Jesse Uhlorn is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 licenses and with 15 years of industry experience. His prior work includes roles at Cetera Advisor Networks and Waddell & Reed. Uhlorn is also a licensed agent for non-variable insurance products, including term life and indexed universal life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, and institutional platforms with a range of strategic and tactical investment options.

Jon Anderson is a financial advisor with LPL Financial in Boise, ID, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase Bank, Nations Financial Group, and American Independent Securities Group. He is also involved with JW Anderson Wealth Advisors. 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 services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party subadvisors.

Jeri Nutt is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020 and previously at Ameriprise Financial Services, Inc. from 2005 to 2020. Beyond her advisory role, she owns Nutt Enterprises, Inc., a mechanical and electrical repair business, and participates in peer review processes on the IWI Ethics Board. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Marcelle Winn is a Series 66-credentialed financial advisor with Edward Jones in Boise, ID, with 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is a non-voting shareholder in Yakima Craft Brewing, a craft brewery based in Yakima, WA. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jackson Degner is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has also been associated with RCH Wealth Management and has a background as a student at Boise State and Bryant University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary account management.

Gatlin Bruner is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Class VI Partners and Ameriprise. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Shanna Webb is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2014. Outside of her advisory role, she is a sole proprietor involved in real estate property management. Morgan Stanley Wealth Management serves individuals and institutional clients with a wide range of advisory programs and financial planning services, utilizing structured discovery conversations and firm-approved planning tools to develop tailored strategies.

Ted Fichter is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 1991, he has accumulated over 30 years of experience in offering strategies and potential solutions tailored to clients’ risk tolerance, time horizon, liquidity needs, and overall investment objectives. Ted’s expertise spans a broad range of investment vehicles to help clients establish appropriate financial plans. Ted holds the Personal Investment Advisor (PIA) designation. He completed his education at Parkway West High School. Outside of his professional role, Ted serves as a board member of Lions In Sight, a nonprofit foundation. In this capacity, he travels internationally to developing countries to facilitate humanitarian aid.

Stephanie Ayer is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial for 11 years. Outside of her advisory work, she is employed in a shipping and customer service role with Slayer Calls. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with a range of client-focused programs.

Dillon Blankenship is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for seven years and has held roles at several other firms, including Cascadia Wealth Management. Outside of his advisory work, he has experience with Sheep Mountain Outfitters and Dan Blankenship Construction. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a variety of strategic investment approaches supported by advanced operational tools.

Ronald Richards is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors for over 16 years. Richards is based in Boise, Idaho. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across a broad range of financial topics. The firm separates its planning services from managed accounts and does not offer portfolio management for institutional clients.

Stephen Schultz is a CFP® professional with 17 years of industry experience. He is affiliated with OSAIC and Family Tree Financial, where he provides life and health insurance sales. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and other firms. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across a broad range of investment types.

Steven Halvorson is a financial advisor with LPL Financial in Boise, ID, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Sunroc, Werner Enterprises, and nearly a decade of self-employment. He is also involved with KASUPKO Inc., a business entity unrelated to investment activities. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Patrick Courtright is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Raymond James & Associates for 10 years. Raymond James & Associates is a large 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 and non-discretionary investment consulting supported by a nationwide adviser network.

Tracy Druzisky is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2020, following seven years at UBS. Outside of her advising role, she serves as Vice President of Druzisky Golf Design, a golf course design business. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, offering fee-based financial planning that clients may choose to implement independently.

Kayla Sirkow is a financial advisor with Ameriprise in Boise, ID, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is employed as a paraplanner at FWMG, LLC, where she manages practice operations. Ameriprise is a large institutional firm that offers retirement-income planning services for clients nearing or in retirement, emphasizing tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with algorithmic tools to generate tailored recommendations, primarily serving individuals with significant investable assets.

Glen Esteban is a financial advisor with LPL Financial in Eagle, Idaho, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2005. Esteban is also associated with Esteban & Associates, Inc., an investment-related business connected to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management services, utilizing both proprietary and third-party investment strategies.

Alexandria Strawn is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and two years of industry experience. She has been with Cambridge Investment Research Advisors since 2017. Outside of her advisory role, she has been involved with BATS Xpress since 2017 and previously worked at Chip Cookies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

Scott Krueger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 47 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as co-guardian for his sister and holds trustee responsibilities for a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Leslie Hobbs is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of advisory work, she and her spouse own and operate a flower-selling business in Caldwell, Idaho. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.