Levi Dayley is a financial advisor at Money Concepts Capital Corp with 16 years of industry experience. He holds the Series 66 designation and has worked at Money Concepts FPC and Money Concepts International Inc. since 2008. He is currently based in Meridian, Idaho, and has been with FedEx Corporation since 2026. Money Concepts Advisory Service (MCAS) provides portfolio management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. With about 431 advisors managing approximately $3.33 billion for around 14,700 clients, the firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage asset allocations and account rebalancing.

Eli Sanders is a CFA® charterholder with 11 years of industry experience currently serving as a financial advisor at D.A. Davidson & Co. He worked at Robert Baird & Co. from 2014 to 2020 before joining D.A. Davidson & Co. in 2020. D.A. Davidson & Co. provides 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 offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with net worth over $20 million.

Bryan Hopkins is a CFP® with 24 years of industry experience, currently serving at Independent Financial Group, LLC. He also owns Hopkins & Company CPA, a full-service accountancy firm. Hopkins is actively involved in community service as the President Elect of the Eagle Kiwanis Club. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and institutional plans. The firm offers a range of financial planning and portfolio management solutions, combining strategic asset allocation with active and passive investment exposures.

Robert Lane is a financial advisor with Money Concepts Capital Corp in Boise, ID, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Money Concepts Capital Corp for a total of 16 years, with a one-year tenure at Cuso Financial Services, LP in between. Outside of his advisory work, Lane is involved in the occasional sale and marketing of Medicare Supplement Plans through Sovereign Investment Services. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Rizwan Bukhari is a financial advisor at Osaic Institutions, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise, Securities America, and Wells Fargo. In addition to his advisory roles, he is employed as a financial advisor at Idaho Central Credit Union. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model that blends discretionary and non-discretionary management with a lending marketplace and third-party promoter arrangements.

Shannon Logan is a financial advisor at D.A. Davidson & Co. in Boise, ID, holding a Series 66 designation with seven years of industry experience. Prior to joining D.A. Davidson in 2018, Logan worked at Key Bank for 13 years. 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, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Kirsten Haney is a financial advisor with D.A. Davidson & Co. in Boise, Idaho, holding Series 63 and Series 65 credentials with 30 years of industry experience. She has been with D.A. Davidson & Co. since 2010. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Kenneth Craig is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Inc. and Chase Investment Services Corp. He serves as a board member for Redwood Creek HOA. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm offers financial planning, portfolio management, and third-party asset manager programs, employing both passive and active investment strategies tailored to client risk profiles.

Shuwun Ma is a financial advisor with Independent Financial Partners in Boise, ID, holding Series 63 and Series 65 credentials and 12 years of industry experience. Prior to joining Independent Financial Partners in 2023, Ma worked at MML Investors Services and Mass Mutual Life Insurance Company. Outside of advisory work, Ma owns and operates a daycare facility and a sod and turf company, serving in executive and strategic roles. Independent Financial Partners is a nationwide enterprise advisory firm managing over $12.5 billion in client assets. The firm supports a decentralized advisory model with a focus on retirement-plan advisory and pension consulting services for individual, charitable, corporate, and high-net-worth clients.

Monte Bute is a financial advisor at PlanMember Securities Corporation with 31 years of industry experience. He holds the ChFC® and Series 63 designations. Bute has worked at several firms, including Proequities Inc and Foresters Equity Services, Inc., and serves as President and Chief Financial Officer of Paragon Financial Group, Inc., an insurance agency specializing in life, annuities, health, and accident products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary management, education, and support for retirement plans. The firm’s investment approach centers on strategic asset allocation and risk-based mutual fund portfolios managed through a defined rebalancing process.

Jennifer Braun Blanco is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Valic Financial Advisors since 2000 and is also an agent with Agia, where she is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Mary Walker is a financial advisor with Commonwealth Financial Network based in Boise, ID. She holds Series 63 and Series 65 licenses and has 17 years of industry experience. Since 2011, she has been affiliated with Verdi Wealth Management and Commonwealth Financial Network. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management services.

Mary Muguira is a financial advisor with D.A. Davidson & Co. in Boise, Idaho, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She has been with D.A. Davidson & Co. since 2011. Outside of her advisory role, she serves as Vice President of the Talavera Homeowners Association, a nonprofit organization. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm operates under fiduciary standards and provides a range of services such as retirement plan advisory, comprehensive financial planning, and a dedicated Private Wealth program for high-net-worth clients.

Matthew Platt is a CFP® professional with 10 years of industry experience, currently serving at Creative Planning since 2024. His prior work includes four years at Edward Jones Investments and four years at TD Ameritrade. Matthew holds Series 63 and Series 66 licenses and is based in Meridian, ID. Creative Planning provides comprehensive wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by tax-loss harvesting, individually managed strategies, and selective private market exposure.

Cynthia Lange is a CFP® with 21 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2009. She holds Series 63 and Series 66 licenses and is based in Boise, Idaho. In addition to 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 broad client base, including retirement plans, individual investors, and charitable and corporate clients. The firm offers various services ranging from ERISA retirement plan advisory to comprehensive financial planning and a private wealth program for high-net-worth clients.

Darren Schuldheiss is a financial advisor with D.A. Davidson & Co. in Boise, ID, holding a Series 66 designation and 18 years of industry experience. Prior to joining D.A. Davidson in 2018, he worked at Key Bank from 2015 to 2018. He serves on the board of directors for the St. Alphonsus Foundation, advising on vision, mission, and giving strategies. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as ERISA plan advisory, comprehensive financial planning, equity research, and private wealth management for clients with substantial net worth.

John Lamm is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 36 years of industry experience. He has been with Nationwide Investment Advisors since 2006 and has worked with Nationwide Investment Services Corporation since 1989. Outside of his advisory work, he is self-employed in construction. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, specializing in ERISA 401(k) and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and serves a large retail participant base through discretionary and non-discretionary services within a family of affiliated financial companies.

John Davis is a financial advisor at Integrity Alliance, LLC with 35 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has been with Integrity Alliance since 2011. Outside of his advisory role, he is involved in several business activities including owning an automotive service company and leading a benefits training and workshops firm. Integrity Alliance serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a variety of portfolio management approaches and custodial platforms.

Patricia Sturr is a CFP® with 25 years of industry experience, currently advising at Steward Partners Investment Advisory, LLC since 2023. She previously worked at Commonwealth Financial Network for 18 years and Oswego Crest Financial Group, LLC for 20 years. Patricia is also co-owner of Oswego Financial Group LLC, an entity created for securities business, and is involved in selling fixed insurance products. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered RIA managing approximately $36.7 billion in assets, serving individuals including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations with a range of investment advisory and financial planning services.

Lora Lakatos is a Series 66-licensed financial advisor at OSAIC Institutions, Inc. with 13 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, LLC, U.S. Bancorp Investments, Inc., Wells Fargo Clearing, and Securities America, Inc. She also serves as operations manager for an independent RIA, Idaho Central Wealth Management. OSAIC Institutions, Inc. is an SEC-registered adviser serving individual, retirement plan, trust, estate, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer model with both discretionary and non-discretionary accounts.