Tyler Thompson is a Series 66-licensed financial advisor at D.A. Davidson & Co. in Boise, ID, with six years at the firm and five years of industry experience. His career includes roles at Fuel Fitness, Montana State University, TKT LLC, and Cottonwood Camp. He serves on the board of the Idaho Shakespeare Festival, a nonprofit organization, where he contributes high-level market commentary. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers comprehensive financial planning and wealth management under fiduciary standards, along with specialized municipal advisory and custodial services.

Benjamin Schamber is a financial advisor at EP Wealth Advisors with six years of industry experience. He holds a Series 65 designation and has previously worked at Legacy Wealth Management, Human Bean, Idaho Lottery, and the College of Idaho. EP Wealth Advisors is a registered investment adviser serving individuals—including high-net-worth clients—corporate and business clients, and retirement plans. The firm offers customized wealth management and financial planning services, combining fundamental, technical, and cyclical analysis with a variety of investment strategies and third-party manager oversight.

Bruce Singkhaophet is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at GWFS Equities, Nationwide Investment Services Corp, Key Investment Services, KeyBank, and Transamerica. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Steven Alderete is a financial advisor with Principal Financial Services in Meridian, ID, holding a Series 66 designation and three years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, he serves as a worship minister at Eagle Christian Church, leading music and worship for public services. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through advisory programs and promoter arrangements.

Jason Persinger is a CFP® and ChFC® with 23 years of industry experience. He is currently with OSAIC Institutions, INC. and has held previous roles at Infinex Investments, Inc., After School Athletics Corp, CUNA Brokerage Services, Inc., Schools First Federal Credit Union, and LPL Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA 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 with a hybrid adviser/broker-dealer structure and a combination of discretionary and non-discretionary client arrangements.

Justin Yochum is a CFA® charterholder with 10 years of industry experience. He is currently an advisor at Wealth Enhancement Advisory Services, LLC and previously worked for nearly two decades at Selway Asset Management. Outside of his advisory role, he manages two restaurants and bars in Boise, ID. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic allocation investment approach combining passive and active management, supported by an internal Investment Committee and research that includes quantitative and fundamental analysis.

Sandra Penner is a financial advisor with Osaic Institutions, Inc. holding Series 63 and Series 66 licenses and 30 years of industry experience. Her prior work includes 15 years at Citigroup Global Markets, Inc. and Citi Private Bank, as well as time at Merrill and Banc of America Investment Services, Inc. She currently works within the OSAIC advisory network. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions through a hybrid adviser/broker-dealer model.

Kurt Witzleben is a financial advisor at GWN Securities Inc. with 25 years of industry experience. He holds a Series 66 designation and has been with GWN Securities since 2016. He also operates the Witzleben Agency, providing insurance products including life, health, long-term care, disability, and fixed annuities. GWN Securities serves individual and corporate clients through managed account programs and financial planning, offering discretionary portfolio management and model portfolios based on asset allocation and Modern Portfolio Theory. The firm is noted for its use of market-timing and momentum-based trading strategies in certain legacy programs.

Byron Snider is a CFA® charterholder with 20 years of industry experience. He is currently with Mercer Global Advisors Inc. and previously worked for West Oak Capital, LLC for 22 years. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and employing various implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Craig Oki is a financial advisor with Eagle Strategies (New York Life) based in Boise, ID. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. Oki has been with Eagle Strategies and affiliated New York Life entities since 2014. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

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.