Byron Snider is a CFA® charterholder with 20 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked for West Oak Capital, LLC for 22 years. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and employing various implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Levi Dayley is a financial advisor at Money Concepts Capital Corp with 16 years of industry experience. He holds the Series 66 designation and has worked at Money Concepts FPC and Money Concepts International Inc. since 2008. He is currently based in Meridian, Idaho, and has been with FedEx Corporation since 2026. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. With about 431 advisors managing approximately $3.33 billion for around 14,700 clients, the firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage asset allocations and account rebalancing.

Bryan Hopkins is a CFP® with 24 years of industry experience, currently serving at Independent Financial Group, LLC. He also owns Hopkins & Company CPA, a full-service accountancy firm. Hopkins is actively involved in community service as the President Elect of the Eagle Kiwanis Club. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and institutional plans. The firm offers a range of financial planning and portfolio management solutions, combining strategic asset allocation with active and passive investment exposures.

Robert Lane is a financial advisor with Money Concepts Capital Corp in Boise, ID, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Money Concepts Capital Corp for a total of 16 years, with a one-year tenure at Cuso Financial Services, LP in between. Outside of his advisory work, Lane is involved in the occasional sale and marketing of Medicare Supplement Plans through Sovereign Investment Services. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Rizwan Bukhari is a financial advisor at Osaic Institutions, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise, Securities America, and Wells Fargo. In addition to his advisory roles, he is employed as a financial advisor at Idaho Central Credit Union. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model that blends discretionary and non-discretionary management with a lending marketplace and third-party promoter arrangements.

Kenneth Craig is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc. and Chase Investment Services Corp. He serves as a board member for Redwood Creek HOA. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning, portfolio management, and third-party asset manager programs, employing both passive and active investment strategies tailored to client risk profiles.

Matthew Platt is a CFP® professional with 10 years of industry experience, currently serving at Creative Planning since 2024. His prior work includes four years at Edward Jones Investments and four years at TD Ameritrade. Matthew holds Series 63 and Series 66 licenses and is based in Meridian, ID. Creative Planning provides comprehensive wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.

Oleg Vykhovanets is a financial advisor at Empower Advisory Group with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Fisher Investments and Waddell and Reed. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Kristina Britt is a financial advisor at &Partners with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her financial advisory role, she works as a concessions supervisor and bartender for events at Boise State University and the Morrison Center for the Performing Arts. &Partners serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis, with portfolios managed directly or through third-party managers.

Remy De Angelo is a financial advisor at Key Investment Services LLC with 14 years of industry experience. He holds the Series 66 designation and has been with Key Investment Services since 2014. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed investment strategy selection and provides non-binding recommendations, ongoing monitoring, and due diligence on third-party advisory products.

John Davis is a financial advisor at Integrity Alliance, LLC with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Integrity Alliance since 2011. Outside of his advisory role, he is involved in several business activities including owning an automotive service company and leading a benefits training and workshops firm. Integrity Alliance serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.

Patricia Sturr is a CFP® with 25 years of industry experience, currently advising at Steward Partners Investment Advisory, LLC since 2023. She previously worked at Commonwealth Financial Network for 18 years and Oswego Crest Financial Group, LLC for 20 years. Patricia is also co-owner of Oswego Financial Group LLC, an entity created for securities business, and is involved in selling fixed insurance products. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services.

Lora Lakatos is a Series 66-licensed financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, LLC, U.S. Bancorp Investments, Inc., Wells Fargo Clearing, and Securities America, Inc. She also serves as operations manager for an independent RIA, Idaho Central Wealth Management. OSAIC Institutions, Inc. is an SEC-registered adviser serving individual, retirement plan, trust, estate, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Paul Nadell is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Kestra Advisory since 2016 and is also the owner of Investment Planning Associates, through which he has provided advisory and registered representative services since 1991. Outside of his advisory work, Nadell is involved in authoring and coaching in personal development and operates a small landscaping business. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, individuals, and institutional investors. The firm provides comprehensive services such as fiduciary consulting, plan design, and employee education, and serves a range of clients including large institutional investors and sovereign wealth funds.

Jessica Gruver Koefod is a financial advisor at Principal Financial Services with 12 years of industry experience. She holds the Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, Koefod serves as a Lieutenant Colonel on the Command Staff of the Idaho Air National Guard and is involved in several community organizations, including serving on the board of ConnectHer Idaho and as Membership Committee Chair for Idaho Business for Education. She also co-owns Eagle Carpet Pros, a local floor care company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jared Davis is a financial advisor with Brookstone Capital Management LLC in Meridian, ID, holding a Series 65 credential and 14 years of industry experience. He has been involved with Davis Wealth Management since 2014 and owns Four Season Taxes, a tax preparation business he operates alongside his advisory work. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, and sovereign wealth funds, offering a range of discretionary investment solutions via model portfolios, unified managed accounts, and separately managed accounts.

Jonathan Howard is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds a Series 65 designation and has worked previously at West Oak Capital LLC, Bird, Emerald City, and LAZ. Outside of finance, he serves as a rider coach teaching motorcycle safety and skills at High Desert Harley Davidson. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, families, small businesses, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios utilizing low-cost index vehicles and tax management strategies.

Shane Hopkins is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and having four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. In addition to his advisory work, he is involved in tax preparation and accounting through Hopkins Tax and Wealth Management Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management using a combination of firm- and third-party models, employing both passive and active investment strategies across various risk profiles.

Stephanie Bennett is a financial advisor with D.A. Davidson & Co. in Meridian, Idaho, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with D.A. Davidson since 2013. Outside of her advisory role, she is involved in raising and occasionally selling dogs and horses through her sole proprietorship and serves as a general partner managing bookkeeping for Bennett Sport Horses & Hay, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA duties for retirement accounts, offering a range of services from retirement plan advisory to private wealth management and municipal advisory activities.

Marc Traverso is a financial advisor with MAI Capital Management, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Traverso Chambers Private Wealth Management, LLC and Wells Fargo Advisors Financial Network LLC. Outside of advising, he is a 50% owner of a property management business in Santa Rosa, California. MAI Capital Management offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a customizable investment approach across multiple asset classes and serves both advisory and product-sponsor roles.