Harold Harmon is a financial advisor with RBC Capital Markets in Ketchum, Idaho, holding Series 63 and Series 65 designations and 37 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2019 before joining RBC Capital Markets in 2019. Outside of his advisory role, Harmon owns and oversees maintenance for a residential short-term vacation rental property. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations with customized portfolio management, financial planning, and brokerage services. The firm utilizes a range of in-house and third-party investment managers and offers multiple advisory programs tailored to clients’ risk profiles.

Laura Harlow is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. Previously, she served as a Notary Public in New York State from 2016 to 2020. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Jefferson Bruner is a financial advisor with Robert Baird & Co. in Ketchum, ID, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. His prior roles include positions at McAdams Wright Ragen, Inc. and Wells Fargo Investments, LLC. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separately managed account programs, supported by internal research, artificial intelligence tools, and a combination of manager-traded and model-traded strategies.

David Logsdon is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2026, he worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Investments LLC over a 20-year period. 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 through a large network of advisors who utilize various model portfolios and customized strategies.

Sheri Johnnie is a CFP® and holds Series 63 and Series 66 licenses with 35 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2008, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She is based in Ketchum, ID. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group for asset allocation and financial planning analyses.

Lori Nurge is a Certified Financial Planner (CFP®) with 29 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2012. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

John Heisel is a Managing Director and Private Wealth Manager at Merrill Lynch Wealth Management, where he has been an advisor since 1994. He works closely with clients to identify financial objectives, develop strategies, and manage investment portfolios. His practice is known for its focus on the sports and entertainment industry, while also serving clients from diverse backgrounds. John's career in finance began as a corporate banker for Bank of America in Los Angeles, specializing in large loan transactions for Fortune 500 insurance companies. He subsequently worked at a healthcare-focused startup bank, managing one of its offices, and later ran a family office where he developed real estate projects. He holds a Bachelor’s degree in economics from the University of California, Los Angeles. John divides his time between Pacific Palisades, California, and Sun Valley, Idaho. His personal interests include adventure sports, biking, golfing, hiking, photography, reading, skiing, soccer, traveling, and spending time with his family and friends. He has two grown children, a stepchild, and has been with his partner for many years.

Jenni Riley is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and previously worked at Hazlett Wealth Management and Ketchum Ventures, LLC. Outside of her advisory work, she is an officer for the Vickie Bennett Memorial Scholarship Fund, which awards an annual scholarship to a rural student pursuing a career in health care, and serves as co-trustee of a family homestead trust managing farm operations and estate matters. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client strategies.

William L. Vasconcellos is a financial advisor at UBS Financial Services with 37 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 designations. He serves as a member of the Board of Advisors for the Boise Metro Chamber of Commerce, a nonprofit organization focused on regional economic development. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor strategies to clients’ goals and risk profiles.

Andrew Jones is a financial advisor with Morgan Stanley in Sun Valley, Idaho, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, Jones serves on the advisory board of Campfire Smoke Spirits, LLC, a wholesale and retail distribution business in Santa Monica, California. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques but does not make individual security recommendations as part of standalone plans.