James Tallent is the sole advisor at Atrato Asset Management LLC in Pullman, WA, holding a Series 66 designation with 17 years of industry experience. He has led Atrato since its founding in 2009. Atrato Asset Management LLC provides investment advisory and family-office style services to wealthy families, high-net-worth individuals, and related private entities. The firm emphasizes strategic asset allocation and portfolio construction, managing client assets primarily on a non-discretionary basis and offering oversight of diverse investment types including private placements, real estate interests, and digital-asset related funds.

Ma Kayla Baldus is a financial advisor at HRC Wealth Management, LLC in Moscow, ID. She holds a Series 65 designation and has recently entered the industry, with prior work experience including roles at Red Star Coffee Company and Java Stop. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses a multi-asset approach combining fundamental and technical analysis to manage primarily long-term portfolios and maintains an affiliation with an accounting firm that offers tax and accounting services.

Sarah Busch is a CFP® with four years of industry experience currently serving at Boldin Advisors. Her prior work includes positions at NewRetirement Advisors LLC and Northstar Financial Management, Inc., along with seven years at Schweitzer Engineering Laboratories, Inc. She is a 50% owner of a farming operation, Busch Family Farms, LLC. Boldin Advisors provides financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm offers investment consultations grounded in Modern Portfolio Theory, recommending diversified, low-cost index mutual funds and ETFs within a long-term, buy-and-hold framework.

Christopher Walker is a CFP® and ChFC® with 17 years of industry experience. He is currently with HRC Wealth Management, LLC and has previously worked at Northwestern Mutual in various capacities from 2009 to 2020. Outside of his financial advisory role, he assists clients with health and fixed insurance products. HRC Wealth Management provides comprehensive asset management and financial planning services to individuals, high net worth clients, and trusts and estates. The firm employs a blend of fundamental, technical, and cyclical analysis and offers discretionary portfolio management with ongoing monitoring and rebalancing.

Jerald Lewis is a CFP® and PFS™ with 26 years of experience in financial advising. He has been with HRC Wealth Management, LLC and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory roles, he serves as Treasurer for Pure Line Seeds, Inc. and is a finance committee member for Moscow Bear Boosters, Inc. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-asset investment approach with ongoing portfolio monitoring, combining fundamental and technical analysis to manage primarily long-term portfolios.

Nathan Strong is a financial advisor at HRC Wealth Management, LLC in Moscow, ID, holding the PFS™ designation and Series 65 license with 26 years of industry experience. He has been with HRC Wealth Management and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory role, he is a minority member of Jungo, LLC, a software and app development company. HRC Wealth Management provides comprehensive asset management and financial planning to individuals, high-net-worth clients, and trusts. The firm employs a multi-asset investment approach with fundamental and technical analysis and maintains an affiliation with Hayden Ross PLLC, offering integrated tax and accounting services.

Katherine Van Wyngarden is a financial advisor at Atwood Financial Planning LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Wills & Associates, PLLC, Specialty Insulation, PLLC, and Presnell Gage, PLLC. Outside of her advisory role, she operates Kaybee Group, LLC, a blogging and social media platform offering general financial information, wellness, and lifestyle content. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities, providing comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs with a buy-and-hold strategy, offering non-discretionary investment support alongside programs such as concierge and accountability services.

Mark Watson is a financial advisor at HRC Wealth Management, LLC with 15 years of industry experience. He holds the Series 65 designation and has been with HRC Wealth Management and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory role, Watson serves as Treasurer for the Moscow High School Bears Gridiron Club and is a member of the Finance Committee for Eastside Mall, where he oversees accounting and tax filings. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-asset investment approach combining fundamental and technical analysis, with an emphasis on individualized advice and ongoing portfolio monitoring.

Cade Konen is a financial advisor at HRC Wealth Management, LLC with 26 years of industry experience. He holds the PFS™ designation and Series 65 license. Konen has been with HRC Wealth Management and its affiliated firm Hayden Ross, PLLC since 2012. He serves as treasurer and a 33% member of Vandall Boosters, Inc., a nonprofit organization. HRC Wealth Management provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental and technical methods to construct primarily long-term portfolios with a diversified mix of assets and maintains an affiliation with Hayden Ross PLLC, which offers tax and accounting services.

Eric Kiblen is a financial advisor with HRC Wealth Management, LLC in Moscow, Idaho, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and HRC Wealth Management since 2015. Outside of his advisory work, Kiblen serves as the head coach of the varsity softball team for the Moscow School District. HRC Wealth Management, operating as Hayden Ross, provides asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-asset approach that includes individual securities, mutual funds, ETFs, options, and alternative investments, with an emphasis on individualized advice, ongoing portfolio monitoring, and the use of both fundamental and technical analysis.

