Michael Martin is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. He has worked with Martin, Wardin & Eissner Financial Group and Groutsmith, and has provided tax preparation services through Martin, Wardin & Eissner Tax Service. Commonwealth Financial Network supports a national network of advisors by delivering operations, technology, investment management, and compliance services. The firm offers a variety of advisory programs and investment solutions, including discretionary model portfolios and personalized indexing options.

Michael Fong is a financial advisor at Principal Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Chevron. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services focus on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Tessa Price is a financial advisor at D.A. Davidson & Co. in Boise, ID, holding a Series 66 designation with six years of industry experience. She previously worked at Key Bank for six years before joining D.A. Davidson in 2019. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Brett Gallagher is a financial advisor with Principal Financial Services in Boise, ID, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Principal Financial Services since 2016 and serves as President of Royal Truth Financial, LLC, where he provides financial advisory and consulting services to individuals and businesses. Gallagher also maintains an insurance agent role specializing in health, life, annuities, disability income, and long-term care insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions with a focus on ongoing client reviews and multiple promoter and referral arrangements.

Robert Reynolds is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously with Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of advisory services, he is involved in supported living services for individuals with developmental disabilities and owns an insurance agency focused on Medicare-related products. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofit organizations. The firm provides comprehensive investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

John Gottschall is a financial advisor with Commonwealth Financial Network based in Boise, ID. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Since 2011, he has been a part owner of Verdi Wealth Management, where he dedicates most of his time during securities trading hours. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, compliance, and practice management. The firm offers various investment solutions and model portfolios managed by its Investment Management and Research team.

Monte Gerlach is a financial advisor at Key Investment Services LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 2003. Outside of his advisory role, he is involved in a vacation rental business in McCall, Idaho. Key Investment Services LLC serves individuals, trusts, estates, and businesses through various advisory programs, model portfolios, and managed accounts. The firm offers client-directed model selection with ongoing monitoring and access to third-party discretionary managers, operating as part of the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Kevin Divecha is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at AE Wealth Management since 2023 and previously at Wealth Watch Advisors and Wealth Financial Advisory Services, LLC. Divecha is also president of DIVECHA Financial, LLC, where he is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

John Corddry is a financial advisor with D.A. Davidson & Co. in Boise, ID, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with D.A. Davidson & Co. since 1996. Outside of his advisory role, he serves as co-trustee for the Corddry Dynasty Trust. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services ranging from ERISA retirement plan advisory to comprehensive financial planning and private wealth management.

Alexandra Belden is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Gwfs Equities, Inc. and Tree City Advisors LLC. Outside of her advisory role, she assists with marketing and accounting at 12B Capital, a credit card and business lending company co-owned with her husband. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.

Jennifer Foster is a financial advisor with Osaic Institutions, Inc. She holds Series 63 and Series 65 credentials and has 25 years of industry experience. Her previous roles include positions at U.S. Bancorp Investments, Ameriprise, and Securities America. Foster also serves as a financial advisor for Idaho Central Credit Union. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, 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 with a hybrid adviser and broker-dealer structure.

Melody Royer is a financial advisor at OSAIC Institutions, Inc. with a Series 65 credential and one year of industry experience. Her prior roles include positions at ICCU, Sand Creek Capital, and various other organizations. 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 a range of customized advisory services and operates with a hybrid adviser/broker-dealer structure that includes access to alternative investments and a lending marketplace.

Craig Spanton is a Series 66 registered advisor with Independent Financial Group, LLC in Boise, ID, bringing 27 years of industry experience. His prior roles include positions at Tricor Advisory Services, Merrill, and Wells Fargo Investments. Outside of his advisory work, he serves on the boards of several nonprofit organizations, including the Ada County Board of Community Guardians and Live Incorporated, and is President of his local Lions Club. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers diversified portfolio management and financial planning using both firm- and third-party models, combining passive and active investment strategies tailored to client risk profiles.

Shannon Shelley is a financial advisor with D.A. Davidson & Co. in Boise, ID, holding a Series 66 designation and 19 years of industry experience. Shelley has been with D.A. Davidson & Co. since 2000. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, while serving as both an investment adviser under the Advisers Act fiduciary standard and a municipal advisor with affiliated custodial entities.

Abraham Cecena is a financial advisor with OSAIC Institutions, Inc. and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including prior roles at Ameriprise, PFG Advisors, Securities America, Equitable Advisors, Axa Advisors, and Primerica. In addition to advising, he is involved in independent insurance brokering focused on health. 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, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a platform that includes lending solutions and third-party asset managers.

David Fullmer is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with AE Wealth Management since 2016 and has worked at Premier Alliance Financial Companies since 1999. Outside of his advisory role, he is involved with Premier Alliance Retirement Solutions, focusing on fixed insurance sales, and Premier Alliance Property & Casualty, which provides referral services. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements, managing approximately $49.8 billion for over 127,000 clients.

Miriam Edes is a financial advisor at Key Investment Services LLC with one year of industry experience. She holds a Series 66 designation and has prior experience at Merrill, KeyBank, and U.S. Bank. Outside of her advisory role, she works as a personal trainer and manages a family rental property in Boise, ID. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through various advisory programs, emphasizing client-directed investment choices and ongoing monitoring, while providing access to third-party discretionary managers within the KeyCorp corporate group.

Mark Miller is a financial advisor with Commonwealth Financial Network based in Boise, ID. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Commonwealth in 2016, he worked at RBC Capital Markets Corporation for eight years. He is also a part owner of Verdi Wealth Management, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver advice under Commonwealth’s supervision.

James Ripley is a financial advisor at D.A. Davidson & Co. in Boise, ID, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with D.A. Davidson & Co. since 1995. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including retirement plans, individuals, charitable organizations, and corporations. The firm offers comprehensive financial planning, ERISA retirement plan advisory, and a dedicated Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Aaron Dykas is a financial advisor at Oppenheimer with 33 years of industry experience. His prior work includes roles at RBC Capital Markets, Bank of America, Merrill, Wells Fargo, Morgan Stanley, Citigroup Global Markets, and KeyBanc Capital Markets. He holds Series 63 and Series 65 licenses and is based in Boise, ID. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs and advisory services, including discretionary and non-discretionary management, with a notable portion of assets managed on a non-discretionary basis.