Dalton James is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Raymond James, he worked at Fidelity Investments and Strategic Advisors. His background includes involvement with sports education and university roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Andrew Staley is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and has 20 years of industry experience. His prior work includes roles at Avantax Advisory Services, Cetera Investment Services, and Cuso Financial Services. Outside of his advisory work, he provides insurance products through Columbia Wealth Advisors and serves as a registered bank associate at Umpqua Bank. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jesse Wilson is a CFP® with 27 years of industry experience. He is currently with Robert W. Baird & Co., where he has worked since 2026. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial LLC. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a variety of managed account strategies and internal research tools.

Daniel Wilgenbusch is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience at Vivall Group, LGCY Power, Vasayo, and Big Canyon Country Club. Outside his advisory role, he is involved with Vivall Group in a non-investment capacity. 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 provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research and technology tools.

Hannah Seyer is a financial advisor with Primerica Advisors in Nampa, Idaho, holding Series 63 and Series 65 designations and bringing nine years of industry experience. She has been with Primerica Advisors since 2017 and has also worked with Primerica Financial Services since 2014. Outside of her advisory role, she co-owns a Goldie Doodles dog breeding business with her husband. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and employs a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Michael Monroe is a financial advisor with Primerica Advisors in Meridian, Idaho, holding the Series 63 and Series 65 designations and bringing 18 years of industry experience. He has been with Primerica Advisors since 2008 and has worked with Primerica Financial Services since 2007. Monroe is also involved with Monroe and Associates LLC, which spends time during securities trading hours, and receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven strategies supported by third-party asset managers and custodians.

Christopher Dever Jr. is a financial advisor with LPL Financial holding a Series 66 credential and five years of industry experience. His prior roles include positions at Westmark Credit Union, Cetera, and Mountain America FCU. He is also a business owner of R&D Corp in Nampa, Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Bryan Dike is a financial advisor at Edward Jones in Nampa, Idaho, with two years of industry experience. He holds the Series 66 designation and previously worked for Carl's Cycle Sales for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Bryant Albi is a financial advisor with Edward Jones in Meridian, Idaho, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as a bail agent and owns a property management company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Jordan Baker is a financial advisor with Thrivent Investment Management in Nampa, Idaho, holding a Series 66 credential and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of advising, Baker teaches yoga classes both as a group fitness instructor at the Nampa Rec Center and through his own yoga instruction business. He also serves as chairperson for All Kids Inspired, a nonprofit focused on funding extracurricular activities for disadvantaged children, and provides care support for a family member through Consumer Direct Care Network Idaho. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm’s planning services address multiple personal and business financial topics and can be combined with managed-account programs under a consolidated billing option called WealthPlan.

Brian Martin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Wells Fargo Clearing, and U.S. Bancorp Advisors. Outside of his advisory work, Martin has been involved with Amway since 1996 in a non-investment-related capacity. 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, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Lamar Settlemires is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his career in finance, he served in the military from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices, supporting approximately $1.01 trillion in assets under management.

Dennis Porter is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo for 13 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial topics. The firm allows clients to combine planning with managed-account programs under a consolidated billing option, while keeping planning and portfolio management services separate.

Zachary Mc Waters is a financial advisor with Edward Jones in Meridian, ID, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for General Dynamics NASSCO for 20 years. Outside of his advisory work, he oversees a property management business in San Diego. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, supported by a nationwide network of more than 23,000 financial advisors.

Matthew Peterson is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with LPL Financial in Boise, ID, having previously worked at firms including Fidelity Investments, Clearwater Advisors, and Idaho Trust Bank. Peterson has also been affiliated with The Church of Jesus Christ of Latter-Day Saints during his career. 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, third-party asset management, and institutional platforms.

Timothy Andrus is Vice President and Financial Consultant at Fidelity Investments, where he has been part of the Private Client Group since 2014. He works with clients who have established portfolios and are seeking to refine their strategies, support their families, or create a lasting legacy. Timothy focuses on building relationships based on trust and confidence to help clients shape their vision for financial progress and work toward their individual goals. Timothy has been with Fidelity Investments since 2007, progressing through various roles including Investments Representative, Investments Solutions Representative, Premium Relationship Associate, College Planning Representative, and Financial Representative. He holds a California Insurance License. Outside of his professional work, Timothy's personal interests include board games, family activities, football, gardening, golf, and yoga.

Christopher Mayes is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Mc Murry is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Edward Jones since 2019. Prior to this, he was employed at Northwest Trustee & Management Services for three years. He serves on the board of The CLOSET in Boise and is a past president of the Treasure Valley Estate Planning Council, participating in educational meetings on estate planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large network of financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Randall Dorvin is a financial advisor with Edward Jones in Meridian, Idaho, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Mississippi. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Charles Breske is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 48 years of industry experience. He has been with Cetera Advisors LLC since 2013 and is also the owner of Network Financial Associates, where he provides fixed insurance, life and annuities, and living trust creation services. Additionally, he serves as a notary public, notarizing documents for clients. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various discretionary and non-discretionary program options.