Michael Otoole is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Moors Cabot Inc, Robinhood Markets, Inc., and University of Arizona Residence Life. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and automated portfolio management.

Steven Whitecar is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including prior roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. 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 financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations in collaborative, annual planning engagements.

Christine Satterfield is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is based in Eagle, Idaho. Raymond James & Associates, Inc. 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, charitable organizations, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research options.

Ryan Snyder is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. He has worked with several firms, including Northwestern Mutual Investment Services, and is currently associated with Bridgeway Wealth Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individual and high-net-worth individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals.

Jon Whited is a financial advisor at Edward Jones with 27 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at State Farm Investment Management and State Farm VP Management Corp. In addition to his advisory role, he owns and operates an insurance agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a broad range of advisory strategies and affiliated investment products.

Dustin Olson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Zions Wealth Advisors, LPL Financial, and Wells Fargo in various capacities dating back to 2003. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management approaches and proprietary and third-party strategies.

Jeremy Runner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. He has worked at various entities within the Cambridge Investment Research network since 2024 and has been an independent insurance agent with Symmetry Financial since 2016. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management solutions and access to both proprietary and third-party investment strategies.

Neil Berston is a financial advisor at LPL Financial with 20 years of industry experience. His prior firms include Ameriprise Financial Services, Edward Jones, and Wells Fargo Investments. Outside of his advisory work, Berston is active as a head coach for volleyball teams in the Middleton School District and Idaho Strike Volleyball. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment strategies through a large network of advisors.

Michael Gibson is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2023, he worked in health services at Miracle Ear and in telecommunications at Verizon Wireless. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports clients through a large network of advisors and branch offices nationwide.

Lyndsay Soule is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank and Wells Fargo Advisors. Outside of her advisory role, she operates a custom calligraphy business offering services such as hand-addressing wedding invitations and holiday cards. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

James Crowther Jr. is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 44 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over four decades. Crowther serves as a board member for the Alliance for Children nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach, offers access to third-party asset managers, and participates in wrap programs, while also facilitating insurance product sales through affiliated entities.

Shane Serrano is a financial advisor with Raymond James Financial in Eagle, Idaho, holding a Series 66 designation and nine years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. and related entities since 2016 and is also associated with Addison Avenue Investment Services, where he provides financial advice to members. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.

Korie Lynch is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. She has worked at JPMorgan Chase Bank, N.A. since 2009 and briefly at Waterstone Mortgage in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Nicholas Marks is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Johnson & Johnson for three years, the Department of Veteran's Affairs for two years, and St. Luke's Health System for four years. He is the owner of Koku Innovations, a retail textiles business that has not yet commenced operations. 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, supported by a large network of financial advisors and branch offices nationwide.

Seth Carnahan is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience in construction and veterinary clinic roles, as well as time spent at the University of Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Andrew Dodson is a financial advisor with Edward Jones in Nampa, Idaho, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a managing member of Dodson Family Holdings LLC, a commercial real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Matthew Shannahan is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including prior roles at Nations Financial Group, American Independent Securities Group, and First Heartland Consultants. 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. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jose Lopez Medel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Northwestern Mutual and Wells Fargo. Outside of finance, he is involved with the Boise Timbers Thorns youth soccer club as an employee and contractor. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

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®-certified financial advisor with over 21 years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following prior roles at U.S. Bancorp Investments, Edward Jones, and Wells Fargo Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging both proprietary and third-party resources.