David Fullmer is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with AE Wealth Management since 2016 and has worked at Premier Alliance Financial Companies since 1999. Outside of his advisory role, he is involved with Premier Alliance Retirement Solutions, focusing on fixed insurance sales, and Premier Alliance Property & Casualty, which provides referral services. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements, managing approximately $49.8 billion for over 127,000 clients.

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.

Clayton De Haas is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including RW Investment Management LLC, Bank of America, Merrill, and Family Tree Financial. Outside of his advisory roles, he has been involved with The Collector's Outpost for six years. Empower Advisory Group provides financial planning and investment management mainly to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

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.

Tyler Thompson is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds a Series 66 designation and has worked at D.A. Davidson since 2020. Outside of his advisory role, he serves as a board member for the Idaho Shakespeare Festival, contributing market environment commentary and portfolio performance reports. 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 offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Benjamin Schamber is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds a Series 65 designation and has previously worked at Legacy Wealth Management, Human Bean, Idaho Lottery, and the College of Idaho. EP Wealth Advisors is a registered investment adviser serving individuals—including high-net-worth clients—corporate and business clients, and retirement plans. The firm offers customized wealth management and financial planning services, combining fundamental, technical, and cyclical analysis with a variety of investment strategies and third-party manager oversight.

Bruce Singkhaophet is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at GWFS Equities, Nationwide Investment Services Corp, Key Investment Services, KeyBank, and Transamerica. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Steven Alderete is a financial advisor with Principal Financial Services in Meridian, ID, holding a Series 66 designation and three years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, he serves as a worship minister at Eagle Christian Church, leading music and worship for public services. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through advisory programs and promoter arrangements.

Jason Persinger is a CFP® and ChFC® with 23 years of industry experience. He is currently with OSAIC Institutions, INC. and has held previous roles at Infinex Investments, Inc., After School Athletics Corp, CUNA Brokerage Services, Inc., Schools First Federal Credit Union, and LPL Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 with a hybrid adviser/broker-dealer structure and a combination of discretionary and non-discretionary client arrangements.

Justin Yochum is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Wealth Enhancement Advisory Services, LLC and previously worked for nearly two decades at Selway Asset Management. Outside of his advisory role, he manages two restaurants and bars in Boise, ID. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic allocation investment approach combining passive and active management, supported by an internal Investment Committee and research that includes quantitative and fundamental analysis.

Sandra Penner is a financial advisor with Osaic Institutions, Inc. holding Series 63 and Series 66 licenses and 30 years of industry experience. Her prior work includes 15 years at Citigroup Global Markets, Inc. and Citi Private Bank, as well as time at Merrill and Banc of America Investment Services, Inc. She currently works within the OSAIC advisory network. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions through a hybrid adviser/broker-dealer model.

Kurt Witzleben is a financial advisor at GWN Securities Inc. with 25 years of industry experience. He holds a Series 66 designation and has been with GWN Securities since 2016. He also operates the Witzleben Agency, providing insurance products including life, health, long-term care, disability, and fixed annuities. GWN Securities serves individual and corporate clients through managed account programs and financial planning, offering discretionary portfolio management and model portfolios based on asset allocation and Modern Portfolio Theory. The firm is noted for its use of market-timing and momentum-based trading strategies in certain legacy programs.

Craig Oki is a financial advisor with Eagle Strategies (New York Life) based in Boise, ID. He holds Series 63 and Series 66 designations and has 14 years of industry experience. He has been affiliated with New York Life and its related entities since 2014. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice primarily through non-discretionary accounts within an integrated New York Life affiliate structure.

Levi Dayley is a financial advisor at Money Concepts Capital Corp with 16 years of industry experience. He holds the Series 66 designation and has worked at Money Concepts FPC and Money Concepts International Inc. since 2008. He is currently based in Meridian, Idaho, and has been with FedEx Corporation since 2026. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. With about 431 advisors managing approximately $3.33 billion for around 14,700 clients, the firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage asset allocations and account rebalancing.

Eli Sanders is a CFA® charterholder with 11 years of industry experience currently serving as a financial advisor at D.A. Davidson & Co. He worked at Robert Baird & Co. from 2014 to 2020 before joining D.A. Davidson & Co. in 2020. 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 offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with net worth over $20 million.