Tessa Price is a financial advisor at D.A. Davidson & Co. in Boise, ID, holding a Series 66 designation with six years of industry experience. She previously worked at Key Bank for six years before joining D.A. Davidson in 2019. 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 corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Brett Gallagher is a financial advisor with Principal Financial Services in Boise, ID, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Principal Financial Services since 2016 and serves as President of Royal Truth Financial, LLC, where he provides financial advisory and consulting services to individuals and businesses. Gallagher also maintains an insurance agent role specializing in health, life, annuities, disability income, and long-term care insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions with a focus on ongoing client reviews and multiple promoter and referral arrangements.

Robert Reynolds is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously with Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of advisory services, he is involved in supported living services for individuals with developmental disabilities and owns an insurance agency focused on Medicare-related products. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofit organizations. The firm provides comprehensive investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

John Gottschall is a financial advisor with Commonwealth Financial Network based in Boise, ID. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Since 2011, he has been a part owner of Verdi Wealth Management, where he dedicates most of his time during securities trading hours. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, compliance, and practice management. The firm offers various investment solutions and model portfolios managed by its Investment Management and Research team.

Monte Gerlach is a financial advisor at Key Investment Services LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Key Investment Services and its related entities since 2006. Outside of his advisory role, he is involved in managing a vacation rental property in McCall, Idaho. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients. The firm utilizes a multi-provider model and integrates with KeyCorp affiliates to offer a range of investment and advisory services.

John Corddry is a financial advisor with D.A. Davidson & Co. in Boise, ID, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with D.A. Davidson & Co. since 1996. Outside of his advisory role, he serves as co-trustee for the Corddry Dynasty Trust. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services ranging from ERISA retirement plan advisory to comprehensive financial planning and private wealth management.

Jacob Howard is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services, Merrill, and the University of Phoenix. 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 corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Jennifer Foster is a financial advisor with Osaic Institutions, Inc. She holds Series 63 and Series 65 credentials and has 25 years of industry experience. Her previous roles include positions at U.S. Bancorp Investments, Ameriprise, and Securities America. Foster also serves as a financial advisor for Idaho Central Credit Union. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, 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 with a hybrid adviser and broker-dealer structure.

Melody Royer is a financial advisor at OSAIC Institutions, Inc. with a Series 65 credential and one year of industry experience. Her prior roles include positions at ICCU, Sand Creek Capital, and various other organizations. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers a range of customized advisory services and operates with a hybrid adviser/broker-dealer structure that includes access to alternative investments and a lending marketplace.

Craig Spanton is a Series 66 registered advisor with Independent Financial Group, LLC in Boise, ID, bringing 27 years of industry experience. His prior roles include positions at Tricor Advisory Services, Merrill, and Wells Fargo Investments. Outside of his advisory work, he serves on the boards of several nonprofit organizations, including the Ada County Board of Community Guardians and Live Incorporated, and is President of his local Lions Club. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers diversified portfolio management and financial planning using both firm- and third-party models, combining passive and active investment strategies tailored to client risk profiles.

Shannon Shelley is a financial advisor with D.A. Davidson & Co. in Boise, ID, holding a Series 66 designation and 19 years of industry experience. Shelley has been with D.A. Davidson & Co. since 2000. 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 such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, while serving as both an investment adviser under the Advisers Act fiduciary standard and a municipal advisor with affiliated custodial entities.

Miriam Edes is a financial advisor at Key Investment Services LLC based in Boise, ID, holding a Series 66 designation with one year of industry experience. She previously worked at Merrill, KeyBank, and US Bank, and has additional experience in education and retail. Outside of advising, Miriam is involved in personal training and assists with managing a family rental property. Key Investment Services LLC is an SEC-registered adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a large network of financial professionals. The firm employs a multi-provider model integrating discretionary and non-discretionary management, with services supported by KeyCorp affiliates.

Mark Miller is a financial advisor with Commonwealth Financial Network based in Boise, ID. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Commonwealth in 2016, he worked at RBC Capital Markets Corporation for eight years. He is also a part owner of Verdi Wealth Management, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver advice under Commonwealth’s supervision.

James Ripley is a financial advisor at D.A. Davidson & Co. in Boise, ID, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with D.A. Davidson & Co. since 1995. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including retirement plans, individuals, charitable organizations, and corporations. The firm offers comprehensive financial planning, ERISA retirement plan advisory, and a dedicated Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Aaron Dykas is a financial advisor at Oppenheimer with 33 years of industry experience. His prior work includes roles at RBC Capital Markets, Bank of America, Merrill, Wells Fargo, Morgan Stanley, Citigroup Global Markets, and KeyBanc Capital Markets. He holds Series 63 and Series 65 licenses and is based in Boise, ID. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs and advisory services, including discretionary and non-discretionary management, with a notable portion of assets managed on a non-discretionary basis.

Heather Albert is a CFP® and ChFC® with 21 years of experience in the financial services industry. She has been with Eagle Strategies (NY Life) since 2010 and has worked with New York Life Insurance Company and Nylife Securities Inc. since 2005. Outside of her advisory work, she volunteers with the Chamber of Commerce and serves on the board of the Eagle Public Library Foundation. She is also engaged in competitive bicycling as a hobby. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, including fee-based advice and retirement plan consulting, and manages the majority of its assets on a non-discretionary basis.

Harry Rutter is a financial advisor at Valic Financial Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2008. He also serves as an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing optional tax and ESG overlay services.

Angela Lam is a financial advisor at D.A. Davidson & Co. with three years of industry experience and holds a Series 66 designation. Her background includes roles at Innovation, Science and Economic Development Canada and involvement with the ConnecTra Society. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Robert Vorbeck is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Piper Jaffray Inc. Vorbeck serves on the board of directors for the Bronco Athletic Association at Boise State University and the Arid Club, a nonprofit social club in Boise. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Christopher Verdi is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has been associated with Commonwealth Financial Network since 2022 and has managed Verdi Wealth Management since 2013. Outside of advising, he is involved in tax preparation services through Verdi Wealth Management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, including wealth management and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.