Richard Babineaux is a financial advisor with Edward Jones in Middleton, Idaho, holding a CFP® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including prior roles at RC Willey Home Furnishings, PFS Investments Inc., and Primerica Financial Services. He serves as a committee member on the City of Middleton Impact Fee Advisory Committee. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charities. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Bryan Klingelhoets is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2007. Outside of his advisory role, he is involved in selling loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a wrap-fee structure for its services.

Paul Orlando is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Ameriprise Financial Services Inc for six years and Edward Jones for eleven years. Outside of his advisory role, he is the owner of a non-investment business, Granite Real Estate LLC, based in Meridian, ID. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various investment programs, and supports its large network of advisors with research tools and multiple financial products and partnerships.

Scott Cleveland is a financial advisor with Cambridge Investment Research Advisors in Eagle, Idaho, holding Series 63 and Series 66 designations and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc since 2014. Outside of his advisory role, Cleveland serves as treasurer of the Eagle Chamber of Commerce, is a board member of the Ada County GOP, and is a candidate for political office. Cambridge Investment Research Advisors is an SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals and utilizes a range of platform arrangements and proprietary model strategies.

Gretchen Brown is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Cambridge Investment Research firms since 2009. Outside of her advisory role, she serves as president of Tax Clarity, LLC, an accounting and bookkeeping services firm. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Gregory Call is a Series 66 licensed financial advisor with Equitable Advisors, where he has worked since 2002. He has 23 years of industry experience, including 18 years with Axa Advisors, LLC. His outside business activities include various insurance appointments. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party partnerships.

Christopher Eggleston is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Allstate Insurance Company for 13 years before founding Eggleston and Associates LLC. He is also involved with Family Tree Financial, where he engages in insurance sales and service for multiple carriers. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-supported tools and multiple investment platforms to construct diversified portfolios tailored to client needs.

Justin Samples is a financial advisor with Ameriprise in Chehalis, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages FWMG LLC, an advisory business based in Boise, ID. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a large institutional platform that includes advisory, brokerage, and insurance solutions.

Rebekah Maggard is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. She has been with Thrivent since 2011 and Thrivent Financial since 2012. Outside of advising, she serves as a director for All Kids Inspired Inc., an organization focused on providing extracurricular opportunities to underprivileged children, and participates as a care provider in community activities for individuals with disabilities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on various financial planning topics without implementation. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Lucas Mann is an Investment Consultant at Fidelity Investments. He works with clients to develop financial strategies tailored to their unique goals, priorities, and personal circumstances. Lucas helps clients navigate complex financial decisions with care and clarity. He has held various roles at Fidelity Investments since 2018, including positions as Customer Relationship Advocate, High Net Worth Service, Workplace Planning Consultant I and II, Investment Management Consultant I and II, before his current role. Lucas holds a California Insurance License.

Ryan McMahon is a financial advisor with J.P. Morgan Securities in Meridian, Idaho, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Edward Jones and Delta Medical Systems prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2020. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Jennifer Fisher is a financial advisor with LPL Financial in Meridian, Idaho, holding Series 63 and Series 65 licenses and 24 years of industry experience. Her prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, AlphaStar Capital Management, Mass Mutual Investors Services, and Cetera Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and substantial discretionary assets.

Andrew Bettinson is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. His background includes six years at Edward Jones and nine years of service in the US Army. Outside of his advisory work, he is involved with Bettinson Enterprises LLC, a business entity for 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 investment management services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by technology tools for operational and research purposes.

Allen Gamel is a CFP® and ChFC® with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds a Series 63 license and is based in Meridian, Idaho. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary investment strategies, tax-efficient services, and maintains a large nationwide network of financial advisors and branches.

Chris Jensen is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to his current role starting in 2020, he worked for Maverik, Inc. for over three decades. In addition to his advisory work, he serves as a Medicare Specialist outside the MassMutual framework. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and event-driven planning such as divorce and estate settlement.

Casey Stromer is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Bank of America and Merrill Lynch. Stromer has been with Cetera in various capacities since 2022. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and advisory services through a large network of independent advisors and employs a multi-manager platform with diverse program options and custodial relationships.

Mark Nelson is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of his advisory role, he serves on the Board of Directors for the Bronco Athletic Association at Boise State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

Tel Tipton is a CFP® professional at RBC Capital Markets with seven years of industry experience. He previously worked at Edward Jones for seven years and Wells Fargo Bank for six years. Tipton serves as Executive Director and Treasurer of the Idaho Commission on Hispanic Affairs. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with customized advisory programs that include portfolio management, financial planning, and brokerage services. The firm utilizes a range of in-house and third-party investment managers and offers features such as tax management and responsible-investing options.

Leslie Dunn is a Series 66 licensed financial advisor with Merrill in Garden City, ID, and has seven years of industry experience. Prior to Merrill, Leslie worked at Capital Group and Wells Fargo Insurance, Inc. Leslie also serves as Treasurer for Purium, a health supplement referral business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Jeffrey Wire is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and five years of industry experience. He previously served for 30 years in the United States Army and worked at First Command Brokerage Services, Inc., First Command Advisory Services, Inc., and First Command Insurance Services from 2020 to 2025. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to asset managers, and participation in wrap programs.