Joseph Haan is a financial advisor with Edward Jones, holding Series 66 and Series 63 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he is a partner in FireBrand Orchard Capital LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Nader Issa is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 65 licenses, with 47 years of industry experience. He has worked at MML Investors Services, Inc. since 1986. Outside of his advisory role, he is an agent with Silicon Valley Financial Group and serves as a trustee of irrevocable life insurance trusts for two friends. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools, with implementation of recommendations offered through separate brokerage or insurance arrangements.

Mark Heinrich is a financial advisor at Edward Jones in Meridian, ID, holding the Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Heinen is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2023, he worked at Fairway Independent Mortgage Corporation for five years and at DICKS Sporting Goods/Golf Galaxy for three years. Heinen also operates a vending machine business in Meridian, Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Matthew Patterson is a financial advisor with Mass Mutual Investors Services in Meridian, ID. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to his current role, he worked at NYLife Securities LLC and New York Life Insurance Company. He also has experience in the insurance and retail sectors, including positions at GEICO Insurance and Papa John's. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, money-manager programs, and educational seminars, with a focus on collaborative, annual financial planning engagements.

Daniel Jones is a financial advisor with Edward Jones in Caldwell, Idaho, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Edward Jones since 2013. 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 through a large nationwide network of advisors and branch offices and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michael Otoole is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Moors Cabot Inc, Robinhood Markets, Inc., and University of Arizona Residence Life. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and automated portfolio management.

Steven Whitecar is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including prior roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. 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 financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations in collaborative, annual planning engagements.

Christine Satterfield is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is based in Eagle, Idaho. Raymond James & Associates, Inc. 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, institutions, charitable organizations, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research options.

Ryan Snyder is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. He has worked with several firms, including Northwestern Mutual Investment Services, and is currently associated with Bridgeway Wealth Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individual and high-net-worth individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals.

Kirsten Jensen is a Series 66 licensed financial advisor at UBS Financial Services with four years of industry experience. She has worked at McConnell Financial Advisors and has a diverse background that includes roles at several fitness and arts organizations such as Pure Barre and Ballet Idaho Academy. Outside of finance, she has been involved in fitness instruction and arts education. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory services, including portfolio management, financial planning, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Jon Whited is a financial advisor at Edward Jones with 27 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at State Farm Investment Management and State Farm VP Management Corp. In addition to his advisory role, he owns and operates an insurance agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a broad range of advisory strategies and affiliated investment products.

Dustin Olson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Zions Wealth Advisors, LPL Financial, and Wells Fargo in various capacities dating back to 2003. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management approaches and proprietary and third-party strategies.

Jeremy Runner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. He has worked at various entities within the Cambridge Investment Research network since 2024 and has been an independent insurance agent with Symmetry Financial since 2016. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management solutions and access to both proprietary and third-party investment strategies.

Ashton Stark is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His background includes roles at MassMutual Life Insurance Co and coaching junior varsity lacrosse, among other positions. Outside of financial advising, he is involved in coaching high school lacrosse and works in business development for a property technology company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, annual financial planning engagements using advanced analytical tools and offers a range of programs including educational seminars and event-driven planning services.

Neil Berston is a financial advisor at LPL Financial with 20 years of industry experience. His prior firms include Ameriprise Financial Services, Edward Jones, and Wells Fargo Investments. Outside of his advisory work, Berston is active as a head coach for volleyball teams in the Middleton School District and Idaho Strike Volleyball. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment strategies through a large network of advisors.

George Booker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Bish's RV, Genesis Pro Solutions, Hewlett-Packard Enterprises, Kanakuk Camps, and Taylor University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and offers a wide range of investment strategies along with affiliated mutual funds and trust services.

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.