Kenneth Winder is a financial advisor at Sequent Planning, LLC with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Sequent Planning since 2018. Additionally, he is involved with Lifetime Solutions Inc. and has a background in selling insurance products through Bankers Life and Casualty. Sequent Planning, LLC (doing business as Futurity First Wealth Management) is an SEC-registered investment adviser serving individuals, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm provides asset management, financial planning, access to third-party model managers, and comprehensive retirement-plan services using a structured risk framework and diversified manager exposures.

Brady Dayton is a financial advisor at Calton & Associates, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has been with Calton & Associates since 2024. Outside of his advisory role, he owns and operates a business selling home security alarm systems. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple investment program structures and utilizes a range of analytic approaches tailored to client goals and risk tolerance.

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 with three years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Northwestern Mutual and other firms. Outside of advisory work, she owns Vine Ventures LLC, an online business selling decorative templates. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and institutions. The firm emphasizes strategic asset allocation using diversified ETFs, mutual funds, and individual securities, and provides a range of services including investment management, financial planning, consulting, and tax preparation.

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® professional with 11 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2014. He is involved in community activities, including serving as president of the East Idaho Falls Rotary Club and holding board positions with the Idaho Falls Youth Arts Center and participation as an assistant wrestling coach for Idaho Falls School District 91. D.A. Davidson & Co. offers 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 fiduciary standards and provides comprehensive financial planning, retirement plan advisory services, and private wealth management.

Lane Steel is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Advisors. Outside of his advisory work, he raises cattle and hay through his farm operations and serves as a volunteer board member for Jefferson County Planning and Zoning. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing a range of advisory programs and third-party asset managers.

Shawn Mc Intier is a financial advisor with Transamerica Financial Advisors in Idaho Falls, ID, holding Series 65 and Series 63 licenses and has seven years of industry experience. He has worked concurrently at Bechtel Marine Propulsion Corporation since 2004 and serves as an independent contractor for Netlaw-Protect Wealth, providing estate planning paperwork for clients interested in trusts. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs and reported $1.66 billion in discretionary assets under management as of the end of 2025.

Richard Drisko is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, he works as a licensed insurance agent offering life, health, dental and vision, disability, and long-term care insurance. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser providing brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in assets and offers advisory programs through its AccessPoint platform and third-party asset managers.

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 with two years of industry experience. She has previously worked at firms including World Financial Group and has roles in estate planning communications and referrals for living wills and trusts. Outside of advising, she is a self-published author and has recorded an album of harp music that is available on several streaming platforms. Additionally, she gives tours at the Idaho National Laboratory, a Department of Energy national laboratory. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment models.

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.

Jordan Smith is a financial advisor with Empower Advisory Group in Idaho Falls, ID, holding a Series 66 designation and three years of industry experience. Prior to joining Empower, Jordan worked at Equitable Advisors, LLC and Goldman Sachs. Outside of advising, he is involved in bookkeeping for Utility Works LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s services emphasize long-term portfolio returns and savings rates through a point-in-time financial planning model integrated with Empower’s recordkeeping and administrative platforms.

Shannon Conway is a financial advisor with Empower Advisory Group, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. Prior to joining Empower Advisory Group, Conway worked at Charles Schwab from 1999 to 2022. Outside of finance, Conway owns Conway Racing, a racing business involving driving and maintaining race cars. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm uses an integrated model aligned with Empower’s administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Guy Schoenborn Jr. is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Cetera and Pacific Northwest Wealth Management, where he is also involved in tax preparation and accounting services. Schoenborn maintains a business entity for tax and investment purposes associated with Tap Horn Ranch LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by proprietary and third-party research, using both discretionary and non-discretionary management approaches.

Taylor Love is an advisor at LPL Financial in Rexburg, ID, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at Elevant Wealth and several appointments at Brigham Young University–Idaho. He is also involved with Elevant Tax, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Stockton Johnson is a financial advisor at LPL Financial, holding a Series 66 designation. He has one year of industry experience, with prior roles including positions at Preferred Retirement Options and Watt Insurance. His background also includes work in education and community organizations in Idaho Falls, ID. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research-supported model portfolios.

Patrick Trimp is a CFP® with 26 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Nations Financial Group, Inc. and Wells Fargo Advisors Financial Network LLC. Based in Idaho Falls, ID, he operates under Trimp Wealth Management, Inc., a business related to his LPL activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.