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.

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.

Michael Kazmer is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 38 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Merrill, and Banc of America Investment Services. Kazmer also maintains a business entity for tax and investment purposes in Santa Barbara, CA. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Scarlet Kelso is a financial advisor with Morgan Stanley in Coeur D'Alene, Idaho, holding a Series 66 designation and 16 years of industry experience. She has been with Morgan Stanley since 2013, including over a decade at Morgan Stanley Private Bank, National Association. Outside of her advisory role, Kelso is involved as a partner or owner in several business ventures, including a technology company and consulting firm based in Dalton Gardens, Idaho. Morgan Stanley Wealth Management offers a wide range of financial advisory services to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages several trillion dollars in assets and provides comprehensive wealth management solutions alongside various investment products and strategies.

William Nixon is a financial advisor at Cetera with 40 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Voya Financial Advisors and Graj Mahal. Outside of his advisory role, he is involved in community outreach through a nonprofit board, creates and sells watercolor art, and co-owns an information service for employee benefits brokers. Cetera Investment Advisers LLC serves a broad client base ranging from individual investors to institutional accounts and offers a variety of portfolio management and financial planning services through a multi-manager platform.

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.

Marcus Knudten is a financial advisor at Thrivent Investment Management with eight years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Thrivent, he worked at Russ Lyon Sotheby's International Realty and was involved with 4664 Boomers Clothing Co for ten years. 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 analyses and integrates planning with managed-account programs while keeping the two services separate.

Gregory Hannan is a financial advisor with Morgan Stanley who holds Series 63, 65, and 66 licenses and has 22 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets. Outside of his advisory role, he operates a sole proprietorship related to rental property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a broad range of advisory programs supported by structured planning tools and various investment offerings.

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.

Kenneth Friedman Jr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His career includes roles at Ameriprise and Brewer Investment Advisors before joining Cambridge in 2010. Outside of advising, he is an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers multiple account platforms and proprietary model strategies under the Founders Gate Capital brand.

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.

Anna Kaiser is a financial advisor with Primerica Advisors in Coeur D'Alene, Idaho, holding Series 63 and Series 65 credentials and two years of industry experience. She has been associated with Primerica since 2022 and also operates several businesses, including a CPA practice and a creative enterprise. In addition to her advisory role, she manages a livestock and fiber sales operation from a residential farm. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap-fee structure.