Aaron Williamson is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Ameriprise Financial Services, Key Bank, Idaho Trust Bank, and KeyBanc Capital Markets. He is also president of a college philanthropy organization. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with a mix of discretionary and non-discretionary accounts.

Gerald Kane is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 licenses and has 14 years of industry experience. In addition to his advisory role, he is the owner and attorney at Estate Plans USA, APC, where he focuses on estate and elder law. Kane has held various positions in both financial and legal services, including managing operations at InheritGuard, LLC and roles at Blue Shield of California and Student Optimum Services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach implemented through third-party managers and proprietary platforms such as Transamerica ONE and TFA365, with approximately $1.7 billion in regulatory assets under management.

Christopher Beesley is a CFP® professional with 19 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Zions Bank and LPL Financial. Beesley is a minority partner in a health and fitness consulting business owned by his wife but is not involved in its operations. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by other portfolio management techniques.

Tina Vorbeck is a financial advisor at D.A. Davidson & Co. with five years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Inc. Outside of her advisory role, she is the proprietor of JTSKYE, an internet business selling motivational message clothing, and has served as a program manager contractor for Summit Global Testing. 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 from ERISA retirement plan advisory to comprehensive financial planning and private wealth management, operating under fiduciary standards and using both qualitative and quantitative tools to support its recommendations.

Scott Leavitt is a financial advisor at Ameritas Advisory Services, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Ameritas since 2017, as well as leadership positions at Scott Leavitt & Associates Inc., dba Gem State Advisors, which he has owned and operated since 2020. Outside of his advisory work, he manages an insurance and financial services firm and oversees recruiting and training activities for his agency. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions and utilizes multiple program platforms and third-party technology to build customized portfolios.

Derrick Cummings is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Farm Credit Services of America and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated platform connected to Empower’s recordkeeping and administrative systems. The firm focuses on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Sean Meldrum is a financial advisor at Osaic Institutions, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise Financial Services, LLC, and Securities America, Inc. Meldrum is also affiliated with Idaho Central Credit Union in a financial advisory capacity. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large 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.

Gregory Blood is a financial advisor at Key Investment Services LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Key Investment Services since 2005, including three years at KeyBanc Capital Markets Inc. prior to that. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model combining discretionary and non-discretionary strategies and integrates services from KeyCorp affiliates to support investment and advisory capabilities.

Nikko Banda is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Wells Fargo, Bank of America, and Modern Woodmen of America. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, along with select retail clients. The firm’s approach integrates proprietary and third‑party methodologies focused on long‑term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

John Winston is a CFP®-certified financial advisor with 45 years of industry experience, currently affiliated with OSAIC since 2023. His prior experience includes roles at Sagepoint Financial, Inc. and operating his own sole proprietorship providing bookkeeping, payroll, and tax preparation services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Jake Burrow is a Planning Consultant at Fidelity Investments, where he assists clients in using their wealth intentionally to achieve their goals, build long-term security, and create meaningful impact. He has been with Fidelity Investments since 2023, progressing through roles as Financial Representative and Relationship Manager before becoming a Planning Consultant in 2026. Jake's professional experience centers on financial planning and client relationship management. Outside of his professional work, Jake has interests in baseball, parenthood, and reading.

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.

Daniel Gimmelli is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds the Series 65 and Series 66 designations. His prior experience includes roles at USAA Investment Management Company, USAA Life Insurance Company, and USAA Financial Planning Services. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

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.