Chase Di Monda is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved in construction and homebuilding companies and operated Specialty Woodwork and Drywall LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joseph Loeffler is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is the sole owner of Joe Shield Chill, a manufacturing and sales business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to wealth management, financial planning, and investment strategies.

Thomas Killingsworth is a CFP®-certified financial advisor with 26 years of industry experience. He has worked at Raymond James & Associates since 2021 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Killingsworth serves as a board member and chair of the Investment Subcommittee for the Idaho Community Foundation, overseeing the foundation’s endowed funds. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jacob Sestero is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and previously worked for over a decade at Bandon Dunes Golf Resort. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Lisa Schaffer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and 26 years of industry experience. She has previously worked at Merrill, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Micah Wood is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2020. Outside of his advisory role, he owns Summit View Landscape, LLC, a landscaping business based in Garden City, ID. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Jesse Woods is a financial advisor with Osaic Wealth, Inc. in Meridian, ID, holding CFP® and Series 66 credentials and bringing six years of industry experience. He previously worked at Lincoln Financial Advisors and is a general partner involved in the back office and marketing activities of a construction company. Additionally, he provides non-securities-related notary services. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and tools, supporting both discretionary and non-discretionary account management.

Michael Madsen is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 15 years of industry experience. He has worked with MML Investors Services LLC and MassMutual Life Insurance Company since 2011. In addition to his advisory role, Madsen is a licensed insurance sales agent. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-based client relationships without discretionary investment authority.

Thomas Corrado is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has worked with Linsco/Private Ledger since 2001 and has been associated with Long Beach School Federal Credit Union since 1995. In addition to his advisory role, he provides financial advice to credit union members, including mutual funds, annuities, stocks, bonds, IRAs, TSAs, and insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, retirement advice, and institutional platforms, supporting a wide range of investment strategies and maintaining oversight of substantial discretionary assets through its extensive network of advisors.

Julian Sandoval is a financial advisor at Edward Jones in Nampa, Idaho, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked in various roles at CBH Homes, Okland Construction, and Fast Glass. He also has experience in education, having worked at Marsing Middle/High School, College of Western Idaho, and Boise State from 2012 to 2019. 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 and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Don Grijalva is a financial advisor at Raymond James & Associates with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as president of the Solera Ranch Community Services HOA in Walnut Creek, California. Raymond James & Associates 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Calvin Barrett Jr. is a CFP®-designated financial advisor with Edward Jones in Meridian, ID, where he has worked since 2005. He has 20 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Amy Jamison is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Raymond James in 2023, she worked at Cetera and Columbia Bank. Outside of finance, she is a joint owner of Hanigan Auto Sales, a business located in Emmett, Idaho. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, supports institutional consulting, and has unique affiliations in municipal and public finance advisory services.

Scott Jamison is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Nelson Financial Group. Outside of his advisory work, he is involved as an independent insurance agent and serves in leadership roles with NFG Brokerage and Altitude Investment Management. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Andrew Pfost is a financial advisor with Edward Jones in Meridian, Idaho, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and supports its clients with a nationwide network of more than 23,700 financial advisors.

Shawn Ogawa is a financial advisor with LPL Financial in Nampa, Idaho, holding a Series 65 credential and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Legacy Wealth Management, LLC and Great West Casualty Company, and served 14 years with the California Highway Patrol. Outside of financial advising, he is involved in video production and storytelling through his company, The Known Company LLC, which provides legacy preservation projects and corporate videos. 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 wide range of financial planning and investment management services, utilizing various advisory platforms and technology tools alongside a broad scope of non-advisory financial products.

Jon Clark is a Series 66-licensed financial advisor with Edward Jones in Caldwell, Idaho, and has 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he serves as a basketball referee for the Idaho High School Activities Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a large nationwide network of financial advisors and branch offices.

Christopher Hart is a financial advisor with LPL Financial in Caldwell, Idaho. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, Hart has served as a paralegal and has involvement with a financial solutions firm offering non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset allocation approaches.

Hylee Hansen is a CFP® professional with 20 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2017, Hansen worked at Echelon Group and Kms Financial Services. Hansen is also an independent insurance agent, operating under HI! Financial and other related entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Brenda Haan is a financial advisor at Edward Jones in Eagle, Idaho, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as president of Conversation, Inc., an S Corporation, and holds ownership interests in Firebrand Orchard Capital LLC and Visionary Capital Ventures, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.