Sergio Mendoza is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. In addition to his financial advisory role, Mendoza is involved in several business ventures, including ownership of a furniture business and participation in real estate investment and development. He also serves as a council member on the Idaho Workforce Development Council and as treasurer of the South Central Idaho Hispanic Chamber of Commerce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions, with client investments primarily implemented on a discretionary basis by third-party managers.

Jacob Packer is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing and Navy Federal Credit Union. He is also employed as a financial advisor with First Federal Savings Bank. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Jon Kimball is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with LPL Financial since 2012. Outside of his advisory role, he operates a business under the name Kimball Wealth Management in Filer, Idaho. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and provides various investment strategies tailored to client needs.

Nancy Chapin is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2015. Outside of her advisory role, Chapin is a co-owner of RafterC Ranch, an agricultural business in Buhl, Idaho. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Sarah Kain is a financial advisor with Edward Jones in Twin Falls, ID, holding a Series 66 designation and seven years of industry experience. She has worked at Edward Jones since 2018 and previously spent seven years with American Family Insurance. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Gretchen Clelland is a financial advisor with Edward Jones in Jerome, Idaho, holding a Series 63 designation and 25 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she serves as chairman of the Jerome Rotary Foundation and the Twin Falls County Republicans and is the majority owner of Crimson Sky Trucking, a company that supports wildland firefighting efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and maintains a large nationwide network of financial advisors.

Robert Lee is a Series 66 licensed financial advisor with three years of industry experience. He has been with Edward Jones since 2023 and previously worked for Lytle Signs Inc for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Russell George is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at Sagepoint Financial, Inc. and Questar Asset Management before joining Osaic in 2023. George also operates as an independent insurance agent, providing life and annuity insurance services. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services utilizing a technology-driven investment process and access to multiple custodial platforms and third-party managers.

Christian Tarter is a financial advisor at Edward Jones with 15 years of industry experience. He has been with Edward Jones since 2010 and holds a Series 66 designation. 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.