Kaitlin Jones is a CFP® and holds a Series 65 license with 12 years of experience in financial advisory roles. She has worked at Compound Planning, Inc. since 2025, following prior positions at Northstar Financial Management Inc., HRC Wealth Management, LLC, and Intuit Turbo Tax. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm emphasizes risk-based model allocations tailored to client goals and integrates long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Matthew Bowers is a Series 66-credentialed financial advisor with three years of industry experience. He is currently with HBW Advisory Services LLC and previously worked at Equitable Advisors. Bowers serves as a platoon leader in the Idaho Army National Guard. HBW Advisory Services manages approximately $1.75 billion in client assets, offering asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and sub-advisers, with a client servicing model that includes institutional and intermediary roles alongside a high client load per advisor.

Kirsten Helbling is a Series 66 licensed financial advisor at D.A. Davidson & Co. in Moscow, Idaho, with 10 years at the firm and 5 years of industry experience. Outside of her advisory role, she operates a small sole proprietorship unrelated to investments and performs office cleaning duties weekly. D.A. Davidson & Co. offers investment advisory and brokerage services to individual investors, retirement plans, and institutional clients. The firm provides a range of services including ERISA retirement plan advice, comprehensive financial planning, and a private wealth program for high-net-worth clients, while also serving as a municipal advisor and qualified custodian.

Stephen Wesner is a financial advisor with D.A. Davidson & Co. He holds Series 63, Series 65, and Series 66 licenses and has 36 years of industry experience, including 17 years with D.A. Davidson. D.A. Davidson & Co. provides investment advisory and brokerage services to employer-sponsored retirement plans, individual investors including high-net-worth clients, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Rusty Schatz is a Series 66-credentialed financial advisor with 18 years of experience, currently serving at D.A. Davidson & Co. since 2008. In addition to his advisory role, he is a visiting professor at the University of Idaho, where he teaches a finance class. He is also a partner in a hay and cattle operation, Treasure Ridge Ranch LLC, based in Viola, Idaho. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and private wealth management, with unique capabilities including municipal advisory and affiliated custodial services.

Danny Smith is a financial advisor with Thrivent Investment Management in Moscow, Idaho, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Smith serves as a board member of Greenfield Giving, an organization focused on supporting charitable efforts worldwide. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning across multiple financial topics and allows clients to combine planning with managed accounts under a consolidated billing option called WealthPlan.

Jeffrey Feuerstein is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include leadership within the Feuerstein Group and extensive work with Waddell & Reed, Inc. He has also served in various community and nonprofit capacities, including with the Pullman Regional Hospital Foundation and United Way. 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 supported by research-driven model portfolios and a variety of investment strategies.

Dale Miller is a financial advisor with Morgan Stanley in Moscow, Idaho, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank since 2015. Outside of his advisory role, Miller receives occasional publishing royalties from past books and is involved in business development with entities in automotive/transportation and publishing as well as a real estate partnership. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services that range from personalized planning to corporate financial planning agreements.

Nikki Prestimonico is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her role, she serves as a single point of contact dedicated to providing responsive and knowledgeable client service to affluent families. She focuses on addressing the complex needs involved in growing, preserving, and transferring wealth, emphasizing the importance of forming strong relationships with clients and their families to maintain trust and reliability. Nikki has held various positions at Fidelity Investments since 2015, including Financial Consultant, Senior Relationship Manager, Wealth Management Relationship Manager, and Wealth Management Regional Director. Her experience spans several years in wealth management, demonstrating a progression of increasing responsibilities within the firm. She holds a California Insurance License.

Connor Devries is a Series 66-licensed financial advisor at Thrivent Investment Management with two years of industry experience. Prior to joining Thrivent, he worked at Frontier Adjusters and held roles at the Whitman County Sheriff's Office and Inland Northwest Broadcasting. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm combines planning and managed-account services under a consolidated billing option called WealthPlan, while maintaining the separation of these services.

Dennis Logan is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, he held positions at Pullman Radio Group, Cintas, and the University of Montana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services through a nationwide network of over 23,000 financial advisors.

Cotton Sears is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 31 years of industry experience. Prior to joining LPL Financial in 2022, he worked at HRC Wealth Management and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as an adjunct professor at Washington State University and as an institute instructor for the Church of Jesus Christ of Latter Day Saints. 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 financial planning and asset management solutions, including model portfolios and third-party subadvisors, with a focus on various investment strategies supported by advanced research tools.

Kirby Brown is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has worked at LPL Financial since 2009 and previously spent a year at Waddell & Reed in 2003. Outside of advisory services, he is involved in providing non-variable insurance products, including term and whole life insurance, as well as health insurance to small business groups and individuals. 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 and access to third-party asset managers, supported by a large network of investment adviser representatives.

