Joshua Flint

David Hruza is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has been with Mutual/United of Omaha since 2001. Outside of his advisory role, he owns an insurance agency, is involved in farming, and serves as a board member for St. Luke's Magic Valley Health Foundation and as vice president of the United Electric Cooperative. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize model portfolios and approved third-party managers.

Kyler Redder is a financial advisor with Portside Wealth Group, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Portside Wealth Advisors since 2023 and Townsquare Capital LLC since 2019. In addition to his advisory roles, Redder serves as adjunct faculty teaching finance at BYU Idaho. Portside Wealth Group provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on tailored, discretionary portfolio management utilizing model portfolios, sub-advisers, and third-party money managers, primarily recommending ETFs, equities, and mutual funds.

Robert Oakes is a financial advisor at Legacy Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has been affiliated with Phillips, Oakes, Goodwin, Crane, PLLC since 1992. Outside of his advisory role, he is a part-owner of several commercial real estate businesses. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies, access to a broad range of asset classes, and utilizes affiliated service entities to support client needs.

Steven Cook is a financial advisor with Principal Financial Services in Burley, Idaho, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with Princor Financial Services Corp since 2013 and worked at Principal Life Insurance Company from 2013 to 2017. Outside of advising, he assists his family with a vending machine business through an LLC owned by his wife. Principal Securities offers brokerage and registered investment advisory services to a diverse client base including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm focuses on direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions delivered primarily on a discretionary basis.

Tyler Clark Quick is a financial advisor with Edward Jones in Burley, Idaho, holding the CFP® designation and a Series 66 license. He has seven years of industry experience, including prior roles at Mutual of Omaha Investor Services and Main Steem Coffee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of advisors and branches across the United States.

Clayne Josiah Hanson is a financial advisor at Edward Jones with six years of industry experience. He has held roles at Kalispell Regional Medical Center and The Healthcenter - Kalispell Regional Healthcare prior to joining Edward Jones in 2019. Hanson holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.