Gerald Kane is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 licenses and has 14 years of industry experience. In addition to his advisory role, he is the owner and attorney at Estate Plans USA, APC, where he focuses on estate and elder law. Kane has held various positions in both financial and legal services, including managing operations at InheritGuard, LLC and roles at Blue Shield of California and Student Optimum Services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach implemented through third-party managers and proprietary platforms such as Transamerica ONE and TFA365, with approximately $1.7 billion in regulatory assets under management.

Sarah Brown is a financial advisor with Eagle Strategies (NY Life) based in Boise, ID. She holds Series 63 and Series 66 designations and has 26 years of industry experience. Brown has been associated with Eagle Strategies since 2007 and operates under her own firm, S. E. Brown And Group, since 2016. She serves on the finance committee of Eagle Church of the Nazarene. Eagle Strategies serves a broad mix of individual and institutional clients, offering comprehensive financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Christopher Beesley is a CFP® professional with 19 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Zions Bank and LPL Financial. Beesley is a minority partner in a health and fitness consulting business owned by his wife but is not involved in its operations. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by other portfolio management techniques.

Scott Leavitt is a financial advisor at Ameritas Advisory Services, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Ameritas since 2017, as well as leadership positions at Scott Leavitt & Associates Inc., dba Gem State Advisors, which he has owned and operated since 2020. Outside of his advisory work, he manages an insurance and financial services firm and oversees recruiting and training activities for his agency. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions and utilizes multiple program platforms and third-party technology to build customized portfolios.

Danielle Bugni is a CFA® charterholder with one year of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Selway Asset Management, Inc. and Robertson Stephens. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Brent Peterson is a financial advisor with D.A. Davidson & Co. in Boise, ID, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He worked at RBC Capital Markets Corp for 11 years before joining D.A. Davidson in 2019. 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 fiduciary standard advisory services, retirement plan advice, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Michael Glomb is a financial advisor with Sanctuary Advisors, LLC in Boise, Idaho. He holds Series 63 and Series 66 licenses and has 15 years of industry experience, including 11 years at UBS Financial Services prior to joining Sanctuary Advisors and Sanctuary Securities in 2023. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a large network of independent advisors who manage portfolios using various investment approaches and platforms while acting as fiduciaries under written agreements.

Sean Meldrum is a financial advisor at Osaic Institutions, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise Financial Services, LLC, and Securities America, Inc. Meldrum is also affiliated with Idaho Central Credit Union in a financial advisory capacity. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement 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 under a hybrid adviser/broker-dealer model.

Gregory Blood is a financial advisor at Key Investment Services LLC with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Key Investment Services since 2005, including three years at KeyBanc Capital Markets Inc. prior to that. Key Investment Services LLC is an SEC-registered investment adviser that provides portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional plan clients through a network of financial professionals. The firm uses a multi-provider model combining discretionary and non-discretionary strategies and integrates services from KeyCorp affiliates to support investment and advisory capabilities.

Rachel Dykstra is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds the PFS™ designation and has worked at Verdi Wealth Planning since 2014. In addition to her advisory role, she owns and operates River City Accountants, PLLC, providing tax and accounting services, and is involved with Selway Fabrication, a manufacturer of outdoor equipment, where she serves as CFO and marketing director. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Garret Ring is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Motley Fool Wealth Management, TMF Investments, and Edward Jones. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing a range of investment advisory and planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and utilizes various portfolio implementation strategies alongside educational programming and integrated service offerings.

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.

Scott Brassey is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Burroughs Hutchinson/Selway Asset Management from 1998 to 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Kendra Maclean is a financial advisor with Ameriprise Financial Services, LLC in Boise, ID, holding a Series 66 designation and having 10 years of industry experience. She has been with Ameriprise since 2014. Outside of her advisory role, she is involved with Lancer Erwin Support Services, Inc. as an associate financial advisor. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Kevin Bates is a financial advisor with Stifel in Boise, ID, holding a Series 66 designation and eight years of industry experience. He previously worked at UBS Financial Services and BPA Health, Inc. Bates serves on the boards of the Wassmuth Center for Human Rights and the Treasure Valley CFO Forum, where he is involved in event planning and sponsorship activities. He is also a member of the Finance Committee at Hillcrest Country Club. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Connor Gosney Knapik is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo Clearing, he held positions at Wells Fargo Bank, DoorDash, Domino’s Pizza, and KFC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Richard Wilson is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Ameriprise Financial Services, First Interstate Bank, Umpqua Investments, U.S. Bancorp Investments, and Merrill Lynch. He is also a wealth advisor at Idaho Central Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive asset management with a broad network of over 22,800 advisors.

Logan Miller is a Series 66 licensed financial advisor at LPL Financial in Boise, ID, with one year of industry experience. Prior to joining LPL Financial, he was a student for ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad range of financial products.

Aida Carr is a financial advisor with Merrill in Boise, ID, holding Series 63 and Series 66 credentials and seven years of industry experience. She previously worked at Northwestern Mutual Investment Services LLC and John Hepworth before joining Merrill in 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.