Todd Hendricks is a financial advisor at OSAIC with 27 years of industry experience and holds a Series 66 designation. He previously spent 11 years with SagePoint Financial and has been associated with Idaho State University for over 28 years. Outside of his advisory role, Hendricks is co-owner of Elite Cheer LLC, a cheerleading and gymnastics instruction business, and is involved in operating Dairy Queen and Orange Julius franchises through a family-owned company. OSAIC serves a diverse range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party managed accounts. The firm utilizes multiple platforms and tools to deliver portfolio management solutions across various investment types.

Tamara Douglass is a Series 66-licensed financial advisor with Raymond James Financial Services, Inc., where she has worked since 2010. She has 21 years of industry experience. Outside her advisory role, she dedicates time to assisting her adult disabled son with daily living activities. 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, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

David Schofield is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Cetera and its related entities since 2013 and is involved in multiple insurance and financial services businesses, including ownership of a health insurance agency. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Richard Excell is a financial advisor at Edward Jones in Rexburg, Idaho, holding the ChFC® and Series 66 designations with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a Sensei instructor for Okinawa Kenpo Karate schools in Pocatello and Rexburg, Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Paul Mc Quivey is a financial advisor at Edward Jones in Rigby, Idaho, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Bank of Idaho for three years. He is also co-owner of PCM Custodial, a property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment options through a large national network of financial advisors.

Steven Terry is a financial advisor at Edward Jones in Rexburg, Idaho, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he officiates high school sports in Southeast Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Brent Esplin is a CFP® professional with 34 years of experience, currently serving as a financial advisor at Edward Jones since 1991. He holds a Series 63 license and is based in Rexburg, Idaho. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies and investment options supported by a nationwide network of more than 23,700 financial advisors.

Thomas Tawzer is a financial advisor with Edward Jones in Rigby, ID, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets across a nationwide network of advisors and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Roscoe Orton is a financial advisor with Mass Mutual Investors Services in Rexburg, Idaho, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with MML Investor Services Inc. and MassMutual Life Insurance Company since 2008. Outside of his advisory role, Orton serves as a trustee of a family trust and acts as a general partner in a limited partnership. MassMutual Investors Services, LLC operates as 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 uses a collaborative, software-driven approach to analyze client goals and deliver recommendations, with implementation offered through separate brokerage or insurance arrangements.

Parker Mecham is a financial advisor at LPL Enterprise with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Merrill, Fidelity Investments, and Northwestern Mutual. Outside of advising, he is a business owner involved with Washington Terrace Mountain View Estates LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a broad client base that includes individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Aaron Zabriskie is a financial advisor with Edward Jones in Rexburg, ID, holding a Series 66 license and one year of industry experience. Prior to joining Edward Jones, he worked at Qualtrics, Nivati, Vivint, Northwest College, and Ernies Sports Deli. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

Caleb Norman is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc and Time Value Investments. Caleb also served a two-year LDS mission. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform with access to affiliated and third-party managers.

Matthew Porter is a financial advisor at Cetera with 19 years of industry experience. He holds the CFP® designation and has worked with multiple firms, including Porter Wealth Management and Cornerstone Advisory Group, where he is also involved as an owner. Outside of his advisory role, Porter owns and operates a tax preparation firm and sells life settlements through an affiliated insurance business. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors nationwide. It serves individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform and various program structures.

Samuel Forbush is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and based in Menan, ID. He joined Thrivent and its affiliated firms in 2025 and has prior experience with American Income Life, Exact Medicare, SelectQuote, and Leverage Capital. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without discretionary trading authority. The firm emphasizes holistic analyses and allows clients to combine planning with managed-account options under a consolidated service model called WealthPlan.

Chani Marie Trench is a financial advisor at OSAIC with 17 years of industry experience. She holds a Series 66 designation and has worked with firms including Securities America Advisors, Inc. and SSN Advisory, Inc. Trench is also active in her community as the secretary of the Idaho Falls Rotary Club. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers.

Carter Miskin is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 credential and zero years of industry experience. His prior work includes roles at Brigham Young University Idaho and The Church of Jesus Christ of Latter-day Saints. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers a range of investment management and financial planning services, utilizing proprietary models and third-party strategies across multiple platform arrangements.

Elizabeth Sorenson is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has worked with Cetera Advisors LLC since 2013 and also serves as a compliance analyst for Prosperity Network of Advisors, LLC. In addition, she has a role providing office support for Woodhouse Counseling, LLC, a personal counseling service. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

D. Jake Denning is a financial advisor with LPL Financial in Rexburg, ID, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with LPL Financial since 2009 and also serves as Chief Strategy Officer at Beehive Federal Credit Union. In addition to his advisory role, Denning is involved in fixed annuity sales as a licensed agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including model portfolios and third-party asset management, supported by advanced research tools and a large network of advisors.

Daniel Hawkins is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2015, including time at Morgan Stanley Private Bank, N.A. Since 2021, he has served as a successor trustee for estate and trust matters in Rexburg, Idaho. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to develop personalized plans.

Christopher Bateman is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Cetera and its affiliate Cetera Wealth Services, LLC, having joined in 2025. Prior to that, he worked at Concourse Financial Group Securities Inc for eight years and Waddell & Reed for two years. Bateman also operates Time Value Investments, a business providing fixed income securities primarily to public entities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, supporting various discretionary and non-discretionary program structures.