Russell Dygert

Jordan Haines is a CFP® with four years of industry experience, currently serving as an advisor at Drucker Wealth. He previously worked at Dentist Advisors and Elements Technology, Inc., among other firms. Outside of his advisory role, Jordan is the founder of Scaling Motion, a consulting business. Drucker Wealth serves individual and high-net-worth clients, including professionals in pre-retirement, technology, and medical fields, as well as small business owners. The firm offers comprehensive financial planning and discretionary investment management using a mix of fundamental, technical, tactical, and behavioral approaches.

Richard Johannsen is a financial advisor at CoreCap Advisors with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at CoreCap Advisors and CoreCap Investments since 2016, with prior experience at Strategic Financial Partners, LPL Financial, and his own firm, Johannsén & Co. Outside of advisory work, he owns Johannsen and Company CPAs, which provides tax preparation and accounting services. CoreCap Advisors offers discretionary investment and portfolio management along with standalone financial planning to individuals, retirement accounts, pension plans, trusts, estates, and corporations. The firm emphasizes a relationship-oriented, individualized approach and utilizes a variety of investment vehicles and sub-advisors to manage client portfolios.

Janene Warren is a CFP® with 25 years of industry experience, currently serving as an advisor at Advisory Services Network. Her prior work includes roles at Fidelity Brokerage Services and Anchor Private Planning. She is also president and owner of Resolute, Inc., a business tax and income service company. Advisory Services Network is an enterprise firm with a network of 208 independent Investment Adviser Representatives serving individuals, families, corporations, and charitable organizations. The firm offers portfolio management, financial planning, and retirement-plan consulting, managing approximately $8.6 billion in client assets.

Daniel Gimmelli is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds the Series 65 and Series 66 designations. His prior experience includes roles at USAA Investment Management Company, USAA Life Insurance Company, and USAA Financial Planning Services. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Christopher Mayes is a financial advisor with Edward Jones based in Kuna, Idaho. He holds the Series 66 designation and has 17 years of industry experience, including 18 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supporting approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors.

Suzanne Nealgarner is a financial advisor with Advanced Tax and Financial Services, Inc. in Kuna, Idaho. She holds Series 63 and Series 65 credentials and has 23 years of industry experience. Nealgarner also serves as president of her firm and works as a certified tax consultant and income tax preparer, dedicating significant time to tax-related services alongside her advisory role. Advanced Tax and Financial Services, Inc. is an independent registered investment adviser that serves individual clients, combining portfolio management with tax and financial planning. The firm manages approximately $7.42 million in client assets for 38 households, offering integrated tax and investment coordination.