Giovanna Svenson is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and is also associated with Morgan Stanley Dw Inc. since 1985. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its services.

Brent Larkin is a Series 66-licensed financial advisor with Morgan Stanley, based in Boise, ID, and has 21 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved planning tools to develop financial plans.

Matthew Holloway is a financial advisor with OSAIC, holding the ChFC® and Series 63 credentials and possessing eight years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. for seven years and continues to operate Holloway & Associates, a business offering independent insurance services and notary public certifications. He is also the owner and founder of Idaho Overlanders, LLC, an event coordination and planning company. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and offers both discretionary and non-discretionary portfolio management, with a platform supported by multiple mergers and complex commercial arrangements.

Wendy Serrano is a financial advisor with Wells Fargo Clearing in Pocatello, ID, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of her advisory role, she owns and operates Wendy's Crafty Creations, a small business focused on making and selling crafts. 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 process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Steven Chaloupka is a CFP® and holds a Series 66 designation with 12 years of experience in the financial industry, all of which have been at Edward Jones since 2014. He is based in Boise, ID. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Schelling is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Ameriprise Financial Services LLC, IDS Life Insurance Company, and American Express Financial Advisors, each for over two decades. 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 services, and retirement plan consulting, with access to model portfolios, research, and technology-driven solutions.

Peggy Farnworth is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2022. Prior to this, she worked with Securities America Advisors and Kms Financial Services. She is also active as an independent insurance agent and operates under the trade name Boise Retirement Coach. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple platform arrangements.

Garima Dembla is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Bank, First Command Advisory Services, and 4c Financial Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Brian Shackleford is a financial advisor with LPL Financial, holding a Series 63 designation and 37 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory work, Shackleford is an assistant wrestling coach at Capistrano Valley High School. 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 provides a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Toby Klabo is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo in various capacities since 2005, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Greg Thomas is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Boise, ID. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association, where he has worked since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning that utilizes structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and Corporate Financial Planning agreements.

Joshua Delong is a financial advisor at Stifel with 25 years of industry experience. He has held his current role since 2014 and holds Series 63 and Series 66 licenses. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Todd Lovell is a financial advisor with Raymond James & Associates based in Boise, ID. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Since 2018, he has served as a dispute resolution arbitrator for FINRA in a part-time capacity. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Drew Dodson is a financial advisor at Edward Jones in Nampa, Idaho, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Mortenson Construction from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Justin Hunter is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Wells Fargo entities since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering tailored services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Timothy Brown is a Series 66-licensed financial advisor with Wells Fargo Clearing in Boise, ID, and has 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Dario Orosco is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Ray Ryan is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he owns and rents storage units through a business called Go To My Garage. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, providing both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Mark Rothstein is a CFP® with 43 years of industry experience, currently serving at Cetera since 2025. He has held previous roles at Avantax and Independent Financial Group LLC, among others. Rothstein also manages a weekly live radio show focused on financial topics and directs a tax preparation business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning options, supporting discretionary and non-discretionary account structures.

Ryan Myers is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.