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 with Primerica Advisors in Meridian, ID, holding Series 65 and Series 63 credentials and six years of industry experience. She has been with PFS Investments Inc. since 2020 and Primerica Financial Services since 2018. Outside of finance, she has operated a business called Homemade by Dorothy for ten years. Primerica Advisors 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 clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Todd Mendel is a financial advisor with Primerica Advisors in Nampa, Idaho, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Primerica Advisors since 1987 and with Primerica Financial Services since 1999. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Andrew Smith is a Financial Consultant currently working at Fidelity Investments. He provides guidance to individuals, families, and high net worth investors by simplifying complex financial decisions and developing personalized strategies aligned with their goals. His services include retirement planning, wealth management, and assistance during life transitions. Andrew has over a decade of experience in the financial services industry. His professional background includes roles as a Workplace Financial Consultant at Fidelity Investments from 2011 to 2021 and a Financial Representative at Northwestern Mutual from 2009 to 2011. He holds a California Insurance License. Outside of his professional work, Andrew has personal interests that include fitness, golf, parenthood, and snowboarding.

James Coons is a financial advisor at Primerica Advisors in Meridian, ID, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, Shamrock Foods Co, Ecolab Inc, and a two-year retirement. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services via model-driven investment strategies supported by third-party portfolio managers and custodians.

Ryan Stratton is a financial advisor at Morgan Stanley with one year of industry experience. He previously operated Stratton & Associates PLLC for 20 years. Outside of his advisory work, Stratton serves as a swim team coach at Bishop Kelly High School and provides advisory consulting for Sprung Instant Structures LTD. Morgan Stanley Wealth Management offers a broad range of advisory programs for individuals and institutions, employing structured financial planning tools and serving clients through both direct engagements and employer-sponsored plans.

Kason Wedel is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at Sound Foundation Wealth Advisors. Outside of his advisory role, Wedel serves as Creative Arts Director and Pastor at Stonehill Church and owns a seasonal business, Let it Shine Christmas Lights. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent financial professionals. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Joshua Clark is a financial advisor at Edward Jones in Meridian, ID, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked in the hospitality sector at Tavern at Eagle Island, Kona Grill Inc., and Wild West Cafe & Espresso. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Michael Mayer is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at SagePoint Financial and OSAIC. He is the sole owner of Mayer Capital Management, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors.

Cameron Benson is a CFP® with five years of industry experience, currently advising at LPL Financial. His prior roles include working at OSAIC, Continuum Advisory, LLC, and Triad Advisors. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors.

Joseph Peterson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He has worked at Raymond James since 2018 and previously held roles at Albertsons Companies Inc and The Hendrix Group, LLC. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

Darcy Smith is a financial advisor at Fidelity with eight years of industry experience and a Series 66 designation. Prior to joining Fidelity, Smith worked at Ameriprise Financial Services for ten years. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Katherine Horner is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds a Series 66 designation and has worked with multiple firms including Truist and Wells Fargo Advisors. Outside of her advisory role, she works as an independent contractor for Uber. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports a large network of advisors with solutions that incorporate technology and specialized municipal advisory services.

David Kluksdal is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has held positions at multiple firms including J P Turner & Company Capital Management and Summit Financial Group. Outside of his advisory work, he is involved in several business ventures in Boise, ID, including ownership in commercial real estate and serving as president of a local business owners association. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, and manages over $256 billion in assets.

Gail Van Patten is a Series 66-registered financial advisor with Edward Jones in Nampa, Idaho, with four years of industry experience. Her work history includes multiple positions at Edward Jones as well as roles in education and other industries. Outside of her advisory work, she is a co-owner of a small farm at her primary residence. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Tyler Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and four years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with Carter Faye Investment LLC for tax and investment purposes. 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 wide range of financial planning and investment management solutions, utilizing both proprietary models and third-party strategies across discretionary and non-discretionary accounts.