David Eppey is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been associated with Royal Alliance Associates, Inc. since 1999 and was previously part of Butler, Bertolina & Eppey, Inc. for 11 years. Outside of his advisory role, he is president of Kensie LLC, a tax planning limited liability company, and operates a sole proprietorship involved in insurance. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, providing brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, offering a variety of managed portfolio options and third-party money manager programs.

Michael Tacchella is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 21 years of industry experience. Prior to joining LPL Financial in 2024, he worked at OSAIC, Signator Investors, Inc., Signator Financial Services, Inc., and Eagle Strategies (NY Life). LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary strategies and various technology tools.

Ashwin Mohan is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Northwestern Mutual Wealth Management Company. Outside of his advisory role, he owns Mohan Coaching, where he mentors advisors on building financial planning practices. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved software to analyze client goals and typically recommends investment categories rather than specific products.

Harrilyn Collins is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes five years at UBS Financial Services and over 20 years in various roles within Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored recommendations.

Jacob Wilson is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping clients use their wealth as a tool to live with purpose, protect what matters most, and create a lasting legacy. He works one-on-one with clients to define and prioritize their financial goals, developing tailored strategies designed to reach objectives such as education planning, family wealth management, legacy planning, retirement planning, and tax minimization. Jacob holds a Bachelor's Degree from Carroll College and has earned the Personal Investment Advisor (PIA) designation. His expertise encompasses a range of client focus areas including portfolio management services, small business strategies, individual and corporate investment strategy, and managing new wealth. He is committed to providing ongoing advice and guidance as clients' needs evolve. Outside of his professional role, Jacob is actively involved in his community through organizations such as Catholic Youth Ministry and St. Vincent De Paul Northwest. He enjoys baseball, basketball, football, golfing, music, and photography, and values spending quality time with his family.

Jacob Woodbrey is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds a Series 66 designation and previously worked at Primerica Financial Services. Outside of finance, he provides voice coaching lessons focusing on singing mechanics and general music skills. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, delivering holistic, goal-based analyses through a network of financial advisors. The firm emphasizes planning without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Laura Parasida is a financial advisor with LPL Financial in Coeur D'Alene, ID, holding a Series 66 designation and one year of industry experience. She has a background in accounting and tax services, having worked at Magnuson McHugh Dougherty CPAs since 2020 and previously at Anastasi Moore & Martin PLLC for seven years. Parasida is also the owner of Laura Parasida CPA LLC, a tax and investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including model portfolio programs and third-party asset management, supported by technology tools for research and operations.

Kevin Mcclelland is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at multiple firms, including Avantax Advisory Services and Umpqua Bank. Outside of advisory work, he is involved with Magnuson, McHugh & Co., a CPA firm specializing in tax preparation and accounting. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michelle Haneline is a Series 66-credentialed financial advisor with nine years of industry experience. She is currently affiliated with LPL Financial and has previously worked with Avantax Investment Services, Inc. and 1st Global Capital Corp. In addition to her advisory role, she has a longstanding involvement with Magnuson, McHugh & Co., P.A., a CPA firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Stephen Coulston is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked with Edward Jones since 2019. Outside of financial advising, he works as a contracted architectural consultant and is a writer and photographer specializing in outdoor lifestyle and firearms-related content. 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, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Eldon Larson is a financial advisor with Primerica Advisors in Hayden, ID, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked with PFS Investments Inc. since 2014 and Primerica Financial Services since 1998. Larson is also president of FERAL Holdings US, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies by unaffiliated asset managers and offers various investment models including strategic, tactical, and income-distribution approaches.

Edward O'hara is a financial advisor at Edward Jones with 15 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2010. 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, operating under a fiduciary standard.

James Green is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on relationship-based advisory services, assisting clients in making financial decisions that reflect their goals and values. His approach centers on building personalized wealth management strategies informed by a comprehensive understanding of each client's financial picture. James specializes in areas including education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, and retirement income. He holds the designation of Personal Investment Advisor (PIA) and completed his high school education at Concord University. Outside of his professional role, James has interests in adventure sports, basketball, camping, fishing, hiking, hunting, running, and traveling.

Marla Ringling is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with LPL Financial and previously spent 19 years at Cambridge Investment Research, Inc. In addition to her advisory work, she is involved with Tax Strategies, PLLC, a tax preparation and accounting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of advisors. The firm offers a range of financial planning and portfolio management solutions, incorporating both proprietary and third-party strategies.

James Durbin Jr. is a Certified Financial Planner™ currently with LPL Financial, bringing 18 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services, Wells Fargo Clearing, and Edward Jones. Outside of his advisory work, he is involved with Durbin Enterprises LLC, which operates an insurance business alongside his investment activities. 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 wide range of financial planning and asset management services, utilizing both proprietary and third-party strategies supported by advanced research tools.

Lance Riley is a financial professional at LPL Enterprise with seven years of industry experience. His prior work includes roles at Bank of America, Merrill, and Trustage/CMG/CBSI. Before entering finance, he worked for over a decade with the Rialto Unified School District. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to third-party asset managers and a Model Wealth Portfolios wrap program.