Jennifer Braun Blanco is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Valic Financial Advisors since 2000 and is also an agent with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Mary Walker is a financial advisor with Commonwealth Financial Network based in Boise, ID. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Since 2011, she has been affiliated with Verdi Wealth Management and Commonwealth Financial Network. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Mary Muguira is a financial advisor with D.A. Davidson & Co. in Boise, Idaho, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with D.A. Davidson & Co. since 2011. Outside of her advisory role, she serves as Vice President of the Talavera Homeowners Association, a nonprofit organization. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm operates under fiduciary standards and provides a range of services such as retirement plan advisory, comprehensive financial planning, and a dedicated Private Wealth program for high-net-worth clients.

Matthew Platt is a CFP® professional with 10 years of industry experience, currently serving at Creative Planning since 2024. His prior work includes four years at Edward Jones Investments and four years at TD Ameritrade. Matthew holds Series 63 and Series 66 licenses and is based in Meridian, ID. Creative Planning provides comprehensive wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.

Cynthia Lange is a CFP® with 21 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2009. She holds Series 63 and Series 66 licenses and is based in Boise, Idaho. In addition to her advisory role, she is a notary public for the State of Idaho. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable and corporate clients. The firm offers various services ranging from ERISA retirement plan advisory to comprehensive financial planning and a private wealth program for high-net-worth clients.

Oleg Vykhovanets is a financial advisor at Empower Advisory Group with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Fisher Investments and Waddell and Reed. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Darren Schuldheiss is a financial advisor with D.A. Davidson & Co. in Boise, ID, holding a Series 66 designation and 18 years of industry experience. Prior to joining D.A. Davidson in 2018, he worked at Key Bank from 2015 to 2018. He serves on the board of directors for the St. Alphonsus Foundation, advising on vision, mission, and giving strategies. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as ERISA plan advisory, comprehensive financial planning, equity research, and private wealth management for clients with substantial net worth.

John Lamm is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and has worked with Nationwide Investment Services Corporation since 1989. Outside of his advisory work, he is self-employed in construction. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, specializing in ERISA 401(k) and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and serves a large retail participant base through discretionary and non-discretionary services within a family of affiliated financial companies.

Kristina Britt is a financial advisor at &Partners with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her financial advisory role, she works as a concessions supervisor and bartender for events at Boise State University and the Morrison Center for the Performing Arts. &Partners serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis, with portfolios managed directly or through third-party managers.

John Davis is a financial advisor at Integrity Alliance, LLC with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Integrity Alliance since 2011. Outside of his advisory role, he is involved in several business activities including owning an automotive service company and leading a benefits training and workshops firm. Integrity Alliance serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.

Lora Lakatos is a Series 66-licensed financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, LLC, U.S. Bancorp Investments, Inc., Wells Fargo Clearing, and Securities America, Inc. She also serves as operations manager for an independent RIA, Idaho Central Wealth Management. OSAIC Institutions, Inc. is an SEC-registered adviser serving individual, retirement plan, trust, estate, and corporate clients through a 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 with both discretionary and non-discretionary accounts.

Paul Nadell is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Kestra Advisory since 2016 and is also the owner of Investment Planning Associates, through which he has provided advisory and registered representative services since 1991. Outside of his advisory work, Nadell is involved in authoring and coaching in personal development and operates a small landscaping business. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, individuals, and institutional investors. The firm provides comprehensive services such as fiduciary consulting, plan design, and employee education, and serves a range of clients including large institutional investors and sovereign wealth funds.

Mark Howard is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Purshe Kaplan Sterling Investments, Inc., McConnell Financial Advisors, and several brokerage firms including TD Ameritrade and Fidelity Brokerage Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory alongside financial, tax, retirement, and estate planning services. The firm's investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other specialized products, complemented by educational content and integrated affiliated service lines.

Christy Downs is a financial advisor at PlanMember Securities Corporation with 13 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior roles include positions at Concourse Financial Group Securities Inc and Foresters Equity Services Inc. She also has ongoing involvement with FFP Insurance Services since 2012. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options through its asset allocation portfolios and emphasizes a top-down strategic asset allocation framework with risk-based mutual fund portfolios.

Jessica Gruver Koefod is a financial advisor at Principal Financial Services with 12 years of industry experience. She holds the Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, Koefod serves as a Lieutenant Colonel on the Command Staff of the Idaho Air National Guard and is involved in several community organizations, including serving on the board of ConnectHer Idaho and as Membership Committee Chair for Idaho Business for Education. She also co-owns Eagle Carpet Pros, a local floor care company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jared Davis is a financial advisor with Brookstone Capital Management LLC in Meridian, ID, holding a Series 65 credential and 14 years of industry experience. He has been involved with Davis Wealth Management since 2014 and owns Four Season Taxes, a tax preparation business he operates alongside his advisory work. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, and sovereign wealth funds, offering a range of discretionary investment solutions via model portfolios, unified managed accounts, and separately managed accounts.

Jennifer Peterson is a CFP®-certified financial advisor with 27 years of industry experience, currently practicing at D.A. Davidson & Co. in Boise, ID, where she has worked since 2011. She holds Series 63 and Series 65 licenses. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Stephanie Bennett is a financial advisor with D.A. Davidson & Co. in Meridian, Idaho, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with D.A. Davidson since 2013. Outside of her advisory role, she is involved in raising and occasionally selling dogs and horses through her sole proprietorship and serves as a general partner managing bookkeeping for Bennett Sport Horses & Hay, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA duties for retirement accounts, offering a range of services from retirement plan advisory to private wealth management and municipal advisory activities.

Jeffrey Murphy is a financial advisor at Osaic Advisory Services, LLC with 33 years of industry experience. His work history includes roles at PFG Advisors, Securities America, and Foothill Securities, as well as long-term involvement in insurance sales. Osaic Advisory Services is an SEC-registered investment adviser serving individuals, institutions, and nonprofit entities through a variety of investment management and financial planning services. The firm utilizes multiple program models and proprietary and third-party platforms, offering clients access to alternative investments and comprehensive retirement plan consulting.

Julie Preston is a CFP® and holds a Series 66 license with D.A. Davidson & Co., where she has worked since 2017. She has eight years of industry experience, including two years at Deloitte Tax prior to her current role. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.