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 with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work history includes positions at PFS Investments Inc., Primerica Financial Services, Shamrock Foods Co, and Ecolab Inc. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies created by unaffiliated asset managers and provides advisory services through a large network of advisors.

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.

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 at LPL Financial with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. In addition to advising, 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 that provides advisory and brokerage services through a broad network of representatives to individuals, retirement plan participants, and institutions. The firm offers various financial planning and investment management solutions, utilizing both proprietary and third-party strategies across multiple asset classes.

Hailey Hanson is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Sunwest Bank, Mountain West Bank, and various healthcare and nonprofit organizations, as well as periods of extended travel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, using proprietary methodologies and oversight of affiliated and unaffiliated sub-advisers.

Christopher Selvar is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with several firms, including Goldbloom Wealth Management, Hornor, Townsend & Kent, and PRUCO Securities. In addition to his advisory role, he is an associate and financial planner at Mainspring Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning tools and supports a broad advisor network, with specialized programs for municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Tommy Walke is a financial consultant with extensive experience in financial services. He has held various roles, including Wealth Advisor at First Interstate Bank from 2020 to 2024, Financial Advisor at US Bank from 2018 to 2020, Associate Relationship Manager at Key Bank in 2018, Premier Banker at Wells Fargo Bank from 2013 to 2018, and Financial Solutions Advisor at Bank of America and Merrill Lynch from 2012 to 2013. Throughout his career, Tommy has worked closely with individuals to help them navigate their financial journeys with thoughtfulness and transparency. He focuses on creating strategies that align with clients' current needs and future goals, whether they are planning for retirement or just beginning their financial planning. Outside of his professional work, Tommy enjoys beach activities, family activities, fishing, traveling, and volunteering.

Denise Book Hernandez is a financial advisor at Raymond James & Associates with 25 years of industry experience. She has held her current role at Raymond James since 2011. Her credentials include Series 63 and Series 66 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Micah Johnson is the Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 1999. He has dedicated over two decades to serving clients at Fidelity, a firm known for its focus on investment expertise, client service, and personalized financial guidance. In his role, Micah is committed to utilizing the full range of resources available at Fidelity to support clients in achieving their financial goals. He holds a California Insurance License, which complements his professional services. Micah expresses a strong commitment to Fidelity's principles and values, emphasizing the firm's trusted position in the financial services industry and his dedication to client-focused advisory work.

Michelle Cady is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 26 years of industry experience. She has been with Cambridge Investment Research Advisors since 2007 and associated with Cambridge Investment Research, Inc. since 2001. Outside of her advisory role, she is an independent insurance agent for various companies through CADY Financial Services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

Erik Shotwell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His work history includes roles with Banner Bank, Cetera, and VALIC Financial Advisors. Outside of his advisory duties, he is the business owner of Good Living Properties, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.