Russell Dygert

Rachel Songer is a CERTIFIED FINANCIAL PLANNER™ and holds a Series 65 license with 11 years of industry experience. She has been with Keener Financial Planning since 2016, working as part of a 10-advisor team in Kuna, Idaho. Keener Financial Planning serves individuals, trusts, small businesses, and retirement plans by providing modular financial planning and investment management services. The firm emphasizes retirement planning and uses a fee-only structure based on hourly, flat fees, or retainers, employing a long-term, cost-conscious investment approach focused on low-cost index funds and diversified portfolios.

Jordan Haines is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Drucker Wealth, where he has worked since 2025. Prior to that, he held roles at Scaling Motions, which he founded and consults for, as well as at Dentist Advisors and Elements Technology, Inc. Drucker Wealth advises primarily pre-retirement and high-net-worth individuals, notably mid-career professionals in the technology and medical fields and small-business owners, offering comprehensive financial planning and discretionary portfolio management. The firm employs a combination of fundamental, technical, tactical, and behavioral analysis to build diversified portfolios and utilizes direct indexing, sub-advisors, and model trading platforms.

Richard Johannsen is a financial advisor at CoreCap Advisors with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CoreCap Advisors and CoreCap Investments since 2016. Johannsen also owns Johannsen and Company CPAs, a tax preparation and accounting firm. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach across various asset classes and provides oversight of sub-advisors alongside tax-efficient services.

Janene Warren is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Advisory Services Network and previously worked at Fidelity Brokerage Services and Anchor Private Planning. Outside of her advisory work, she is the president and owner of Resolute, Inc., a service company focused on business tax and income for wages and expenses. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent representatives. The firm offers a range of portfolio management and financial planning services, utilizing a variety of securities and third-party managers to develop strategies based on client objectives and risk tolerances.

Anthony Rubino Jr. is a financial advisor with AdvisorNet Wealth Partners and holds a Series 66 designation. He has 19 years of industry experience and has worked at firms including Edward Jones and Roehl & Yi Investment Advisors. Outside of his advisory roles, he is also licensed as an insurance agent in Montana, focusing on health, life, and fixed annuities. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, utilizing both internal and external managers to implement client objectives.

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.