Duane Richter is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets, City National Bank, and Edward Jones. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide array of advisory programs. The firm utilizes structured planning tools and advisory services alongside a broad range of investment offerings.

Christopher Ravlin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Ameriprise, Wells Fargo Clearing, and Wells Fargo Advisors LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Dennis Koch is a Series 66-credentialed financial advisor with 18 years of industry experience, currently with J.P. Morgan Securities. He has worked at J.P. Morgan Securities since 2012 and previously at Thrivent Investment Management. Outside of his advisory role, he serves as a lacrosse coach and directs the Treasure Valley Golf Tour, organizing events and leading meetings for the tour. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their recommendations.

Jeffery Erekson is a financial advisor at Edward Jones with 23 years of industry experience. He has held his current position at Edward Jones since 2003. His credentials include Series 63 and Series 66 registrations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Bryan Kulp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at First Tech Federal Credit Union and Raymond James Financial Services since 2015. Outside of his advisory roles, he is involved with Addison Avenue Investment Services as an associate. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Christian Klein is a financial advisor with Edward Jones in Meridian, Idaho, holding Series 63 and Series 66 registrations and having 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Klein is involved as a member in several commercial and real estate investment ventures in Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients with an SEC-registered advisory program managing approximately $1.01 trillion in assets. The firm supports a large network of advisors and branches and offers a range of discretionary and non-discretionary investment strategies, including affiliated mutual funds and tax-efficient services.

Timothy Hare is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses and has two years of industry experience. His prior work experience includes roles in the food service and real estate sectors, as well as managing partnerships in restaurant supply and technology product companies. He is also a managing partner at TC Hare Realty, LLC, and a partner at Nano Tech Products, Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm operates with a large network of advisors and offers model-delivery investment strategies alongside discretionary account options.

Ted Beck is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to their unique needs. Ted places a strong emphasis on forming and maintaining relationships with clients and their families, prioritizing trust, reliability, and competency. Ted has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2005, including Portfolio Specialist, Retirement Relationship Manager, Investment Solution Representative, Stock Plan Services, and Financial Representative. Prior to joining Fidelity, he worked as a Sales Representative at Northwestern Mutual from 2003 to 2005. He holds a California Insurance License. Outside of his professional work, Ted enjoys fishing, fitness, military service, outdoor adventures, skiing, and soccer.

Jill Hitchcock is a financial advisor with Edward Jones in Caldwell, ID. She holds a Series 66 designation and has 10 years of industry experience, including eight years with Continental Investors Services prior to joining Edward Jones. 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 with a nationwide network of financial advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Kindra Wilson is a financial advisor at Edward Jones with 26 years of industry experience. She holds a Series 66 designation and previously worked at Securian Financial Services Inc. for over two decades. Wilson is also involved with Bedrock Energy Partners in Houston, Texas, where she holds mineral rights and royalties. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors. The firm offers a variety of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Jason Rowe is a financial advisor with Fidelity Investments holding Series 63 and Series 66 licenses and seven years of industry experience. He has been affiliated with various Fidelity entities since 2017, most recently with Fidelity Investments since 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from a broad investable universe, and it maintains a formal advisory role to multiple registered investment companies and fund-of-funds.

Ross McConnell is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments in various roles since 2022, including Investment Solutions Representative II, Investment Solutions Representative I, and High Net Worth Service Associate. Prior to joining Fidelity, he worked as an Investment Specialist at Merrill Edge in 2021 and as a Loan Analyst at Newity the same year. As a CERTIFIED FINANCIAL PLANNER™, Ross works with clients to help them make informed financial decisions, focusing on intentional money management. He holds a California Insurance License. Outside of his professional career, Ross has interests in fitness, music, and reading.

Joseph Adriano is a financial advisor with LPL Financial in Nampa, Idaho, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, Transamerica Financial Advisors, and World Financial Group. In addition to his advisory work, he is employed part-time as a Client Relationship Manager at The Eight Principals in Caldwell, Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisory representatives with various portfolio options, third-party asset management, and technology tools, serving a broad client base through a large network of over 22,800 advisors.

Scott Gull is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at Voya Financial Advisors and Pro Financial, and he currently owns Gull Wealth Management. Outside of financial advising, he is involved as an independent insurance agent and has supported a window cleaning startup. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brayden Dunning is a financial advisor at Raymond James Financial Services Advisors, Inc. with eight years of industry experience and a Series 66 designation. He has worked at Raymond James Financial and Wells Fargo Advisors since 2018 and previously was employed at Boise State University. Outside of his advisory role, Dunning is involved in agricultural and business consulting ventures, including managing family farm operations and other private business interests. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports client implementation through various advisory programs.

Dylan Mull is a financial advisor with Edward Jones in Caldwell, ID, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He worked at Wells Fargo Clearing Services LLC for eight years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Meghan Schlegel is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She focuses on understanding clients' most important life goals and developing personalized plans to help them work towards achieving those goals. Meghan identifies potential strategies to ensure clients are on a unique path toward financial success. Her professional experience includes roles as an Investment Consultant at Fidelity Investments from 2022 to 2023, an Institutional Consultant at Morgan Stanley-Graystone Consulting in 2022, and a Wealth Advisor Associate at Morgan Stanley from 2020 to 2022. Meghan holds a California Insurance License.

Tyler Hewett is a financial advisor at Edward Jones in Caldwell, ID, holding Series 63 and Series 65 credentials with six years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, US Bank, and First Interstate Bank. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Douglas Beehler is a financial advisor with LPL Financial in Meridian, ID, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Waddell & Reed Inc. and managing Beehler Asset Management, LLC. He was also involved with Miss Rodeo America Inc. and the Meridian Lions Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and custom strategies, supported by extensive operational and research tools.

Hannah Evans is a financial advisor at Primerica Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at PFS Investments Inc. and Primerica Financial Services, as well as employment at Target. Outside of finance, she has been involved with Homemade by Dorothy for ten years. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-driven investment strategies and supports trade execution and custody through third-party providers.