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 at Fidelity with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Fidelity entities since 2011. His career includes roles at Fidelity Brokerage Services LLC, Fidelity Personal and Workplace Advisors, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable gift funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, providing model portfolios built from mutual funds, ETFs, and ETPs using systematic methodologies and long-term asset allocation benchmarks.

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®-certified financial advisor with 21 years of industry experience. He is currently with LPL Financial and previously held positions at Raymond James and First Tech Federal Credit Union. Outside of advisory work, he manages a holding company for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management services, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

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.

Ashley Meeker is a financial advisor at Edward Jones in Nampa, Idaho, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she held various roles in the hospitality sector and worked briefly at Consumer Cellular. Outside of financial advising, she has experience working as a server and bartender at Stewart's Bar and Grill. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Alexander Roth is a financial advisor with Merrill in Boise, ID, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and Albertsons corporate office. Merrill, together 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, pension and profit-sharing plans, corporations, and charitable organizations.

Sam Beig is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans that align with their unique goals and aspirations. He has held several roles within Fidelity Investments since 2022, including Relationship Manager, Financial Representative, and various positions focused on workplace planning and advice. Sam holds a California Insurance License, supporting his expertise in financial planning and insurance. Outside of his professional work, he enjoys outdoor activities such as camping, hiking, horseback riding, snowboarding, and spending time with pets.

Scott Webster is a financial advisor with J.P. Morgan Securities in Meridian, Idaho, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012, with prior experience at Wamu Investments and U.S. Bancorp Investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Ryan Ross is a financial advisor with Edward Jones in Nampa, Idaho, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Verizon Wireless Celco partnership from 2007 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions managed under a fiduciary standard. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated trust company and proprietary mutual funds.

Joseph Haan is a financial advisor with Edward Jones in Eagle, Idaho, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory work, he is an owner and partner of FireBrand Orchard Capital LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Nader Issa is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 65 licenses, with 47 years of industry experience. He has worked at MML Investors Services, Inc. since 1986. Outside of his advisory role, he is an agent with Silicon Valley Financial Group and serves as a trustee of irrevocable life insurance trusts for two friends. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools, with implementation of recommendations offered through separate brokerage or insurance arrangements.

Mark Heinrich is a financial advisor at Edward Jones in Meridian, ID, holding the Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Heinen is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2023, he worked at Fairway Independent Mortgage Corporation for five years and at DICKS Sporting Goods/Golf Galaxy for three years. Heinen also operates a vending machine business in Meridian, Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Matthew Patterson is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at New York Life Insurance Company and NYLife Securities LLC. Outside of finance, he has experience working at Papa John's. 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 financial planning, asset management, and educational seminars, structuring client engagements as annual collaborative relationships using firm-approved analysis tools.

Daniel Jones is a financial advisor with Edward Jones in Caldwell, Idaho, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.