Robert Clifford is a financial advisor with Clearwater Financial Planning in Lewiston, Idaho, holding the Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, and Kms Financial Services. He serves on the board of the Lewis Clark State College Foundation, where he monitors investments recommended by the foundation’s manager. Clearwater Financial Planning is an independent investment adviser serving individuals, families, business owners, trusts, estates, charitable organizations, and non-profits. The firm offers discretionary wealth management and financial consulting, including retirement planning, with an investment approach based on portfolio construction and monitoring across a broad range of securities and analytical methods.

Daniel Matoske is a financial advisor at Clearwater Financial Planning with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Arbor Point Advisors, Securities America, and Wells Fargo Clearing. Outside of his advisory role, he assists as an associate advisor at CA Financial Services, LLC. Clearwater Financial Planning is a newly registered independent investment adviser serving individuals, families, business owners, trusts, estates, charitable organizations, and non-profits. The firm offers discretionary investment management and financial planning services, employing a portfolio construction approach based on quantitative and qualitative analysis and modern portfolio theory.

Jerry Van Ausdle is a financial advisor at Clearwater Financial Planning with 13 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Osaic Advisory Services, Arbor Point Advisors, Securities America, and KMS Financial Services. In addition to his advisory role, he is a licensed insurance agent assisting clients with risk management and insurance product selection. Clearwater Financial Planning is a newly registered independent adviser serving individuals, families, business owners, trusts, estates, charitable organizations, and other entities. The firm offers discretionary investment management alongside financial and retirement planning, employing a diversified approach that incorporates quantitative and qualitative analysis as well as modern portfolio theory.

Jeremy Nesset is a financial advisor with D.A. Davidson & Co. in Lewiston, ID. He holds a Series 66 designation and has 20 years of industry experience, all with D.A. Davidson & Co. Since 2012, he has served as a district chairman for Ducks Unlimited, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and private wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

Bradley Rice is a financial advisor at D.A. Davidson & Co. in Lewiston, ID, holding a Series 66 designation with 20 years of industry experience. He has been with D.A. Davidson & Co. since 2006. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, 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.

Tracy Keller is a financial advisor with D.A. Davidson & Co. in Lewiston, ID, holding the Series 66 designation and 11 years of experience with the firm. Outside of advisory work, Keller engages 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 and high-net-worth investors, and charitable organizations, delivering both qualitative and quantitative investment analysis under fiduciary standards.

Dustin Zager is a financial advisor with D.A. Davidson & Co. in Lewiston, Idaho, holding a Series 66 designation and 18 years of industry experience. He has been with D.A. Davidson & Co. for 10 years since 2016. 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 operates under the Advisers Act fiduciary standard and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

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. in Lewiston, ID, holding a Series 66 designation with 12 years of industry experience. He previously worked at Cuna Brokerage Services, Inc. and Potlatch No. 1 Federal Credit Union. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, 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 and providing both non-discretionary and discretionary investment management services.

Dean Roy is a financial advisor with Edward Jones in Lewiston, Idaho, holding Series 63 and Series 66 credentials and 28 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. The firm offers a broad range of advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 based in Clarkston, WA, holding a Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at Jeff Feuerstein and Waddell & Reed, Inc., as well as work with various insurance carriers. 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 and model portfolio programs, supported by technology tools and oversight of over $819 billion in discretionary assets.

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, Washington, holding Series 63 and Series 65 licenses and 24 years of industry experience. Prior to joining LPL Financial in 2021, he operated Montgomery Group PLLC for eight years and was involved with Waddell & Reed, Inc. for two decades. He served on the St. Joseph Hospital Foundation Board from 2012 to 2016. 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 investment solutions through a large network of advisors, utilizing various portfolio strategies and technology tools to support client account management.

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.

Farren Nilsson is a financial advisor at Stifel in Lewiston, Idaho, holding a Series 66 designation with eight years of experience at the firm. Prior to joining Stifel, Nilsson spent two years in homemaking. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

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.