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.

Antonius Bastiaans is a financial advisor with Primerica Advisors in Middleton, Idaho, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. In addition to his advisory role, he is involved in the sale of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trade execution to BNY Mellon Advisors.

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.

Darren Collom is a financial advisor with Edward Jones in Nampa, ID, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at Edward Jones since 2006 and spent one year at KeyBanc Capital Markets Inc. prior to that. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

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.

Daniel Gimmelli is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds the Series 65 and Series 66 designations. His prior experience includes roles at USAA Investment Management Company, USAA Life Insurance Company, and USAA Financial Planning Services. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through advisor-led and online offerings.

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.

Tyler Mccuen is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Best Financial Services and Pruco Securities, LLC. Outside of his advisory role, he operates as an independent agent specializing in fixed insurance products. Equitable Advisors serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, retirement plan consulting, and various asset management programs. The firm uses a range of advisory models, including third-party managers and proprietary programs, to tailor investment solutions.

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.

Christopher Badejo is a Series 66 licensed financial advisor with Thrivent Investment Management in Nampa, Idaho, and has three years of industry experience. He has been with Thrivent and its affiliated entities since 2017. Prior to his financial services career, he was involved with Awaken Church from 2014 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning analyses that cover a range of financial topics and allows clients to integrate planning with managed-account services under a unified billing option.

Rodney Emery is a financial advisor at Edward Jones with 27 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 1998. Outside of his advisory role, he is involved in property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products supported by a nationwide network of over 23,000 financial advisors.

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.

Teresa De La Torre is a financial advisor with LPL Financial in Meridian, Idaho, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at several firms including U.S. Bancorp Advisors, Morgan Stanley, Northwestern Mutual, and Wells Fargo. 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 and third-party asset management, supported by a broad platform and technology tools.

Val Dille is a financial advisor at Cetera with Series 63 and 65 credentials and 41 years of industry experience. He previously worked at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services, and he has led his own firm, Dille & Associates Chartered, since 1983. Outside of his advisory role, he serves as the president of the Elders Quorum for the 2nd Ward in the Nampa Idaho East Stake of The Church of Jesus Christ of Latter-day Saints. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, financial planning, and access to third-party money managers, overseeing over $256 billion in assets through more than 10,000 advisors.

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.

Matthew Holloway is a financial advisor at OSAIC with nine years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. for seven years and has operated Holloway & Associates since 2011. Outside of advisory work, Holloway is a licensed independent insurance agent and the owner of Idaho Overlanders, LLC, an event coordination and planning business. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services with access to multiple platforms and third-party managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across a broad range of securities and investment vehicles.

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.