Shane Hopkins is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and having four years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. In addition to his advisory work, he is involved in tax preparation and accounting through Hopkins Tax and Wealth Management Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management using a combination of firm- and third-party models, employing both passive and active investment strategies across various risk profiles.

Stephanie Bennett is a financial advisor with D.A. Davidson & Co. in Meridian, Idaho, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with D.A. Davidson since 2013. Outside of her advisory role, she is involved in raising and occasionally selling dogs and horses through her sole proprietorship and serves as a general partner managing bookkeeping for Bennett Sport Horses & Hay, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA duties for retirement accounts, offering a range of services from retirement plan advisory to private wealth management and municipal advisory activities.

Marc Traverso is a financial advisor with MAI Capital Management, LLC and holds Series 63 and Series 65 licenses. He has 30 years of industry experience, including prior roles at Traverso Chambers Private Wealth Management, LLC and Wells Fargo Advisors Financial Network LLC. Outside of advising, he is a 50% owner of a property management business in Santa Rosa, California. MAI Capital Management offers discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm employs a customizable investment approach across multiple asset classes and serves both advisory and product-sponsor roles.

Jeffrey Murphy is a financial advisor at Osaic Advisory Services, LLC with 33 years of industry experience. His work history includes roles at PFG Advisors, Securities America, and Foothill Securities, as well as long-term involvement in insurance sales. Osaic Advisory Services is an SEC-registered investment adviser serving individuals, institutions, and nonprofit entities through a variety of investment management and financial planning services. The firm utilizes multiple program models and proprietary and third-party platforms, offering clients access to alternative investments and comprehensive retirement plan consulting.

Julie Preston is a CFP® and holds a Series 66 license with D.A. Davidson & Co., where she has worked since 2017. She has eight years of industry experience, including two years at Deloitte Tax prior to her current role. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Chelsie Stilson is a CFP® and Series 65 credentialed financial advisor with 12 years of industry experience. She has worked at Mariner Wealth Advisors since 2024 and previously spent 11 years at Mountain Pacific Investment Advisers. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm implements customized discretionary portfolios supported by an internal investment team and third-party managers, and offers integrated tax and accounting services along with employer financial wellness solutions.

David Riffe is a financial advisor at Key Investment Services LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at firms including Mercer Global Advisors Inc., First Interstate Bank, and LPL Financial. Outside of his advisory role, he provides financial counseling to military personnel with Magellen Health and serves as a board member for the Rotary Club of Boise. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs and investment products. The firm emphasizes client-directed model selection supported by ongoing monitoring and due diligence, and it operates within the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

Ronald Hannegan is a financial advisor with Transamerica Financial Advisors in Boise, ID, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has served as vice president and board member of Teton Non-Profit Housing Corporation and an Oregon nonprofit, and he owns and manages Hannegan & Sons Inc, a residential construction business. He also occasionally refers clients to Net Law for estate planning services through a digital platform. Transamerica Financial Advisors serves individual investors, retirement plans, trusts, charities, and corporations, offering advisory and broker-dealer services including proprietary and third-party model portfolios. The firm operates as both a registered investment adviser and broker-dealer, providing discretionary and non-discretionary program options.

Terri Hembree is a financial advisor with SPC in Boise, ID, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with SPC since 2014 and also has roles at Sigma Financial Corporation and previously at IDAHOME Loans Corp. Outside of advising, she operates a mobile notary business and is involved with IRMAA Solutions LLC, which sells healthcare cost software. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, offering portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers.

Ternel Martinez is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Valic Financial Advisors since 2018 and currently holds a position with Agia involving non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Chelsea Smitchger is a financial advisor at Principal Financial Services with two years of industry experience. She holds a Series 66 designation and has worked at Principal Life Insurance Co, Principal Securities Inc, Thrivent Financial, and several other firms. Outside of advising, she is involved in the sales and service of fixed life insurance, fixed annuities, and various health and group benefit products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money managers through various advisory and promoter arrangements.

George Hentges is an investment adviser representative with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Ameritas-affiliated firms since 2002 and is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and monitoring.

Katherine Kirkpatrick is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 registrations and 24 years of industry experience. She has been with Independent Financial Group since 2012 and has been self-employed since 1999. Kirkpatrick is the owner of two business ventures: Mountain View Financial, Inc., a marketing DBA, and Business Solutions, which provides strategic planning consulting to small businesses. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm uses a combination of firm- and third-party models to develop tailored investment strategies with a mix of passive and active exposures across standard risk profiles.

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.