Kenneth Turner is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Merrill, Bank of America, Washington Trust Bank, and Cetera. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Marcelle Winn is a Series 66-credentialed financial advisor with Edward Jones in Boise, ID, with 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is a non-voting shareholder in Yakima Craft Brewing, a craft brewery based in Yakima, WA. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jackson Degner is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has also been associated with RCH Wealth Management and has a background as a student at Boise State and Bryant University. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary account management.

Shanna Webb is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Outside of her advisory role, Webb is involved in property management as a sole proprietor of a rental property in Caldwell, Idaho. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by various modeling tools and manages approximately $2.74 trillion in client assets.

Andrew Hale is a financial advisor with LPL Financial in Meridian, Idaho, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior roles include positions at Ameriprise, Edward Jones, and Farmers Financial Solutions. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and advanced operational tools.

Stephanie Ayer is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial for 11 years. Outside of her advisory work, she is employed in a shipping and customer service role with Slayer Calls. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with a range of client-focused programs.

Dillon Blankenship is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for seven years and has held roles at several other firms, including Cascadia Wealth Management. Outside of his advisory work, he has experience with Sheep Mountain Outfitters and Dan Blankenship Construction. 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 offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of strategic investment approaches supported by advanced operational tools.

Brittany Daniel is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has previously worked at firms including Sagepoint Financial, Inc. and OSAIC. 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 through a large network of investment adviser representatives who utilize diversified strategies and resources.

Stephen Schultz is a CFP® professional with 17 years of industry experience. He is affiliated with OSAIC and Family Tree Financial, where he provides life and health insurance sales. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and other firms. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across a broad range of investment types.

Patrick Courtright is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Raymond James & Associates for 10 years. 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 diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Kayla Sirkow is a financial advisor with Ameriprise in Boise, ID, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is employed as a paraplanner at FWMG, LLC, where she manages practice operations. Ameriprise is a large institutional firm that offers retirement-income planning services for clients nearing or in retirement, emphasizing tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with algorithmic tools to generate tailored recommendations, primarily serving individuals with significant investable assets.

Glen Esteban is a financial advisor with LPL Financial in Eagle, Idaho, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2005. Esteban is also associated with Esteban & Associates, Inc., an investment-related business connected to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management services, utilizing both proprietary and third-party investment strategies.

Alexandria Strawn is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and two years of industry experience. She has been with Cambridge Investment Research Advisors since 2017. Outside of her advisory role, she has been involved with BATS Xpress since 2017 and previously worked at Chip Cookies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

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.

Kristina Owsley is a financial advisor at UBS Financial Services with 39 years of industry experience. She has held her current position since 2009. Her credentials include Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

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.