Christopher Beesley is a CFP® professional with 19 years of industry experience. He has been with Creative Planning since 2017 and previously worked at Zions Bank and LPL Financial. Beesley is a minority partner in a health and fitness consulting business owned by his wife but is not involved in its operations. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by other portfolio management techniques.

Tina Vorbeck is a financial advisor at D.A. Davidson & Co. with five years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Inc. Outside of her advisory role, she is the proprietor of JTSKYE, an internet business selling motivational message clothing, and has served as a program manager contractor for Summit Global Testing. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management, operating under fiduciary standards and using both qualitative and quantitative tools to support its recommendations.

Scott Leavitt is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 25 years of industry experience. He has held roles at Ameritas Advisory Services since 2021 and previously worked with Ameritas Investment Corp and Ameritas Life Insurance Corp, among others. Leavitt is also the owner and CEO of Scott Leavitt & Associates Inc., dba Gem State Advisors, where he oversees operations and supports investment adviser representatives. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, using risk questionnaires, model portfolios, and third-party partners to align investments with client objectives.

Danielle Bugni is a CFA® charterholder with one year of industry experience. She is currently with Wealth Enhancement Advisory Services, LLC and previously worked at Selway Asset Management, Inc. and Robertson Stephens. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Brent Peterson is a financial advisor with D.A. Davidson & Co. in Boise, ID, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He worked at RBC Capital Markets Corp for 11 years before joining D.A. Davidson in 2019. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers fiduciary standard advisory services, retirement plan advice, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Derrick Cummings is a financial advisor at Empower Advisory Group with 12 years of industry experience. He holds the Series 66 and Series 63 designations and has previously worked at Farm Credit Services of America and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and clients’ savings rates through both point-in-time financial plans and optional managed account solutions.

Michael Glomb is a financial advisor with Sanctuary Advisors, LLC in Boise, Idaho. He holds Series 63 and Series 66 licenses and has 15 years of industry experience, including 11 years at UBS Financial Services prior to joining Sanctuary Advisors and Sanctuary Securities in 2023. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports a large network of independent advisors who manage portfolios using various investment approaches and platforms while acting as fiduciaries under written agreements.

Sean Meldrum is a financial advisor at Osaic Institutions, Inc. with seven years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise Financial Services, LLC, and Securities America, Inc. Meldrum is also affiliated with Idaho Central Credit Union in a financial advisory capacity. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating under a hybrid adviser/broker-dealer model.

Gregory Blood is a financial advisor with Key Investment Services LLC in Meridian, Idaho, holding Series 63 and Series 65 designations and possessing 34 years of industry experience. He has been with Key Investment Services and its predecessor entities since 2005. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection with non-binding recommendations and ongoing monitoring, and operates within the KeyCorp group with affiliations that include KeyBank and KeyBanc Capital Markets.

Rachel Dykstra is a financial advisor at Commonwealth Financial Network with 10 years of industry experience. She holds the PFS™ designation and has worked at Verdi Wealth Planning since 2014. In addition to her advisory role, she owns and operates River City Accountants, PLLC, providing tax and accounting services, and is involved with Selway Fabrication, a manufacturer of outdoor equipment, where she serves as CFO and marketing director. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services and provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Garret Ring is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at firms including Motley Fool Wealth Management, TMF Investments, and Edward Jones. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing a range of investment advisory and planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and utilizes various portfolio implementation strategies alongside educational programming and integrated service offerings.

Scott Brassey is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Burroughs Hutchinson/Selway Asset Management from 1998 to 2025. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Kendra Maclean is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 66 credential and has worked at Erwin and Associates Private Wealth Planning since 2014. Outside of her advisory role, she is involved with Lancer Erwin Support Services, where she serves as an associate financial advisor assistant. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service. The firm’s approach integrates investment research, third-party data, and algorithmic tools to provide tailored retirement income recommendations.

John Winston is a CFP®-certified financial advisor with 45 years of industry experience, currently affiliated with OSAIC since 2023. His prior experience includes roles at Sagepoint Financial, Inc. and operating his own sole proprietorship providing bookkeeping, payroll, and tax preparation services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kevin Bates is a financial advisor with Stifel in Boise, ID, holding a Series 66 designation and eight years of industry experience. He previously worked at UBS Financial Services and BPA Health, Inc. Bates serves on the boards of the Wassmuth Center for Human Rights and the Treasure Valley CFO Forum, where he is involved in event planning and sponsorship activities. He is also a member of the Finance Committee at Hillcrest Country Club. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Connor Gosney Knapik is a financial advisor with Wells Fargo Clearing in Boise, ID. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Wells Fargo Bank, nA, DoorDash, Dominos Pizza, KFC, and Rocky Mountain High School. Wells Fargo Advisors is a national securities firm providing 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 a broad range of brokerage and advisory solutions.

Richard Wilson is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior work includes roles at Ameriprise Financial Services, First Interstate Bank, Umpqua Investments, U.S. Bancorp Investments, and Merrill Lynch. He is also a wealth advisor at Idaho Central Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive asset management with a broad network of over 22,800 advisors.

Logan Miller is a Series 66 licensed financial advisor at LPL Financial in Boise, ID, with one year of industry experience. Prior to joining LPL Financial, he was a student for ten years. 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, third-party asset management, and institutional platforms, supported by extensive advisor tools and a broad range of financial products.

Aida Carr is a financial advisor with Merrill in Boise, ID, holding Series 63 and Series 66 credentials and seven years of industry experience. She previously worked at Northwestern Mutual Investment Services LLC and John Hepworth before joining Merrill in 2019. Merrill, along 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.

Jake Burrow is a Planning Consultant at Fidelity Investments, where he assists clients in using their wealth intentionally to achieve their goals, build long-term security, and create meaningful impact. He has been with Fidelity Investments since 2023, progressing through roles as Financial Representative and Relationship Manager before becoming a Planning Consultant in 2026. Jake's professional experience centers on financial planning and client relationship management. Outside of his professional work, Jake has interests in baseball, parenthood, and reading.