Kevin Lewin is a financial advisor at Creative Financial Designs, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked in printing services before joining the financial sector. In addition to his advisory role, Lewin is involved in independent insurance sales and represents LegalShield, offering legal and identity insurance services. Creative Financial Designs serves individual clients, charitable organizations, businesses, and retirement plans with investment management and financial planning services. The firm employs a research-driven investment process featuring model portfolios and offers a range of strategies including Biblical Responsible Investing, with flexible billing options and specialized management programs.

Garland Risner is a financial advisor at Kingswood Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Paradigm Wealth Services, Inc. for 17 years. Outside of advising, he has ownership interests in several businesses, including a storage rental LLC and other equipment holdings. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, delivering tailored investment advice through an open-architecture platform and working with both affiliated and unaffiliated third-party managers.

Troy Thompson is a financial advisor at Transce3nd LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Realta Equities, Elite Assurance Team, Symmetry Financial Group, and American Money Group. Outside of his advisory role, he owns an e-commerce business selling products on Amazon. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model and money managers.

Kyler Burke is a financial advisor at Clear Creek Financial Management, LLC with three years of industry experience. He holds a Series 65 designation and has a diverse work history that includes roles in aviation and real estate. In addition to his advisory work, Burke is a helicopter pilot and aviation consultant, as well as a web developer, graphic designer, and marketing consultant. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities by providing asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division. The firm employs a variety of investment strategies, including fundamental, technical, and cyclical analysis, and offers continuous, individualized account supervision.

Darla Serrano is a CFP® and ChFC® with 13 years of experience in the financial services industry. She is currently with Independent Advisor Alliance, LLC and Revant Wealth Management Group and has previously worked at firms including LPL Financial, Guardian Life Insurance, and Park Avenue Securities. Serrano provides investment advisory services through multiple independent firms. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to brokerage services through LPL Financial and utilizes technology platforms for asset aggregation and digital estate planning.

Bruce Singkhaophet is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at GWFS Equities, Nationwide Investment Services Corp, Key Investment Services, KeyBank, and Transamerica. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Jason Persinger is a CFP® and ChFC® with 23 years of industry experience. He is currently with OSAIC Institutions, INC. and has held previous roles at Infinex Investments, Inc., After School Athletics Corp, CUNA Brokerage Services, Inc., Schools First Federal Credit Union, and LPL Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large 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 combination of discretionary and non-discretionary client arrangements.

Oleg Vykhovanets is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Fisher Investments and Waddell and Reed. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail account holders. The firm offers integrated services tied to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Kristina Britt is a financial advisor at &Partners with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her financial advisory role, she works as a concessions supervisor and bartender for events at Boise State University and the Morrison Center for the Performing Arts. &Partners serves a broad range of individual and institutional clients, offering investment management, financial and tax planning, and retirement-plan consulting. The firm employs a mix of fundamental, technical, and quantitative analysis, with portfolios managed directly or through third-party managers.

Logan Corral is a financial representative at GWN Securities Inc. with a Series 66 credential and one year of industry experience. Prior to joining GWN Securities, he worked at California State University Northridge and serves as a recreation assistant at Delano Recreation Center. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across over 37,000 client accounts and offers a range of managed-account programs, including traditional and active investment strategies.

Nikko Banda is a financial advisor at Empower Advisory Group with four years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at firms including Wells Fargo, Bank of America, and Modern Woodmen of America. Empower Advisory Group provides financial planning and investment management primarily to employer‑sponsored retirement plan sponsors and their participants, along with select retail clients. The firm’s approach integrates proprietary and third‑party methodologies focused on long‑term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

John Winston is a CFP®-certified financial advisor with 45 years of industry experience, currently affiliated with OSAIC since 2023. His prior experience includes roles at Sagepoint Financial, Inc. and operating his own sole proprietorship providing bookkeeping, payroll, and tax preparation services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Christopher Badejo is a Series 66 licensed financial advisor with Thrivent Investment Management in Nampa, Idaho, and has three years of industry experience. He has been with Thrivent and its affiliated entities since 2017. Prior to his financial services career, he was involved with Awaken Church from 2014 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning analyses that cover a range of financial topics and allows clients to integrate planning with managed-account services under a unified billing option.

Rodney Emery is a financial advisor at Edward Jones with 27 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 1998. Outside of his advisory role, he is involved in property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products supported by a nationwide network of over 23,000 financial advisors.

Joseph Egusquiza is a financial advisor with Cetera who holds the Series 66 designation and has two years of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and Parker Advisors. He contributes to Tax Freedom Builders, an educational initiative focused on tax-smart strategies and proactive financial planning. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and various program structures supported by a nationwide network of advisors.

Val Dille is a financial advisor at Cetera with Series 63 and 65 credentials and 41 years of industry experience. He previously worked at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services, and he has led his own firm, Dille & Associates Chartered, since 1983. Outside of his advisory role, he serves as the president of the Elders Quorum for the 2nd Ward in the Nampa Idaho East Stake of The Church of Jesus Christ of Latter-day Saints. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, financial planning, and access to third-party money managers, overseeing over $256 billion in assets through more than 10,000 advisors.

Michael Kendall is a financial advisor with Ameriprise in Puyallup, WA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at National Life Group, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. He is also involved in independent insurance brokering and manages a financial services business through michaelkendallLLC. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at clients approaching or in retirement, typically with substantial investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficient strategies to produce individualized retirement income recommendations.

Matthew Holloway is a financial advisor at OSAIC with nine years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. for seven years and has operated Holloway & Associates since 2011. Outside of advisory work, Holloway is a licensed independent insurance agent and the owner of Idaho Overlanders, LLC, an event coordination and planning business. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with access to multiple platforms and third-party managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a broad range of securities and investment vehicles.

Drew Dodson is a financial advisor at Edward Jones in Nampa, Idaho, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Mortenson Construction from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Kevin Birkholz is a financial advisor at Edward Jones in Nampa, ID, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2026. Prior to his financial services career, he worked at Orkin Pest Control and Clark Pest Control for a total of ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.