Paul Nadell is an investment advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Kestra Advisory since 2016 and is also the owner of Investment Planning Associates, through which he has provided advisory and registered representative services since 1991. Outside of his advisory work, Nadell is involved in authoring and coaching in personal development and operates a small landscaping business. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, individuals, and institutional investors. The firm provides comprehensive services such as fiduciary consulting, plan design, and employee education, and serves a range of clients including large institutional investors and sovereign wealth funds.

Mark Howard is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Purshe Kaplan Sterling Investments, Inc., McConnell Financial Advisors, and several brokerage firms including TD Ameritrade and Fidelity Brokerage Services. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory alongside financial, tax, retirement, and estate planning services. The firm's investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other specialized products, complemented by educational content and integrated affiliated service lines.

Christy Downs is a financial advisor at PlanMember Securities Corporation with 13 years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior roles include positions at Concourse Financial Group Securities Inc and Foresters Equity Services Inc. She also has ongoing involvement with FFP Insurance Services since 2012. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options through its asset allocation portfolios and emphasizes a top-down strategic asset allocation framework with risk-based mutual fund portfolios.

Jessica Gruver Koefod is a financial advisor at Principal Financial Services with 12 years of industry experience. She holds the Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory role, Koefod serves as a Lieutenant Colonel on the Command Staff of the Idaho Air National Guard and is involved in several community organizations, including serving on the board of ConnectHer Idaho and as Membership Committee Chair for Idaho Business for Education. She also co-owns Eagle Carpet Pros, a local floor care company. Principal Securities provides brokerage and registered investment advisory services to a diverse client base that includes individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jared Davis is a financial advisor with Brookstone Capital Management LLC in Meridian, ID, holding a Series 65 credential and 14 years of industry experience. He has been involved with Davis Wealth Management since 2014 and owns Four Season Taxes, a tax preparation business he operates alongside his advisory work. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, and sovereign wealth funds, offering a range of discretionary investment solutions via model portfolios, unified managed accounts, and separately managed accounts.

Jennifer Peterson is a CFP®-certified financial advisor with 27 years of industry experience, currently practicing at D.A. Davidson & Co. in Boise, ID, where she has worked since 2011. She holds Series 63 and Series 65 licenses. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Jonathan Howard is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds a Series 65 designation and has worked previously at West Oak Capital LLC, Bird, Emerald City, and LAZ. Outside of finance, he serves as a rider coach teaching motorcycle safety and skills at High Desert Harley Davidson. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, families, small businesses, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios utilizing low-cost index vehicles and tax management strategies.

Shane Hopkins is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and having four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. In addition to his advisory work, he is involved in tax preparation and accounting through Hopkins Tax and Wealth Management Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management using a combination of firm- and third-party models, employing both passive and active investment strategies across various risk profiles.

Stephanie Bennett is a financial advisor with D.A. Davidson & Co. in Meridian, Idaho, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with D.A. Davidson since 2013. Outside of her advisory role, she is involved in raising and occasionally selling dogs and horses through her sole proprietorship and serves as a general partner managing bookkeeping for Bennett Sport Horses & Hay, LLC. 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 operates under the Advisers Act fiduciary standard and ERISA duties for retirement accounts, offering a range of services from retirement plan advisory to private wealth management and municipal advisory activities.

Marc Traverso is a financial advisor with MAI Capital Management, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Traverso Chambers Private Wealth Management, LLC and Wells Fargo Advisors Financial Network LLC. Outside of advising, he is a 50% owner of a property management business in Santa Rosa, California. MAI Capital Management offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a customizable investment approach across multiple asset classes and serves both advisory and product-sponsor roles.

Jeffrey Murphy is a financial advisor at Osaic Advisory Services, LLC with 33 years of industry experience. His work history includes roles at PFG Advisors, Securities America, and Foothill Securities, as well as long-term involvement in insurance sales. Osaic Advisory Services is an SEC-registered investment adviser serving individuals, institutions, and nonprofit entities through a variety of investment management and financial planning services. The firm utilizes multiple program models and proprietary and third-party platforms, offering clients access to alternative investments and comprehensive retirement plan consulting.

Julie Preston is a CFP® and holds a Series 66 license with D.A. Davidson & Co., where she has worked since 2017. She has eight years of industry experience, including two years at Deloitte Tax prior to her current role. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Chelsie Stilson is a CFP® and Series 65 credentialed financial advisor with 12 years of industry experience. She has worked at Mariner Wealth Advisors since 2024 and previously spent 11 years at Mountain Pacific Investment Advisers. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm implements customized discretionary portfolios supported by an internal investment team and third-party managers, and offers integrated tax and accounting services along with employer financial wellness solutions.

David Riffe is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at firms including Mercer Global Advisors Inc., First Interstate Bank, and LPL Financial. Outside of his advisory role, he provides financial counseling to military personnel with Magellen Health and serves as a board member for the Rotary Club of Boise. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence, and it operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Ronald Hannegan is a financial advisor with Transamerica Financial Advisors in Boise, ID, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has served as vice president and board member of Teton Non-Profit Housing Corporation and an Oregon nonprofit, and he owns and manages Hannegan & Sons Inc, a residential construction business. He also occasionally refers clients to Net Law for estate planning services through a digital platform. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, charities, and corporations, offering advisory and broker-dealer services including proprietary and third-party model portfolios. The firm operates as both a registered investment adviser and broker-dealer, providing discretionary and non-discretionary program options.

Terri Hembree is a financial advisor with SPC in Boise, ID, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with SPC since 2014 and also has roles at Sigma Financial Corporation and previously at IDAHOME Loans Corp. Outside of advising, she operates a mobile notary business and is involved with IRMAA Solutions LLC, which sells healthcare cost software. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers.

Ternel Martinez is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Valic Financial Advisors since 2018 and currently holds a position with Agia involving non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Chelsea Smitchger is a financial advisor at Principal Financial Services with two years of industry experience. She holds a Series 66 designation and has worked at Principal Life Insurance Co, Principal Securities Inc, Thrivent Financial, and several other firms. Outside of advising, she is involved in the sales and service of fixed life insurance, fixed annuities, and various health and group benefit products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

George Hentges 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 been associated with Ameritas and related entities since 2002. Hentges is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Katherine Kirkpatrick is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 registrations and 24 years of industry experience. She has been with Independent Financial Group since 2012 and has been self-employed since 1999. Kirkpatrick is the owner of two business ventures: Mountain View Financial, Inc., a marketing DBA, and Business Solutions, which provides strategic planning consulting to small businesses. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm uses a combination of firm- and third-party models to develop tailored investment strategies with a mix of passive and active exposures across standard risk profiles.