Porter Bronson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2024 and 2025, respectively, and previously worked in retail and education. Outside of his advisory role, he works part-time as a fulfillment associate for Amazon. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Aaron Rowley is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and also owns Faith Family Finance LLC, which focuses on publishing books that facilitate spiritual growth. Additionally, he is an author involved in similar activities related to spiritual development. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Brianna Watson is a financial advisor at Morgan Stanley with six years of industry experience. She has held positions at Fidelity Investments and Wells Fargo Clearing prior to joining Morgan Stanley. She holds the Series 66 and Series 63 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support its advisory services.

Jordan Ibarra is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has also worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Glenn Lyons is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at AIG Financial Advisors, Inc. since 2005. Outside of his advisory role, Lyons serves as a financial institution examiner for the Idaho State Department of Finance and is involved with estate planning support through Citadel Law Offices. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services with a broad range of investment options and portfolio construction tools. The firm operates multiple advisory platforms and supports legacy programs while utilizing third-party partnerships for model and managed-account solutions.

Denise Book Hernandez is a financial advisor at Raymond James & Associates with 25 years of industry experience. She has held her current role at Raymond James since 2011. Her credentials include Series 63 and Series 66 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Douglas Johnson is a financial advisor with Merrill in Boise, ID, holding a Series 66 designation and 24 years of experience at the firm since 2002. Outside of his advisory role, he is a co-owner of a family rental property in Nampa, Idaho. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michelle Cady is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 26 years of industry experience. She has been with Cambridge Investment Research Advisors since 2007 and associated with Cambridge Investment Research, Inc. since 2001. Outside of her advisory role, she is an independent insurance agent for various companies through CADY Financial Services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

Tyler Thomas is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2022, he worked at L&H Industrial Inc. for eleven years. 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 investment options alongside traditional products.

Erik Shotwell is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Banner Bank, Cetera, and VALIC Financial Advisors. He is also the owner of Good Living Properties, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisers, offering a range of advisory programs, financial planning, and brokerage services.

Cheryl Nelson is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 1998, alongside a concurrent role at Bank of America since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jackson Cummins is a financial advisor at UBS Financial Services in Boise, ID, holding a Series 66 designation. He joined UBS Financial Inc. in 2025 and transitioned to UBS Financial Services Inc. in 2026. Prior to his advisory role, he worked at Glanbia Nutritionals and held teaching positions at The College of Idaho, Kimberly High School, and Kimberly Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

Lawrence Grimmett is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Treinen is a CFP® with 17 years of experience in the financial services industry. He joined RBC Capital Markets in 2025 after a 16-year tenure at UBS Financial Services Inc. He serves as chairman of the board and finance committee member for the Idaho Catholic Foundation and is on the investment committee for the Mortar Board National Foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored investment advisory programs and portfolio management services using a combination of in-house and third-party managers.

Erika Biggs is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley and its Private Bank affiliate since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its advisory process.

Kobe Hood is a financial advisor with Ameriprise in Boise, ID, holding a Series 66 designation and one year of industry experience. Prior to joining Ameriprise, he worked in various roles including at Life University and Meyers Police K9 Training. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored, non-discretionary advice through a centralized consulting team.

David Blaisdell is a financial advisor with Wells Fargo Clearing in Meridian, ID, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he holds a minority ownership stake in Mammoth Group LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Andrew Byron is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked with Cetera since 2021, following seven years at VOYA Financial Advisors and a lengthy tenure at Financial Educators of Idaho. Outside of his advisory career, Byron owns Andy Byron Music, a music promotion business. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals across the wealth spectrum, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of investment programs, including discretionary and non-discretionary portfolio management and financial planning services.

Melissa Lewis is a financial advisor with UBS Financial Services in Boise, ID, holding Series 63 and Series 65 designations and six years of industry experience. She previously worked at Charles Schwab Bank and Charles Schwab from 2018 to 2021, as well as Mass Mutual Idaho and Sellin Advisor Group. Outside of her advisory role, she assists with operational functions in an automotive restoration company founded by her husband. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines wealth management services with institutional trading capabilities, including futures commission merchant activities and principal trading.

Zacharie Bethel is a financial advisor with Raymond James & Associates in Boise, ID, holding a Series 66 designation and bringing 16 years of industry experience. His prior experience includes roles at Cetera and Washington Trust Bank. Outside of his advisory work, he is an owner and landlord of rental real estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and charitable organizations, providing financial planning and non-discretionary investment consulting with a range of portfolio management styles and specialized services such as municipal advisory and SIMPLE IRA employer consulting.