Jeffrey Currie is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at City National Bank since 2019 and RBC Capital Markets Corporation since 2009. Outside of his advisory role, he serves as Vice President on the Board of Directors for the Harriman Place Condo Association in Ketchum, Idaho. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Jack Burke is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and diverse investment strategies while managing approximately $2.74 trillion in client assets.

Rob Driemeyer is a financial advisor at Edward Jones in Hailey, Idaho, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Albertsons for 32 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary solutions, including tax-efficient services and proprietary investment options.

Gregory Fairfield is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Raymond James & Associates since 2021 and previously spent 14 years at UBS Financial Services. Outside of his advisory role, he serves as a part-time golf coach at a private high school in Idaho. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Suzanne Jenner is a financial advisor with Raymond James & Associates in Ketchum, ID, holding a Series 66 credential and 24 years of industry experience. Her prior work includes roles at Morgan Stanley Smith Barney, Wells Fargo, UBS Financial Services, and Myhouse Furnishings. She is also the vice president and an officer of MTN Rack Inc., where she contributes to administrative duties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and non-discretionary consulting supported by a wide range of portfolio management styles and affiliated research.

Lisa Mayer is a financial advisor with UBS Financial Services in Ketchum, Idaho, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocation.

H. Erik Sabiers is a Wealth Management Advisor and founding partner of The Sabiers Brayton Wealth Management Group. He is in his 36th year with Merrill Lynch Wealth Management and leads the team's overall wealth management strategy and philosophy. Erik advises clients on personalized investment portfolio construction, retirement planning and income strategies, estate planning services, tax minimization strategies, business retirement plans and exit strategies, as well as corporate executive services including managing restricted stock, concentrated stock, stock options, and stock awards. Erik earned his Bachelor of Arts from the University of Washington Business School with a concentration in Finance and his Master of Business Administration from Seattle University. He holds Series 7, 63, and 65 FINRA registrations and insurance licenses. His professional designations include Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is a member of professional organizations such as the Seattle Yacht Club and the University of Washington Alumni Association. Erik lives in the Sunset Hill neighborhood of Ballard, Seattle, with his wife Maureen and their dog Whiskey. He has three grown children. His personal interests include fly fishing, boating, skiing, mountain biking, and spending time with his family in Sun Valley, Idaho.

Kristin Hovencamp is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Her career includes roles at Raymond James Financial, Kelson Capital, and GAM Services, Inc. She serves on the boards of Mountain Humane, where she co-chairs the annual fundraising gala, and the Sun Valley Culinary Institute, where she leads the event committee. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary capital market assumptions and research to tailor investment plans aligned with clients’ goals and risk tolerances.

Stephen Seiber is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 1989 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and research resources to its clients.

Erin Harmon is a financial advisor with RBC Capital Markets, holding a Series 66 designation and 21 years of industry experience. Prior to joining RBC in 2019, she worked at UBS Financial Services from 2013 to 2019 and City National Bank since 2022. She is also an owner overseeing general maintenance of a short-term residential vacation rental. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers various wrap fee advisory programs with tailored portfolio management and integrates in-house and third-party investment resources.

Christopher Williams is a financial advisor at Stifel with five years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus since 2019. His prior experience includes roles at Sun Valley Company and Becker, Chambers & Co., PA. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Scott Dali is a financial advisor with UBS Financial Services in Ketchum, Idaho, holding Series 63 and Series 65 designations and possessing 30 years of industry experience. He has been with UBS Financial Services since 2012. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Mark Bucknall is a CFA® charterholder and Series 66 licensee with four years of industry experience. He has been with Stifel since 2021 and previously spent over a decade with Sun Valley Gold LLC. Bucknall serves as a board member and treasurer for local youth sports organizations, including the Sun Valley Soccer Club and Sun Valley Youth Hockey. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

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.

Mary Garrison is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. She assists clients in organizing multiple aspects of their wealth, providing focused attention and honest counsel to help them pursue their financial goals. Mary and her team limit their number of client engagements to ensure personalized service. She advises a diverse clientele including business owners, executives, retirees, and members of the LGBTQ community, with special attention to women clients. Mary has over four decades of experience in investments, trust administration, and wealth management. She holds several professional designations including Chartered Financial Analyst (CFA), Certified Divorce Financial Analyst (CDFA), and Certified Plan Fiduciary Advisor (CPFA). She is a member of professional organizations such as the CFA Institute, CFA Society of San Francisco, Institute for Divorce Financial Analysts, and the National Association of Plan Advisors (NAPA). She earned a Bachelor of Science degree in Finance from the University of Nebraska and a Master of Science degree in Finance from Boston College. Outside of work, Mary and her husband divide their time between Sausalito, California, and Sun Valley, Idaho. They have three grown children and enjoy hiking, skiing, scuba diving, and reading. Mary is involved in community organizations including the Cherie Blair Foundation Mentor program, Merrill's Women's Exchange, National Charity League's Crystal Springs Chapter, and the Wood River Women's Foundation.

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.

Wesley Wong is a financial advisor at LPL Financial with 34 years of industry experience. His prior roles include positions at Wells Fargo Advisors, UBS Financial Services, and Citigroup Global Markets. Outside of his advisory work, he is a business owner of two fruit companies in Bakersfield, California. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, with a notable scale of advisory and non-advisory financial activities.

Shelley Seibel is a financial advisor with Edward Jones in Hailey, Idaho, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Edward Jones since 1996. Outside of her advisory role, she serves on the boards of the Leidy Sampson Family Foundation and Make a Difference Now, providing counsel on investments and assisting with charitable financial oversight. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of advisory strategies and affiliated investment products, supported by a large network of advisors and branch offices nationwide.

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.

James Perkins II is a financial advisor with Robert Baird & Co. in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Robert Baird & Co. since 2014. Perkins serves as a trustee on the Herbert Templeton Foundation board. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.