Duane Richter is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has previously worked at RBC Capital Markets, City National Bank, and Edward Jones. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide array of advisory programs. The firm utilizes structured planning tools and advisory services alongside a broad range of investment offerings.

Kerry Peltier is a financial advisor at Merrill with 4 years of industry experience. He holds a Series 66 designation and previously worked at OMCS for 9 years before joining Merrill in 2024. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Christopher Ravlin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Ameriprise, Wells Fargo Clearing, and Wells Fargo Advisors LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Dennis Koch is a Series 66-credentialed financial advisor with 18 years of industry experience, currently with J.P. Morgan Securities. He has worked at J.P. Morgan Securities since 2012 and previously at Thrivent Investment Management. Outside of his advisory role, he serves as a lacrosse coach and directs the Treasure Valley Golf Tour, organizing events and leading meetings for the tour. 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 their recommendations.

Randy Anderson is a Certified Financial Planner (CFP®) with 29 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020 and previously worked at UBS Financial Services from 2012 to 2020. He is based in Boise, ID. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services such as fee-based financial planning and wrap programs. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group that provides forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Jeffery Erekson is a financial advisor at Edward Jones with 23 years of industry experience. He has held his current position at Edward Jones since 2003. His credentials include Series 63 and Series 66 registrations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Michael Spiedel is a financial advisor with UBS Financial Services in Boise, ID, holding a Series 66 designation and 19 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he has a personal ownership interest in agricultural land in North Dakota that he rents to a local farmer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations with institutional trading capabilities and wealth management offerings.

Michael Everett is a financial advisor with LPL Financial in Boise, ID, holding a Series 66 designation and 24 years of industry experience. His prior firms include Invest Financial Corp., D.A. Davidson & Co., and Morgan Stanley DW Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, combining advisory services with various non-advisory financial products and partnerships.

Christian Klein is a financial advisor with Edward Jones in Meridian, Idaho, holding Series 63 and Series 66 registrations and having 26 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, Klein is involved as a member in several commercial and real estate investment ventures in Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients with an SEC-registered advisory program managing approximately $1.01 trillion in assets. The firm supports a large network of advisors and branches and offers a range of discretionary and non-discretionary investment strategies, including affiliated mutual funds and tax-efficient services.

Timothy Hare is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses and has two years of industry experience. His prior work experience includes roles in the food service and real estate sectors, as well as managing partnerships in restaurant supply and technology product companies. He is also a managing partner at TC Hare Realty, LLC, and a partner at Nano Tech Products, Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm operates with a large network of advisors and offers model-delivery investment strategies alongside discretionary account options.

Ted Beck is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. He partners with clients to understand their short- and long-term financial goals and helps build customized financial plans tailored to their unique needs. Ted places a strong emphasis on forming and maintaining relationships with clients and their families, prioritizing trust, reliability, and competency. Ted has extensive experience in the financial services industry, having held various roles at Fidelity Investments since 2005, including Portfolio Specialist, Retirement Relationship Manager, Investment Solution Representative, Stock Plan Services, and Financial Representative. Prior to joining Fidelity, he worked as a Sales Representative at Northwestern Mutual from 2003 to 2005. He holds a California Insurance License. Outside of his professional work, Ted enjoys fishing, fitness, military service, outdoor adventures, skiing, and soccer.

Jill Hitchcock is a financial advisor with Edward Jones in Caldwell, ID. She holds a Series 66 designation and has 10 years of industry experience, including eight years with Continental Investors Services prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Sarah Wilder is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation and has been with the firm since 2016. She has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Green is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and concurrently with Wells Fargo Bank, NA since 2016. Outside of his advisory role, he is involved in audio and music production as the owner of Beyond Conviction Records LLC. 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 services grounded in modern portfolio theory. The firm’s advisory process emphasizes tailored investment strategies and includes a broad range of financial products beyond typical institutional offerings.

Kindra Wilson is a financial advisor at Edward Jones with 26 years of industry experience. She holds a Series 66 designation and previously worked at Securian Financial Services Inc. for over two decades. Wilson is also involved with Bedrock Energy Partners in Houston, Texas, where she holds mineral rights and royalties. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors. The firm offers a variety of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

George Cadwell is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career at Morgan Stanley spans multiple entities since 1998, including Morgan Stanley Private Bank, N.A. outside of his primary advisory roles. Outside of his advisory work, he is a partner in C & L Family Farms, an agricultural business, and a 20% owner of 1.3900 Overland LLC, a commercial real estate investment group. Morgan Stanley Wealth Management serves both individual and institutional clients with a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with investment guidance informed by the Global Investment Committee’s research and modeling techniques.

Jason Rowe is a financial advisor with Fidelity Investments holding Series 63 and Series 66 licenses and seven years of industry experience. He has been affiliated with various Fidelity entities since 2017, most recently with Fidelity Investments since 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from a broad investable universe, and it maintains a formal advisory role to multiple registered investment companies and fund-of-funds.

Ross McConnell is an Investment Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments in various roles since 2022, including Investment Solutions Representative II, Investment Solutions Representative I, and High Net Worth Service Associate. Prior to joining Fidelity, he worked as an Investment Specialist at Merrill Edge in 2021 and as a Loan Analyst at Newity the same year. As a CERTIFIED FINANCIAL PLANNER™, Ross works with clients to help them make informed financial decisions, focusing on intentional money management. He holds a California Insurance License. Outside of his professional career, Ross has interests in fitness, music, and reading.

Erin Reeve is a financial advisor at Raymond James Financial with 14 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2012 to 2018 before joining Raymond James in 2018. Reeve is also involved as the owner of ERA Financial LLC, a support company based in Ketchikan, Alaska. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary advisory services that incorporate risk profiling and analytical modeling to support client goals.

Alexis Howard is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2025. Prior to joining Raymond James, Howard worked at Wells Fargo Clearing for six years and held positions at Key Investment Services, KeyBank, LPL Financial, and Mountain America Credit Union. Outside of advising, Howard co-owns Twin Rivers Creative, LLC, a design and packaging business operated with their spouse. 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 diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a multi-style portfolio management approach.