Corey Blacker is a financial advisor with LPL Financial holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Douglas Beehler and Waddell & Reed, Inc. He also served with AmeriCorps in 2017. 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 through a large network of investment adviser representatives.

Adam Floto is a CFP® professional with 21 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at U.S. Bancorp Investments, Edward Jones, and Wells Fargo Investments. 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, model portfolio programs, and institutional platforms, utilizing a large network of investment adviser representatives.

Sharon Kaylor is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds a Series 66 designation and has worked with multiple Raymond James entities since 2016. Her prior roles include positions at Erin Reeve & Associates Financial and Camp Coeur d'Alene. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Michael Hering is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes longstanding roles at PFS Investments Inc and Primerica Financial Services, as well as work with the Los Angeles Zoo and Advanced Veterinary Care Center. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and selected separately managed accounts for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Ryan Baker is a financial advisor at OSAIC with 22 years of industry experience, including 21 years at Lincoln Financial Advisors prior to joining OSAIC in 2025. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and manages Open Advisors, LLC, an entity involved in business operations and staff management. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction using a variety of investment vehicles and third-party managers.

Brent Wegner is a financial advisor with Mass Mutual Investors Services in Meridian, ID, holding the ChFC® designation and Series 63 license with 25 years of industry experience. His prior roles include positions at Eagle Strategies LLC and New York Life. He also works as an insurance broker, engaging with outside carriers to broker non-registered products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and provide written financial recommendations.

Janae Towery is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for seven years. Her background also includes freelance editing and involvement with the Open Arms Home for Children. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research.

Dalton James is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Raymond James, he worked at Fidelity Investments and Strategic Advisors. His background includes involvement with sports education and university roles. 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 delivers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Andrew Staley is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and has 20 years of industry experience. His prior work includes roles at Avantax Advisory Services, Cetera Investment Services, and Cuso Financial Services. Outside of his advisory work, he provides insurance products through Columbia Wealth Advisors and serves as a registered bank associate at Umpqua Bank. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jesse Wilson is a CFP® with 27 years of industry experience. He is currently with Robert W. Baird & Co., where he has worked since 2026. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial LLC. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a variety of managed account strategies and internal research tools.

Daniel Wilgenbusch is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience at Vivall Group, LGCY Power, Vasayo, and Big Canyon Country Club. Outside his advisory role, he is involved with Vivall Group in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research and technology tools.

Hannah Seyer is a financial advisor with Primerica Advisors in Nampa, Idaho, holding Series 63 and Series 65 designations and bringing nine years of industry experience. She has been with Primerica Advisors since 2017 and has also worked with Primerica Financial Services since 2014. Outside of her advisory role, she co-owns a Goldie Doodles dog breeding business with her husband. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and employs a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Aaron Freedman is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds a Series 66 designation and has been with Mass Mutual Investors Services since 2009. Additionally, he is licensed as an insurance broker, offering life, disability, long-term care, fixed annuities, health, and property and casualty insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for detailed goal analysis and delivers written recommendations, offering programs including wrap accounts, money management, and educational seminars.

Michael Monroe is a financial advisor with Primerica Advisors in Meridian, Idaho, holding the Series 63 and Series 65 designations and bringing 18 years of industry experience. He has been with Primerica Advisors since 2008 and has worked with Primerica Financial Services since 2007. Monroe is also involved with Monroe and Associates LLC, which spends time during securities trading hours, and receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven strategies supported by third-party asset managers and custodians.

Christopher Dever Jr. is a financial advisor with LPL Financial holding a Series 66 credential and five years of industry experience. His prior roles include positions at Westmark Credit Union, Cetera, and Mountain America FCU. He is also a business owner of R&D Corp in Nampa, Idaho. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Bryan Dike is a financial advisor at Edward Jones in Nampa, Idaho, with two years of industry experience. He holds the Series 66 designation and previously worked for Carl's Cycle Sales for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Jared Welsh is a financial advisor with Edward Jones in Emmett, Idaho, holding a Series 66 designation and six years of industry experience. He previously worked at Wells Fargo for four years and was associated with Boise State University for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a large network of advisors and branch offices nationwide.

Bryant Albi is a financial advisor with Edward Jones in Meridian, Idaho, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as a bail agent and owns a property management company. 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, supported by a large nationwide network of financial advisors and branch offices.

Heather Ellsworth is a financial advisor with Edward Jones in Boise, ID. She holds the Series 66 designation and has 4 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Shane Heinrich is a financial advisor with Edward Jones in Meridian, ID, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Coding Dojo, INC and the Veterans Benefit Administration. He is a partner and investor in Prox-Connect, a currently non-operational technology company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.