Joseph Haan is a financial advisor with Edward Jones, holding Series 66 and Series 63 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he is a partner in FireBrand Orchard Capital LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Nader Issa is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 65 licenses, with 47 years of industry experience. He has worked at MML Investors Services, Inc. since 1986. Outside of his advisory role, he is an agent with Silicon Valley Financial Group and serves as a trustee of irrevocable life insurance trusts for two friends. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools, with implementation of recommendations offered through separate brokerage or insurance arrangements.

Michael Heinen is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2023, he worked at Fairway Independent Mortgage Corporation for five years and at DICKS Sporting Goods/Golf Galaxy for three years. Heinen also operates a vending machine business in Meridian, Idaho. 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 over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Daniel Jones is a financial advisor with Edward Jones in Caldwell, Idaho, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Otoole is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Moors Cabot Inc, Robinhood Markets, Inc., and University of Arizona Residence Life. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and automated portfolio management.

Steven Whitecar is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including prior roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations in collaborative, annual planning engagements.

Dustin Olson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Zions Wealth Advisors, LPL Financial, and Wells Fargo in various capacities dating back to 2003. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management approaches and proprietary and third-party strategies.

Jeremy Runner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. He has worked at various entities within the Cambridge Investment Research network since 2024 and has been an independent insurance agent with Symmetry Financial since 2016. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management solutions and access to both proprietary and third-party investment strategies.

Neil Berston is a financial advisor at LPL Financial with 20 years of industry experience. His prior firms include Ameriprise Financial Services, Edward Jones, and Wells Fargo Investments. Outside of his advisory work, Berston is active as a head coach for volleyball teams in the Middleton School District and Idaho Strike Volleyball. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment strategies through a large network of advisors.

Lyndsay Soule is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank and Wells Fargo Advisors. Outside of her advisory role, she operates a custom calligraphy business offering services such as hand-addressing wedding invitations and holiday cards. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

James Crowther Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Prudential Insurance Company of America since 1982 and joined LPL Enterprise in 2024. Crowther serves as a board member of the Alliance for Children, providing non-investment policy advice. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.

Shane Serrano is a financial advisor with Raymond James Financial in Eagle, Idaho, holding a Series 66 designation and nine years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. and related entities since 2016 and is also associated with Addison Avenue Investment Services, where he provides financial advice to members. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.

Korie Lynch is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. She has worked at JPMorgan Chase Bank, N.A. since 2009 and briefly at Waterstone Mortgage in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Nicholas Marks is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Johnson & Johnson for three years, the Department of Veteran's Affairs for two years, and St. Luke's Health System for four years. He is the owner of Koku Innovations, a retail textiles business that has not yet commenced operations. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Andrew Dodson is a financial advisor with Edward Jones in Nampa, Idaho, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a managing member of Dodson Family Holdings LLC, a commercial real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Jose Lopez Medel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Northwestern Mutual and Wells Fargo. Outside of finance, he is involved with the Boise Timbers Thorns youth soccer club as an employee and contractor. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Corey Blacker is a financial advisor with LPL Financial holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Douglas Beehler and Waddell & Reed, Inc. He also served with AmeriCorps in 2017. 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 through a large network of investment adviser representatives.

Adam Floto is a CFP® professional with 21 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at U.S. Bancorp Investments, Edward Jones, and Wells Fargo Investments. 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 portfolio programs, and institutional platforms, utilizing a large network of investment adviser representatives.

Michael Hering is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes longstanding roles at PFS Investments Inc and Primerica Financial Services, as well as work with the Los Angeles Zoo and Advanced Veterinary Care Center. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and selected separately managed accounts for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Ryan Baker is a financial advisor at OSAIC with 22 years of industry experience, including 21 years at Lincoln Financial Advisors prior to joining OSAIC in 2025. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and manages Open Advisors, LLC, an entity involved in business operations and staff management. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction using a variety of investment vehicles and third-party managers.