Steven Rex Cook

Boaz Koski is a financial advisor at Rightoak Asset Management, LLC with a Series 65 designation and one year of industry experience. He previously worked as an independent contractor and served seven years in the U.S. Army. RightOak Asset Management is an SEC-registered firm serving retirement plans, corporations, families, and individual accounts through discretionary investment management, financial planning, and retirement-plan consulting. The firm employs a strategic, value-oriented investment approach supported by proprietary quantitative models and offers estate-planning services via an online platform, combining traditional advisory services with digital tools and external partnerships.

David Hruza is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 designations and has 25 years of experience with Mutual/United of Omaha. Outside of his advisory work, he owns and operates HRUZA Insurance Agency LLC and Fawnwood Farms, and serves on the boards of St. Luke's Magic Valley Health Foundation and United Electric Cooperative, where he is vice president. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform with Envestnet and emphasizes the use of MOIS-approved model portfolios and third-party managers.

Kyler Redder is a financial advisor at Portside Wealth Group, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Townsquare Capital LLC and Tucker Asset Management LLC. Redder also serves as adjunct faculty at BYU Idaho, where he teaches finance. Portside Wealth Group is a multi-advisor wealth management firm that offers discretionary portfolio management, financial planning, pension consulting, and other services to individuals, retirement plans, charitable organizations, and corporate entities. The firm employs a blend of fundamental, technical, and modern portfolio theory approaches in managing client accounts and provides related legal and accounting services through affiliated professionals.

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.

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 holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked in healthcare roles at Kalispell Regional Medical Center and The Healthcenter - Kalispell Regional Healthcare. 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 under management and offers a wide range of advisory strategies through a large network of financial advisors and branch offices nationwide.