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.

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.

Byron Snider is a CFA® charterholder with 20 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked for West Oak Capital, LLC for 22 years. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and employing various implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Craig Oki is a financial advisor with Eagle Strategies (New York Life) based in Boise, ID. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. Oki has been with Eagle Strategies and affiliated New York Life entities since 2014. 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, with a significant portion of assets managed on a non-discretionary basis.

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.

Bryan Hopkins is a CFP® with 24 years of industry experience, currently serving at Independent Financial Group, LLC. He also owns Hopkins & Company CPA, a full-service accountancy firm. Hopkins is actively involved in community service as the President Elect of the Eagle Kiwanis Club. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and institutional plans. The firm offers a range of financial planning and portfolio management solutions, combining strategic asset allocation with active and passive investment exposures.

Robert Lane is a financial advisor with Money Concepts Capital Corp in Boise, ID, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Money Concepts Capital Corp for a total of 16 years, with a one-year tenure at Cuso Financial Services, LP in between. Outside of his advisory work, Lane is involved in the occasional sale and marketing of Medicare Supplement Plans through Sovereign Investment Services. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Shannon Logan is a financial advisor at D.A. Davidson & Co. in Boise, ID, holding a Series 66 designation with seven years of industry experience. Prior to joining D.A. Davidson in 2018, Logan worked at Key Bank for 13 years. 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, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Kirsten Haney is a financial advisor with D.A. Davidson & Co. in Boise, Idaho, holding Series 63 and Series 65 credentials with 30 years of industry experience. She has been with D.A. Davidson & Co. since 2010. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Kenneth Craig is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He previously worked at U.S. Bancorp Investments, Inc. and Chase Investment Services Corp. Craig serves as a board member for the Redwood Creek HOA. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutions. The firm offers financial planning, portfolio management, and retirement plan services, utilizing both firm- and third-party models to tailor client strategies across various risk profiles.

Shuwun Ma is a financial advisor with Independent Financial Partners in Boise, ID, holding Series 63 and Series 65 credentials and 12 years of industry experience. Prior to joining Independent Financial Partners in 2023, Ma worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of advisory work, Ma owns and operates a daycare facility and a sod and turf company, serving in executive and strategic roles. Independent Financial Partners is a nationwide enterprise advisory firm managing over $12.5 billion in client assets. The firm supports a decentralized advisory model with a focus on retirement-plan advisory and pension consulting services for individual, charitable, corporate, and high-net-worth clients.

Monte Bute is a financial advisor at PlanMember Securities Corporation with 31 years of industry experience. He holds the ChFC® and Series 63 designations. Bute has worked at several firms, including Proequities Inc and Foresters Equity Services, Inc., and serves as President and Chief Financial Officer of Paragon Financial Group, Inc., an insurance agency specializing in life, annuities, health, and accident products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary management, education, and support for retirement plans. The firm’s investment approach centers on strategic asset allocation and risk-based mutual fund portfolios managed through a defined rebalancing process.

Jennifer Braun Blanco is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Valic Financial Advisors since 2000 and is also an agent with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Mary Walker is a financial advisor with Commonwealth Financial Network based in Boise, ID. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Since 2011, she has been affiliated with Verdi Wealth Management and Commonwealth Financial Network. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Mary Muguira is a financial advisor with D.A. Davidson & Co. in Boise, Idaho, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with D.A. Davidson & Co. since 2011. Outside of her advisory role, she serves as Vice President of the Talavera Homeowners Association, a nonprofit organization. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm operates under fiduciary standards and provides a range of services such as retirement plan advisory, comprehensive financial planning, and a dedicated Private Wealth program for high-net-worth clients.

Cynthia Lange is a CFP® with 21 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2009. She holds Series 63 and Series 66 licenses and is based in Boise, Idaho. In addition to her advisory role, she is a notary public for the State of Idaho. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable and corporate clients. The firm offers various services ranging from ERISA retirement plan advisory to comprehensive financial planning and a private wealth program for high-net-worth clients.

Darren Schuldheiss is a financial advisor with D.A. Davidson & Co. in Boise, ID, holding a Series 66 designation and 18 years of industry experience. Prior to joining D.A. Davidson in 2018, he worked at Key Bank from 2015 to 2018. He serves on the board of directors for the St. Alphonsus Foundation, advising on vision, mission, and giving strategies. 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 corporations. The firm operates under fiduciary standards and offers a range of services such as ERISA plan advisory, comprehensive financial planning, equity research, and private wealth management for clients with substantial net worth.

John Lamm is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and has worked with Nationwide Investment Services Corporation since 1989. Outside of his advisory work, he is self-employed in construction. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, specializing in ERISA 401(k) and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and serves a large retail participant base through discretionary and non-discretionary services within a family of affiliated financial companies.