Shannon Shelley is a financial advisor with D.A. Davidson & Co. in Boise, ID, holding a Series 66 designation and 19 years of industry experience. Shelley has been with D.A. Davidson & Co. since 2000. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, while serving as both an investment adviser under the Advisers Act fiduciary standard and a municipal advisor with affiliated custodial entities.

Abraham Cecena is a financial advisor with OSAIC Institutions, Inc. and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including prior roles at Ameriprise, PFG Advisors, Securities America, Equitable Advisors, Axa Advisors, and Primerica. In addition to advising, he is involved in independent insurance brokering focused on health. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a platform that includes lending solutions and third-party asset managers.

Miriam Edes is a financial advisor at Key Investment Services LLC with one year of industry experience. She holds a Series 66 designation and has prior experience at Merrill, KeyBank, and U.S. Bank. Outside of her advisory role, she works as a personal trainer and manages a family rental property in Boise, ID. Key Investment Services LLC serves individual, trust, estate, small business, and corporate clients through various advisory programs, emphasizing client-directed investment choices and ongoing monitoring, while providing access to third-party discretionary managers within the KeyCorp corporate group.

Mark Miller is a financial advisor with Commonwealth Financial Network based in Boise, ID. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. Prior to joining Commonwealth in 2016, he worked at RBC Capital Markets Corporation for eight years. He is also a part owner of Verdi Wealth Management, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who deliver advice under Commonwealth’s supervision.

James Ripley is a financial advisor at D.A. Davidson & Co. in Boise, ID, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with D.A. Davidson & Co. since 1995. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including retirement plans, individuals, charitable organizations, and corporations. The firm offers comprehensive financial planning, ERISA retirement plan advisory, and a dedicated Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Aaron Dykas is a financial advisor at Oppenheimer with 33 years of industry experience. His prior work includes roles at RBC Capital Markets, Bank of America, Merrill, Wells Fargo, Morgan Stanley, Citigroup Global Markets, and KeyBanc Capital Markets. He holds Series 63 and Series 65 licenses and is based in Boise, ID. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a range of programs and advisory services, including discretionary and non-discretionary management, with a notable portion of assets managed on a non-discretionary basis.

Heather Albert is a CFP® and ChFC® with 21 years of experience in the financial services industry. She has been with Eagle Strategies (NY Life) since 2010 and has worked with New York Life Insurance Company and Nylife Securities Inc. since 2005. Outside of her advisory work, she volunteers with the Chamber of Commerce and serves on the board of the Eagle Public Library Foundation. She is also engaged in competitive bicycling as a hobby. 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, including fee-based advice and retirement plan consulting, and manages the majority of its assets on a non-discretionary basis.

Harry Rutter is a financial advisor at Valic Financial Advisors with 16 years of industry experience. He holds a Series 66 designation and has worked at Valic Financial Advisors since 2008. He also serves as an agent with Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing optional tax and ESG overlay services.

Angela Lam is a financial advisor at D.A. Davidson & Co. with three years of industry experience and holds a Series 66 designation. Her background includes roles at Innovation, Science and Economic Development Canada and involvement with the ConnecTra Society. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Clayton De Haas is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at RW Investment Management, Bank of America, Merrill, and Charles Schwab. Outside of financial services, he has been involved with The Collector's Outpost for six years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns through integrated services linked to Empower’s administrative platforms.

Robert Vorbeck is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Piper Jaffray Inc. Vorbeck serves on the board of directors for the Bronco Athletic Association at Boise State University and the Arid Club, a nonprofit social club in Boise. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Christopher Verdi is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has been associated with Commonwealth Financial Network since 2022 and has managed Verdi Wealth Management since 2013. Outside of advising, he is involved in tax preparation services through Verdi Wealth Management. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, including wealth management and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Tyler Thompson is a Series 66-licensed financial advisor at D.A. Davidson & Co. in Boise, ID, with six years at the firm and five years of industry experience. His career includes roles at Fuel Fitness, Montana State University, TKT LLC, and Cottonwood Camp. He serves on the board of the Idaho Shakespeare Festival, a nonprofit organization, where he contributes high-level market commentary. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers comprehensive financial planning and wealth management under fiduciary standards, along with specialized municipal advisory and custodial services.

Benjamin Schamber is a financial advisor at EP Wealth Advisors in Boise, ID, holding a Series 65 designation with five years of industry experience. Prior to joining EP Wealth Advisors in 2026, he worked at Legacy Wealth Management, LLC, Human Bean, Idaho Lottery, and the College of Idaho. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document assistance for qualifying clients. The firm uses customized model portfolios with ongoing monitoring and employs a variety of analytical methods and investment strategies, including third-party manager recommendations and ERISA plan services.

Steven Alderete is a financial advisor with Principal Financial Services in Meridian, ID, holding a Series 66 designation and three years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, he serves as a worship minister at Eagle Christian Church, leading music and worship for public services. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through advisory programs and promoter arrangements.

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.

Kurt Witzleben is a financial advisor at GWN Securities Inc. with 25 years of industry experience. He holds a Series 66 designation and has been with GWN Securities since 2016. He also operates the Witzleben Agency, providing insurance products including life, health, long-term care, disability, and fixed annuities. GWN Securities serves individual and corporate clients through managed account programs and financial planning, offering discretionary portfolio management and model portfolios based on asset allocation and Modern Portfolio Theory. The firm is noted for its use of market-timing and momentum-based trading strategies in certain legacy programs.

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.