Jake Burrow is a Planning Consultant at Fidelity Investments, where he assists clients in using their wealth intentionally to achieve their goals, build long-term security, and create meaningful impact. He has been with Fidelity Investments since 2023, progressing through roles as Financial Representative and Relationship Manager before becoming a Planning Consultant in 2026. Jake's professional experience centers on financial planning and client relationship management. Outside of his professional work, Jake has interests in baseball, parenthood, and reading.

Ryan Kelly is a financial advisor with Merrill, holding a Series 66 designation and bringing 25 years of industry experience. He has worked with Merrill since 2009 and has been associated with Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rachel Rauma is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She previously worked at Merrill, Valic Financial Advisors, and CaptionCall. Outside of her advisory role, she serves as treasurer for the Eloise M Rauma Foundation, Inc., which supports premature families. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Allie Kilroy is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 65 licenses and four years of industry experience. Her career includes roles at firms such as RBC Capital Markets, MassMutual Life Insurance Company, and New York Life Insurance Co. Outside of financial services, she is involved with the Capital High School Swim Team in an administrative and fundraising capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs. The firm offers tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ashley Ward is a Planning Consultant at Fidelity Investments, a position held since 2021. She has over a decade of experience in the financial industry, focusing on educating and engaging high-net-worth clients to develop financial plans tailored to their specific needs and goals. Ashley's role involves providing clients with information, resources, and investment guidance to support critical decisions regarding their investment portfolios and retirement plans. Her tenure at Fidelity Investments includes roles as a Relationship Manager from 2016 to 2021, a High Net Worth Service Associate in 2016, and a Full Trader from 2015 to 2016. Ashley holds insurance licenses in Arkansas and California, which support her professional qualifications. Outside of her professional life, Ashley has interests in camping, museums, painting, parenthood, reading, and traveling.

Jena Cartusciello is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2015, including time with Bank of America, NA since 2023. 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, and institutional investors.

Nathan Wetzel is a financial advisor at Edward Jones in Boise, ID, with two years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors, Pruco Securities LLC, and Investment Planning Services. Prior to his financial career, Wetzel had roles outside the industry, including positions at DoorDash, Idaho State University, Cafe Ole, and Cole Valley Christian School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds supported by a large network of financial advisors and branches nationwide.

Cole Rumrill is a Financial Consultant at Fidelity. In this role, he focuses on understanding clients' goals and collaborating with them to utilize Fidelity's tools to pursue those objectives. He has held various positions at Fidelity, including Investment Consultant in 2025, Relationship Manager from 2024 to 2025, and Financial Representative from 2023 to 2024. Cole holds a California Insurance License. Outside of his professional work, Cole's personal interests include comedy, fitness, football, outdoor adventures, reading, and snowboarding.

Breanna Brandon is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for ten years. Outside of her advisory role, she founded The League of Eleven, a private company focused on her art. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates both in-house and third-party investment resources.

Michael Thrasher is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Roman Jones is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2008. He manages the branch office and leads the team in delivering financial planning services to clients in the Treasure Valley area. Jones has over 20 years of experience with Fidelity Investments, having served as a Manager from 2004 to 2008 before becoming Vice President. His professional expertise is centered on branch management and client financial planning. Born and raised in Idaho, Jones is familiar with the Treasure Valley community and values working with local clients to address their financial planning needs.

Grant Gibson is a CFP®-certified financial advisor with 14 years of industry experience, all of which he has spent with Edward Jones in Eagle, Idaho. He holds a Series 66 designation and has focused his career exclusively at Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services under an SEC-registered program, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Giovanna Svenson is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and associated with Morgan Stanley Dw Inc. since 1985. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools without providing individual security recommendations as part of standalone plans.

Brent Larkin is a Series 66-licensed financial advisor with Morgan Stanley, based in Boise, ID, and has 21 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved planning tools to develop financial plans.

Wendy Serrano is a financial advisor with Wells Fargo Clearing in Pocatello, ID, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of her advisory role, she owns and operates Wendy's Crafty Creations, a small business focused on making and selling crafts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Steven Chaloupka is a CFP® and holds a Series 66 designation with 12 years of experience in the financial industry, all of which have been at Edward Jones since 2014. He is based in Boise, ID. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Peggy Farnworth is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2022. Prior to this, she worked with Securities America Advisors and Kms Financial Services. She is also active as an independent insurance agent and operates under the trade name Boise Retirement Coach. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple platform arrangements.

Garima Dembla is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Bank, First Command Advisory Services, and 4c Financial Group. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Jeffrey Souza is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Prior to joining RBC in 2021, he worked at Raymond James Financial Services and Riverside Associates Financial Group. Outside of his advisory work, Souza serves as one of three elected commissioners for the North Ada County Fire & Rescue District in Idaho. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs, tailoring investment strategies through a combination of in-house and third-party managers with options for tax management, rebalancing, and responsible investing.

Toby Klabo is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo in various capacities since 2005, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.