Mark Buckalew is a financial advisor at D.A. Davidson & Co. with 48 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2009. Outside of his advisory role, he serves as chairman of the Portneuf Health Trust, a nonprofit organization. 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 corporations. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients.

John Koyle is a financial advisor at Osaic Advisory Services, LLC with 25 years of industry experience. He holds a Series 66 credential and has worked at firms including Arbor Point Advisors, Securities America, Red Cedar Wealth, and Cetera Advisors. He is also involved in several holding companies related to his advisory practice. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and custodian relationships primarily with Schwab and Fidelity.

Preston Yost is an advisor at Osaic Advisory Services, LLC with five years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Securities America, Inc. and Arbor Point Advisors. He also operates as an insurance producer, offering insurance products to support clients' financial planning. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms to meet diverse client needs.

Barry Smith is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, and Wells Fargo Advisors. Outside of advisory work, he offers clients term life insurance policies and discusses annuities when appropriate. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and various proprietary and third-party platforms.

Jennifer Emfield is a financial advisor with D.A. Davidson & Co. in Pocatello, ID, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with D.A. Davidson & Co. since 2008. Emfield serves as Secretary/Treasurer for the Daughters of Utah Pioneers Bannack North Company, a historical and heritage nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, equity research, financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards.

John Dixon is a financial advisor with Independent Financial Group, LLC in Pocatello, ID, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior work includes positions with Linsco/Private Ledger Corp., LPL Financial, and several other firms dating back to 2003. He is the sole owner of two marketing DBAs, Global Wealth Management and Altius Financial Group. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth clients, trusts, and institutional accounts. The firm utilizes a combination of firm- and third-party models for portfolio management, blending passive and active strategies across various risk profiles.

Malynda Cooper is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining the firm, she worked for ten years at Brigham Young University - Idaho. Outside of her advisory role, Cooper is a practicing artist who creates paintings and sculptures, occasionally selling her work through galleries and commissions. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a mix of analytical approaches to portfolio management.

Kelli Jensen is a financial advisor at D.A. Davidson & Co. with 30 years of industry experience. She holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2009. Outside of her advisory role, she is a notary public for the state of Idaho. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

Valden Ellis is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Arbor Point Advisors, Securities America Advisors, and Centaurus Financial, Inc. Ellis is also a chiropractor with over 25 years in practice and owns Ellis Chiropractic, where he currently practices part-time. Osaic Advisory Services, LLC serves a diverse client base—including individuals, corporations, and charitable organizations—and offers investment management, financial planning, retirement plan consulting, and related services through various advisory programs.

Joel Wilson is a financial advisor at Key Investment Services LLC in Pocatello, ID, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been with Key Investment Services since 2012. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment strategies supported by ongoing monitoring and due diligence, and it operates within the KeyCorp group with affiliations to banking and capital markets entities.

James Dillistone Sr. is a financial advisor with Bankers Life Advisory Services, Inc. in Pocatello, Idaho, holding Series 63 and 65 credentials and bringing 27 years of industry experience. He has worked with affiliated Bankers Life entities since 2004 and currently serves as a branch sales manager and insurance agent. Additionally, he is the treasurer of a local homeowners association, managing its financial records and payments. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis. The firm integrates investment management with affiliated broker-dealer and insurance services.

Gerard Perkins is a financial advisor with Independent Financial Group, LLC, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He has been with Independent Financial Group since 2011 and has also served as an insurance agent in Idaho since 2006. Perkins is an officer and director of an insurance business outside of his primary firm. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of firm- and third-party investment models, including strategic asset allocation and multi-manager portfolios, serving a broad client base through discretionary and non-discretionary portfolio management.

Oliver Ibarra is a financial advisor with OSAIC Institutions, Inc., holding a Series 66 designation and three years of industry experience. His prior experience includes roles at PFG Advisors, Securities America, Ameriprise, and Idaho Central Credit Union, where he has been employed since 2014. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm combines a hybrid adviser/broker-dealer structure with customized advisory services, offering both discretionary and non-discretionary management along with access to alternative investments and lending solutions.

Aaron Buckalew is a CFP® and holds a Series 66 license with D.A. Davidson & Co., where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he serves as a board member for the Bengal Athletic Boosters, a non-profit organization focused on student scholarships, and is involved in managing operations for SOLITUDE ADVENTURES, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of advisory solutions under fiduciary standards, including ERISA plan services and comprehensive financial planning, and distinguishes itself through municipal advisory activities and affiliated custodial services.

Frank Baldwin is a financial advisor at Farther with six years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Century Bank and Zions Capital Advisors, Inc. since beginning his career in 2015. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, with a focus on ETFs, mutual funds, equities, and fixed income.

Richard Almond is a financial advisor with Osaic Advisory Services, LLC, holding the CFP® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has worked at firms including Arbor Point Advisors, Securities America, and Cornerstone Financial Advisors. Almond also serves as secretary of a homeowners association. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers a range of advisory services delivered through multiple program models, utilizing proprietary guidance and third-party platforms to build and monitor client portfolios.

Trent Yost is a financial advisor at Osaic Advisory Services, LLC with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Arbor Point Advisors, Securities America Advisors, and Cetera Advisors. Outside of his advisory role, Yost serves as the program chair for NAIFA Idaho, where he helps plan educational events for members. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models with portfolios managed via proprietary guidance and third-party platforms.

Reece Chlumsky is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at KeyBank, Bankers Life Securities, and Wells Fargo, where he gained experience across advisory and banking services. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee models, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection with ongoing monitoring and access to third-party discretionary managers, operating as part of the KeyCorp group with connections to KeyBank and KeyBanc Capital Markets.

Joshua Thompson is a financial advisor at Osaic Advisory Services, LLC in Pocatello, ID. He holds the Series 65 designation and joined the firm in 2026. Prior to his current role, he worked for nine years at Idaho State University and three years at Advanced Health Care Solutions. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a combination of proprietary guidance and third-party platforms.

Kyle Carter is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. In addition to his advisory role, Kyle works as an independent contractor hosting online tabletop games as a dungeon master for Dungeons & Dragons through StartPlaying.games. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.