Jeremy Nesset is a financial advisor at D.A. Davidson & Co. in Lewiston, Idaho, holding a Series 66 designation with 19 years of industry experience. He has been with D.A. Davidson & Co. since 2006. Outside of his advisory role, Nesset serves as a district chairman for Ducks Unlimited, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a variety of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Bradley Rice is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2006. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, equity research, and a private wealth program for clients with over $20 million in net worth.

Matthew Weibler is a CFP® with 16 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2009. He also operates Weibler Financial & Retirement and is an artist who creates and sells metal sculptures through WeiblerSculptureWire. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering advisors discretion in portfolio construction and access to proprietary model portfolios.

Brian Johnson is a Series 66-credentialed financial advisor with seven years of industry experience. He has worked at firms including Arbor Point Advisors, Securities America, and currently serves at Osaic Advisory Services, LLC. Johnson is the owner of Johnson Financial Group and serves as a volunteer board director for the nonprofit LC Valley Down & Dirty Mud Run. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory services through multiple program models with custody arranged primarily through Schwab and Fidelity, utilizing both proprietary guidance and third-party platforms and managers.

Richard Clifford is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, and KMS Financial Services. Clifford is an active member of the United States Coast Guard Auxiliary, where he volunteers in boating and water safety education and inspections, and he serves as treasurer for the Lewiston Elks Lodge. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary guidance and third-party platforms.

Tracy Keller is a financial advisor at D.A. Davidson & Co. with three years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2015. Outside of her advisory role, she works as an independent contractor providing store delivery services. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Robert Clifford is a financial advisor at OSAIC Advisory Services, LLC with 16 years of industry experience. He previously worked at Arbor Point Advisors, Securities America, Inc., and Kms Financial Services Inc. He serves as a board member for the Lewis Clark State College Foundation, where he monitors investments managed by D.A. Davidson. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and a combination of proprietary and third-party investment platforms.

Daniel Matoske is a financial advisor with OSAIC Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Arbor Point Advisors, Securities America, KMS Financial Services, and Wells Fargo Advisors. He also serves as an associate advisor with CA Financial Services, LLC, assisting a senior advisor. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing both proprietary and third-party platforms.

Dustin Zager is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. He has been with D.A. Davidson since 2016 and holds a Series 66 designation. 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 corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and specialized wealth management for clients with over $20 million in net worth.

John Weibler is a financial advisor with Commonwealth Financial Network in Lewiston, Idaho, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Commonwealth since 2005 and is also involved in entrepreneurial activities outside of finance, including co-owning an architectural plan service company. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a variety of advisory programs and services. The firm provides operational, trading, technology, compliance, and practice-management support, allowing advisors discretion in portfolio construction alongside managed model portfolios and distinct program structures.

Riley Powe is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds a Series 66 designation and has worked at D.A. Davidson since 2018, following roles at Cuna Brokerage Services, Inc. and Potlatch No. 1 Federal Credit Union. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard.

Jerry Van Ausdle is a financial advisor at Osaic Advisory Services, LLC with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Arbor Point Advisors, Securities America, and KMS Financial Services. In addition to his advisory role, he is a licensed agent with CA Financial Services, where he assists clients in selecting insurance products as part of their risk management strategies. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, charitable organizations, and municipal entities. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, delivering advisory services through multiple program models and utilizing various proprietary and third-party platforms.

Dean Roy is a financial advisor with Edward Jones in Lewiston, ID, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Wyatt Baldwin is a financial advisor at Stifel with one year of industry experience. He holds a Series 66 designation and previously worked at Potlatch No. 1 Financial Credit Union for five years and at Walla Walla Community College. Baldwin serves as a board member for Jackson's Pay it Forward Foundation and is involved with the Boys and Girls Club of the Lewis Clark Valley Scholarship Committee. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Bradley Melton is a financial advisor with Edward Jones in Lewiston, Idaho, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Edward Jones since 2005. 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 solutions, supported by a nationwide network of financial advisors and branch offices.

