Andrew Dodson is a financial advisor with Edward Jones in Nampa, Idaho, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a managing member of Dodson Family Holdings LLC, a commercial real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Jose Lopez Medel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Northwestern Mutual and Wells Fargo. Outside of finance, he is involved with the Boise Timbers Thorns youth soccer club as an employee and contractor. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Corey Blacker is a financial advisor with LPL Financial holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Douglas Beehler and Waddell & Reed, Inc. He also served with AmeriCorps in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Adam Floto is a CFP® professional with 21 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at U.S. Bancorp Investments, Edward Jones, and Wells Fargo Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, utilizing a large network of investment adviser representatives.

Michael Hering is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes longstanding roles at PFS Investments Inc and Primerica Financial Services, as well as work with the Los Angeles Zoo and Advanced Veterinary Care Center. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and selected separately managed accounts for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Ryan Baker is a financial advisor at OSAIC with 22 years of industry experience, including 21 years at Lincoln Financial Advisors prior to joining OSAIC in 2025. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and manages Open Advisors, LLC, an entity involved in business operations and staff management. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction using a variety of investment vehicles and third-party managers.

Dalton James is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Raymond James, he worked at Fidelity Investments and Strategic Advisors. His background includes involvement with sports education and university roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Andrew Staley is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and has 20 years of industry experience. His prior work includes roles at Avantax Advisory Services, Cetera Investment Services, and Cuso Financial Services. Outside of his advisory work, he provides insurance products through Columbia Wealth Advisors and serves as a registered bank associate at Umpqua Bank. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Daniel Wilgenbusch is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience at Vivall Group, LGCY Power, Vasayo, and Big Canyon Country Club. Outside his advisory role, he is involved with Vivall Group in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research and technology tools.

Hannah Seyer is a financial advisor with Primerica Advisors in Nampa, Idaho, holding Series 63 and Series 65 designations and bringing nine years of industry experience. She has been with Primerica Advisors since 2017 and has also worked with Primerica Financial Services since 2014. Outside of her advisory role, she co-owns a Goldie Doodles dog breeding business with her husband. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and employs a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Michael Monroe is a financial advisor with Primerica Advisors in Meridian, Idaho, holding the Series 63 and Series 65 designations and bringing 18 years of industry experience. He has been with Primerica Advisors since 2008 and has worked with Primerica Financial Services since 2007. Monroe is also involved with Monroe and Associates LLC, which spends time during securities trading hours, and receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven strategies supported by third-party asset managers and custodians.

Bryan Dike is a financial advisor at Edward Jones in Nampa, Idaho, with two years of industry experience. He holds the Series 66 designation and previously worked for Carl's Cycle Sales for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Bryant Albi is a financial advisor with Edward Jones in Meridian, Idaho, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as a bail agent and owns a property management company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Jordan Baker is a financial advisor with Thrivent Investment Management in Nampa, Idaho, holding a Series 66 credential and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of advising, Baker teaches yoga classes both as a group fitness instructor at the Nampa Rec Center and through his own yoga instruction business. He also serves as chairperson for All Kids Inspired, a nonprofit focused on funding extracurricular activities for disadvantaged children, and provides care support for a family member through Consumer Direct Care Network Idaho. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm’s planning services address multiple personal and business financial topics and can be combined with managed-account programs under a consolidated billing option called WealthPlan.

Brian Martin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Wells Fargo Clearing, and U.S. Bancorp Advisors. Outside of his advisory work, Martin has been involved with Amway since 1996 in a non-investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Lamar Settlemires is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his career in finance, he served in the military from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices, supporting approximately $1.01 trillion in assets under management.

Dennis Porter is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo for 13 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial topics. The firm allows clients to combine planning with managed-account programs under a consolidated billing option, while keeping planning and portfolio management services separate.

Christopher Mayes is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Mc Murry is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Edward Jones since 2019. Prior to this, he was employed at Northwest Trustee & Management Services for three years. He serves on the board of The CLOSET in Boise and is a past president of the Treasure Valley Estate Planning Council, participating in educational meetings on estate planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large network of financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Randall Dorvin is a financial advisor with Edward Jones in Meridian, Idaho, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Mississippi. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.