Jon Clark is a Series 66-licensed financial advisor with Edward Jones in Caldwell, Idaho, and has 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he serves as a basketball referee for the Idaho High School Activities Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a large nationwide network of financial advisors and branch offices.

Christopher Hart is a financial advisor with LPL Financial in Caldwell, Idaho. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, Hart has served as a paralegal and has involvement with a financial solutions firm offering non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset allocation approaches.

Hylee Hansen is a CFP® professional with 20 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2017, Hansen worked at Echelon Group and Kms Financial Services. Hansen is also an independent insurance agent, operating under HI! Financial and other related entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Brenda Haan is a financial advisor at Edward Jones in Eagle, Idaho, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as president of Conversation, Inc., an S Corporation, and holds ownership interests in Firebrand Orchard Capital LLC and Visionary Capital Ventures, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Ty Horrocks is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Zions Bank, and Wells Fargo. Outside of his advisory work, he serves as the head coach for a nonprofit lacrosse club, where he coaches and develops high school athletes. Merrill, together 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberly Monroe is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2007 and also works with Innovage. Monroe operates Monroe and Associates LLC, a related entity, dedicating part of her time to this business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Brandee Schuelke is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds the CFP® designation along with Series 66 and Series 63 licenses. Her prior experience includes roles at The Helmstar Group, LLC and Mcmillen & Company, Inc. She also works as an associate and project manager at Dunning Wealth Management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, institutions, and nonprofit organizations, using tailored non-discretionary planning and advanced analytical tools.

Alexander Deseelhorst is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2022 before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kenneth Turner is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Merrill, Bank of America, Washington Trust Bank, and Cetera. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Marcelle Winn is a Series 66-credentialed financial advisor with Edward Jones in Boise, ID, with 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is a non-voting shareholder in Yakima Craft Brewing, a craft brewery based in Yakima, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jackson Degner is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has also been associated with RCH Wealth Management and has a background as a student at Boise State and Bryant University. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary account management.

Shanna Webb is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Outside of her advisory role, Webb is involved in property management as a sole proprietor of a rental property in Caldwell, Idaho. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by various modeling tools and manages approximately $2.74 trillion in client assets.

Andrew Hale is a financial advisor with LPL Financial in Meridian, Idaho, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior roles include positions at Ameriprise, Edward Jones, and Farmers Financial Solutions. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and advanced operational tools.

Stephanie Ayer is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial for 11 years. Outside of her advisory work, she is employed in a shipping and customer service role with Slayer Calls. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with a range of client-focused programs.

Dillon Blankenship is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for seven years and has held roles at several other firms, including Cascadia Wealth Management. Outside of his advisory work, he has experience with Sheep Mountain Outfitters and Dan Blankenship Construction. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of strategic investment approaches supported by advanced operational tools.

Brittany Daniel is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has previously worked at firms including Sagepoint Financial, Inc. and OSAIC. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives who utilize diversified strategies and resources.

Stephen Schultz is a CFP® professional with 17 years of industry experience. He is affiliated with OSAIC and Family Tree Financial, where he provides life and health insurance sales. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and other firms. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across a broad range of investment types.

Patrick Courtright is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Raymond James & Associates for 10 years. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Glen Esteban is a financial advisor with LPL Financial in Eagle, Idaho, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2005. Esteban is also associated with Esteban & Associates, Inc., an investment-related business connected to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management services, utilizing both proprietary and third-party investment strategies.

Alexandria Strawn is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and two years of industry experience. She has been with Cambridge Investment Research Advisors since 2017. Outside of her advisory role, she has been involved with BATS Xpress since 2017 and previously worked at Chip Cookies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.