Zachary Mc Waters is a financial advisor with Edward Jones in Meridian, ID, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for General Dynamics NASSCO for 20 years. Outside of his advisory work, he oversees a property management business in San Diego. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, supported by a nationwide network of more than 23,000 financial advisors.

Matthew Peterson is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with LPL Financial in Boise, ID, having previously worked at firms including Fidelity Investments, Clearwater Advisors, and Idaho Trust Bank. Peterson has also been affiliated with The Church of Jesus Christ of Latter-Day Saints during his career. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Heffernan is a CFP® and ChFC® with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. Based in Eagle, ID, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a rental property in Meridian, ID, which is professionally managed. 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, supported by a nationwide network of more than 23,700 financial advisors.

Timothy Andrus is Vice President and Financial Consultant at Fidelity Investments, where he has been part of the Private Client Group since 2014. He works with clients who have established portfolios and are seeking to refine their strategies, support their families, or create a lasting legacy. Timothy focuses on building relationships based on trust and confidence to help clients shape their vision for financial progress and work toward their individual goals. Timothy has been with Fidelity Investments since 2007, progressing through various roles including Investments Representative, Investments Solutions Representative, Premium Relationship Associate, College Planning Representative, and Financial Representative. He holds a California Insurance License. Outside of his professional work, Timothy's personal interests include board games, family activities, football, gardening, golf, and yoga.

Sage Kendall is a financial advisor at Osaic Wealth with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Tech Credit Union and Raymond James Financial Services. Outside of his advisory role, Kendall serves as a board member for the McCall Winter Sports Club, a nonprofit focused on youth development. Osaic Wealth serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple advisory platforms, providing portfolios that include a variety of investment vehicles managed on discretionary or non-discretionary bases.

Erica Sarrazolla is a financial advisor at Edward Jones with Series 66 and Series 63 credentials and 31 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1997. Outside of her advisory role, she manages a commercial property business in Boise, Idaho. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supporting approximately $1.01 trillion in assets under management through a large network of advisors and branch offices.

Cole Duberow is a financial advisor with Edward Jones in Eagle, Idaho, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Intuit for five years and Vivint (Smart Home Pros) for five years. Outside of his advisory role, he manages a short-term rental property through Airbnb in Boise, Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Scott Dike is a CFP®-designated financial advisor with Edward Jones in Boise, ID, where he has worked since 2016, accumulating nine years of industry experience. He is a partial owner of a real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Bryan Dodge is a financial advisor with LPL Financial, holding a Series 66 designation and ten years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management and institutional platforms.

Matthew Mc Murry is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Edward Jones since 2019. Prior to this, he was employed at Northwest Trustee & Management Services for three years. He serves on the board of The CLOSET in Boise and is a past president of the Treasure Valley Estate Planning Council, participating in educational meetings on estate planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large network of financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Randall Dorvin is a financial advisor with Edward Jones in Meridian, Idaho, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Mississippi. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Michael Beal is a financial advisor with Cetera in Boise, ID. He holds the Series 63 and Series 65 designations and has one year of industry experience. His prior work includes roles at Americor Funding and various self-employed positions. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Nancy Sash is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera since 2025. Prior to joining Cetera, she worked at Avantax and has been involved with KDP Wealth Management and KDP Certified Public Accountants for over two decades. She holds Series 63 and Series 66 licenses and serves as Director of Financial Services at KDP Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform with a broad range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm supports over 10,000 advisors nationwide and manages more than $256 billion in assets.

Charles Breske is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 48 years of industry experience. He has been with Cetera Advisors LLC since 2013 and is also the owner of Network Financial Associates, where he provides fixed insurance, life and annuities, and living trust creation services. Additionally, he serves as a notary public, notarizing documents for clients. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various discretionary and non-discretionary program options.

Madison Eggleston is a financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise, she worked at Stifel for three years and has held roles outside the financial sector, including positions at the Nevada Small Business Development Center and Squaw Valley Ski Resort. She holds a Series 66 designation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Birch Bayer is a financial advisor with Raymond James & Associates holding a Series 66 designation and 26 years of industry experience. He previously worked for Morgan Stanley Smith Barney for 13 years before joining Raymond James in 2022. Located in Eagle, ID, he is part of a large advisory network serving a diverse client base. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities with financial planning and consulting services, utilizing a range of portfolio management styles and affiliated research.

Luke George is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at HI Financial and Z Doctor LLC. His background includes roles outside the financial sector, such as at 360 Painting of Meridian and EC Plumbing, as well as service on an LDS Mission. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts and estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, with both proprietary and third-party strategies tailored to client objectives.

Chris Crosby is a financial advisor with Ameriprise in Boise, ID, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to his current role at Ameriprise starting in 2020, he was with Ameriprise Financial Services, Inc. for six years. Outside of his advisory work, Crosby serves on the board of Ignite Sports as Volleyball Director and coaches youth volleyball. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning using research-driven recommendations and tax-aware withdrawal strategies.

Jacob Lovin is a financial advisor with Edward Jones in Boise, ID, holding CFP® and Series 66 credentials and has five years of industry experience. Prior to joining Edward Jones in 2020, he served six years in the U.S. Navy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Julie Sisler is a financial advisor with Edward Jones in Meridian, Idaho, holding a Series 66 designation and 16 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 manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.