Wendy Serrano is a financial advisor with Wells Fargo Clearing in Pocatello, ID, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of her advisory role, she owns and operates Wendy's Crafty Creations, a small business focused on making and selling crafts. 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.

Steven Chaloupka is a CFP® and holds a Series 66 designation with 12 years of experience in the financial industry, all of which have been at Edward Jones since 2014. He is based in Boise, ID. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households as well as pension plans, corporate clients, and charitable organizations. 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.

Robert Schelling is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Ameriprise Financial Services LLC, IDS Life Insurance Company, and American Express Financial Advisors, each for over two decades. 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 advisory programs, financial planning services, and retirement plan consulting, with access to model portfolios, research, and technology-driven solutions.

Peggy Farnworth is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2022. Prior to this, she worked with Securities America Advisors and Kms Financial Services. She is also active as an independent insurance agent and operates under the trade name Boise Retirement Coach. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and multiple platform arrangements.

Garima Dembla is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Wells Fargo Bank, First Command Advisory Services, and 4c Financial Group. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Brian Shackleford is a financial advisor with LPL Financial, holding a Series 63 designation and 37 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory work, Shackleford is an assistant wrestling coach at Capistrano Valley High School. 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 provides a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Jeffrey Souza is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. Prior to joining RBC in 2021, he worked at Raymond James Financial Services and Riverside Associates Financial Group. Outside of his advisory work, Souza serves as one of three elected commissioners for the North Ada County Fire & Rescue District in Idaho. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs, tailoring investment strategies through a combination of in-house and third-party managers with options for tax management, rebalancing, and responsible investing.

Toby Klabo is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo in various capacities since 2005, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. 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 investment options alongside traditional products.

Greg Thomas is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Boise, ID. He has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association, where he has worked since 2015. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning that utilizes structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and Corporate Financial Planning agreements.

Rachel Shubin is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked at Meeting Systems Inc. and AppDetex, and also spent time with Goldfish Swim School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Christopher Hall is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Securities America Advisors, Principal Life Insurance Company, and Princor Financial Services Corporation. Hall operates a business under the name Hall & Associates related to his advisory activities. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide 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.

Joshua Delong is a financial advisor at Stifel with 25 years of industry experience. He has held his current role since 2014 and holds Series 63 and Series 66 licenses. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Kori Albi is a financial advisor with Edward Jones in Meridian, Idaho, holding a Series 66 designation and bringing three years of industry experience. Prior to joining Edward Jones in 2017, Albi worked for St. Alphonsus Regional Medical Center for 11 years. Outside of advisory work, Albi owns and manages several office buildings and rental properties leased to Edward Jones branches. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Kyle Fisher is a financial advisor with Edward Jones in Eagle, Idaho, holding a Series 66 credential and five years of industry experience. He has worked at Edward Jones since 2020 and was previously employed by Verizon Wireless from 2014 to 2020. Fisher owns a clothing company that has never been active and does not offer products or services. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors and branches. The firm offers a range of advisory strategies and affiliated investment products, operates under a fiduciary standard, and manages over $1 trillion in assets.

Carri Campbell is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and Series 65 licenses. She has 37 years of industry experience, including over a decade at Capital Financial Services, Inc. and more than seven years with Cambridge. Outside of her advisory role, Campbell serves as a political district precinct committeeman and holds director and volunteer positions with the US Term Limits organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement-plan sponsors, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment platforms and proprietary models, with a range of discretionary and non-discretionary options tailored to client objectives.

Blake Parkinson is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation. He began his advisory career in 2026 and has prior business experience in roofing companies and a small business, Living Breads LLC. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers various advisory strategies, affiliated mutual funds, and operates under a fiduciary standard.

Austin Yorgesen is a financial advisor at LPL Financial in Boise, ID, with seven years of industry experience. He previously worked at Fidelity Brokerage Services LLC, Merrill, and Bank of America. Outside of his advisory role, he is involved with Payette River Financial Advisors, a related business entity. 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 advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various investment strategies.

Todd Lovell is a financial advisor with Raymond James & Associates based in Boise, ID. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Since 2018, he has served as a dispute resolution arbitrator for FINRA in a part-time capacity. 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, non-discretionary investment consulting, and institutional fiduciary services.

Justin Hunter is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Wells Fargo entities since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering tailored services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Scott Murray is a financial advisor with RBC Capital Markets, holding the Series 63 and Series 65 designations and bringing 29 years of industry experience. He worked at UBS Financial Services for 28 years before joining RBC in 2025. RBC Wealth Management serves a diverse client base that includes individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by extensive capital-markets and asset management capabilities.