Andrew Katzenberger is the sole advisor at Katz Capital Advisors in Caldwell, Idaho. He holds Series 63 and Series 66 licenses and has one year of industry experience, including roles at Northwestern Mutual Wealth Management Company and its related entities. Outside of financial advising, he is a 33% owner of Analytics Computers. Katz Capital Advisors provides financial planning and discretionary portfolio management primarily for individuals and small businesses in early to mid stages of wealth accumulation. The firm uses fundamental security analysis and strategic asset allocation to build diversified portfolios, offering services such as retirement planning, cash-flow analysis, and rollover/IRA guidance.

Daniel Lewis is a CFP® professional with 13 years of industry experience. He has worked at Firm Foundation Wealth Management, LLC since 2018 and previously spent three years at Tradewinds Capital Management, LLC. Lewis holds the Series 66 license and is based in Caldwell, Idaho. Firm Foundation Wealth Management, LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines macroeconomic and technical analysis to manage portfolios on a discretionary basis and offers specialized ERISA plan services, including acting as a 3(38) investment manager and providing participant education.

Charles Copeland is a financial advisor at Elevage Partners, LLC with 25 years of industry experience. He holds the Series 65 designation and has been with Elevage Partners since 2011, as well as operating Copeland Wealth Management since 1998. Elevage Partners serves individual clients, including high-net-worth households, providing discretionary portfolio management and comprehensive financial planning. The firm also manages held-away retirement accounts and acts as adviser to private pooled investment vehicles, employing a customized investment approach that combines economic and fundamental analysis with long-term holdings and opportunistic short-term trades.

Jeff Currie is a financial advisor with Elevated Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Elevated Retirement Group, Global Financial Private Capital, and Currie Financial Group, Inc. Outside of his advisory work, he serves as a non-commissioned officer in the U.S. Army Reserves and teaches classes on reverse mortgages to real estate professionals. Elevated Capital Advisors serves a diverse client base, including individuals, trusts, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a blend of fundamental, technical, and quantitative analysis with strategic and tactical asset allocation to manage portfolios.

Nikko Banda is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 credentials. He has experience working at firms including Wells Fargo, Bank of America, and Modern Woodmen of America. Banda has been with Empower Advisory Group since 2025 and previously worked at Empower Financial Services since 2023. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as for Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Joseph Egusquiza is a financial advisor with Cetera and holds a Series 66 designation. He has one year of industry experience and has previously worked with Avantax Advisory Services and Parker Advisors. Outside of his advisory role, he contributes to Tax Freedom Builders, where he curates educational content focused on tax-smart strategies and proactive financial planning. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a broad range of portfolio management, financial planning, and fiduciary services supported by both advisor-managed accounts and firm-sponsored model portfolios.

Sarah Emery is a financial advisor with Edward Jones in Caldwell, Idaho. She holds a Series 66 designation and has seven years of industry experience. Prior to joining Edward Jones in 2018, she worked for Idaho Wine Merchant from 2014 to 2018. 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 and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jill Hitchcock is a Series 66-credentialed financial advisor with 10 years of industry experience. She has worked at Edward Jones since 2022, following an eight-year tenure at Continental Investors Services. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of investment strategies and affiliated financial products. The firm operates under a fiduciary standard and supports its services with a nationwide network of over 23,700 financial advisors.

Kindra Wilson is a Series 66 credentialed financial advisor with 25 years of industry experience. She has worked at Edward Jones since 2021, with prior roles at Lockerman Financial Group, Securian Financial Services Inc., and Tax And Financial Group. She has an ownership interest in Bedrock Energy Partners, which holds mineral rights and royalties. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Brayden Dunning is a financial advisor with Raymond James Financial Services Advisors, Inc. in Caldwell, Idaho, holding a Series 66 designation and seven years of industry experience. He has been with Raymond James since 2018, following a five-year period at Boise State University. Outside of his advisory role, Dunning is involved in agricultural and business ventures, including owning and managing family farming operations and a consulting business. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiling, with a notable focus on non-discretionary advisory relationships supported by a broad affiliate network.

Dylan Mull is a financial advisor at Edward Jones with eight years of industry experience. He previously worked at Wells Fargo Clearing Services LLC for eight years and worked briefly at In Motion Fitness. Mull holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, managed accounts, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Christopher Selvar is a financial advisor at Raymond James Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2017, following a year at Goldbloom Wealth Management. Outside of Raymond James, he is involved as a financial planner with Mainspring Wealth Advisors. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client risk profiles and supported by a broad affiliate network.

Ann Smith is a Series 66-licensed financial advisor with Edward Jones in Caldwell, ID, bringing four years of industry experience. She previously held positions at Edward Jones from 2007 to 2021 and resumed her current role in 2021. Outside of her advisory work, she owns Smith Performance Horses, an agricultural business involved in riding and trading horses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, managing over $1 trillion in assets through a large national network of advisors and branches.

Amy Jamison is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 18 years of industry experience. Prior to joining Raymond James in 2023, she worked at Cetera and CB Financial Services. Outside of her advisory role, she is a joint owner of Hanigan Auto Sales, a business she co-owns with her husband. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through detailed client assessments and supported by a broad affiliate network.

