Michael Bayley is a financial advisor with LPL Financial in Coeur D'Alene, Idaho, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, as well as operating Michael Bayley Notary for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, combining proprietary and third-party research with both discretionary and non-discretionary management strategies.

Jordan Goos is a financial advisor with Edward Jones in Hayden, ID, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the Jake Brandt State Farm Insurance Agency from 2015 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets.