Jesse Wilson is a CFP® with 27 years of industry experience. He is currently with Robert W. Baird & Co., where he has worked since 2026. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial LLC. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a variety of managed account strategies and internal research tools.

Daniel Wilgenbusch is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has prior work experience at Vivall Group, LGCY Power, Vasayo, and Big Canyon Country Club. Outside his advisory role, he is involved with Vivall Group in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research and technology tools.

Hannah Seyer is a financial advisor with Primerica Advisors in Nampa, Idaho, holding Series 63 and Series 65 designations and bringing nine years of industry experience. She has been with Primerica Advisors since 2017 and has also worked with Primerica Financial Services since 2014. Outside of her advisory role, she co-owns a Goldie Doodles dog breeding business with her husband. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and employs a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Aaron Freedman is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds a Series 66 designation and has been with Mass Mutual Investors Services since 2009. Additionally, he is licensed as an insurance broker, offering life, disability, long-term care, fixed annuities, health, and property and casualty insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for detailed goal analysis and delivers written recommendations, offering programs including wrap accounts, money management, and educational seminars.

Orlando Augusto is a Series 66-credentialed financial advisor at Edward Jones in Boise, ID, with 17 years of industry experience, all of which has been with Edward Jones since 2009. Outside of his advisory role, he manages a YouTube channel called "Idaho Voyager," which documents his personal travel experiences and has surpassed 1,000 subscribers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

Michael Monroe is a financial advisor with Primerica Advisors in Meridian, Idaho, holding the Series 63 and Series 65 designations and bringing 18 years of industry experience. He has been with Primerica Advisors since 2008 and has worked with Primerica Financial Services since 2007. Monroe is also involved with Monroe and Associates LLC, which spends time during securities trading hours, and receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven strategies supported by third-party asset managers and custodians.

Christopher Dever Jr. is a financial advisor with LPL Financial holding a Series 66 credential and five years of industry experience. His prior roles include positions at Westmark Credit Union, Cetera, and Mountain America FCU. He is also a business owner of R&D Corp in Nampa, Idaho. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Bryan Dike is a financial advisor at Edward Jones in Nampa, Idaho, with two years of industry experience. He holds the Series 66 designation and previously worked for Carl's Cycle Sales for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Jared Welsh is a financial advisor with Edward Jones in Emmett, Idaho, holding a Series 66 designation and six years of industry experience. He previously worked at Wells Fargo for four years and was associated with Boise State University for three years. 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 and investment strategies, with approximately $1.01 trillion in assets under management supported by a large network of advisors and branch offices nationwide.

Bryant Albi is a financial advisor with Edward Jones in Meridian, Idaho, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as a bail agent and owns a property management company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Heather Ellsworth is a financial advisor with Edward Jones in Boise, ID. She holds the Series 66 designation and has 4 years of industry experience. She has been with Edward Jones since 2011. 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 and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Shane Heinrich is a financial advisor with Edward Jones in Meridian, ID, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Coding Dojo, INC and the Veterans Benefit Administration. He is a partner and investor in Prox-Connect, a currently non-operational technology company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Jordan Baker is a financial advisor with Thrivent Investment Management in Nampa, Idaho, holding a Series 66 credential and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of advising, Baker teaches yoga classes both as a group fitness instructor at the Nampa Rec Center and through his own yoga instruction business. He also serves as chairperson for All Kids Inspired, a nonprofit focused on funding extracurricular activities for disadvantaged children, and provides care support for a family member through Consumer Direct Care Network Idaho. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm’s planning services address multiple personal and business financial topics and can be combined with managed-account programs under a consolidated billing option called WealthPlan.

Brian Martin is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Wells Fargo Clearing, and U.S. Bancorp Advisors. Outside of his advisory work, Martin has been involved with Amway since 1996 in a non-investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Lamar Settlemires is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his career in finance, he served in the military from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices, supporting approximately $1.01 trillion in assets under management.

Stephen Stech is a financial advisor at Cetera with 22 years of industry experience. He holds the CFP® designation and has worked at Cetera and Summit Financial Group in various capacities since 2015. Outside of his advisory role, Stech serves as Investment Committee Chair for the Girl Scouts of Silver Sage and holds board positions with the Idaho Veterans Network and the Bristol Heights Neighborhood Association. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Dennis Porter is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo for 13 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a broad range of financial topics. The firm allows clients to combine planning with managed-account programs under a consolidated billing option, while keeping planning and portfolio management services separate.

Alan Watson is a financial advisor with UBS Financial Services in Boise, ID, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-based, model-driven investment strategies tailored to clients’ goals.

Fred Rhoads is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and having 36 years of industry experience. His work history includes roles at Royal Alliance and Pacific Capital Resource Group since 2021, as well as 12 years with Waddell & Reed, Inc. and various insurance carriers. In addition to his advisory work, he serves as Vice President of Talent Acquisition for Advisory Resource Group LLC, focusing on insurance marketing and advisor recruitment. OSAIC Wealth, Inc. serves a diverse client base, including retail and institutional investors, with a range of advisory platforms and integrated brokerage services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across multiple asset classes, offering both discretionary and non-discretionary account management.

John Killingsworth is a financial advisor with Raymond James & Associates and holds a Series 66 designation. He has four years of industry experience and has worked at Raymond James since 2021. Outside of his advisory role, he tutors math and science at Huntington Learning Center on weekends. Raymond James & Associates oversees approximately $501 billion in assets and serves individuals, institutional clients, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by affiliated research and model managers.