Corah Cassell is a Series 66 licensed financial advisor with Edward Jones, bringing one year of industry experience. Prior to joining Edward Jones, Cassell held roles in education and hospitality, including positions at Lee University and Champys Famous Fried Chicken. Cassell has also been involved with Snake Dancer Excursions for several years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services and investment strategies, supported by a large national network of financial advisors and branch offices.

Randy Norris is a financial advisor with Morgan Stanley in Clarkston, WA, holding a Series 66 designation and having 15 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its advisory services.

Gregory Ward is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2021 and previously held positions at Jeff Feuerstein, Waddell & Reed, Inc., and various insurance carriers associated with W&R Insurance Agencies. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, employing both discretionary and non-discretionary management approaches supported by extensive research and technology.

Christian Leer is a financial advisor with Edward Jones in Clarkston, WA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets with a large network of financial advisors and branch offices nationwide.

Trevor Arnone is a Series 66-licensed financial advisor with Edward Jones in Clarkston, WA, where he has worked since 2011. He has 15 years of industry experience. Outside of his advisory role, he serves as a trustee on the board of the Tri State Hospital Foundation in Clarkston. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated financial services beyond traditional advisory offerings.

Patrick Cruser is a CFP® and holds a Series 66 license. He has 17 years of experience in the financial industry and has been with Edward Jones since 2008. He is based in Clarkston, WA. 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 solutions, with approximately $1.01 trillion in assets under management supported by a network of more than 23,700 advisors nationwide.

Joseph Travis is a financial advisor with Stifel in Lewiston, Idaho, holding a Series 66 designation and 24 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Travis serves as a board member of the Lewis-Clark Valley Healthcare Foundation and is secretary of the Valley Off Road Bike Association, where he manages record-keeping for the nonprofit. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary methodologies for asset allocation and financial planning.

Scott Baldwin is a financial advisor at Stifel with 25 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2015. Baldwin serves on the boards of Twin County United Way and Jackson’s Pay It Forward Foundation, organizations focused on community fundraising and support for children facing medical crises. Stifel serves a broad client base including individuals, institutional investors, and charitable organizations, offering both brokerage and advisory services. The firm’s investment guidance is based on a proprietary methodology developed by its Investment Strategy Group, providing analyses to support client decision-making across various financial planning areas.

Jessica Riehle is a financial advisor at Edward Jones with five years of industry experience. She holds the Series 66 designation and previously worked at Zions Bank and Vista Outdoor. 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 through a nationwide network of financial advisors, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds under a fiduciary standard.

Kendrick Jared is a financial advisor with Edward Jones in Clarkston, WA, holding a Series 66 designation and two years of industry experience. He previously served in multiple roles at Whitepine School District spanning from 2015 to the present. Jared also serves as the Region 2 1A Schools Representative on the board of the Idaho High School Athletic Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varying net worth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, supported by a large national network of financial advisors and offices.

Brian Bailey is a financial advisor with Edward Jones in Clarkston, WA, holding a Series 66 designation and 20 years of industry experience, all with Edward Jones since 2006. He serves on the Asotin County Library Investment Committee and is a member of the Asotin-Anatone School District CE Steering Committee. Edward Jones is a wealth management firm serving millions of individual and institutional clients with a broad range of advisory programs and investment strategies, supported by a nationwide network of advisors and branch offices.

Donald Montgomery is a financial advisor with LPL Financial in Clarkston, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining LPL Financial in 2021, he founded Montgomery Group PLLC and operated Montgomery Unlimited, LLC. He served on the St. Joseph Hospital Foundation Board from 2012 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios, research, and various investment strategies.

Brady Arnone is a Series 66-credentialed financial advisor with Edward Jones, based in Clarkston, WA, and has eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Google for two years. Outside of his advisory role, he is associated with Origen LLC, a restaurant business in Austin, TX. 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 solutions, supported by a broad network of financial advisors and branch offices across the country.

Scott Arnone is a financial advisor with Edward Jones in Clarkston, WA, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Edward Jones since 1988. Arnone serves on the board of Tri State Hospital in Clarkston, WA, overseeing the hospital’s finances. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Jeremy Druffel is a financial advisor at Edward Jones in Clarkston, Washington, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Critical Power Products and Services and Norm Druffel and Sons. 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.