Vicki Mcconnell is a financial advisor with Mercer Global Advisors Inc. in Ketchum, ID, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked with Mercer Global Advisors since 2025 and concurrently with Purshe Kaplan Sterling Investments since 2015. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, and nonprofit organizations. The firm follows a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing a range of portfolio management and financial planning solutions.

Peder Schmitz is a financial advisor at Corient with 25 years of industry experience. He holds a Series 66 designation and has worked at Corient and its related entities since 2022, previously spending 12 years at Columbia Pacific Wealth Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, and offers specialized capabilities such as private fund platforms and affiliated trust services.

Douglas Fabian is a financial advisor with Mercer Global Advisors Inc. in Ketchum, ID, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously founded and operated Fabian Wealth Strategies, Inc. for 15 years before joining Mercer Global Advisors in 2017. Mercer Global Advisors provides investment advisory and 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 approach is based on Modern Portfolio Theory, offering globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options, alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Kelly Palmer is a CFP® and ChFC® with 29 years of experience in the financial services industry. She has been with Mercer Global Advisors Inc. since 2015 and is based in Ketchum, Idaho. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement plan consulting, tax planning support, and estate-planning coordination.

James Everitt is a financial advisor with Mercer Global Advisors Inc. in Ketchum, Idaho, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He previously worked at Clearrock Capital, LLC for 13 years before joining Mercer Global Advisors. Mercer Global Advisors provides investment advisory and 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, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options such as ETFs and separate accounts.

Katherine Fincher is a CFP® professional with 13 years of industry experience, currently with Mercer Global Advisors Inc. She previously worked at Mason Investment Advisory Services, Inc., Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and CETERA Advisor Networks LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and employs a variety of investment vehicles and platforms.

John Van Donge is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he serves as chairman of the board for Alliloop, a company connecting service sector employees to employers, and holds leadership positions with the Santa Barbara County Search & Rescue and the Santa Barbara Police Foundation. Stifel serves a broad range of clients, including individual, institutional, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology to provide asset allocation and financial planning analyses, with clients retaining discretion over implementation.

Jacob Watson is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at MC Credit Partners LP for five years. His background also includes service at the United States Military Academy and involvement with Gravity Fitness and Tennis. Stifel serves a broad range of clients, including individuals, institutional accounts, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology for investment analysis and allocation guidance developed by its Investment Strategy Group.

Noah Levine is a financial advisor with UBS Financial Services in Ketchum, Idaho, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Mr. Levine serves on the board of the Sahm Family Foundation and is chair of the finance committee for the Park City Historical Society and Museum. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and asset allocation models.

Jeffrey Currie is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at City National Bank since 2019 and RBC Capital Markets Corporation since 2009. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Harriman Place Condo Association in Ketchum, Idaho. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Jack Burke is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and diverse investment strategies while managing approximately $2.74 trillion in client assets.

Gregory Fairfield is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Raymond James & Associates since 2021 and previously spent 14 years at UBS Financial Services. Outside of his advisory role, he serves as a part-time golf coach at a private high school in Idaho. Raymond James & Associates is a 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 institutional fiduciary solutions.

Suzanne Jenner is a financial advisor with Raymond James & Associates in Ketchum, ID, holding a Series 66 credential and 24 years of industry experience. Her prior work includes roles at Morgan Stanley Smith Barney, Wells Fargo, UBS Financial Services, and Myhouse Furnishings. She is also the vice president and an officer of MTN Rack Inc., where she contributes to administrative duties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary consulting supported by a wide range of portfolio management styles and affiliated research.

Lisa Mayer is a financial advisor with UBS Financial Services in Ketchum, Idaho, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

H. Erik Sabiers is a Wealth Management Advisor and founding partner of The Sabiers Brayton Wealth Management Group. He is in his 36th year with Merrill Lynch Wealth Management and leads the team's overall wealth management strategy and philosophy. Erik advises clients on personalized investment portfolio construction, retirement planning and income strategies, estate planning services, tax minimization strategies, business retirement plans and exit strategies, as well as corporate executive services including managing restricted stock, concentrated stock, stock options, and stock awards. Erik earned his Bachelor of Arts from the University of Washington Business School with a concentration in Finance and his Master of Business Administration from Seattle University. He holds Series 7, 63, and 65 FINRA registrations and insurance licenses. His professional designations include Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a member of professional organizations such as the Seattle Yacht Club and the University of Washington Alumni Association. Erik lives in the Sunset Hill neighborhood of Ballard, Seattle, with his wife Maureen and their dog Whiskey. He has three grown children. His personal interests include fly fishing, boating, skiing, mountain biking, and spending time with his family in Sun Valley, Idaho.

Kristin Hovencamp is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Her career includes roles at Raymond James Financial, Kelson Capital, and GAM Services, Inc. She serves on the boards of Mountain Humane, where she co-chairs the annual fundraising gala, and the Sun Valley Culinary Institute, where she leads the event committee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary capital market assumptions and research to tailor investment plans aligned with clients’ goals and risk tolerances.

Erin Harmon is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 21 years of industry experience. Prior to joining RBC in 2019, she worked at UBS Financial Services from 2013 to 2019 and City National Bank since 2022. She is also an owner overseeing general maintenance of a short-term residential vacation rental. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management and integrates in-house and third-party investment resources.

Christopher Williams is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus since 2019. His prior experience includes roles at Sun Valley Company and Becker, Chambers & Co., PA. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Scott Dali is a financial advisor with UBS Financial Services in Ketchum, Idaho, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Mark Bucknall is a CFA® charterholder and Series 66 licensee with four years of industry experience. He has been with Stifel since 2021 and previously spent over a decade with Sun Valley Gold LLC. Bucknall serves as a board member and treasurer for local youth sports organizations, including the Sun Valley Soccer Club and Sun Valley Youth Hockey. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.