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 Services Advisors, Inc., holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. He has been with Raymond James since 2017 and previously worked at Goldbloom Wealth Management, LLC. Selvar is also involved as a financial planner with Mainspring Wealth Advisors. 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 institutional investors. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as 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.

Evan Holcomb is a financial advisor at Fidelity with the Series 66 designation and one year of industry experience. His prior roles include positions at Boise State University and Wealth Management Strategies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Angela Stonesifer is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. She has worked at Raymond James Financial Services since 2022 and previously worked with Backyard Living Source and Clipper Yacht Harbor. Outside of her advisory role, she serves as a Registered Client Associate at Bridgeway Wealth Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, using various analytical tools, and supports its clients through a broad network of advisors and affiliated firms.

Jeffrey Jenkins is a financial advisor at Edward Jones in Eagle, Idaho, with seven years of industry experience. He previously worked at Farmers Financial Solutions LLC and Farmers Insurance, and he holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ruby Deboer is a financial advisor at Raymond James & Associates with six years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Raymond James since 2016. Prior to her advisory career, she spent eleven years at a Dental Care Center. Outside of finance, she is an officer and secretary of deBoer Drywall & Acoustical Co Inc., where she handles bookkeeping. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services through various specialized programs.

Richard Holine is a CFP® professional with 31 years of industry experience, currently serving at Raymond James & Associates since 2006. He holds the Series 63 designation and is based in Eagle, Idaho. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Burke Driscoll is Vice President and Branch Leader, responsible for leading and coaching a team of financial consultants. He focuses on helping clients understand their life goals and partners with them to develop plans aimed at achieving financial security. He has held various roles in the financial services industry, including Workplace Financial Consultant at Fidelity Investments from 2017 to 2025, Financial Consultant Solutions at Merrill Lynch in 2017, External Wholesaler at Protective Life from 2015 to 2017, Financial Consultant Solutions at Waddell and Reed Ivy Funds in 2015, Financial Advisor at UBS from 2003 to 2004, Financial Advisor at Smith Barney from 2000 to 2003, and Trading Desk Associate at Jack White and Associates from 1999 to 2000.

Bret Hormuth is a Financial Consultant at Fidelity Investments, where he has been working since 2020. He focuses on collaborative financial planning to assist clients in working toward financial freedom, prioritizing their needs and goals to support retirement planning and beyond. Bret aims to build long-term, trusting relationships with clients and their families to serve as a primary resource for their financial needs. His professional experience spans several roles in the financial industry, including Senior Financial Consultant at TD Ameritrade from 2018 to 2020, Vice President Financial Consultant at Charles Schwab & Co. from 2013 to 2018, and Vice President Private Client Advisor at JP Morgan Securities from 2009 to 2013. He holds a California Insurance License. Outside of his professional work, Bret enjoys camping, family activities, fishing, music, outdoor adventures, and snowboarding.

Wendy Larson is a financial advisor with Primerica Advisors in Meridian, Idaho, holding Series 63 and Series 65 licenses with six years of industry experience. She has worked at Primerica Advisors since 2020 and held various positions within the Brigham Young University system from 2015 to 2020. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and supports clients with trade execution and custody services through established financial institutions.

Saul Gutierrez is a financial advisor with Fidelity in Boise, ID, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Fidelity, he worked at CarMAX for seventeen years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and maintains roles with registered investment companies and fund-of-funds.

Philip Elliott is a financial advisor at LPL Financial with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at OSAIC and SagePoint Financial. Outside of his advisory role, he is involved with non-investment entities such as PE Financial, Inc. and P & R Capital, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including access to model portfolios, third-party asset management, and institutional platforms.

George Lambrix Jr. is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, having worked with MML Investors Services, Inc. and MassMutual Life Insurance Company since 1984. In addition to his advisory role, he is also an insurance agent specializing in life and health insurance. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, collaborative financial planning engagements using firm-approved software and offers event-driven planning programs in areas such as divorce and estate settlement.

Ann Smith is a Series 66-licensed financial advisor with Edward Jones in Caldwell, ID, bringing four years of industry experience. She previously held positions at Edward Jones from 2007 to 2021 and resumed her current role in 2021. Outside of her advisory work, she owns Smith Performance Horses, an agricultural business involved in riding and trading horses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, managing over $1 trillion in assets through a large national network of advisors and branches.

Andrew Stosich is a financial advisor at Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and is based in Eagle, Idaho. Stosich has prior experience in various roles outside of finance, including work with Idaho Angler and other local businesses. 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, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.