David Riffe is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at firms including Mercer Global Advisors Inc., First Interstate Bank, and LPL Financial. Outside of his advisory role, he provides financial counseling to military personnel with Magellen Health and serves as a board member for the Rotary Club of Boise. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence, and it operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Ronald Hannegan is a financial advisor with Transamerica Financial Advisors in Boise, ID, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has served as vice president and board member of Teton Non-Profit Housing Corporation and an Oregon nonprofit, and he owns and manages Hannegan & Sons Inc, a residential construction business. He also occasionally refers clients to Net Law for estate planning services through a digital platform. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, charities, and corporations, offering advisory and broker-dealer services including proprietary and third-party model portfolios. The firm operates as both a registered investment adviser and broker-dealer, providing discretionary and non-discretionary program options.

Chelsea Smitchger is a financial advisor at Principal Financial Services with two years of industry experience. She holds a Series 66 designation and has worked at Principal Life Insurance Co, Principal Securities Inc, Thrivent Financial, and several other firms. Outside of advising, she is involved in the sales and service of fixed life insurance, fixed annuities, and various health and group benefit products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

Katherine Kirkpatrick is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 registrations and 24 years of industry experience. She has been with Independent Financial Group since 2012 and has been self-employed since 1999. Kirkpatrick is the owner of two business ventures: Mountain View Financial, Inc., a marketing DBA, and Business Solutions, which provides strategic planning consulting to small businesses. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm uses a combination of firm- and third-party models to develop tailored investment strategies with a mix of passive and active exposures across standard risk profiles.

Logan Corral is a financial representative at GWN Securities Inc. with a Series 66 credential and one year of industry experience. Prior to joining GWN Securities, he worked at California State University Northridge and serves as a recreation assistant at Delano Recreation Center. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across over 37,000 client accounts and offers a range of managed-account programs, including traditional and active investment strategies.

Aaron Williamson is a financial advisor with OSAIC Institutions, Inc. holding Series 66, Series 63, and Series 65 designations and 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Key Bank, and Idaho Trust Bank. Outside of advisory work, he is president of a college philanthropy organization. OSAIC Institutions, Inc. serves individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives, offering customized advisory and consulting services along with access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer structure with a focus on firm supervision and extensive third-party relationships.

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.

Sarah Brown is a financial advisor with Eagle Strategies (NY Life) based in Boise, ID. She holds Series 63 and Series 66 designations and has 26 years of industry experience. Brown has been associated with Eagle Strategies since 2007 and operates under her own firm, S. E. Brown And Group, since 2016. She serves on the finance committee of Eagle Church of the Nazarene. Eagle Strategies serves a broad mix of individual and institutional clients, offering comprehensive financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

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 with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has held roles at Ameritas Advisory Services since 2021 and previously worked with Ameritas Investment Corp and Ameritas Life Insurance Corp, among others. Leavitt is also the owner and CEO of Scott Leavitt & Associates Inc., dba Gem State Advisors, where he oversees operations and supports investment adviser representatives. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, using risk questionnaires, model portfolios, and third-party partners to align investments with client objectives.

Derrick Cummings is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds the Series 66 and Series 63 designations 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, as well as to retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates through both point-in-time financial plans and optional managed account solutions.

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 with Key Investment Services LLC in Meridian, Idaho, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. He has been with Key Investment Services and its predecessor entities since 2005. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection with non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

Nikko Banda is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 66 and Series 63 designations. His prior work experience includes roles at Wells Fargo and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, delivering services through integrated platforms tied to recordkeeping and administration.

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.