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 bringing 43 years of industry experience. He has worked at Prudential Insurance Company of America since 1982 and joined LPL Enterprise in 2024. Crowther serves as a board member of the Alliance for Children, providing non-investment policy advice. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and 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.

Jay Bradley is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Cetera in Boise, ID. His prior experience includes roles at Avantax Advisory Services and Avantax Insurance Agency. Additionally, he owns and operates Bradley Consulting, a tax preparation and accounting business. Cetera Investment Advisers LLC is a large SEC-registered advisory firm supporting a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, and institutional accounts, offering various investment management and financial planning services through a multi-manager platform.

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.

Hayward Sawyer is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has held roles at various firms including FOUNDATIONS INVESTMENT ADVISORS, Change Path LLC, and Decker Retirement Planning Inc. Sawyer operates Hayward L. Sawyer Financial Advisory and Hayward L. Sawyer Consulting, LLC, the latter involved in selling whole life and term insurance. 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 advisory and brokerage services including financial planning, model portfolios, 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® professional with 21 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at U.S. Bancorp Investments, Edward Jones, and Wells Fargo Investments. 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 including financial planning, model portfolio programs, and institutional platforms, utilizing a large network of investment adviser representatives.

Sharon Kaylor is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds a Series 66 designation and has worked with multiple Raymond James entities since 2016. Her prior roles include positions at Erin Reeve & Associates Financial and Camp Coeur d'Alene. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Michael Hering is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes longstanding roles at PFS Investments Inc and Primerica Financial Services, as well as work with the Los Angeles Zoo and Advanced Veterinary Care Center. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and selected separately managed accounts for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Ryan Baker is a financial advisor at OSAIC with 22 years of industry experience, including 21 years at Lincoln Financial Advisors prior to joining OSAIC in 2025. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and manages Open Advisors, LLC, an entity involved in business operations and staff management. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction using a variety of investment vehicles and third-party managers.

Brent Wegner is a financial advisor with Mass Mutual Investors Services in Meridian, ID, holding the ChFC® designation and Series 63 license with 25 years of industry experience. His prior roles include positions at Eagle Strategies LLC and New York Life. He also works as an insurance broker, engaging with outside carriers to broker non-registered products. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and provide written financial recommendations.

Janae Towery is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for seven years. Her background also includes freelance editing and involvement with the Open Arms Home for Children. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research.

Brayam De La Cruz is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017, with prior experience at Prairie Bank of Kansas and McPherson College. Outside of advising, he maintains a rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Dalton James is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Raymond James, he worked at Fidelity Investments and Strategic Advisors. His background includes involvement with sports education and university roles. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public finance work through a unique affiliation with a municipal advisor.