Kenneth Winder is a financial advisor at Sequent Planning, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sequent Planning since 2018. He is also involved in insurance sales through Bankers Life and Casualty. Sequent Planning, LLC serves individuals, including high-net-worth clients, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services through a network of investment adviser representatives using a structured risk framework and diversified investment strategies.

Brady Dayton is a financial advisor at Calton & Associates, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes nine years as the owner and sole proprietor of Dayton LLC, where he sells alarm systems for Brinks Home Security. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm provides tailored investment recommendations through various program structures and combines both fee-based and commissionable product offerings.

Dalton Richards is a financial advisor at Balefire, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Visionpoint Advisory Group, LLC and LPL Financial, LLC. Outside of his advisory role, he serves as an agent for fixed/traditional insurance products with Lion Street Insurance. Balefire serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, trusts, and business entities. The firm offers discretionary asset management, financial planning, and ERISA-focused corporate solutions through a team-based investment process that utilizes model portfolios, third-party research, and sub-advisors.

Jarom Abel is a financial advisor with United Advisor Group, holding a Series 65 credential and four years of industry experience. Prior to joining United Advisor Group in 2024, he worked at Gradient Securities, LLC and has a diverse background including roles in healthcare and transportation services. He is a member of a local business networking group’s membership committee. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non‑high‑net‑worth and high‑net‑worth clients, managing assets through discretionary portfolios that combine strategic and tactical asset allocation with value investing and various analytical methods.

Trever Peterson is a financial advisor at IP Financial Advisory Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Equitable Advisors, Axa Advisors, LPL Financial, and East Idaho Credit Union. He is also approved to sell an outside insurance business separate from his advisory role. IP Financial Advisory Services primarily serves individual retail clients, focusing on those who are not high-net-worth individuals. The firm offers portfolio management, financial planning, managed account programs, and retirement-plan consulting, often using customized, discretionary portfolio strategies and referring clients to third-party investment advisors.

Shaylee Edgington is a financial advisor at Northwest Asset Management in Idaho Falls, ID, with four years of industry experience. She holds the Series 63 and Series 65 designations. Edgington is also the owner of Vine Ventures LLC, an online business selling decorative templates. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm provides customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory and back-office services, using strategies based on strategic asset allocation and Modern Portfolio Theory.

Jonathan Cline is a financial advisor with Transamerica Financial Advisors in Idaho Falls, ID, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has held roles with multiple firms including Bell Financial and WealthWave, and serves in leadership positions with LeTrip International. Outside of finance, he is a spin instructor who leads and teaches exercise classes. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering a combination of advisory and broker-dealer services with proprietary and third-party investment programs.

Alex Purcell is a CFP® with 11 years of experience in the financial industry, currently serving at D.A. Davidson & Co. since 2014. He holds Series 66 registration and is based in Idaho Falls, ID. Outside of his advisory role, Purcell is involved in community service as president of the East Idaho Falls Rotary Club and serves on the boards of the Idaho Falls Youth Arts Center and as an assistant wrestling coach for Idaho Falls School District 91. 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 corporate clients. The firm operates under fiduciary standards and offers comprehensive financial planning, retirement plan advisory, and specialized wealth management programs.

Lane Steel is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and Key Investment Services LLC. Outside of advisory work, he owns and operates a farm raising cattle and hay and serves as a volunteer on the Jefferson County Planning and Zoning board. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning and portfolio management through multiple platforms, utilizing a combination of strategic asset allocation, multi-manager and hybrid portfolios, and both passive and active investment exposures.

Shawn Mc Intier is a financial advisor with Transamerica Financial Advisors in Idaho Falls, ID, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked with Transamerica Financial Advisors since 2018 and also serves as an independent contractor for Netlaw-Protect Wealth, providing estate planning documentation for clients. In addition, he has a long-standing role at Bechtel Marine Propulsion Corporation, supporting work related to the nuclear Navy. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through various fee-based programs and access to third-party money managers.

Richard Drisko is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 designations and over 40 years of industry experience. His prior work includes positions at EPlanning Advisors Inc, MSI Financial Services, Inc., and WS Griffith Securities, Inc. He is also a licensed insurance agent offering life, health, dental, vision, disability, and long-term care insurance. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm employs a combination of firm- and third-party investment models, offering a range of portfolio management and financial planning services supported by ongoing due diligence and monitoring.

Mark Jensen is a Series 66-licensed financial advisor with Empower Advisory Group in Rexburg, ID. He has one year of industry experience and prior work history includes roles at Empower Financial Services, Out of the Box Solutions, and Grow Developmental Disabilities. Jensen also spent three years working with the BYU-Idaho Outdoor Resource Center. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

Shelly Norman is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. She has been affiliated with Transamerica since 2018 and has diverse roles including administrative liaison for Inheritguard, LLC, and referral agent for living will and trust services with Netlaw. Outside of her advisory work, she is a self-published author and musician and gives tours at the Idaho National Laboratory, a U.S. Department of Energy national laboratory. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

Jamie Ororke is a financial advisor at Principal Financial Services with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial from 2005 to 2018. Outside of advisory work, he and his spouse rent out an RV when not in personal use. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically handled on a discretionary basis by these managers.

Shannon Conway is a financial advisor with Empower Advisory Group in Rexburg, ID, holding Series 63, 65, and 66 licenses and over 30 years of industry experience. Prior to joining Empower Advisory Group, Conway spent 23 years with Charles Schwab and has also worked with GWFS Equities and Advised Assets Group. Outside of finance, Conway owns and operates Conway Racing, a motorsport activity based in Washington. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates through point-in-time financial plans and optional managed account solutions.

Guy Schoenborn Jr. is a financial advisor at LPL Financial with 15 years of industry experience and holds the Series 66 designation. His prior roles include positions at Cetera, Pacific Northwest Wealth Management, and Madison Avenue Securities. He is also involved in tax preparation and accounting through Pacific Northwest Tax and Accounting Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on combining technology and a broad network of advisors.

Stockton Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Preferred Retirement Options and Watt Insurance, as well as various positions outside the financial sector, including teaching at BYU-Idaho and service with the Church of Jesus Christ of Latter Day Saints. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by research, third-party subadvisors, and technology tools.

Patrick Trimp is a CFP® professional based in Idaho Falls, ID, with 27 years of industry experience. He currently works at LPL Financial and previously held roles at Nations Financial Group, Wells Fargo Advisors Financial Network, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 advisors.

Carter Wintz is a financial advisor with Cetera holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at D.L. Evans Bank and held roles at the Church of Jesus Christ of Latter Day Saints, Comstock High School, and Comstock STEM Academy. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm offers a multi-manager platform with various program options, managing over $256 billion in assets and supporting more than 10,000 advisors.

Riley Salmon is a financial advisor with Edward Jones in Idaho Falls, ID, holding the CFP® designation and Series 66 license. He has seven years of industry experience with prior roles at Vanguard Group, Orion Portfolio Solutions, and Wells Fargo Clearing Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products under a fiduciary standard.