Kristina Hernandez is a Series 66-credentialed financial advisor with LPL Financial, bringing 2 years of industry experience. She previously held roles at Raymond James Financial, First Tech Federal Credit Union, and U.S. Bank. Hernandez also maintains a notary service in Eagle, Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

James Wolfe is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2015 and operates Wolfe Financial, a financial services firm, since 2005. Wolfe also sells life insurance and annuities through a fixed insurance business. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various third-party and affiliated managers.

Kori Rice is a financial advisor at Edward Jones in Meridian, ID, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, Rice worked for eight years at All-American Publishing, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 financial advisors.

Jacob Richins is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He began his career in the financial industry in 2025 after completing previous roles including a mission for the LDS Church and work at Verns Fence Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs using firm-approved tools and a collaborative annual planning process.

Justin Kreitel is currently Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. In this capacity, he partners with clients to understand their financial goals and develops customized financial plans to meet their unique needs. He emphasizes building strong relationships with clients and their families, focusing on trust, reliability, and competency. Justin has been with Fidelity Investments since 2012, initially serving as a Financial Representative and then as an Investments Consultant before assuming his current position. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones in 2011. He holds insurance licenses in Arkansas and California.

Veronica Mira is a financial advisor at Raymond James Financial with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Edward Jones for eight years before joining Raymond James in 2020. Outside of her advisory role, she is the owner and president of Mira Investment Services, a support company based in Boise, ID. 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 institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs, with specialized services in municipal and public finance.

Robert Love is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Liberty Group LLC and New England Securities. In addition to his advisory role, he provides bookkeeping and tax preparation services for his wife's marriage and family therapy practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions through a network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolios, and third-party asset management, combining scale with a variety of non-advisory financial products.

Julie Trudeau is a financial advisor with Primerica Advisors in Meridian, Idaho, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at Stewart & Associates and PFS Investments Inc. Outside of advising, she works as a custodian for Jan-Pro/Msi Cleaning Services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients, utilizing model-driven strategies and discretionary portfolio management across a large network of advisors.

Griffen Mac Leod is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Mountain America Credit Union, Bank of America, Merrill, and involvement with nonprofit organizations such as Utah Youth Village. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives.

Cade Truscott is a Series 66 licensed financial advisor at UBS Financial Services with two years of industry experience. He has held various roles including positions at Boise State University and Crane Creek Country Club. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm’s platform integrates institutional trading capabilities with wealth management services.

William Westfall is a financial advisor with Edward Jones in Meridian, ID, holding the CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has worked at Edward Jones since 2016. Outside of his advisory role, he authors a bi-weekly leadership blog focused on managing diverse teams and owns a custom motorcycle building business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 advisors.

James Ostyn is a CFP® with 29 years of industry experience, currently affiliated with Cetera. He has been with Cetera and its related entities since 2006. Outside of his advisory work, Ostyn serves as a board member of Treasure Valley Bible Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

John Ramirez is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Sagepoint Financial, Inc. for 14 years. He also operates a sole proprietorship focused on the sale of fixed insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct portfolios across various asset classes for discretionary or non-discretionary management.

David Ortega is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Ataraxis Inc. (PicFair Holdings, dba UltraClean) from 2016 to 2019. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stanley Beebe is a financial advisor at Edward Jones in Nampa, Idaho, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2011. 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 and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kevin Kuehn is a financial advisor with OSAIC in Eagle, Idaho, holding a Series 66 designation and 21 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 18 years. Outside of advising, he is an insurance agent selling fixed life and disability insurance, as well as fixed and indexed annuities, and he also sells miscellaneous items, including sports cards, on eBay. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Trent Walker is a financial advisor at Edward Jones in Meridian, ID, holding a Series 66 designation. He began his advisory career with Edward Jones in 2025. Prior to this, his work experience includes roles at Estech LLC, Layton Construction, and Tates Rents. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Kristopher West is a financial advisor with Raymond James Financial in Eagle, Idaho, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. and associated firms since 2016. Outside of his advisory role, he serves as an acting executor helping manage estate distributions according to client instructions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pensions, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Gregg Saunders is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at ICON Retirement and Investment Services, Financial Advocates Investment Management, Raymond James Financial, Edward Jones, and KeyBanc Capital Markets. Outside of his financial advising work, he owns two local businesses, Happy Duct Cleaning, LLC and Saunders Painting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, various portfolio management programs, and institutional platforms, supported by a large network of advisors using a range of investment strategies and research tools.

Dagan Fluke is a financial advisor with Edward Jones in Garden City, Idaho, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for eight years with the Ada County Sheriff's Office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.