David Kluksdal is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has held positions at multiple firms including J P Turner & Company Capital Management and Summit Financial Group. Outside of his advisory work, he is involved in several business ventures in Boise, ID, including ownership in commercial real estate and serving as president of a local business owners association. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, and manages over $256 billion in assets.

Lisa Derig is a financial advisor with LPL Financial in Boise, ID, holding a Series 66 designation and 25 years of industry experience. She previously worked at Wells Fargo Advisors for 10 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs alongside brokerage services, utilizing model portfolios, third-party research, and various management options.

Tyler Johnson is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 63 and Series 66 licenses and has prior experience at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved with Carter Faye Investment LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning services, and portfolio management options supported by internal and third-party research.

Hailey Hanson is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Sunwest Bank, Mountain West Bank, and various healthcare and nonprofit organizations, as well as periods of extended travel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, using proprietary methodologies and oversight of affiliated and unaffiliated sub-advisers.

Porter Bronson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2024 and 2025, respectively, and previously worked in retail and education. Outside of his advisory role, he works part-time as a fulfillment associate for Amazon. 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.

Aaron Rowley is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and also owns Faith Family Finance LLC, which focuses on publishing books that facilitate spiritual growth. Additionally, he is an author involved in similar activities related to spiritual development. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Brianna Watson is a financial advisor at Morgan Stanley with six years of industry experience. She has held positions at Fidelity Investments and Wells Fargo Clearing prior to joining Morgan Stanley. She holds the Series 66 and Series 63 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support its advisory services.

Jordan Ibarra is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has also worked at Wells Fargo Bank, N.A. since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Glenn Lyons is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at AIG Financial Advisors, Inc. since 2005. Outside of his advisory role, Lyons serves as a financial institution examiner for the Idaho State Department of Finance and is involved with estate planning support through Citadel Law Offices. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services with a broad range of investment options and portfolio construction tools. The firm operates multiple advisory platforms and supports legacy programs while utilizing third-party partnerships for model and managed-account solutions.

Tommy Walke is a financial consultant with extensive experience in financial services. He has held various roles, including Wealth Advisor at First Interstate Bank from 2020 to 2024, Financial Advisor at US Bank from 2018 to 2020, Associate Relationship Manager at Key Bank in 2018, Premier Banker at Wells Fargo Bank from 2013 to 2018, and Financial Solutions Advisor at Bank of America and Merrill Lynch from 2012 to 2013. Throughout his career, Tommy has worked closely with individuals to help them navigate their financial journeys with thoughtfulness and transparency. He focuses on creating strategies that align with clients' current needs and future goals, whether they are planning for retirement or just beginning their financial planning. Outside of his professional work, Tommy enjoys beach activities, family activities, fishing, traveling, and volunteering.

Denise Book Hernandez is a financial advisor at Raymond James & Associates with 25 years of industry experience. She has held her current role at Raymond James since 2011. Her credentials include Series 63 and Series 66 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Micah Johnson is the Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 1999. He has dedicated over two decades to serving clients at Fidelity, a firm known for its focus on investment expertise, client service, and personalized financial guidance. In his role, Micah is committed to utilizing the full range of resources available at Fidelity to support clients in achieving their financial goals. He holds a California Insurance License, which complements his professional services. Micah expresses a strong commitment to Fidelity's principles and values, emphasizing the firm's trusted position in the financial services industry and his dedication to client-focused advisory work.

Douglas Johnson is a financial advisor with Merrill in Boise, ID, holding a Series 66 designation and 24 years of experience at the firm since 2002. Outside of his advisory role, he is a co-owner of a family rental property in Nampa, Idaho. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Michelle Cady is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 66 licenses and has 26 years of industry experience. She has been with Cambridge Investment Research Advisors since 2007 and associated with Cambridge Investment Research, Inc. since 2001. Outside of her advisory role, she is an independent insurance agent for various companies through CADY Financial Services. 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 plan advisory services through independent Financial Professionals, utilizing multiple platform arrangements and both proprietary and third-party investment strategies.

Tyler Thomas is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2022, he worked at L&H Industrial Inc. for eleven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Erik Shotwell is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His career includes roles at Banner Bank, Cetera, and VALIC Financial Advisors. He is also the owner of Good Living Properties, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofits through a national network of advisers, offering a range of advisory programs, financial planning, and brokerage services.

Evan Holcomb is a financial advisor at Fidelity with the Series 66 designation and one year of industry experience. His prior roles include positions at Boise State University and Wealth Management Strategies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction.

Cheryl Nelson is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 1998, alongside a concurrent role at Bank of America since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jackson Cummins is a financial advisor at UBS Financial Services in Boise, ID, holding a Series 66 designation. He joined UBS Financial Inc. in 2025 and transitioned to UBS Financial Services Inc. in 2026. Prior to his advisory role, he worked at Glanbia Nutritionals and held teaching positions at The College of Idaho, Kimberly High School, and Kimberly Middle School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and research resources.

Lawrence Grimmett is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven 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 investment advisory solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.