Drew Dodson is a financial advisor at Edward Jones in Nampa, Idaho, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Mortenson Construction from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Justin Hunter is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various Wells Fargo entities since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering tailored services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Scott Murray is a financial advisor with RBC Capital Markets, holding the Series 63 and Series 65 designations and bringing 29 years of industry experience. He worked at UBS Financial Services for 28 years before joining RBC in 2025. RBC Wealth Management serves a diverse client base that includes individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by extensive capital-markets and asset management capabilities.

Timothy Brown is a Series 66-licensed financial advisor with Wells Fargo Clearing in Boise, ID, and has 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Dario Orosco is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo since 2016. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Ray Ryan is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he owns and rents storage units through a business called Go To My Garage. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, providing both non-discretionary and discretionary services tailored to plan objectives and risk tolerances.

Mark Rothstein is a CFP® with 43 years of industry experience, currently serving at Cetera since 2025. He has held previous roles at Avantax and Independent Financial Group LLC, among others. Rothstein also manages a weekly live radio show focused on financial topics and directs a tax preparation business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning options, supporting discretionary and non-discretionary account structures.

Robert Burnett is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He worked at UBS Financial Services from 2010 to 2017 before joining Wells Fargo Clearing, where he has been since 2017. Outside of his advisory role, Burnett is involved in multiple business ventures including ownership interests in real estate development and an assisted living facility. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm uses an IPS-driven approach grounded in modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

Ryan Myers is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Janet Gibson is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 designations and 28 years of industry experience. She has been with Primerica Financial Services and Primerica Advisors since 1998. Outside of her advisory role, she serves as a Planning and Zoning Commissioner for Middleton, Idaho. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, focusing on advisory services rather than institutional portfolio management.

Marshall Cain is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has been with Wells Fargo in various roles since 2013. 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 advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Tabetha Spedden is a financial advisor with Wells Fargo Clearing based in Boise, ID, holding Series 63 and Series 65 credentials and one year of industry experience. Her professional background includes roles at Wells Fargo Bank, Lewiston Clark State College, and Paramount Pest Control. 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, offering brokerage and advisory solutions supported by research and analytics.

Tyrone Kerby is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and JPMorgan Chase Bank, N.A. Outside of his advisory role, he serves as treasurer of a nonprofit homeowners association and coaches girls varsity basketball at Compass Public Charter School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan financial organization.

Christopher Kraft is a financial advisor with Thrivent Investment Management in Meridian, ID, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, Kraft serves as board president for a nonprofit Christian ministry, You Gotta Ask, Inc., which assists adults in exploring life and spiritual questions. He is also involved with a charitable golf tournament benefiting colon cancer prevention and manages condominium owners association activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning covering topics such as retirement, tax, estate, and business continuation, with an option to combine planning with managed accounts under a consolidated billing program called WealthPlan.

Lindsey Breckenridge is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Her prior experience includes roles at Waddell & Reed, Inc., Edmund Allen, and various insurance carriers. Outside of advisory work, she has been involved with Breckenridge Land & Cattle Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, and institutions. The firm offers a range of advisory and brokerage services with a diverse investment platform supported by various research and technology tools.

Jason Owens is a Series 66 licensed financial advisor with Edward Jones in Boise, ID, where he has worked since 2013. He has 12 years of industry experience. 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 and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Birkholz is a financial advisor at Edward Jones in Nampa, ID, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2026. Prior to his financial services career, he worked at Orkin Pest Control and Clark Pest Control for a total of ten years. 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 under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Derek Busby is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Ameriprise Financial Services Inc and Edward Jones. He is also the president of Busby Investments LLC, a business entity used for tax and investment purposes. 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 a range of advisory and brokerage services, employing various investment strategies delivered through a large network of advisors.

Deborah Dunn is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and 3 years of industry experience. She has worked at Morgan Stanley since 1999. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools.

Mason Foster is a Series 65-licensed advisor with Cambridge Investment Research Advisors, based in Meridian, ID, with four years of industry experience. In addition to his advisory role since 2021, he has served as a police officer and SWAT team member with the Nampa Police Department since 2016. He has also held positions at Boise State University from 2014 to 2018. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent advisors, utilizing a range of portfolio management strategies across multiple custody platforms.