Burke Lodge is a financial advisor with Ameriprise in Boise, ID, holding Series 63 and Series 66 designations and 11 years of industry experience. His prior experience includes roles at City National Bank, RBC Capital Markets, Selway Asset Management, Bank of America, and Merrill. He is also involved with Fulcrum Wealth Management Group as a financial advisor. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through a centralized service team, providing written Recommendation Reports and ongoing advice that incorporates proprietary research and algorithmic tools.

Joseph Adriano is a financial advisor with LPL Financial in Nampa, Idaho, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, Transamerica Financial Advisors, and World Financial Group. In addition to his advisory work, he is employed part-time as a Client Relationship Manager at The Eight Principals in Caldwell, Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisory representatives with various portfolio options, third-party asset management, and technology tools, serving a broad client base through a large network of over 22,800 advisors.

Scott Gull is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 26 years of industry experience. His career includes roles at Voya Financial Advisors and Pro Financial, and he currently owns Gull Wealth Management. Outside of financial advising, he is involved as an independent insurance agent and has supported a window cleaning startup. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Isaiah Lutz is a financial advisor with J.P. Morgan Securities in Boise, ID, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Equitable Advisors, AXA Advisors, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its advisory process.

Jesse Helm is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has worked within various Wells Fargo entities since 2011. 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 based on modern portfolio theory, with a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Nathan Peterson is a financial advisor with Merrill in Boise, ID, holding a Series 66 credential. He has one year of industry experience, with prior roles at Bank of America, Alter Domus, and other organizations. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Brayden Dunning is a financial advisor at Raymond James Financial Services Advisors, Inc. with eight years of industry experience and a Series 66 designation. He has worked at Raymond James Financial and Wells Fargo Advisors since 2018 and previously was employed at Boise State University. Outside of his advisory role, Dunning is involved in agricultural and business consulting ventures, including managing family farm operations and other private business interests. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports client implementation through various advisory programs.

Dylan Mull is a financial advisor with Edward Jones in Caldwell, ID, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He worked at Wells Fargo Clearing Services LLC for eight years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carli Harvey is a financial advisor at Cetera with six years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Cetera, she worked at Avantax Advisory Services and 1st Global Capital Corp. Harvey serves as a board member for Rogue Valley Farm to School and the Southern Oregon Estate Planning Council. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Nicholas Duncan is a CFP® credentialed financial advisor with eight years of industry experience. He is currently with Morgan Stanley and has prior experience at RBC Capital Markets, LLC. His professional background includes roles at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and established investment models in its financial planning process.

Meghan Schlegel is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She focuses on understanding clients' most important life goals and developing personalized plans to help them work towards achieving those goals. Meghan identifies potential strategies to ensure clients are on a unique path toward financial success. Her professional experience includes roles as an Investment Consultant at Fidelity Investments from 2022 to 2023, an Institutional Consultant at Morgan Stanley-Graystone Consulting in 2022, and a Wealth Advisor Associate at Morgan Stanley from 2020 to 2022. Meghan holds a California Insurance License.

Heidi Fogarty is a financial advisor at Merrill with 27 years of industry experience. She holds a Series 66 designation and has been with Merrill since 1999, also working at Bank of America, N.A. since 2021. 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 using model-based and discretionary investment strategies.

John Shaw is a financial advisor with Edward Jones in Boise, ID, holding CFP®, ChFC®, and Series 63 credentials and with 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as the July 4th Project Chairman for the Gem State Kiwanis, organizing their annual pancake breakfast. 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 services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Craig Lang is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of advising, he owns and operates a convenience store and gas station in Valleyford, Washington. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s advisory approach is driven by investment policy statements and modern portfolio theory, offering a range of investment options including insurance-related vehicles and bank deposit sweep programs.

Charles Powers III is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining RBC in 2025, he worked for UBS Financial Services Inc. for 11 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Justin Ruttke is a Financial Advisor at Merrill Lynch Wealth Management with over seven years of experience in wealth management. He specializes in helping clients develop tailored financial strategies that align with their unique goals, including education planning, family wealth management, legacy planning, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income. Justin holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation and is a Personal Investment Advisor (PIA). He earned his bachelor's degree from Arizona State University. His approach focuses on building long-term, trusting relationships and providing clarity and thoughtful insights to help clients navigate complex financial decisions. Outside of his professional work, Justin enjoys football, golfing, hunting, music, skiing, and spending time with his family.

Nicholas Harris is a financial advisor with UBS Financial Services in Boise, ID, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at UBS since 2017 and previously at Clearwater Analytics. Harris serves on the Board of Directors for the American Red Cross of Greater Idaho and is a board member of the family-owned Burgdorf Hotsprings. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Gary Whinery is a financial advisor with Stifel in Boise, Idaho, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he is also commissioned as a notary. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and fee-based investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, incorporating forward-looking capital market assumptions and probabilistic modeling.

Tyler Hewett is a financial advisor with Edward Jones in Caldwell, ID, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Edward Jones in 2026, he worked at Wells Fargo Clearing Services, Wells Fargo Bank, US Bank, and First Interstate Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of advisors and branch offices, as well as its affiliated trust company and securities-based lending options.

Douglas Beehler is a financial advisor with LPL Financial in Meridian, ID, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Waddell & Reed Inc. and managing Beehler Asset Management, LLC. He was also involved with Miss Rodeo America Inc. and the Meridian Lions Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and custom strategies, supported by extensive operational and research tools.