Bryan Raymond is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Brent Koetter is a financial advisor at Stifel with 27 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Andrew Horton is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Wells Fargo in various capacities since 2014. Outside of his advisory work, he is involved as a wellness advocate with DoTerra. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by extensive research and analytics.

Nathan Rackham is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 designation and 20 years of industry experience. He has worked extensively within Wells Fargo entities since 2004, including Wells Fargo Advisors LLC and Wells Fargo Bank, N.A., with a brief tenure at Ameriprise in 2021. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, delivering tailored solutions that include a broad range of financial product options such as insurance-related vehicles and bank deposit sweep programs.

Joshua Diaz Munoz is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Bank, NA since 2018. Outside of his advisory role, he is a partial owner of Fratres Brewing LLC and Fratres Motors LLC, where he assists with business development and operations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a research-driven approach and offers both brokerage and advisory solutions across a broad range of financial products.

Charles Erwin is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1995 and worked at Ameriprise Financial Services, Inc. for 14 years. Outside of advising, Erwin serves on the board of the Somerset Heights Homeowner’s Association and is president of Lancer Erwin Support Services. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, offering tailored recommendation reports that integrate research, modeling, and tax-efficiency analysis. The firm delivers these services through a centralized consulting team in partnership with its financial advisors.

Kathryn Charles is a financial advisor with Wells Fargo Advisors in Boise, ID, holding a Series 66 designation and nine years of industry experience. She has been with Wells Fargo Advisors since 2013. Outside of her advisory role, she owns Katie's Place LLC, a resort rental property in McCall, Idaho. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of services, including cash-flow, retirement, education, and specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce.

Scott Jamison is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Nelson Financial Group. Outside of his advisory work, he is involved as an independent insurance agent and serves in leadership roles with NFG Brokerage and Altitude Investment Management. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Tanner Tallan is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. His prior work includes roles at Micron Technology and positions at Auburn University and Boise State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Andrew Pfost is a financial advisor with Edward Jones in Meridian, Idaho, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and supports its clients with a nationwide network of more than 23,700 financial advisors.

Elizabeth Ryan is a CFP® professional with seven years of industry experience currently with Wells Fargo Clearing, where she has worked since 2018. Prior to joining Wells Fargo, she was employed at PricewaterhouseCoopers from 2015 to 2018. She also holds a CPA license. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Nicholas Cummins is a financial advisor at UBS Financial Services with one year of industry experience. He holds a Series 66 designation and has prior work experience at The College of Idaho, College of Southern Idaho, and Kimberly High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings that include financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Jordan Cannon is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools to model potential outcomes.

Debra Riedel is a financial advisor at Raymond James & Associates with 46 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James since 2016. Outside of her advisory role, she serves on the Investment, Budget, and Financial Affairs Committees of the Idaho Community Foundation and represents the foundation on the Kissler Family Foundation board. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs and drawing on a range of portfolio management styles and affiliated research.

Michele Cisario is a financial advisor with Raymond James & Associates in Boise, ID, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has been with Raymond James & Associates since 2016. 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, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

James Cox is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley since 2013, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he manages a rental property in Meridian, Idaho. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, utilizing structured discovery conversations and firm-approved tools without providing individual security recommendations as part of standalone plans.

Josh Simboli is a financial advisor with Charles Schwab in Boise, Idaho, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked at Silicon Valley Bank and has a background that includes roles in digital media and education. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm’s integrated structure combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a formal process for alternative investments.

Cameron Davis is a CFP® and holds a Series 66 license with Charles Schwab in Boise, ID. He has three years of industry experience, including roles at Charles Schwab Bank, Pioneer Title Company, and the University of Idaho. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a comprehensive operational structure including custody and brokerage services.

Brenda Haan is a financial advisor at Edward Jones in Eagle, Idaho, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as president of Conversation, Inc., an S Corporation, and holds ownership interests in Firebrand Orchard Capital LLC and Visionary Capital Ventures, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Denise Burgess is a financial advisor with Merrill in Boise, ID, holding a Series 66 designation and bringing nine years of industry experience. She has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.