Janet Gibson is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 designations and 28 years of industry experience. She has been with Primerica Financial Services and Primerica Advisors since 1998. Outside of her advisory role, she serves as a Planning and Zoning Commissioner for Middleton, Idaho. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, focusing on advisory services rather than institutional portfolio management.

Marshall Cain is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various roles since 2013. 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 services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Tabetha Spedden is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 65 designations and having one year of industry experience. Her prior work experience includes roles at Wells Fargo Bank, nA, and Lewiston Clark State College. 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 both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jason Owens is a Series 66 licensed financial advisor with Edward Jones in Boise, ID, where he has worked since 2013. He has 12 years of industry experience. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Birkholz is a financial advisor at Edward Jones in Nampa, ID, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2026. Prior to his financial services career, he worked at Orkin Pest Control and Clark Pest Control for a total of ten years. 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 approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Derek Busby is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Ameriprise Financial Services Inc and Edward Jones. He is also the president of Busby Investments LLC, a business entity used for tax and investment purposes. 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, employing various investment strategies delivered through a large network of advisors.

Deborah Dunn is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and 3 years of industry experience. She has worked at Morgan Stanley since 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools.

Mason Foster is a Series 65-licensed advisor with Cambridge Investment Research Advisors, based in Meridian, ID, with four years of industry experience. In addition to his advisory role since 2021, he has served as a police officer and SWAT team member with the Nampa Police Department since 2016. He has also held positions at Boise State University from 2014 to 2018. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent advisors, utilizing a range of portfolio management strategies across multiple custody platforms.

Rich Harrison is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. In his role, he works with high-net-worth and ultra-high-net-worth individuals and families to develop plans and strategies aimed at achieving their unique financial goals. Prior to joining Fidelity Investments, he was a Financial Advisor at The Vanguard Group from 2017 to 2019. Rich holds a California Insurance License, which supports his ability to advise clients on financial matters involving insurance products. Outside of his professional responsibilities, he has interests in fitness, parenthood, running, and soccer.

Darrell Hay is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at PFS Investments Inc. since 2022 and has previously been involved with hockey organizations, including serving as a Hockey Director. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets through a large network of financial advisors. The firm utilizes model-delivery strategies from unaffiliated asset managers and offers an array of portfolio management options supported by custodians like Pershing.

Janelle Burns is a financial advisor at J.P. Morgan Securities with a Series 66 designation and six years of industry experience. She has been with J.P. Morgan affiliates in various roles since 2000. Outside of her advisory work, she is an independent sales representative for Rodan + Fields skin care products. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Christopher Ellis is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2013. Outside of his advisory role, Ellis is president of Evident Character Investments, a passive investment company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers non-discretionary planning and utilizes risk profiling and modeling tools to tailor recommendations, supporting implementation through its advisory programs or other providers.

Ronald Gallegos is a financial advisor with Wells Fargo Advisors in Meridian, Idaho, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked within various Wells Fargo entities since 2010. Gallegos serves as a board member of the Idaho Community Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Dulcie Docherty Corletto is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked with Primerica since 2015 and has prior experience in home improvement sales. Outside of advising, she is involved in sales of home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-based investment strategies managed by unaffiliated asset managers and supports account custody through Pershing, focusing primarily on individual investors rather than institutional or pension clients.

Steven Peters is a Series 66-credentialed financial advisor with Raymond James & Associates, based in Boise, ID, and has 27 years of industry experience. He has been with Raymond James & Associates since 2006 and has also worked with the Boise School District since 2025. Raymond James & Associates is a large 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 investment consulting with a range of portfolio management styles and research resources.

Kellie Frasher is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment options, using proprietary research and planning tools to develop tailored client recommendations.

Sarah Emery is a financial advisor with Edward Jones in Caldwell, Idaho. She holds a Series 66 designation and has seven years of industry experience. Prior to joining Edward Jones in 2018, she worked for Idaho Wine Merchant from 2014 to 2018. 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, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Wendy Barrington is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and is based in Nampa, ID. Barrington has been with Edward Jones since 2012. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Andrew Baber is a financial advisor with Edward Jones in Boise, ID, holding a Series 63 designation and 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a broad range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Evan Moe is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 65 designations. He has been with Wells Fargo since 2026 and has prior experience in the automotive and juvenile corrections sectors. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.