Jon Clark is a financial advisor with Edward Jones in Caldwell, Idaho. He holds a Series 66 designation and has 16 years of industry experience, including 17 years with Edward Jones since 2009. Outside of his advisory role, Jon serves as a basketball referee for the Idaho High School Activities Association. 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 and investment solutions, supported by a national network of more than 23,700 advisors and over 15,000 branch offices.

Brandee Schuelke is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Raymond James Financial. Her prior roles include positions at The Helmstar Group, LLC and Mcmillen & Company, Inc. She is also an associate and project manager at Dunning Wealth Management in Caldwell, ID. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support services supported by firm research and a broad affiliate network.

Bryce Kershner is a financial advisor at Cetera with eight years of industry experience and holds the Series 66 designation. He has worked at Avantax Advisory Services and Parker Advisors, where he also assists with client acquisition and marketing efforts. Outside of advisory work, he manages operational duties for Kershner Ranch LLC, a cattle production business, and contributes educational content for Tax Freedom Builders, focusing on tax-smart financial planning strategies. Cetera Investment Advisers serves a diverse client base, including individuals, high-net-worth, institutional, and retirement-plan clients, through a network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining advisor-managed accounts, model portfolios, and third-party solutions with retirement and fiduciary capabilities.

Kyle Dunning is a financial advisor with Raymond James Financial Services, Inc. in Caldwell, Idaho, holding Series 63 and Series 66 credentials and 42 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he is a partner in Dunning Farms, an agricultural business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored investment recommendations.

Daniel Jones is a financial advisor with Edward Jones in Caldwell, Idaho, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Edward Jones since 2013. 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 through a large nationwide network of advisors and branch offices and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Crowther Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and over 43 years of industry experience. He has worked at Prudential Insurance Company of America since 1982 and was associated with Pruco Securities, LLC. for 42 years. Crowther serves as a board member of the Alliance for Children, a nonprofit organization. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, model portfolio management, and access to third-party asset management programs, combining advisory and brokerage services.

Dalton James is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, he was involved with the Snowbird Sports Education Foundation and Spotlight.xyz. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction.

Matthew Walo is a financial advisor at Osaic Wealth Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for nine years. In addition to his advisory role, he authors anonymous educational papers on investment topics for Wolters Kluwer’s CPA clients. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services through a large network of financial advisers, employing a structured investment process using risk-tolerance assessments, asset allocation tools, and portfolio optimization.

Kelse Puri is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with Cetera. Prior to joining Cetera, Kelse worked at Avantax Investment Services and Continental Investors Services. Outside of advising, Kelse owns Rediscover Websites, a freelance web design business serving local businesses and nonprofit organizations. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

Andrew Bettinson is a financial advisor with LPL Financial in Caldwell, Idaho, holding Series 63 and Series 66 licenses and having 11 years of industry experience. Prior to joining LPL Financial and JFC Advisors in 2025, he spent six years at Edward Jones and nine years in the US Army. He is also involved with Bettinson Enterprises LLC, a business entity unrelated to investment activities. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Casey Stromer is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill Lynch from 2009 to 2022. Stromer has been with Cetera and its affiliated entities since 2022. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, utilizing both advisor-managed accounts and model portfolios to meet diverse client needs.

Tammara Upton is a financial professional with 19 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 credentials and has worked at firms including Pioneer Investment Services and The Prudential Insurance Company of America. Outside of advising, she has been involved in fixed insurance sales, offering life, health, disability, annuities, and long-term care products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, employing a combination of advisor-managed accounts, model portfolios, and third-party managed strategies.

Gavin Parker is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 23 years of industry experience. He previously worked at Avantax Advisory Services and Avantax Investment Services, INC., and has operated Parker Advisors since 2008. Parker is the founder of Tax Freedom Builders, a program focused on educating clients about tax-smart strategies and proactive financial planning through various educational content and seminars. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement and institutional capabilities with multiple program structures and model portfolios.

Daniel Wells is a financial advisor with Continental Investors Services, Inc., holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Continental Investors Services since 2000. Outside of financial advising, Wells is president and owner of Dan Martin Investments LLC, which operates Redlight Photography, a portrait photography business. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, focusing on fixed-income and municipal securities. The firm combines discretionary portfolio management with brokered transactions and insurance sales through a team of licensed representatives.

Matthew Brassfield is a financial advisor at Continental Investors Services, Inc. in Caldwell, Idaho, holding Series 63 and Series 66 licenses with four years of industry experience. Prior to joining Continental Investors Services, he worked for ten years at Gooding Farms Inc. Continental Investors Services provides SEC-registered investment advisory and portfolio management services primarily to individual clients, offering managed portfolios alongside financial planning and insurance solutions through a team of licensed representatives. The firm emphasizes fixed-income and municipal securities and combines discretionary portfolio management with brokered transactions and insurance sales.

Slater Heim is a Series 66-licensed advisor with Continental Investors Services, Inc. based in Caldwell, ID. He has held roles at Costco since 2025 and previously worked at Caldwell Luxe from 2023 to 2025. Continental Investors Services, Inc. provides SEC-registered advisory and portfolio management services primarily to individual clients. The firm emphasizes fixed-income and municipal securities within a team structure that integrates discretionary portfolio management with brokered transactions and insurance sales.