Alec Dykas is a financial advisor at Oppenheimer in Boise, ID, holding Series 63 and Series 65 licenses. He has one year of experience in the industry, including prior roles at RBC Capital Markets, Bank of America, and Merrill. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services, and maintains custody of client assets while operating both broker-dealer and advisory businesses.

Wesley Brinkman is a financial advisor at Primerica Advisors with nine years of industry experience and holds a Series 66 designation. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance, and Ameritas Advisory Services. Outside of his advisory work, he serves as co-chair of the Firewise Committee for The Columbia Village Subdivision. Primerica Advisors operates as part of a large enterprise serving a broad retail client base with a variety of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Matthew Weinert is a financial advisor at VALIC Financial Advisors with nine years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior roles include positions at Gulf Coast Western, Inspire Investing, LLC, Desert Rose Capital Management, Inc., Clear Creek Financial Management, LLC, and Cuso Financial Services, L.P. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and unified managed accounts through a large network of advisors, leveraging centralized technology and model solutions.

Aaron Williamson is a financial advisor with OSAIC Institutions, Inc. holding Series 66, Series 63, and Series 65 designations and 14 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Key Bank, and Idaho Trust Bank. Outside of advisory work, he is president of a college philanthropy organization. OSAIC Institutions, Inc. serves individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives, offering customized advisory and consulting services along with access to alternative investments and lending solutions. The firm operates a hybrid adviser/broker-dealer structure with a focus on firm supervision and extensive third-party relationships.

Alicia Carinalli is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Boise, ID. Her prior roles include positions at Axxcess Wealth Management, Mainspring Wealth Advisors, Raymond James Financial Services, and Wells Fargo Advisors. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, offering a range of portfolio management and financial planning solutions.

Gerald Kane is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 licenses and has 14 years of industry experience. In addition to his advisory role, he is the owner and attorney at Estate Plans USA, APC, where he focuses on estate and elder law. Kane has held various positions in both financial and legal services, including managing operations at InheritGuard, LLC and roles at Blue Shield of California and Student Optimum Services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach implemented through third-party managers and proprietary platforms such as Transamerica ONE and TFA365, with approximately $1.7 billion in regulatory assets under management.

Sarah Brown is a financial advisor with Eagle Strategies (NY Life) based in Boise, ID. She holds Series 63 and Series 66 designations and has 26 years of industry experience. Brown has been associated with Eagle Strategies since 2007 and operates under her own firm, S. E. Brown And Group, since 2016. She serves on the finance committee of Eagle Church of the Nazarene. Eagle Strategies serves a broad mix of individual and institutional clients, offering comprehensive financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Christopher Beesley is a CFP® professional with 19 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Zions Bank and LPL Financial. Beesley is a minority partner in a health and fitness consulting business owned by his wife but is not involved in its operations. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by other portfolio management techniques.

Tina Vorbeck is a financial advisor at D.A. Davidson & Co. with five years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Inc. Outside of her advisory role, she is the proprietor of JTSKYE, an internet business selling motivational message clothing, and has served as a program manager contractor for Summit Global Testing. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management, operating under fiduciary standards and using both qualitative and quantitative tools to support its recommendations.

Scott Leavitt is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has held roles at Ameritas Advisory Services since 2021 and previously worked with Ameritas Investment Corp and Ameritas Life Insurance Corp, among others. Leavitt is also the owner and CEO of Scott Leavitt & Associates Inc., dba Gem State Advisors, where he oversees operations and supports investment adviser representatives. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, using risk questionnaires, model portfolios, and third-party partners to align investments with client objectives.

Danielle Bugni is a CFA® charterholder with one year of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Selway Asset Management, Inc. and Robertson Stephens. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Brent Peterson is a financial advisor with D.A. Davidson & Co. in Boise, ID, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He worked at RBC Capital Markets Corp for 11 years before joining D.A. Davidson in 2019. 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 fiduciary standard advisory services, retirement plan advice, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Michael Glomb is a financial advisor with Sanctuary Advisors, LLC in Boise, Idaho. He holds Series 63 and Series 66 licenses and has 15 years of industry experience, including 11 years at UBS Financial Services prior to joining Sanctuary Advisors and Sanctuary Securities in 2023. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a large network of independent advisors who manage portfolios using various investment approaches and platforms while acting as fiduciaries under written agreements.

Sean Meldrum is a financial advisor at Osaic Institutions, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise Financial Services, LLC, and Securities America, Inc. Meldrum is also affiliated with Idaho Central Credit Union in a financial advisory capacity. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement 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 under a hybrid adviser/broker-dealer model.

Rachel Dykstra is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds the PFS™ designation and has worked at Verdi Wealth Planning since 2014. In addition to her advisory role, she owns and operates River City Accountants, PLLC, providing tax and accounting services, and is involved with Selway Fabrication, a manufacturer of outdoor equipment, where she serves as CFO and marketing director. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Garret Ring is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Motley Fool Wealth Management, TMF Investments, and Edward Jones. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing a range of investment advisory and planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and utilizes various portfolio implementation strategies alongside educational programming and integrated service offerings.

Scott Brassey is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Burroughs Hutchinson/Selway Asset Management from 1998 to 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Kendra Maclean is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 credential and has worked at Erwin and Associates Private Wealth Planning since 2014. Outside of her advisory role, she is involved with Lancer Erwin Support Services, where she serves as an associate financial advisor assistant. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach integrates investment research, third-party data, and algorithmic tools to provide tailored retirement income recommendations.

Kevin Bates is a financial advisor with Stifel in Boise, ID, holding a Series 66 designation and eight years of industry experience. He previously worked at UBS Financial Services and BPA Health, Inc. Bates serves on the boards of the Wassmuth Center for Human Rights and the Treasure Valley CFO Forum, where he is involved in event planning and sponsorship activities. He is also a member of the Finance Committee at Hillcrest Country Club. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Connor Gosney Knapik is a financial advisor with Wells Fargo Clearing in Boise, ID. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Wells Fargo Bank, nA, DoorDash, Dominos Pizza, KFC, and Rocky Mountain High School. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a broad range of brokerage and advisory solutions.