John Davis is a financial advisor at Integrity Alliance, LLC with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Integrity Alliance since 2011. Outside of his advisory role, he is involved in several business activities including owning an automotive service company and leading a benefits training and workshops firm. Integrity Alliance serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.

Patricia Sturr is a CFP® with 25 years of industry experience, currently advising at Steward Partners Investment Advisory, LLC since 2023. She previously worked at Commonwealth Financial Network for 18 years and Oswego Crest Financial Group, LLC for 20 years. Patricia is also co-owner of Oswego Financial Group LLC, an entity created for securities business, and is involved in selling fixed insurance products. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services.

Lora Lakatos is a Series 66-licensed financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, LLC, U.S. Bancorp Investments, Inc., Wells Fargo Clearing, and Securities America, Inc. She also serves as operations manager for an independent RIA, Idaho Central Wealth Management. OSAIC Institutions, Inc. is an SEC-registered adviser serving individual, retirement plan, trust, estate, 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 under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.

Paul Nadell is an investment advisor representative at Kestra Advisory with 34 years of industry experience. He has been with Kestra Advisory since 2016 and previously worked at Investment Planning Associates from 2004 to 2011. Outside of advisory services, he is involved in entrepreneurial activities including owning a landscaping company and authoring personal development content as a life coach. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets, serving clients that include large institutional investors and sovereign wealth funds.

Mark Howard is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Purshe Kaplan Sterling Investments, Inc., McConnell Financial Advisors, and several brokerage firms including TD Ameritrade and Fidelity Brokerage Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory alongside financial, tax, retirement, and estate planning services. The firm's investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other specialized products, complemented by educational content and integrated affiliated service lines.

Christy Downs is a financial advisor with PlanMember Securities Corporation in Boise, ID, holding the ChFC® designation and Series 66 license, with 14 years of industry experience. Her prior roles include positions at Concourse Financial Group Securities Inc, Foresters Equity Services Inc, and Waddell & Reed. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its PlanMember Asset Allocation Portfolios. The firm’s investment approach is based on a strategic asset allocation framework and risk-based mutual fund portfolios, supported by educational and support services for plan sponsors and participants.

Jennifer Peterson is a CFP®-certified financial advisor with 27 years of industry experience, currently practicing at D.A. Davidson & Co. in Boise, ID, where she has worked since 2011. She holds Series 63 and Series 65 licenses. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Jonathan Howard is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds a Series 65 designation and has worked previously at West Oak Capital LLC, Bird, Emerald City, and LAZ. Outside of finance, he serves as a rider coach teaching motorcycle safety and skills at High Desert Harley Davidson. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, families, small businesses, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios utilizing low-cost index vehicles and tax management strategies.

Shane Hopkins is a CFP® with four years of industry experience, currently affiliated with Independent Financial Group, LLC. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He is also involved in tax preparation and insurance services through his own entities, Hopkins Tax and Wealth Management Inc. and Hopkins Wealth Management. Independent Financial Group, LLC serves a broad client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm provides financial planning and portfolio management using a mix of firm and third-party investment models across various risk profiles.

Marc Traverso is a financial advisor with MAI Capital Management, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Traverso Chambers Private Wealth Management, LLC and Wells Fargo Advisors Financial Network LLC. Outside of advising, he is a 50% owner of a property management business in Santa Rosa, California. MAI Capital Management offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a customizable investment approach across multiple asset classes and serves both advisory and product-sponsor roles.

Julie Preston is a CFP® and holds a Series 66 license with D.A. Davidson & Co., where she has worked since 2017. She has eight years of industry experience, including two years at Deloitte Tax prior to her current role. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Chelsie Stilson is a CFP® and Series 65 credentialed financial advisor with 12 years of industry experience. She has worked at Mariner Wealth Advisors since 2024 and previously spent 11 years at Mountain Pacific Investment Advisers. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm implements customized discretionary portfolios supported by an internal investment team and third-party managers, and offers integrated tax and accounting services along with employer financial wellness solutions.

Ronald Hannegan is a financial advisor with Transamerica Financial Advisors in Boise, ID, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has served as vice president and board member of Teton Non-Profit Housing Corporation and an Oregon nonprofit, and he owns and manages Hannegan & Sons Inc, a residential construction business. He also occasionally refers clients to Net Law for estate planning services through a digital platform. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, charities, and corporations, offering advisory and broker-dealer services including proprietary and third-party model portfolios. The firm operates as both a registered investment adviser and broker-dealer, providing discretionary and non-discretionary program options.

Terri Hembree is a financial advisor with SPC in Boise, ID, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with SPC since 2014 and also has roles at Sigma Financial Corporation and previously at IDAHOME Loans Corp. Outside of advising, she operates a mobile notary business and is involved with IRMAA Solutions LLC, which sells healthcare cost software. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers.

Ternel Martinez is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Valic Financial Advisors since 2018 and currently holds a position with Agia involving non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Chelsea Smitchger is a financial advisor at Principal Financial Services with two years of industry experience. She holds a Series 66 designation and has worked at Principal Life Insurance Co, Principal Securities Inc, Thrivent Financial, and several other firms. Outside of advising, she is involved in the sales and service of fixed life insurance, fixed annuities, and various health and group benefit products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

George Hentges is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Ameritas in various capacities since 2002, including his current role at Ameritas Advisory Services since 2021. In addition to his advisory work, he is licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions through multiple program platforms and leverages both proprietary and third-party models to construct customized portfolios.

Katherine Kirkpatrick is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 registrations and 24 years of industry experience. She has been with Independent Financial Group since 2012 and has been self-employed since 1999. Kirkpatrick is the owner of two business ventures: Mountain View Financial, Inc., a marketing DBA, and Business Solutions, which provides strategic planning consulting to small businesses. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm uses a combination of firm- and third-party models to develop tailored investment strategies with a mix of passive and active exposures across standard risk profiles.

Alec Dykas is a financial advisor at Oppenheimer in Boise, ID, holding Series 63 and Series 65 licenses. He has one year of experience in the industry, including prior roles at RBC Capital Markets, Bank of America, and Merrill. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, and maintains custody of client assets while operating both broker-dealer and advisory businesses.

Wesley Brinkman is a financial advisor at Primerica Advisors with nine years of industry experience and holds a Series 66 designation. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance, and Ameritas Advisory Services. Outside of his advisory work, he serves as co-chair of the Firewise Committee for The Columbia Village Subdivision. Primerica Advisors operates as part of a large enterprise serving a broad retail client base with a variety of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.