Michael Hering is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes longstanding roles at PFS Investments Inc and Primerica Financial Services, as well as work with the Los Angeles Zoo and Advanced Veterinary Care Center. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and selected separately managed accounts for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Ryan Baker is a financial advisor at OSAIC with 22 years of industry experience, including 21 years at Lincoln Financial Advisors prior to joining OSAIC in 2025. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and manages Open Advisors, LLC, an entity involved in business operations and staff management. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction using a variety of investment vehicles and third-party managers.

Philip Bartlett is a financial advisor with Morgan Stanley in Boise, ID, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. His prior experience includes roles at RBC Capital Markets, LLC and Clearwater Advisors, LLC. He serves as a board member of the Discovery Center of Idaho, a nonprofit focused on children and youth and arts and culture. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning arrangements.

William Bahney is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He previously worked for UBS Financial Services for 16 years before joining RBC in 2025. Outside of his advisory role, he serves as a director at the Boise Rescue Mission, where he advises and counsels the CFO and contributes to the organization's goals. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a variety of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers, incorporating features like tax management and responsible-investing options.

Brent Wegner is a financial advisor with Mass Mutual Investors Services in Meridian, ID, holding the ChFC® designation and Series 63 license with 25 years of industry experience. His prior roles include positions at Eagle Strategies LLC and New York Life. He also works as an insurance broker, engaging with outside carriers to broker non-registered products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and provide written financial recommendations.

Jacob Grinde is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and four years of industry experience. His prior roles include positions at National Benefit Pros and the University of Idaho. Outside of financial services, he works with The Grove Fitness, a fitness and gym business in Boise. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its advisory services.

Jeremy Arbon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. His career includes multiple roles within Wells Fargo entities dating back to 2004. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Hayes Jr. is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Wells Fargo Advisors for 10 years. He is the sole owner of Gull Reef LLC, a business entity used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies across discretionary and non-discretionary management strategies.

Ayesha Naseem is a financial advisor with Charles Schwab in Boise, ID, holding a Series 66 credential and bringing nine years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of advisory and financial planning services, combining non-discretionary client relationships with access to affiliated discretionary managed accounts and multi-asset model portfolios.

Timothy Dixon is a financial advisor with Morgan Stanley in Boise, Idaho, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Dixon is involved in managing Santana Ranch LLC, an agricultural venture in California and Montana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and model-based projections to support its financial planning process.

Donna Kane is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Stifel since 2017. She previously worked at UBS Financial Services from 2008 to 2017. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning guidance that clients use as a basis for their own decisions.

Andrew Staley is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and has 20 years of industry experience. His prior work includes roles at Avantax Advisory Services, Cetera Investment Services, and Cuso Financial Services. Outside of his advisory work, he provides insurance products through Columbia Wealth Advisors and serves as a registered bank associate at Umpqua Bank. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Rena Grimes is a financial advisor with Wells Fargo Clearing in Helena, MT. She holds a Series 63 designation and has 27 years of industry experience. She has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Wilgenbusch is a Series 66 licensed financial advisor with LPL Financial in Meridian, Idaho, and has one year of industry experience. He has held prior roles at Vivall Group, LGCY Power, Vasayo, and Big Canyon Country Club. Outside of his advisory work, he remains involved with Vivall Group in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to in-house and third-party research and model portfolios.

Jacob Andersen is a financial advisor at Thrivent Investment Management in Boise, ID, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Capital Credit Union and various educational institutions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach includes holistic, goal-based analyses and offers clients the option to combine planning with managed accounts under a consolidated billing program called “WealthPlan.”

Hannah Seyer is a financial advisor with Primerica Advisors in Nampa, Idaho, holding Series 63 and Series 65 designations and bringing nine years of industry experience. She has been with Primerica Advisors since 2017 and has also worked with Primerica Financial Services since 2014. Outside of her advisory role, she co-owns a Goldie Doodles dog breeding business with her husband. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and employs a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Aaron Freedman is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds a Series 66 designation and has been with Mass Mutual Investors Services since 2009. Additionally, he is licensed as an insurance broker, offering life, disability, long-term care, fixed annuities, health, and property and casualty insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for detailed goal analysis and delivers written recommendations, offering programs including wrap accounts, money management, and educational seminars.

Orlando Augusto is a Series 66-credentialed financial advisor at Edward Jones in Boise, ID, with 17 years of industry experience, all of which has been with Edward Jones since 2009. Outside of his advisory role, he manages a YouTube channel called "Idaho Voyager," which documents his personal travel experiences and has surpassed 1,000 subscribers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

Michael Monroe is a financial advisor with Primerica Advisors in Meridian, Idaho, holding the Series 63 and Series 65 designations and bringing 18 years of industry experience. He has been with Primerica Advisors since 2008 and has worked with Primerica Financial Services since 2007. Monroe is also involved with Monroe and Associates LLC, which spends time during securities trading hours, and receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven strategies supported by third-party asset managers and custodians.

Jose Rojas Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. He helps individuals and families develop personalized financial strategies that align with their unique goals and priorities. Jose focuses on translating complex investment concepts into clear, actionable plans, supporting clients through various stages of wealth management. Jose's areas of expertise include education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, individual and corporate investment strategies, and retirement income. He provides clients with access to the investment insights of Merrill Lynch Wealth Management and banking services from Bank of America. He holds a Bachelor's Degree from San Diego State University and an Associate's Degree from the University of Maryland. Jose has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation and Personal Investment Advisor (PIA) credential. He is proficient in German and English. Outside of his professional work, Jose enjoys camping, photography, reading, spending time with his family, and traveling.