Devlin Flamm is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and previously worked for William P Dougherty, CPA PLLC for ten years. He is also involved in tax preparation and accounting services through his own CPA practice and related business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Brian Walsh is a financial advisor with Edward Jones in Coeur d'Alene, ID. He holds the Series 66 designation and has 16 years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and managed solutions. The firm manages over $1 trillion in assets and has a large nationwide network of advisors and branch offices.

Lynn Widmann is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She has worked with LPL Financial since 2015 and was previously associated with Financial Advocates Investment Management for eight years. Widmann also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven solutions.

Christopher Butler is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has prior experience at Woodbury Financial Services, U.S. Bancorp Investments, Merrill, and Bank of America. Outside of his advisory role, he works as a design consultant for a residential remodeling firm and serves as a strategic advisor for Butler Law PC, a family-owned legal practice. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, and corporate investors through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, using firm-provided tools to construct portfolios that include a range of asset classes and employs various third-party platforms and investment solutions.

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.

Peter Madison Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and market return estimates.

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 with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Merrill and Bank of America, N.A., spending six and five years respectively at those firms 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 charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Jeramey Probert is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Edward Jones for nine years before joining Raymond James in 2021. Probert is also the owner of Sound Harbor Financial LLC, a support company operating as a DBA for Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored planning and analytical tools to support client goals and offers advisory programs alongside partnerships that enhance its municipal and public finance capabilities.

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 with 24 years of industry experience. He has been with Edward Jones since 2001. Outside of advisory work, he is a member of a recreational property business in Kingston, ID. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management supported by a large nationwide network of advisors and branch offices.

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 in Coeur D'Alene, ID, holding Series 63, 65, and 66 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009, as well as at Citigroup Global Markets since 2007 and Castle Lending since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its advisory process.

Shayne Kuebler is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Prior to joining OSAIC in 2023, he worked at The Retirement Group, LLC and FSC Securities. He is also a managing member of Centennial Investors, L.L.C., a business focused on owning and managing investment real estate. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated financial advisers. The firm offers comprehensive brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.