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 licenses and having 27 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and Chase Investment Services Corp. Craig serves as a board member for the 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 institutions. The firm offers financial planning, portfolio management, and retirement plan services, utilizing both firm- and third-party models to tailor client strategies across various 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 63 and Series 65 licenses and three years of industry experience. He previously worked 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, as well as certain retail account holders. The firm offers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

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 previously worked at UBS Financial Services from 2012 to 2014. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a large network of financial professionals. The firm utilizes a multi-provider platform combining discretionary implementation by Envestnet and strategist portfolios designed by its Chief Investment Office and third-party managers, with notable integration of services from KeyCorp affiliates.

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 representative at Kestra Advisory with 34 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Investment Planning Associates from 2004 to 2011. Outside of advisory services, he is involved in entrepreneurial activities including owning a landscaping company and authoring personal development content as a life coach. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets, serving clients that include 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 CFP® with four years of industry experience, currently affiliated with Independent Financial Group, LLC. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He is also involved in tax preparation and insurance services through his own entities, Hopkins Tax and Wealth Management Inc. and Hopkins Wealth Management. Independent Financial Group, LLC serves a broad client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm provides financial planning and portfolio management using a mix of firm and third-party investment models 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.

Jeffrey Murphy is a financial advisor at Osaic Advisory Services, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PFG Advisors, LLC and Securities America, Inc. Murphy has a background in insurance sales dating back to 1995. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individual, institutional, and nonprofit clients. The firm provides investment management, financial planning, retirement plan consulting, and other financial services through multiple program models, utilizing a combination of proprietary guidance and third-party platforms.

David Riffe is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds a Series 66 credential and has previous experience with firms including Mercer Global Advisors, First Interstate Bank, LPL Financial, and Citigroup Global Markets. Outside of his advisory role, he serves on the board of the Rotary Club of Boise and provides financial counseling to military personnel through Magellen Health. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a multi-provider platform. The firm emphasizes non-discretionary model portfolios and integrates services with KeyCorp affiliates, delivering wrap-fee programs supported by custodial and trade execution services.

Ronald Hannegan is a financial advisor with Transamerica Financial Advisors in Boise, ID, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has served as vice president and board member of Teton Non-Profit Housing Corporation and an Oregon nonprofit, and he owns and manages Hannegan & Sons Inc, a residential construction business. He also occasionally refers clients to Net Law for estate planning services through a digital platform. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, charities, and corporations, offering advisory and broker-dealer services including proprietary and third-party model portfolios. The firm operates as both a registered investment adviser and broker-dealer, providing discretionary and non-discretionary program options.

Katherine Kirkpatrick is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 registrations and 24 years of industry experience. She has been with Independent Financial Group since 2012 and has been self-employed since 1999. Kirkpatrick is the owner of two business ventures: Mountain View Financial, Inc., a marketing DBA, and Business Solutions, which provides strategic planning consulting to small businesses. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm uses a combination of firm- and third-party models to develop tailored investment strategies with a mix of passive and active exposures across standard risk profiles.

Logan Corral is a financial representative at GWN Securities Inc. with a Series 66 credential and one year of industry experience. Prior to joining GWN Securities, he worked at California State University Northridge and serves as a recreation assistant at Delano Recreation Center. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across over 37,000 client accounts and offers a range of managed-account programs, including traditional and active investment strategies.