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 in Boise, ID, holding Series 66 and Series 63 credentials with 22 years of industry experience. He has been with Edward Jones since 2004. Grooms serves as a board member of the Charis Initiative Foundation, where he participates in selecting recipients for college scholarships and overseeing 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 discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

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.

Lori Reinke is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at MassMutual and Thrivent Financial. She also provides financial services through Capital Financial Solutions, LLC. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Katelyn Dell Era is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Primerica Financial Services and State Farm Insurance. She is also involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies provided by unaffiliated asset managers along with select discretionary separately managed accounts.

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.

Mark Rupp is a CFP® with 20 years of industry experience, affiliated with Cetera in Boise, ID. He has held roles at firms including Summit Financial Group Inc and Cetera Wealth Services, and he currently serves as owner and president of Rupp Financial Companies, Inc. Outside of his advisory work, he is vice board chair of the nonprofit Conservation Voters for Idaho Education Fund. Cetera Investment Advisers LLC is an SEC-registered firm providing a multi-manager platform that supports a large nationwide network of independent advisors. The firm serves individual clients, employer-sponsored retirement plans, and institutional accounts with services ranging from portfolio management to financial planning and access to third-party managers.

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.

Vickie Little is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her work history includes roles at UBS Financial Services and Riverside Associates Financial Group, alongside her current tenure at Raymond James. Outside of finance, she was involved with M & M Traffic Control, LLC, and Subzero Ice Cream. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports a wide advisor network with services including municipal advisory and SIMPLE IRA employer consulting programs.

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.