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 at OSAIC with nine years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. for seven years and has operated Holloway & Associates since 2011. Outside of advisory work, Holloway is a licensed independent insurance agent and the owner of Idaho Overlanders, LLC, an event coordination and planning business. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with access to multiple platforms and third-party managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a broad range of securities and investment vehicles.

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 in Meridian, Idaho, holding a Series 63 license and 38 years of industry experience. He has worked at LPL Financial since 2006 and previously spent nine years at A. G. Edwards & Sons, Inc. 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 serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

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.