Lisa Schaffer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and 26 years of industry experience. She has previously worked at Merrill, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Sandra Dalton is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and over 41 years of industry experience. She previously worked at UBS Financial Services Inc. for 16 years before joining RBC in 2025. Dalton serves on the board of Boise Rescue Mission, where she participates in overseeing budget and financial statements. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual, institutional, and corporate clients with tailored investment strategies implemented through a variety of advisory programs. The firm combines in-house and third-party investment managers to offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Corey Davidson is a financial advisor at Wells Fargo Clearing in Boise, ID, holding a Series 66 designation with two years of industry experience. Prior to joining Wells Fargo, he worked at Homebridge Financial and CMG Home Loans from 2020 to 2023 and has experience in mortgage-related roles. Outside of his advisory work, he serves as Treasurer for a homeowners association in Meridian, ID. 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 both brokerage and advisory solutions.

Kathryn Kusler is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill in 2024, she worked at Morgan Stanley for one year. Outside of finance, she has worked in the restaurant industry at Buffalo Wild Wings. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Watson is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 66 registrations and nine years of industry experience. His prior work includes roles at LPL Financial and Raymond James Financial Services Advisors. 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.

Uwe Ruttke is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1994 and specializes in financial strategies and advanced planning techniques for high net worth clients. Uwe previously served as Senior Resident Director of the Pleasanton office for ten years before assuming his current advisory role. Uwe holds a bachelor's degree in business from Valparaiso University and is a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He has been recognized regularly in Barron’s Magazine as one of the Top 1200 financial advisors in the country, most recently in March 2025. His professional affiliations include membership in the Aspen Institute and the Recording Academy. Outside of work, Uwe enjoys music, skiing, and boating with his wife and two daughters.

Michael Madsen is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 15 years of industry experience. He has worked with MML Investors Services LLC and MassMutual Life Insurance Company since 2011. In addition to his advisory role, Madsen is a licensed insurance sales agent. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-based client relationships without discretionary investment authority.

Kory Gaona is a financial advisor at Edward Jones in Garden City, Idaho, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked in various roles at the City of Boise, Boise State University, Towne Square Media, and the City of Nampa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Aldo Cabrini is a financial advisor with Thrivent Investment Management in Boise, ID, holding a Series 66 designation and nine years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017 and previously held a role at AlertSense Inc from 2015 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial planning without discretionary trading authority. The firm allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Richard Hammond is a financial advisor with Raymond James & Associates in Boise, ID, holding Series 63 and Series 65 credentials and 38 years of industry experience. Prior to joining Raymond James in 2019, he spent 25 years with UBS Financial Services. His outside business activities include ownership of rc2t LLC, a family trust-related entity. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a wide range of portfolio management strategies and affiliated research.

Kayla Sullivan is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Wells Fargo Clearing since 2018 and at Wells Fargo Bank, N.A. since 2013. She also has a teaching role at Grand Canyon University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a combination of discretionary and non-discretionary retirement plan services supported by research from Wells Fargo Investment Institute and external sources.

Thomas Corrado is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has worked with Linsco/Private Ledger since 2001 and has been associated with Long Beach School Federal Credit Union since 1995. In addition to his advisory role, he provides financial advice to credit union members, including mutual funds, annuities, stocks, bonds, IRAs, TSAs, and insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, retirement advice, and institutional platforms, supporting a wide range of investment strategies and maintaining oversight of substantial discretionary assets through its extensive network of advisors.

Don Grijalva is a financial advisor at Raymond James & Associates with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as president of the Solera Ranch Community Services HOA in Walnut Creek, California. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Bryan Raymond is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Wells Fargo Clearing since 2016, following five 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 options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Brent Koetter is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson & Co. from 2002 to 2016 before joining Stifel Nicolaus & Co. in 2016. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Andrew Horton is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Wells Fargo in various capacities since 2014. Outside of his advisory work, he is involved as a wellness advocate with DoTerra. 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 combination of brokerage and advisory solutions supported by extensive research and analytics.

Nathan Rackham is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 designation and 20 years of industry experience. He has worked extensively within Wells Fargo entities since 2004, including Wells Fargo Advisors LLC and Wells Fargo Bank, N.A., with a brief tenure at Ameriprise in 2021. 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, delivering tailored solutions that include a broad range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Joshua Diaz Munoz is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Bank, NA since 2018. Outside of his advisory role, he is a partial owner of Fratres Brewing LLC and Fratres Motors LLC, where he assists with business development and operations. 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 employs a research-driven approach and offers both brokerage and advisory solutions across a broad range of financial products.

Charles Erwin is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1995 and worked at Ameriprise Financial Services, Inc. for 14 years. Outside of advising, Erwin serves on the board of the Somerset Heights Homeowner’s Association and is president of Lancer Erwin Support Services. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, offering tailored recommendation reports that integrate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team in partnership with its financial advisors.

Kathryn Charles is a Series 66 licensed financial advisor at Wells Fargo Advisors with 10 years of industry experience. She has been with Wells Fargo Advisors since 2013. Outside of advising, she has ownership in Katie's Place LLC, a resort rental property in McCall, Idaho. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering investment and financial planning services tailored to clients who meet a net-worth threshold. The firm provides a broad planning menu and integrates advisory services with other financial products and referral channels.