Jerry Scarrow is a financial advisor with Raymond James Financial in Eagle, Idaho, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Raymond James Financial and its affiliate Raymond James Financial Services since 2009. Outside of his advisory role, he is the inventor and owner of multiple kitchen products through a privately held company, SC2 Holdings, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, utilizing risk profiling and modeling tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Dan Reece is a Financial Consultant at Fidelity Investments, where he works closely with clients to help them pursue financial freedom through personalized, goal-based planning. He focuses on building long-term relationships rooted in trust and transparency, aiming to be a consistent and reliable resource for clients and their families. Dan has held various roles in the financial services industry, including Associate Financial Planner at Mainspring Wealth Advisor - Raymond James Financial Services, Investment Services Representative at Wells Fargo Advisors, LLC, Financial Advisor at Home Federal Bank - Cetera Investment Services LLC, Financial Consultant at Charles Schwab & Co., and Financial Advisor at Edward Jones. He holds a California Insurance License. Outside of his professional work, Dan has interests in the beach, family activities, football, parenthood, and traveling.

Mitchell Mertes is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Cetera and its affiliates since 2003, including First Allied Advisory Services and First Allied Securities. Outside of his advisory role, he is involved with 123 College, an education-related entity. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with access to various portfolio management strategies, financial planning, and retirement services.

Jay Lovin is a Series 66-licensed financial advisor with Edward Jones in Meridian, Idaho, and has 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and affiliated investment options supported by a large network of financial advisors and branch offices nationwide.

Crystal York is a financial advisor with LPL Financial in Meridian, Idaho, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory role, she is involved in baseball coaching and serves as an office manager for a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a variety of investment strategies and operational tools.

Annaliese Gerdes is a CFP®-designated financial advisor with Cambridge Investment Research Advisors, based in Eagle, Idaho, with four years of industry experience. Her prior work includes roles at Cambridge Investment Research, Inc. and entrepreneurial and charitable involvement. She serves as treasurer and board member for a charitable organization, Care House Learning Center. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a broad network of independent professionals using multiple investment platforms and strategies.

Scott Armacost is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Investors Capital Corp. and Eastern Point Advisors Inc. Besides his advisory role, he is co-owner and coach at Toad's Eye Enterprises, focusing on personal coaching and business development. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to a range of portfolio management strategies, financial planning, and third-party money managers, supporting over 10,000 advisors nationwide.

Orlando Herrera is a financial advisor at Edward Jones in Nampa, ID, holding a Series 66 designation with one year of experience at the firm. Prior to joining Edward Jones, he worked for Medsync Pharmacy VIP Compounding for seven years and has experience at Dick's Sporting Goods, Boise State University, and Gemstop. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors.

Kyle Dunning is a financial advisor with Raymond James Financial Services, Inc. He holds Series 63 and Series 66 licenses and has 43 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Advisors and Wells Fargo Clearing in various roles from 2009 to 2018. Outside of his advisory role, he is a partner at Dunning Farms, an agricultural business, and owns Dunning Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, goal-based approach using risk profiling and analytical tools and is notable for its municipal advisory affiliation and specialized employer advisory programs.

Stoney Foster is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 credential and has worked at firms including Securities America Advisors and Principal Life Insurance Company. Prior to his financial services career, he was associated with The Wellness Center of Boise for ten years. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Sara Collins is a financial advisor with Edward Jones, holding the CFP® designation and Series 66 license, with seven years of industry experience. She previously worked at JP Morgan Chase for seven years before joining Edward Jones in 2019. Outside of her advisory work, she owns a food products business that sells at farmers markets and local coffee shops. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, and corporate and charitable organizations. The firm manages over $1 trillion in assets with a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Sara Rodewald is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and has been affiliated with OSAIC and Family Tree Financial since 2023. Outside of her advisory role, she is the owner and author of Saraisms, LLC, where she has self-published children’s books. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with access to multiple advisory platforms and third-party money managers.

Melissa Howard is a Series 66-registered financial advisor with Edward Jones in Nampa, Idaho, where she has worked since 2007, totaling 19 years at the firm. She has been active in the industry for 3 years. Outside of her advisory role, she is a partner in a woodworking and crafting hobby business, Seasoned Cellars, which she operates with her husband and participates in several craft shows annually. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices.

Matthew Case is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been associated with various Fidelity entities since 2011, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves a range of registered investment companies and constructs model portfolios delivered through intermediary platforms.

Rebecca Magaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and currently based in Meridian, ID. She has experience working at PFS Investment Inc. and Primerica Financial Services since 2025, along with prior roles at Shamrock Foods Company, Oppenheimer Companies, Inc., and Food Services of America. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable accounts. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with thousands of advisors and offices across the country.

Elizabeth Micheletty is a financial advisor at Edward Jones in Meridian, ID, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked for eight years at SPI Transportation. Outside of her advisory role, she owns Micheletty Motorsports LLC, a business involved in drag racing and parts sponsorship. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Paul Hales is a financial advisor with Mass Mutual Investors Services in Meridian, Idaho, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with MML Investors Services since 2011 and MassMutual Life Insurance Company since 2010. Outside of his advisory role, he works as an insurance broker specializing in individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, structuring client relationships as ongoing collaborations using advanced analytical tools.

Ryan Higgins is a financial advisor with LPL Financial based in Eagle, Idaho. He holds the Series 66 designation and has 17 years of industry experience, including seven years with Edward Jones prior to joining LPL in 2016. Higgins dedicates his full professional time to managing wealth under the RCH Wealth Management name. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions through a large network of advisors and combines advisory services with extensive non-advisory financial products and partnerships.

Alfred Jackson is a CFP® professional with 20 years of industry experience and is currently affiliated with LPL Financial. He has held various roles at Raymond James and First Tech Federal Credit Union prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Arthur Best is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, and several other financial firms. He is the owner of BEST FINANCIAL SERVICES and volunteers with House of Mercy, assisting with strategy planning in healthcare and social assistance. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of advisors, utilizing a combination of proprietary and third-party investment programs and emphasizing fiduciary services to qualified plans.