Antonius Bastiaans is a financial advisor with Primerica Advisors in Middleton, Idaho, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in the sale of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trade execution to BNY Mellon Advisors.

Ryan Kelly is a financial advisor with Merrill, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with Merrill since 2009 and has been associated with Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ashley Ward is a Planning Consultant at Fidelity Investments, a position held since 2021. She has over a decade of experience in the financial industry, focusing on educating and engaging high-net-worth clients to develop financial plans tailored to their specific needs and goals. Ashley's role involves providing clients with information, resources, and investment guidance to support critical decisions regarding their investment portfolios and retirement plans. Her tenure at Fidelity Investments includes roles as a Relationship Manager from 2016 to 2021, a High Net Worth Service Associate in 2016, and a Full Trader from 2015 to 2016. Ashley holds insurance licenses in Arkansas and California, which support her professional qualifications. Outside of her professional life, Ashley has interests in camping, museums, painting, parenthood, reading, and traveling.

Darren Collom is a financial advisor at Edward Jones in Nampa, ID, holding a Series 66 designation with 22 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm operates a broad advisory program that includes discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Nathan Wetzel is a financial advisor at Edward Jones in Boise, ID, with two years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Pruco Securities LLC, and Investment Planning Services. Prior to his financial career, Wetzel had roles outside the industry, including positions at DoorDash, Idaho State University, Cafe Ole, and Cole Valley Christian School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds supported by a large network of financial advisors and branches nationwide.

Tyler Mccuen is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Best Financial Services and Pruco Securities, LLC. Outside of his advisory role, he operates as an independent agent specializing in fixed insurance products. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, retirement plan consulting, and various asset management programs. The firm uses a range of advisory models, including third-party managers and proprietary programs, to tailor investment solutions.

Cole Rumrill is a Financial Consultant at Fidelity. In this role, he focuses on understanding clients' goals and collaborating with them to utilize Fidelity's tools to pursue those objectives. He has held various positions at Fidelity, including Investment Consultant in 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. Cole holds a California Insurance License. Outside of his professional work, Cole's personal interests include comedy, fitness, football, outdoor adventures, reading, and snowboarding.

Christopher Badejo is a Series 66 licensed financial advisor with Thrivent Investment Management in Nampa, Idaho, and has three years of industry experience. He has been with Thrivent and its affiliated entities since 2017. Prior to his financial services career, he was involved with Awaken Church from 2014 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning analyses that cover a range of financial topics and allows clients to integrate planning with managed-account services under a unified billing option.

Breanna Brandon is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for ten years. Outside of her advisory role, she founded The League of Eleven, a private company focused on her art. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates both in-house and third-party investment resources.

Rodney Emery is a financial advisor at Edward Jones with 27 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 1998. Outside of his advisory role, he is involved in property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products supported by a nationwide network of over 23,000 financial advisors.

Teresa De La Torre is a financial advisor with LPL Financial in Meridian, Idaho, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at several firms including U.S. Bancorp Advisors, Morgan Stanley, Northwestern Mutual, and Wells Fargo. 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 and third-party asset management, supported by a broad platform and technology tools.

Roman Jones is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2008. He manages the branch office and leads the team in delivering financial planning services to clients in the Treasure Valley area. Jones has over 20 years of experience with Fidelity Investments, having served as a Manager from 2004 to 2008 before becoming Vice President. His professional expertise is centered on branch management and client financial planning. Born and raised in Idaho, Jones is familiar with the Treasure Valley community and values working with local clients to address their financial planning needs.

Grant Gibson is a CFP®-certified financial advisor with 14 years of industry experience, all of which he has spent with Edward Jones in Eagle, Idaho. He holds a Series 66 designation and has focused his career exclusively at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services under an SEC-registered program, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Val Dille is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior work includes long tenures at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services, as well as running his own firm, Dille & Associates Chartered. Outside of advising, he serves as president of the Elders Quorum for his local ward of The Church of Jesus Christ of Latter-day Saints. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, serving over 800,000 clients with more than $256 billion in assets under management.

Michael Kendall is a financial advisor with Ameriprise in Puyallup, WA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at National Life Group, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. He is also involved in independent insurance brokering and manages a financial services business through michaelkendallLLC. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at clients approaching or in retirement, typically with substantial investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficient strategies to produce individualized retirement income recommendations.

Matthew Holloway is a financial advisor with OSAIC, holding the ChFC® and Series 63 credentials and possessing eight years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. for seven years and continues to operate Holloway & Associates, a business offering independent insurance services and notary public certifications. He is also the owner and founder of Idaho Overlanders, LLC, an event coordination and planning company. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and offers both discretionary and non-discretionary portfolio management, with a platform supported by multiple mergers and complex commercial arrangements.

Robert Schelling is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services LLC, IDS Life Insurance Company, and American Express Financial Advisors. 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 and access to model portfolios and third-party asset managers, supported by technology tools for operational and research purposes.

Brian Shackleford is a financial advisor with LPL Financial, holding a Series 63 designation and 37 years of industry experience. He has been with LPL Financial since 2006 and previously worked at A. G. Edwards & Sons, Inc. for nine years. Outside of his advisory role, Shackleford serves as an assistant wrestling coach at Capistrano Valley High School. 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. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing a variety of investment strategies and advisor-support tools.

Jeffrey Souza is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Prior to joining RBC in 2021, he worked at Raymond James Financial Services and Riverside Associates Financial Group. Outside of his advisory work, Souza serves as one of three elected commissioners for the North Ada County Fire & Rescue District in Idaho. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs, tailoring investment strategies through a combination of in-house and third-party managers with options for tax management, rebalancing, and responsible investing.

Christopher Hall is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 19 years of industry experience. He previously worked at Securities America Advisors, Principal Life Insurance Company, and Princor Financial Services Corporation. Hall is also involved with Hall & Associates, an entity related to his LPL business activities. 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 portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.