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.

Gunnar Gull is a financial professional with Cetera who holds Series 63 and Series 65 licenses and has three years of industry experience. He has worked with several entities, including Gull Financial, LLC, which he owns, and Cetera Wealth Services, LLC. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and a multi-manager platform.

Jacob Fischer is an advisor at LPL Financial in Meridian, Idaho, holding a Series 66 designation. He joined LPL Financial in 2025 and has varied work experience including roles in education and small business management. Prior to his current role, Fischer worked at institutions such as Centennial High School and Lowell Scott Middle School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies and services.

Amy Flohr is a CFP® professional with four years of experience, currently serving as a financial advisor at Edward Jones in Meridian, ID. Prior to joining Edward Jones, she worked in education for several years and also held a position at Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large national network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Bradley Grooms is a financial advisor at Edward Jones with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2004. He serves as a board member of the Charis Initiative Foundation, where he helps select recipients for college scholarships and oversees distribution payments. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Tracy Ham is a financial professional at Cetera with 40 years of industry experience. She has worked with Cetera Advisors LLC since 2013 and joined Cetera in 2024. In addition, she is involved with Principle Resource Group, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and manages over $256 billion in assets through a network of more than 10,000 advisors.

Katelyn Dell Era is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 licenses and having two years of industry experience. She previously worked with State Farm Insurance and has experience in both financial services and educational roles. In addition to advising, she receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party asset managers and custodians.

Nathanael Downs is a financial advisor with Cambridge Investment Research Advisors in Boise, ID, holding a Series 66 credential and 15 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2011 and also at Duncan Financial Planning Advisors since 2018. Outside of advising, he owns Nathan Downs Coffee Co., a food and beverage business in Nampa, ID. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Timothy Zadzora is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has been with Cetera Advisors LLC since 2013. Outside of his advisory role, he works as an insurance agent, selling life insurance and annuities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with over $256 billion in assets under management.

Brandon Schmidt is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Corebridge Financial and the hospitality sector. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advise registered investment companies.

Gavin Licht is a financial advisor with LPL Financial in Meridian, Idaho, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at Ameriprise, Wells Fargo Clearing, Wells Fargo Advisors, and U.S. Bancorp Investments. Outside of his advisory work, he owns a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Suzanne Nealgarner is a financial advisor with Advanced Tax and Financial Services, Inc. in Kuna, Idaho, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has been with Advanced Tax and Financial Services since 2003 and serves as its president, providing tax consulting and income tax preparation services alongside her advisory role. Advanced Tax and Financial Services, Inc. manages approximately $577.6 million across 29 individual and high-net-worth client accounts, focusing on discretionary portfolio management. The firm operates as a solo practice emphasizing investment management rather than standalone financial planning.