Matthew Steele is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs model-based asset allocations and proprietary research to tailor plans aligned with clients’ goals and risk tolerances.

Ryan Prestimonico is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He focuses on helping clients become better investors to work towards their financial goals. He has extensive experience in financial advisory roles, having previously served as Vice President and Financial Consultant at Charles Schwab from 2003 to 2018. Prior to that, he was a Financial Advisor at UBS - Paine Webber from 2002 to 2003 and an Investment Representative at Edward Jones from 2000 to 2002. Ryan holds a California Insurance License.

David Drumhiller is a CFP® professional affiliated with OSAIC who has 19 years of industry experience. His prior roles include positions at LPL Financial LLC, Washington State Employee Credit Union, and COUNTRY FINANCIAL. He serves as a commissioner for the City of Pullman and is an advisory council member for the Pullman Regional Hospital Foundation. OSAIC serves a broad mix of retail and institutional clients through an extensive network of financial advisers, offering integrated brokerage and advisory services with a comprehensive investment approach that includes asset allocation tools, automated rebalancing, and access to third-party money managers.

Kadie Reichardt is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and previously worked at Moscow Realty for five years and TruStage for nineteen years. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jason Plemons is a financial advisor at LPL Financial with 21 years of industry experience. His prior roles include positions at US Bank, Petersen Hastings, Interstate Aviation, and Waddell & Reed Inc. He holds Series 63, 65, and 66 licenses. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

William Skavdahl is a financial advisor with LPL Financial in Pullman, WA, holding a Series 66 credential and bringing 11 years of industry experience. He has worked with LPL Financial since 2021 and has prior experience at Waddell & Reed, Inc. and various insurance agencies. Skavdahl serves on the boards of the Pullman Regional Hospital and the Community Action Center, both nonprofit organizations. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports its advisors with diversified investment strategies, technology tools, and extensive financial products across advisory and non-advisory platforms.

Gregory Bloom is a financial advisor at Edward Jones with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1994. 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 under management through a network of roughly 23,701 advisors and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Lyn Brandt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and at Jpmorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Shawn Greenfield is a Series 66-credentialed financial advisor with six years of industry experience, currently serving at Thrivent Investment Management. His prior roles include positions at Navitas and Washington State University. Outside of his advisory work, he is the CEO of Greenfields Photography and serves as treasurer and board member for Palouse Care Network, a nonprofit focused on supporting individuals facing unplanned pregnancy and sexual health concerns. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning covering topics such as retirement, tax, estate, and special needs planning, with options to combine planning and managed-account services under consolidated billing.

Broadus Littlejohn III is a financial advisor with Thrivent Investment Management, holding Series 65 and Series 66 credentials and bringing 16 years of industry experience. He worked at Covenant Investment Advisors, LLC from 2008 to 2020 before joining Thrivent Financial and Thrivent Investment Management in 2020. Outside of his advisory role, he serves as a board member for the Davenant Institute, a nonprofit focused on classical Protestant scholarship. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm integrates planning with managed-account services under a consolidated billing option while maintaining these services as separate engagements.

Robert Gunderson is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities LLC/Morgan Stanley and Equitable Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Andrew Nicholas is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial and its investment management arm since 2015. Outside of his advisory role, he is the owner of AGN Holdings LLC, a real estate holding company. 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 planning across various topics without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing program called “WealthPlan.”

Monica Owens is a Series 66–licensed financial advisor with 13 years of industry experience. She has worked at LPL Financial since 2021 and previously held roles at Craig Bolling and various insurance carriers. Outside of her advisory work, Owens has been involved with Maniacs since 2018. 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 portfolios, third-party asset management, and institutional platforms.

Michael Fereday is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes seven years at Securities America Advisors and 21 years at SII Investments, Inc. Outside of advising, he is involved in non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a large network of investment adviser representatives.

Beau Melton is a financial advisor with Edward Jones in Moscow, ID, holding a Series 66 designation and five years of industry experience. He has been with Edward Jones since 2018. Melton serves as a board member for the Latah County Library Foundation, providing quarterly investment updates without compensation. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan Hamilton is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and previously worked at Zions Bank and Umpqua Bank. 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 and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Jeffrey Bollinger is a financial advisor at Edward Jones with 27 years of industry experience. He holds the CFP® designation and Series 63 license. He has worked at Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products with approximately $1.01 trillion in assets under management.

Derek Hamilton is a Series 66-registered financial advisor with six years of industry experience, currently affiliated with Edward Jones in Pullman, WA. Prior to his tenure at Edward Jones, he worked at Pioneer Title Company of Washington for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Carolyn Hicklin is a financial advisor with Edward Jones in Moscow, ID, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions, 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 large network of financial advisors and branch offices nationwide.