Lisa Shelton is a financial advisor with Morgan Stanley in Middleton, Idaho, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has worked with various Morgan Stanley entities since 2005 and had prior experience at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and planning tools in its financial planning approach.

Sarah Emery is a financial advisor with Edward Jones in Caldwell, Idaho. She holds a Series 66 designation and has seven years of industry experience. Prior to joining Edward Jones in 2018, she worked for Idaho Wine Merchant from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jeffery Erekson is a financial advisor at Edward Jones with 23 years of industry experience. He has held his current position at Edward Jones since 2003. His credentials include Series 63 and Series 66 registrations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jill Hitchcock is a financial advisor with Edward Jones in Caldwell, ID. She holds a Series 66 designation and has 10 years of industry experience, including eight years with Continental Investors Services prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Kindra Wilson is a financial advisor at Edward Jones with 26 years of industry experience. She holds a Series 66 designation and previously worked at Securian Financial Services Inc. for over two decades. Wilson is also involved with Bedrock Energy Partners in Houston, Texas, where she holds mineral rights and royalties. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors. The firm offers a variety of advisory programs and investment options, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Joseph Adriano is a financial advisor with LPL Financial in Nampa, Idaho, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, Transamerica Financial Advisors, and World Financial Group. In addition to his advisory work, he is employed part-time as a Client Relationship Manager at The Eight Principals in Caldwell, Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports advisory representatives with various portfolio options, third-party asset management, and technology tools, serving a broad client base through a large network of over 22,800 advisors.

Brayden Dunning is a financial advisor at Raymond James Financial Services Advisors, Inc. with eight years of industry experience and a Series 66 designation. He has worked at Raymond James Financial and Wells Fargo Advisors since 2018 and previously was employed at Boise State University. Outside of his advisory role, Dunning is involved in agricultural and business consulting ventures, including managing family farm operations and other private business interests. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports client implementation through various advisory programs.

Dylan Mull is a financial advisor with Edward Jones in Caldwell, ID, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He worked at Wells Fargo Clearing Services LLC for eight years before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Hewett is a financial advisor with Edward Jones in Caldwell, ID, holding Series 63 and Series 65 licenses and seven years of industry experience. Prior to joining Edward Jones in 2026, he worked at Wells Fargo Clearing Services, Wells Fargo Bank, US Bank, and First Interstate Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its large network of advisors and branch offices, as well as its affiliated trust company and securities-based lending options.

Christopher Selvar is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with several firms, including Goldbloom Wealth Management, Hornor, Townsend & Kent, and PRUCO Securities. In addition to his advisory role, he is an associate and financial planner at Mainspring Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning tools and supports a broad advisor network, with specialized programs for municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ann Smith is a Series 66-licensed financial advisor with Edward Jones in Caldwell, ID, bringing four years of industry experience. She previously held positions at Edward Jones from 2007 to 2021 and resumed her current role in 2021. Outside of her advisory work, she owns Smith Performance Horses, an agricultural business involved in riding and trading horses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, managing over $1 trillion in assets through a large national network of advisors and branches.

Matthew Wade is a financial advisor with Edward Jones in Nampa, Idaho, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Julian Sandoval is a financial advisor at Edward Jones in Nampa, Idaho, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked in various roles at CBH Homes, Okland Construction, and Fast Glass. He also has experience in education, having worked at Marsing Middle/High School, College of Western Idaho, and Boise State from 2012 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Amy Jamison is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Raymond James in 2023, she worked at Cetera and Columbia Bank. Outside of finance, she is a joint owner of Hanigan Auto Sales, a business located in Emmett, Idaho. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, supports institutional consulting, and has unique affiliations in municipal and public finance advisory services.

Shawn Ogawa is a financial advisor with LPL Financial in Nampa, Idaho, holding a Series 65 credential and two years of industry experience. Prior to joining LPL Financial in 2025, he worked at Legacy Wealth Management, LLC and Great West Casualty Company, and served 14 years with the California Highway Patrol. Outside of financial advising, he is involved in video production and storytelling through his company, The Known Company LLC, which provides legacy preservation projects and corporate videos. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services, utilizing various advisory platforms and technology tools alongside a broad scope of non-advisory financial products.

Jon Clark is a Series 66-licensed financial advisor with Edward Jones in Caldwell, Idaho, and has 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he serves as a basketball referee for the Idaho High School Activities Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a large nationwide network of financial advisors and branch offices.

Christopher Hart is a financial advisor with LPL Financial in Caldwell, Idaho. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, Hart has served as a paralegal and has involvement with a financial solutions firm offering non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset allocation approaches.

Brandee Schuelke is a CFP® professional at Raymond James Financial with 27 years of industry experience. Her prior roles include positions at The Helmstar Group, LLC, Mcmillen & Company, Inc., The Caprock Group, LLC, and Piper Sandler & Co. In addition to her advisory work, she serves as a Relationship and Project Manager at Dunning Wealth Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary planning and employs analytical tools to inform investment decisions.

Bryce Kershner is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. He has worked with Avantax Advisory Services and Parker Advisors and currently assists with client acquisition, marketing, and financial planning at Parker Advisors. Outside of finance, he operates Kershner Ranch LLC, managing operational duties for cattle production, and contributes educational content to Tax Freedom Builders, a program focused on tax-smart financial strategies. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with options ranging from automated portfolios to bespoke strategies, managing over $256 billion in assets across a nationwide advisor network.

Orlando Herrera is a financial advisor at Edward Jones in Nampa, ID, holding a Series 66 designation with one year of experience at the firm. Prior to joining Edward Jones, he worked for Medsync Pharmacy VIP Compounding for seven years and has experience at Dick's Sporting Goods, Boise State University, and Gemstop. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors.