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.

Jessica Gruver Koefod is a financial advisor at Principal Financial Services with 12 years of industry experience. She holds the Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, Koefod serves as a Lieutenant Colonel on the Command Staff of the Idaho Air National Guard and is involved in several community organizations, including serving on the board of ConnectHer Idaho and as Membership Committee Chair for Idaho Business for Education. She also co-owns Eagle Carpet Pros, a local floor care company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jared Davis is a financial advisor with Brookstone Capital Management LLC in Meridian, ID, holding a Series 65 credential and 14 years of industry experience. He has been involved with Davis Wealth Management since 2014 and owns Four Season Taxes, a tax preparation business he operates alongside his advisory work. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, and sovereign wealth funds, offering a range of discretionary investment solutions via model portfolios, unified managed accounts, and separately managed accounts.

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.

Stephanie Bennett is a financial advisor with D.A. Davidson & Co. in Meridian, Idaho, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with D.A. Davidson since 2013. Outside of her advisory role, she is involved in raising and occasionally selling dogs and horses through her sole proprietorship and serves as a general partner managing bookkeeping for Bennett Sport Horses & Hay, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA duties for retirement accounts, offering a range of services from retirement plan advisory to private wealth management and municipal advisory activities.

Jeffrey Murphy is a financial advisor at Osaic Advisory Services, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including PFG Advisors, LLC and Securities America, Inc. Murphy has a background in insurance sales dating back to 1995. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individual, institutional, and nonprofit clients. The firm provides investment management, financial planning, retirement plan consulting, and other financial services through multiple program models, utilizing a combination of proprietary guidance and third-party platforms.

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 holds a Series 65 license, with 13 years of experience in the financial advisory industry. 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, pensions, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs a discretionary, customized portfolio approach supported by an internal management team and third-party managers, with notable integration of tax, accounting, and operational family office services.

David Riffe is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds a Series 66 credential and has previous experience with firms including Mercer Global Advisors, First Interstate Bank, LPL Financial, and Citigroup Global Markets. Outside of his advisory role, he serves on the board of the Rotary Club of Boise and provides financial counseling to military personnel through Magellen Health. Key Investment Services LLC is an SEC-registered investment adviser that offers portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a multi-provider platform. The firm emphasizes non-discretionary model portfolios and integrates services with KeyCorp affiliates, delivering wrap-fee programs supported by custodial and trade execution services.

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.

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 with Guardian Life and holds a Series 66 designation. He has 10 years of industry experience and has previously worked at firms including Ameritas Advisory Services and Park Avenue Securities. Outside of his advisory work, Brinkman serves as Co-Chair of the Firewise Committee for The Columbia Village Subdivision. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its affiliation with Guardian Life.

Matthew Weinert is a financial advisor with Valic Financial Advisors in Boise, ID, holding Series 63, 65, and 66 designations and nine years of industry experience. His prior roles include positions at Gulf Coast Western, Inspire Investing, Desert Rose Capital Management, Clear Creek Financial Management, and Cuso Financial Services. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Logan Corral is a financial representative at GWN Securities Inc. with two years of industry experience. He holds a Series 66 designation and has worked at GWN Securities since 2024. Outside of his advisory role, he is a recreation assistant at the Delano Recreation Center. GWN Securities provides investment advisory and related services to both individual and corporate clients through various managed account programs and financial planning. The firm employs a range of affiliated and unaffiliated sub-advisers, using asset allocation and Modern Portfolio Theory, and is noted for its use of market-timing and momentum-based trading strategies in certain legacy programs.

Aaron Williamson is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Ameriprise Financial Services, Key Bank, Idaho Trust Bank, and KeyBanc Capital Markets. He is also president of a college philanthropy organization. OSAIC Institutions, Inc. is an SEC-registered adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model with a mix of discretionary and non-discretionary accounts.

Alicia Carinalli is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Boise, ID. Her prior roles include positions at Axxcess Wealth Management, Mainspring Wealth Advisors, Raymond James Financial Services, and Wells Fargo Advisors. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, offering a range of portfolio management and financial planning solutions.