Wendy Larson is a financial advisor with Primerica Advisors in Nampa, ID, holding Series 63 and Series 65 credentials and five years of industry experience. She has been with Primerica Advisors since 2020 and has prior experience with Primerica Financial Services and various roles at Brigham Young University campuses. Larson also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

Joseph Ada is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at Bancwest Investment Services, Inc. and Fidelity Investments. Outside of his advisory work, he serves as treasurer for the Treasure Valley Youth Lacrosse League in Boise, Idaho. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Philip Elliott is a financial advisor at LPL Financial with 15 years of experience. He holds Series 63 and Series 65 licenses and previously worked at SagePoint Financial for 13 years and OSAIC for one year. Outside of his advisory role, he is involved with PE Financial, Inc. and P & R Capital, LLC, two non-investment-related business entities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Brandon Baxter is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at BNY Mellon before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and delivers services across diverse asset management and investment offerings.

Joshua Hoisington is a CFP®-credentialed financial advisor with 20 years of industry experience. He is associated with LPL Financial and Idaho Trust National Bank, where he has worked since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various portfolio management technologies.

Matthew Wade is a financial advisor with Edward Jones in Nampa, Idaho, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

John Anderson is a CFP® with 13 years of experience in the financial industry. He is currently with LPL Financial and First Interstate Bank, having previously worked at Edward Jones, Western Wealth Management LLC, USAA Financial Advisors Inc, and Wells Fargo Bank NA. Anderson has also held a position at Colorado State University Global Campus. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Bowen Ogata is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career at Merrill in July 2018 after completing the advisor training program. Bowen applies a comprehensive approach to wealth management, focusing on understanding each client's needs and goals to develop personalized financial strategies. He leverages the investment insights of Merrill Lynch Wealth Management alongside banking solutions from Bank of America to address various aspects of his clients' financial lives. Bowen's background includes playing collegiate baseball at the University of Illinois Chicago, where he earned a bachelor's degree in finance. He holds several professional designations, including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise encompass education planning, family wealth management strategies, legacy planning, liquidity management, retirement planning, portfolio management, and investment strategies for individuals and small businesses. In addition to his professional commitments, Bowen participates in community activities such as volunteering with Make-A-Wish. Outside of work, he enjoys hiking, skiing, fly-fishing, golfing, baseball, camping, fishing, football, hunting, and spending time with family and friends. He is also a member of Crane Creek Country Club.

Robert King is a financial advisor with Morgan Stanley in Boise, ID. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior experience includes roles at Goldman Sachs and RBC Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual and institutional clients, offering tailored financial planning and various investment services.

Frank Erstad is a financial advisor with Mass Mutual Investors Services in Boise, ID, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at MML Investor Services Inc. and MassMutual Life Insurance Co. since 2008. Outside of his advisory role, he works as an agent with Erstad & Company, a firm focused on individual and group life and health insurance, assisting business owners with employee benefits, and also engages in insurance sales including health, group benefits, fixed life and annuities, long-term care, and disability insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships that use firm-approved software to analyze client goals and deliver written recommendations.

Chase Di Monda is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he was involved in construction and homebuilding companies and operated Specialty Woodwork and Drywall LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kurt Williams is the Resident Director and a Wealth Management Advisor at Merrill Lynch, where he leads the wealth-management team Williams, Jones & Associates. He works with clients nationwide, providing tailored financial planning and investment advisory services that address the unique needs and goals of families and individuals. Kurt's approach is grounded in a comprehensive understanding of wealth management, including risk tolerance, time horizon, liquidity needs, and investment objectives. Prior to joining Merrill in 2011, Kurt spent 12 years as a Certified Public Accountant, including seven years in forensic accounting at a Big Four accounting firm. This background influences his methodical approach to investing, risk management, and wealth transfer strategies. His team serves a diverse clientele ranging from business owners and entrepreneurs to executives and professionals, assisting them in areas such as business transitions, portfolio management, and intergenerational wealth transfer. Kurt holds a bachelor's degree in accounting from Washington State University and is a CERTIFIED FINANCIAL PLANNER™ certificant. He lives in Boise, Idaho with his wife, Lynne, and their three daughters. He serves on the boards of the Bishop Kelly Foundation and The John J. Creegan Foundation for St. Mary's School, Inc. Outside of work, he enjoys spending time with his family and running with his dogs in the foothills.

Christopher Privon II is a financial advisor with Wells Fargo Clearing in Boise, ID. He holds a Series 66 designation and has been with Wells Fargo in various roles since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kathryn Supko is a financial advisor with LPL Financial, holding a Chartered Financial Consultant (ChFC®) designation and Series 63 and 65 licenses. She has 41 years of industry experience and has been with LPL Financial since 2010. Outside of her advisory work, she is a notary public in Boise, ID. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Julia Keltz is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she is involved as a wellness advocate training and hosting classes on essential oils and also works as a market partner consultant selling beauty products. 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 uses research and analytics to evaluate investment options and offers a variety of brokerage and advisory solutions.

Kevin Wang is a financial advisor with UBS Financial Services in Boise, ID, holding a Series 66 designation and 12 years of industry experience. He has worked at UBS since 2013 and is also involved as a swim coach with the Treasure Valley YMCA. Outside of advising, he serves on the board of directors for Collister Church, contributing to community and program decisions. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and advisory services, offering fee-based financial planning, portfolio management, and access to a wide range of investment products. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and models to tailor client solutions.

Micah Wood is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2020. Outside of his advisory role, he owns Summit View Landscape, LLC, a landscaping business based in Garden City, ID. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Sandra Dalton is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and over 41 years of industry experience. She previously worked at UBS Financial Services Inc. for 16 years before joining RBC in 2025. Dalton serves on the board of Boise Rescue Mission, where she participates in overseeing budget and financial statements. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual, institutional, and corporate clients with tailored investment strategies implemented through a variety of advisory programs. The firm combines in-house and third-party investment managers to offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Corey Davidson is a financial advisor at Wells Fargo Clearing in Boise, ID, holding a Series 66 designation with two years of industry experience. Prior to joining Wells Fargo, he worked at Homebridge Financial and CMG Home Loans from 2020 to 2023 and has experience in mortgage-related roles. Outside of his advisory work, he serves as Treasurer for a homeowners association in Meridian, ID. 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.

Kathryn Kusler is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill in 2024, she worked at Morgan Stanley for one year. Outside of finance, she has worked in the restaurant industry at Buffalo Wild Wings. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.