Marcelle Winn is a Series 66-credentialed financial advisor with Edward Jones in Boise, ID, with 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is a non-voting shareholder in Yakima Craft Brewing, a craft brewery based in Yakima, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Gatlin Bruner is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Class VI Partners and Ameriprise. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Andrew Hale is a financial advisor with LPL Financial in Meridian, ID, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Ameriprise, Edward Jones, and Farmers Financial Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ted Fichter is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 1991, he has accumulated over 30 years of experience in offering strategies and potential solutions tailored to clients’ risk tolerance, time horizon, liquidity needs, and overall investment objectives. Ted’s expertise spans a broad range of investment vehicles to help clients establish appropriate financial plans. Ted holds the Personal Investment Advisor (PIA) designation. He completed his education at Parkway West High School. Outside of his professional role, Ted serves as a board member of Lions In Sight, a nonprofit foundation. In this capacity, he travels internationally to developing countries to facilitate humanitarian aid.

Brittany Daniel is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and has worked at firms including Sagepoint Financial, Renaissance at Oldtown, and ADO Inc. Daniel is also involved with P&R Capital alongside her current role. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diversified financial planning and advisory programs supported by research, model portfolios, and technology-driven strategies.

Ronald Richards is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors for over 16 years. Richards is based in Boise, Idaho. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across a broad range of financial topics. The firm separates its planning services from managed accounts and does not offer portfolio management for institutional clients.

Steven Halvorson is a financial advisor with LPL Financial in Boise, ID, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Sunroc, Werner Enterprises, and a nine-year period as a self-employed professional. Outside of his advisory work, he is associated with KASUPKO Inc, a business entity established for tax and investment purposes. 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, retirement plan consulting, 529 account management, and brokerage services, employing both discretionary and non-discretionary management and utilizing model portfolios and research from various sources.

Tracy Druzisky is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2020, following seven years at UBS. Outside of her advising role, she serves as Vice President of Druzisky Golf Design, a golf course design business. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, offering fee-based financial planning that clients may choose to implement independently.

Kayla Sirkow is a financial advisor with Ameriprise in Boise, ID, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is employed as a paraplanner at FWMG, LLC, where she manages practice operations. Ameriprise is a large institutional firm that offers retirement-income planning services for clients nearing or in retirement, emphasizing tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with algorithmic tools to generate tailored recommendations, primarily serving individuals with significant investable assets.

Scott Krueger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 47 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as co-guardian for his sister and holds trustee responsibilities for a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Leslie Hobbs is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of advisory work, she and her spouse own and operate a flower-selling business in Caldwell, Idaho. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Lorraine Harper is a Wealth Management Advisor with Merrill Lynch Wealth Management. She offers a comprehensive approach to managing wealth that begins with listening to clients' needs and aims to develop personalized financial strategies aligned with their long-term goals. Lorraine provides access to Merrill's investment insights to address various aspects of her clients' financial lives. Originally from California, Lorraine moved to Boise in 2009 to play golf for Boise State University, where she earned her bachelor's degree. She has worked in the financial industry since 2013 and joined Merrill Lynch Wealth Management in 2015. Lorraine holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Lorraine follows Merrill's tradition of community involvement, volunteering with organizations such as Make A Wish Idaho and the Meridian Canine Rescue. Her client focus areas include family wealth management strategies, LGBT wealth planning, personal retirement planning, women and wealth, and retirement income.

John Potter is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at TruStage Financial Group, CUSO Financial Services, MassMutual Life Insurance Company, Cetera, and Bank of the Cascades. He serves as a co-successor trustee for a family trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Conor Clifford is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles at Key Investment Services and KeyBank, as well as experience with Everton Management Group and other private ventures. Outside of advisory work, he is involved with several business entities, including Bubbly Bee LLC and Juniper Rentals LLC. 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.

David Mccollum is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with LPL Financial since 2013. He also operates a DBA called BOS Wealth Management based in Meridian, ID. 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 various advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and technologies such as machine learning.

Tracy Janis is a financial advisor with Wells Fargo Advisors in Boise, ID, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Wells Fargo Advisors Financial Network since 2026 and previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she assists with office management duties at Hugo's Deli and works as a secret shopper for CX Group. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, covering areas such as retirement, education, risk, wealth transfer, and specialized planning for business owners and other client needs.

Mitchell Mertes is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked at Cetera and its affiliates since 2003, including First Allied Advisory Services and First Allied Securities. Outside of his advisory role, he is involved with 123 College, an education-related entity. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with access to various portfolio management strategies, financial planning, and retirement services.

Kory Wall is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Wall serves as treasurer for the Nampa Chamber of Commerce. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Kaden Heuett is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 designation and one year of industry experience. His prior work includes roles at UBS Financial Services and Wells Fargo Advisors. Outside of finance, he was involved with Greek House Chefs for two years. 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 offers both brokerage and advisory solutions.

Kristina Owsley is a financial advisor at UBS Financial Services with 39 years of industry experience. She has held her current position since 2009. Her credentials include Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.