Kori Albi is a financial advisor with Edward Jones in Meridian, Idaho, holding a Series 66 designation and bringing three years of industry experience. Prior to joining Edward Jones in 2017, Albi worked for St. Alphonsus Regional Medical Center for 11 years. Outside of advisory work, Albi owns and manages several office buildings and rental properties leased to Edward Jones branches. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Kyle Fisher is a financial advisor with Edward Jones in Eagle, Idaho, holding a Series 66 credential and five years of industry experience. He has worked at Edward Jones since 2020 and was previously employed by Verizon Wireless from 2014 to 2020. Fisher owns a clothing company that has never been active and does not offer products or services. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors and branches. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and manages over $1 trillion in assets.

Carri Campbell is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and Series 65 licenses. She has 37 years of industry experience, including over a decade at Capital Financial Services, Inc. and more than seven years with Cambridge. Outside of her advisory role, Campbell serves as a political district precinct committeeman and holds director and volunteer positions with the US Term Limits organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement-plan sponsors, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment platforms and proprietary models, with a range of discretionary and non-discretionary options tailored to client objectives.

Blake Parkinson is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation. He began his advisory career in 2026 and has prior business experience in roofing companies and a small business, Living Breads LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers various advisory strategies, affiliated mutual funds, and operates under a fiduciary standard.

Austin Yorgesen is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, and Fidelity Brokerage Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Drew Dodson is a financial advisor at Edward Jones in Nampa, Idaho, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Mortenson Construction from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Scott Murray is a financial advisor with RBC Capital Markets, holding the Series 63 and Series 65 designations and bringing 29 years of industry experience. He worked at UBS Financial Services for 28 years before joining RBC in 2025. RBC Wealth Management serves a diverse client base that includes individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by extensive capital-markets and asset management capabilities.

Dario Orosco is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Mark Rothstein is a CFP® with 43 years of industry experience, currently serving at Cetera since 2025. He has held previous roles at Avantax and Independent Financial Group LLC, among others. Rothstein also manages a weekly live radio show focused on financial topics and directs a tax preparation business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning options, supporting discretionary and non-discretionary account structures.

Robert Burnett is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He worked at UBS Financial Services from 2010 to 2017 before joining Wells Fargo Clearing, where he has been since 2017. Outside of his advisory role, Burnett is involved in multiple business ventures including ownership interests in real estate development and an assisted living facility. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Ryan Myers is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Janet Gibson is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 designations and 28 years of industry experience. She has been with Primerica Financial Services and Primerica Advisors since 1998. Outside of her advisory role, she serves as a Planning and Zoning Commissioner for Middleton, Idaho. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, focusing on advisory services rather than institutional portfolio management.

Tyrone Kerby is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and JPMorgan Chase Bank, N.A. Outside of his advisory role, he serves as treasurer of a nonprofit homeowners association and coaches girls varsity basketball at Compass Public Charter School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan financial organization.

Ammon Andelin is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds the Series 66 designation and has worked at MassMutual Life Insurance Co and Key Bank. Outside of advising, Andelin works as a realtor and is involved as an insurance agent offering life, disability, fixed annuities, and health products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative planning relationships and uses firm-approved software to analyze goals and provide written recommendations.

Christopher Kraft is a financial advisor with Thrivent Investment Management in Meridian, ID, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, Kraft serves as board president for a nonprofit Christian ministry, You Gotta Ask, Inc., which assists adults in exploring life and spiritual questions. He is also involved with a charitable golf tournament benefiting colon cancer prevention and manages condominium owners association activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning covering topics such as retirement, tax, estate, and business continuation, with an option to combine planning with managed accounts under a consolidated billing program called WealthPlan.

Lindsey Breckenridge is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Her prior experience includes roles at Waddell & Reed, Inc., Edmund Allen, and various insurance carriers. Outside of advisory work, she has been involved with Breckenridge Land & Cattle Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, and institutions. The firm offers a range of advisory and brokerage services with a diverse investment platform supported by various research and technology tools.

Kevin Birkholz is a financial advisor at Edward Jones in Nampa, ID, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2026. Prior to his financial services career, he worked at Orkin Pest Control and Clark Pest Control for a total of ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. 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 investment products.

Derek Busby is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Ameriprise Financial Services Inc and Edward Jones. He is also the president of Busby Investments LLC, a business entity used for tax and investment purposes. 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, employing various investment strategies delivered through a large network of advisors.

Mason Foster is a Series 65-licensed advisor with Cambridge Investment Research Advisors, based in Meridian, ID, with four years of industry experience. In addition to his advisory role since 2021, he has served as a police officer and SWAT team member with the Nampa Police Department since 2016. He has also held positions at Boise State University from 2014 to 2018. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent advisors, utilizing a range of portfolio management strategies across multiple custody platforms.

Rich Harrison is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. In his role, he works with high-net-worth and ultra-high-net-worth individuals and families to develop plans and strategies aimed at achieving their unique financial goals. Prior to joining Fidelity Investments, he was a Financial Advisor at The Vanguard Group from 2017 to 2019. Rich holds a California Insurance License, which supports his ability to advise clients on financial matters involving insurance products. Outside of his professional responsibilities, he has interests in fitness, parenthood, running, and soccer.