Krzysztof Machon is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 designation and 24 years of industry experience. He has worked with Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of his advisory role, he serves as president of the Hackberry Homeowners Association, where he oversees neighborhood upkeep and community activities. 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 options grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking.

Jay Lovin is a Series 66-licensed financial advisor with Edward Jones in Meridian, Idaho, and has 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and affiliated investment options supported by a large network of financial advisors and branch offices nationwide.

Crystal York is a financial advisor with LPL Financial in Meridian, ID, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory work, she is involved in baseball coaching. 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 a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and incorporating model portfolios and research from multiple sources.

Laurie Mcmackin is a First Vice President and Financial Advisor at Merrill Lynch Wealth Management based in Boise. With 30 years in the financial industry, including 20 years at Merrill Lynch, she specializes in guiding clients through a variety of financial decisions. Her focus areas include college education planning, LGBT wealth planning, personal retirement planning, portfolio management services, women and wealth, tax minimization, and retirement income. Laurie emphasizes clear communication and personalized strategies tailored to each client's goals, concerns, and timelines. She assists clients ranging from novice investors to those refining long-term plans, ensuring they understand how each financial choice supports their objectives. Laurie builds genuine relationships based on trust and transparency, listening closely and providing thoughtful guidance to help clients feel informed and supported. Laurie holds a Personal Investment Advisor (PIA) designation and earned her High School Diploma from Hewlett High School. She is a member of Business Network International and participates in community activities with Wish Granters. Outside of work, Laurie enjoys dancing, gardening, hiking, music, traveling, watching movies, and yoga, and she values connecting with the Boise community.

Erica Cantrell is a financial advisor at Thrivent Investment Management with 13 years of industry experience. She holds the Series 66 designation and has been with Thrivent Financial for Lutherans since 2014. 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 planning and allows clients to combine planning with managed-account programs while keeping the services separate.

Orlando Herrera is a financial advisor at Edward Jones in Nampa, ID, holding a Series 66 designation with one year of experience at the firm. Prior to joining Edward Jones, he worked for Medsync Pharmacy VIP Compounding for seven years and has experience at Dick's Sporting Goods, Boise State University, and Gemstop. 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, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors.

Samantha Pitts is a financial advisor with RBC Capital Markets in Boise, ID, holding Series 63 and Series 66 licenses and 21 years of industry experience. Her prior work includes positions at D.A. Davidson & Co., UBS Financial Services, and Sagepoint Financial, among others. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors across wealth levels, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Valerie Sturbaum is a financial advisor with Wells Fargo Clearing in Boise, ID. She holds Series 63 and Series 65 licenses and has three years of industry experience. She has been with Wells Fargo Bank since 2011. 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 provides both brokerage and advisory solutions.

Bart Leach is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He previously worked for Wells Fargo Advisors for 10 years before joining LPL Financial in 2024. Leach is the sole owner of HAT, LLC, a business entity used 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 provides financial planning, various advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Dustin Paille is a financial advisor with Wells Fargo Clearing in Boise, ID. He holds Series 65 and Series 63 licenses and has been in the financial services industry since 2014, including roles at Citibank N.A. and Wells Fargo Bank, nA. He is also involved with Formal Agreement Generation Services 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 combines extensive research and analytics with a broad range of brokerage and advisory solutions.

Melissa Howard is a Series 66-registered financial advisor with Edward Jones in Nampa, Idaho, where she has worked since 2007, totaling 19 years at the firm. She has been active in the industry for 3 years. Outside of her advisory role, she is a partner in a woodworking and crafting hobby business, Seasoned Cellars, which she operates with her husband and participates in several craft shows annually. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices.

Geoff Lanfear is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been with LPL Financial since 2007. Outside of advisory work, he is involved in servicing and occasionally selling non-variable health insurance and owns a mortgage and real estate services company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Sydney Barker is a Series 66 licensed financial advisor with UBS Financial Services in Boise, ID, where he has worked since 2022. He has three years of industry experience and prior work experience outside finance includes roles at Depot Cafe and Postmates. Barker is also the proprietor of Joy Captures LLC, a photography business involved in photoshoots, galleries, and selling photographs. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client portfolios.

Matthew Case is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been associated with various Fidelity entities since 2011, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves a range of registered investment companies and constructs model portfolios delivered through intermediary platforms.

Jacob Heuett is a financial advisor with Wells Fargo Clearing in Meridian, Idaho, holding Series 63 and Series 65 licenses and bringing 32 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 is involved in managing family farm businesses, including Heuett Land & Cattle Co, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. 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 in its investment menus.

Rebecca Magaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and currently based in Meridian, ID. She has experience working at PFS Investment Inc. and Primerica Financial Services since 2025, along with prior roles at Shamrock Foods Company, Oppenheimer Companies, Inc., and Food Services of America. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable accounts. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with thousands of advisors and offices across the country.

Byron Ellis is a financial advisor with RBC Capital Markets in Boise, ID, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining RBC in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 12 years. Outside of his advisory work, he serves as an assistant basketball coach at Meridian High School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with portfolio management and financial planning services tailored to clients' Advisory Risk Profiles, utilizing both in-house and third-party investment resources.

Brian Puddy is a financial advisor with LPL Financial in Boise, ID, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, MassMutual Idaho, and SII Investments, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Elizabeth Micheletty is a financial advisor at Edward Jones in Meridian, ID, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked for eight years at SPI Transportation. Outside of her advisory role, she owns Micheletty Motorsports LLC, a business involved in drag racing and parts sponsorship. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Christine Robertson is a financial advisor with Raymond James & Associates in Boise, ID, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and external sub-advisers.