William Westfall is a financial advisor with Edward Jones in Meridian, ID, holding the CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has worked at Edward Jones since 2016. Outside of his advisory role, he authors a bi-weekly leadership blog focused on managing diverse teams and owns a custom motorcycle building business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 advisors.

James Ostyn is a CFP® with 29 years of industry experience, currently affiliated with Cetera. He has been with Cetera and its related entities since 2006. Outside of his advisory work, Ostyn serves as a board member of Treasure Valley Bible Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

John Ramirez is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Sagepoint Financial, Inc. for 14 years. He also operates a sole proprietorship focused on the sale of fixed insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct portfolios across various asset classes for discretionary or non-discretionary management.

David Ortega is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Ataraxis Inc. (PicFair Holdings, dba UltraClean) from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. 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.

Stanley Beebe is a financial advisor at Edward Jones in Nampa, Idaho, holding a Series 66 designation with 15 years of industry experience. He 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 range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kevin Kuehn is a financial advisor with OSAIC in Eagle, Idaho, holding a Series 66 designation and 21 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 18 years. Outside of advising, he is an insurance agent selling fixed life and disability insurance, as well as fixed and indexed annuities, and he also sells miscellaneous items, including sports cards, on eBay. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Trent Walker is a financial advisor at Edward Jones in Meridian, ID, holding a Series 66 designation. He began his advisory career with Edward Jones in 2025. Prior to this, his work experience includes roles at Estech LLC, Layton Construction, and Tates Rents. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Kristopher West is a financial advisor with Raymond James Financial in Eagle, Idaho, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. and associated firms since 2016. Outside of his advisory role, he serves as an acting executor helping manage estate distributions according to client instructions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pensions, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Gregg Saunders is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at ICON Retirement and Investment Services, Financial Advocates Investment Management, Raymond James Financial, Edward Jones, and KeyBanc Capital Markets. Outside of his financial advising work, he owns two local businesses, Happy Duct Cleaning, LLC and Saunders Painting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, various portfolio management programs, and institutional platforms, supported by a large network of advisors using a range of investment strategies and research tools.

Dagan Fluke is a financial advisor with Edward Jones in Garden City, Idaho, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for eight years with the Ada County Sheriff's Office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Daniel Mcquesten is a CFP® professional associated with Raymond James Financial with 18 years of industry experience. He has served in the Idaho Air National Guard since 2014 and has been with Raymond James Financial Services Advisors Inc. since 2013. Outside of his advisory work, he is CEO and President of DWM LLC, a support company involved in bookkeeping and employee management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling and supports client implementation through advisory programs or other providers.

Janelle Mancha 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 in 2022, she held positions at Universal City Studios, NBC Universal, Starbucks Coffee Company, and GEP Talent Services. Mancha is involved with Business Networking International (BNI) as a member of the Membership Committee for the "Game Changers" chapter in Meridian, 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 manages approximately $1.01 trillion in assets under management across a nationwide network of thousands of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kathryn Garcia is a Series 66-licensed financial advisor with Edward Jones in Meridian, ID, bringing three years of industry experience. Prior to joining Edward Jones in 2023, she worked at American Pacific Mortgage Corporation and Mechanics Bank. 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 options, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Stefanie Blackwood is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity, Nationwide Investment Services Corporation, and Empower Advisory Group. Outside of her advisory work, she manages a family business entity that facilitates employment of her minor children during summer months. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Tammara Upton is a financial professional at Cetera with 19 years of industry experience and holds Series 63 and Series 66 licenses. She has worked at Cetera and its affiliates since 2022 and has prior experience at The Prudential Insurance Co. of America and Key Investments. Outside of advisory roles, she has worked as an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Jonathan Young is a financial advisor with Edward Jones in Nampa, Idaho, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Burnham Gibson Wealth Advisors, Equitable Advisors, LPL Financial, CUNA Brokerage Services, SchoolsFirst FCU, and Capital Group/American Funds. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Robert Gerichs is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones for nine years before joining Raymond James Financial Services Advisors, Inc. in 2020. Gerichs serves on the finance and investment committee of Holy Apostles Catholic Church, advising on the church’s financial activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support its broad client base.

John Adams is a financial advisor with Raymond James & Associates holding a Series 66 designation and over eight years of industry experience. His career includes seven years at Baker Boyer National Bank and five years at JK Adams Ranches, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, and offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Endika Iturburu is a financial advisor with LPL Financial in Meridian, ID, holding a Series 66 credential and nine years of industry experience. Prior to joining LPL Financial in 2025, he spent nine years at Edward Jones. Outside of his advisory role, he is involved with Summit Financial Management, a business entity focused on 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 other institutions. The firm offers a range of financial planning and asset management services through a large network of advisors using both proprietary and third-party investment strategies.

Rebekah Faasau is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 19 years of industry experience. She previously worked at Bank of America, N.A., and Merrill. Outside of her advisory role, she is involved as a committee member for Capstone Primary School’s charity golf tournament. Raymond James & Associates serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting. The firm supports its advisors with a range of portfolio management styles, firm research, and model manager options, and is notable for its municipal advisory services and extensive affiliate network.