Hailey Hanson is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Sunwest Bank, Mountain West Bank, and various healthcare and nonprofit organizations, as well as periods of extended travel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, using proprietary methodologies and oversight of affiliated and unaffiliated sub-advisers.

Christopher Selvar is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with several firms, including Goldbloom Wealth Management, Hornor, Townsend & Kent, and PRUCO Securities. In addition to his advisory role, he is an associate and financial planner at Mainspring Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning tools and supports a broad advisor network, with specialized programs for municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Porter Bronson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2024 and 2025, respectively, and previously worked in retail and education. Outside of his advisory role, he works part-time as a fulfillment associate for Amazon. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Aaron Rowley is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and also owns Faith Family Finance LLC, which focuses on publishing books that facilitate spiritual growth. Additionally, he is an author involved in similar activities related to spiritual development. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Brianna Watson is a financial advisor at Morgan Stanley in Boise, ID, holding Series 63 and Series 66 licenses with six years of industry experience. Her career includes roles at Fidelity Investments and Wells Fargo Clearing before joining Morgan Stanley in 2026. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Jordan Ibarra is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has also worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Glenn Lyons is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at AIG Financial Advisors, Inc. since 2005. Outside of his advisory role, Lyons serves as a financial institution examiner for the Idaho State Department of Finance and is involved with estate planning support through Citadel Law Offices. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services with a broad range of investment options and portfolio construction tools. The firm operates multiple advisory platforms and supports legacy programs while utilizing third-party partnerships for model and managed-account solutions.

Tommy Walke is a financial consultant with extensive experience in financial services. He has held various roles, including Wealth Advisor at First Interstate Bank from 2020 to 2024, Financial Advisor at US Bank from 2018 to 2020, Associate Relationship Manager at Key Bank in 2018, Premier Banker at Wells Fargo Bank from 2013 to 2018, and Financial Solutions Advisor at Bank of America and Merrill Lynch from 2012 to 2013. Throughout his career, Tommy has worked closely with individuals to help them navigate their financial journeys with thoughtfulness and transparency. He focuses on creating strategies that align with clients' current needs and future goals, whether they are planning for retirement or just beginning their financial planning. Outside of his professional work, Tommy enjoys beach activities, family activities, fishing, traveling, and volunteering.

Denise Book Hernandez is a financial advisor at Raymond James & Associates with 25 years of industry experience. She has held her current role at Raymond James since 2011. Her credentials include Series 63 and Series 66 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Micah Johnson is the Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 1999. He has dedicated over two decades to serving clients at Fidelity, a firm known for its focus on investment expertise, client service, and personalized financial guidance. In his role, Micah is committed to utilizing the full range of resources available at Fidelity to support clients in achieving their financial goals. He holds a California Insurance License, which complements his professional services. Micah expresses a strong commitment to Fidelity's principles and values, emphasizing the firm's trusted position in the financial services industry and his dedication to client-focused advisory work.

Douglas Johnson is a financial advisor with Merrill in Boise, ID, holding a Series 66 designation and 24 years of experience at Merrill. He has co-ownership in a family-related rental property business outside of his advisory role. 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, offering model-based and discretionary strategies for a range of individual and institutional investors.

Michelle Cady is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 26 years of industry experience. She has been with Cambridge Investment Research Advisors since 2007 and associated with Cambridge Investment Research, Inc. since 2001. Outside of her advisory role, she is an independent insurance agent for various companies through CADY Financial Services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

Tyler Thomas is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2022, he worked at L&H Industrial Inc. for eleven years. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Erik Shotwell is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His work history includes roles with Banner Bank, Cetera, and VALIC Financial Advisors. Outside of his advisory duties, he is the business owner of Good Living Properties, Inc. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Evan Holcomb is a financial advisor at Fidelity with the Series 66 designation and one year of industry experience. His prior roles include positions at Boise State University and Wealth Management Strategies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Cheryl Nelson is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 1998, alongside a concurrent role at Bank of America since 2011. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jackson Cummins is a financial advisor at UBS Financial Services in Boise, ID, holding a Series 66 designation. He joined UBS Financial Inc. in 2025 and transitioned to UBS Financial Services Inc. in 2026. Prior to his advisory role, he worked at Glanbia Nutritionals and held teaching positions at The College of Idaho, Kimberly High School, and Kimberly Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

Lawrence Grimmett is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Treinen is a CFP® with 17 years of experience in the financial services industry. He joined RBC Capital Markets in 2025 after a 16-year tenure at UBS Financial Services Inc. He serves as chairman of the board and finance committee member for the Idaho Catholic Foundation and is on the investment committee for the Mortar Board National Foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored investment advisory programs and portfolio management services using a combination of in-house and third-party managers.

Erika Biggs is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley and its Private Bank affiliate since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its advisory process.