Michael Otis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has worked at Cetera since 2021 and previously spent seven years with VOYA Financial Advisors. Outside of his advisory work, he serves as a board member for a nonprofit organization and is involved in ice skating as an instructor and judge. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Bryce Aguilar is a Series 66 licensed financial advisor with Edward Jones in Spokane Valley, WA. He has been with Edward Jones since 2026 and has prior experience working with organizations including Run PNW LLC and the College Success Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Emma Woolley is a financial advisor with Primerica Advisors in Spokane Valley, WA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been with Primerica Advisors since 2014 and has worked at Primerica Financial Services since 2012. Outside of advising, Woolley holds leadership roles in professional networking groups, including serving as Secretary Treasurer for BNI and as an Area Director Consultant for BNI Inland Empire. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed account options to individual and high-net-worth clients. The firm employs an independent due diligence process for asset manager selection and utilizes third-party managers for portfolio implementation.

Cameron Malcolm is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. He has worked with J.P. Morgan since 2012 and is also involved with Affluent Resources, a business managing single-family rental properties and a resort condominium. Outside of his advisory role, he co-owns a personal lake cabin in Idaho. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling combined with centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG framework in its investment recommendations.

Douglas Rupiper is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Before joining Wells Fargo in 2023, he worked at Edward Jones from 2016 to 2023. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Clayton Murock is a financial advisor at Edward Jones with three years of industry experience. He has previously worked at Albertsons and a law office prior to joining Edward Jones. Clayton is a member of STRAC LLC, a family real estate entity. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and it operates under a fiduciary standard.

Shawn Herring is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has prior work experience at Nike and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with a broad corporate platform that includes lending, custody, and other financial services.

Drew Constanzer is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial for Lutherans since 2011. Outside of his advisory work, he is a 10% owner of Constaburg Libations, LLC, an enterprise involved in overseeing wine distribution. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations across a broad range of planning topics. The firm’s approach separates planning from portfolio management and does not include implementation or discretionary trading authority as part of its Dedicated Planning Service.

Patrick Ferry is a financial advisor at Edward Jones in Spokane Valley, WA, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2020, he worked with the East Valley Education Association and East Valley School District. He has also been involved with the East Valley School District as a teacher. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large nationwide network of advisors and branches.

Jordan Root is a financial advisor at Edward Jones in Post Falls, Idaho, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Coeur D'Alene Resorts and Vail Chophouse. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates a large network of financial advisors and branch offices nationwide.

Kimberly Durbin is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Kestra Advisory, Kestra Investment Services, and Wells Fargo Advisors. She is also a licensed real estate agent and notary in Coeur d'Alene, Idaho. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Allison Smith is a financial advisor at OSAIC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Highland Capital Brokerage and Royal Alliance, among other firms. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client needs.

Peter Zeman is a financial advisor at Edward Jones in Post Falls, ID, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017. Prior to joining the firm, he worked at Sunbelt Rentals from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Mary Mason is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include work with Northwestern Mutual Investment Services LLC and Pillar Financial. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a broad network of independent advisors. The firm offers a range of portfolio management and financial planning services, using multiple program structures and investment platforms to provide tailored strategies.

Keenan Cole is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. He has worked at LPL Enterprise since 2026 and has held multiple roles at Silverwood Theme Park and North Idaho College. Outside of financial advising, he has experience at Silverwood Theme Park and involvement with the North Idaho STEM Charter Academy. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products through a comprehensive, integrated platform.

Matthew Giliam is a financial advisor at Raymond James Financial with five years of industry experience. He holds the Series 66 designation and previously worked at Leonard & Martens, LLC. Outside of advisory roles, he has been involved in daily operations and client meetings at Leonard & Martens, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations and extensive affiliate resources.

Troy Braga is the Senior Resident Director and Wealth Management Advisor at Merrill Lynch. In his role, he focuses on serving affluent individuals, retirees, and business owners by managing all aspects of their financial lives, including corporate executive services, family wealth management strategies, legacy planning, retirement planning, philanthropic planning, and tax minimization strategies. He emphasizes building strong client-advisor relationships and providing access to comprehensive financial resources. Troy holds a Bachelor's degree from the University of Idaho and an MBA from Washington State University. He has earned several professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His background includes twelve years in diverse corporate finance roles prior to joining Merrill Lynch in 2014. In addition to his professional work, Troy is actively involved in community organizations. He serves as a member of the Innovia Foundation Kootenai County Leadership Council and the Kootenai Health Foundation, and is a board member of The Salvation Army Kroc Center.

Pavel Pechenov is a financial advisor with Primerica Advisors in Liberty Lake, WA, holding Series 65 and Series 63 licenses and five years of industry experience. His prior work includes roles at Community Health Plan of Washington, Providence Health & Services, and CHAS Health. Outside of his advisory role, he is the founder and chair of the Spokane Slavic Chamber of Commerce. Primerica Advisors serves individual investors, corporate, and charitable clients through a wrap-fee asset management program that primarily utilizes model-delivery strategies managed by third-party asset managers. The firm supports nearly 3,700 advisors and approximately $15.5 billion in assets under management.

Maria De Benavides Parra is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and JPMC Bank NA since 2021, following prior roles at Wells Fargo Clearing Services and Wells Fargo Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment solutions.

Mark Patton is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, Patton serves as a soccer and high school volleyball referee in Northern Idaho. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios, third-party research, and various investment strategies.