Kendra Maclean is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 credential and has worked at Erwin and Associates Private Wealth Planning since 2014. Outside of her advisory role, she is involved with Lancer Erwin Support Services, where she serves as an associate financial advisor assistant. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach integrates investment research, third-party data, and algorithmic tools to provide tailored retirement income recommendations.

John Winston is a CFP®-certified financial advisor with 45 years of industry experience, currently affiliated with OSAIC since 2023. His prior experience includes roles at Sagepoint Financial, Inc. and operating his own sole proprietorship providing bookkeeping, payroll, and tax preparation services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kevin Bates is a financial advisor with Stifel in Boise, ID, holding a Series 66 designation and eight years of industry experience. He previously worked at UBS Financial Services and BPA Health, Inc. Bates serves on the boards of the Wassmuth Center for Human Rights and the Treasure Valley CFO Forum, where he is involved in event planning and sponsorship activities. He is also a member of the Finance Committee at Hillcrest Country Club. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Connor Gosney Knapik is a financial advisor with Wells Fargo Clearing in Boise, ID. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Wells Fargo Bank, nA, DoorDash, Dominos Pizza, KFC, and Rocky Mountain High School. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.

Richard Wilson is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 credentials and possessing 27 years of industry experience. His prior work includes roles at Ameriprise Financial Services, Securities America, and multiple institutions related to OSAIC. Outside of advisory work, he is involved with Idaho Central Credit Union as a Wealth Advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers various advisory programs, financial planning, and retirement consulting, combining proprietary research and third-party subadvisor strategies.

Logan Miller is a financial advisor with LPL Financial in Boise, ID. He holds a Series 66 designation and has been with LPL Financial since 2026. Prior to joining the firm, he was a student for ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios, research, and various technology-driven strategies.

Aida Carr is a financial advisor with Merrill in Boise, ID, holding Series 63 and Series 66 credentials and seven years of industry experience. She previously worked at Northwestern Mutual Investment Services LLC and John Hepworth before joining Merrill in 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Antonius Bastiaans is a financial advisor with Primerica Advisors in Middleton, Idaho, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in the sale of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trade execution to BNY Mellon Advisors.

Rachel Rauma is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She previously worked at Merrill, Valic Financial Advisors, and CaptionCall. Outside of her advisory role, she serves as treasurer for the Eloise M Rauma Foundation, Inc., which supports premature families. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Allie Kilroy is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles at firms such as RBC Capital Markets, MassMutual Life Insurance Company, and New York Life Insurance Co. Outside of financial services, she is involved with the Capital High School Swim Team in an administrative and fundraising capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Darren Collom is a financial advisor at Edward Jones in Nampa, ID, holding a Series 66 designation with 22 years of industry experience. He has been with Edward Jones since 2006. 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 operates a broad advisory program that includes discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Jena Cartusciello is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2015, including time with Bank of America, NA since 2023. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Daniel Gimmelli is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds the Series 65 and Series 66 designations. His prior experience includes roles at USAA Investment Management Company, USAA Life Insurance Company, and USAA Financial Planning Services. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

Nathan Wetzel is a financial advisor at Edward Jones in Boise, ID, with two years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Pruco Securities LLC, and Investment Planning Services. Prior to his financial career, Wetzel had roles outside the industry, including positions at DoorDash, Idaho State University, Cafe Ole, and Cole Valley Christian School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds supported by a large network of financial advisors and branches nationwide.

Tyler Mccuen is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Best Financial Services and Pruco Securities, LLC. Outside of his advisory role, he operates as an independent agent specializing in fixed insurance products. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, retirement plan consulting, and various asset management programs. The firm uses a range of advisory models, including third-party managers and proprietary programs, to tailor investment solutions.

Christopher Badejo is a Series 66 licensed financial advisor with Thrivent Investment Management in Nampa, Idaho, and has three years of industry experience. He has been with Thrivent and its affiliated entities since 2017. Prior to his financial services career, he was involved with Awaken Church from 2014 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning analyses that cover a range of financial topics and allows clients to integrate planning with managed-account services under a unified billing option.

Rodney Emery is a financial advisor at Edward Jones with 27 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 1998. Outside of his advisory role, he is involved in property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products supported by a nationwide network of over 23,000 financial advisors.

Michael Thrasher is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Teresa De La Torre is a financial advisor at LPL Financial with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including U.S. Bancorp Advisors, Morgan Stanley, Northwestern Mutual, Wells Fargo, and UBS. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with access to a variety of model portfolios and research resources.

Val Dille is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior work includes long tenures at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services, as well as running his own firm, Dille & Associates Chartered. Outside of advising, he serves as president of the Elders Quorum for his local ward of The Church of Jesus Christ of Latter-day Saints. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, serving over 800,000 clients with more than $256 billion in assets under management.