Daniel Mcquesten is a CFP® professional associated with Raymond James Financial with 18 years of industry experience. He has served in the Idaho Air National Guard since 2014 and has been with Raymond James Financial Services Advisors Inc. since 2013. Outside of his advisory work, he is CEO and President of DWM LLC, a support company involved in bookkeeping and employee management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling and supports client implementation through advisory programs or other providers.

Janelle Mancha is a financial advisor with Edward Jones in Eagle, Idaho, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, she held positions at Universal City Studios, NBC Universal, Starbucks Coffee Company, and GEP Talent Services. Mancha is involved with Business Networking International (BNI) as a member of the Membership Committee for the "Game Changers" chapter in Meridian, Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management across a nationwide network of thousands of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Kathryn Garcia is a Series 66-licensed financial advisor with Edward Jones in Meridian, ID, bringing three years of industry experience. Prior to joining Edward Jones in 2023, she worked at American Pacific Mortgage Corporation and Mechanics Bank. 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 and investment options, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Kent Adams is a financial advisor at Edward Jones in Emmett, ID, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. 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 variety of investment strategies and advisory services through a large nationwide network of financial advisors and branch offices.

Stefanie Blackwood is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity, Nationwide Investment Services Corporation, and Empower Advisory Group. Outside of her advisory work, she manages a family business entity that facilitates employment of her minor children during summer months. 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 model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Tammara Upton is a financial professional at Cetera with 19 years of industry experience and holds Series 63 and Series 66 licenses. She has worked at Cetera and its affiliates since 2022 and has prior experience at The Prudential Insurance Co. of America and Key Investments. Outside of advisory roles, she has worked as an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Jonathan Young is a financial advisor with Edward Jones in Nampa, Idaho, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Burnham Gibson Wealth Advisors, Equitable Advisors, LPL Financial, CUNA Brokerage Services, SchoolsFirst FCU, and Capital Group/American Funds. 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, supported by a large nationwide network of advisors and branch offices.

Robert Gerichs is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones for nine years before joining Raymond James Financial Services Advisors, Inc. in 2020. Gerichs serves on the finance and investment committee of Holy Apostles Catholic Church, advising on the church’s financial activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support its broad client base.

John Adams is a financial advisor with Raymond James & Associates holding a Series 66 designation and over eight years of industry experience. His career includes seven years at Baker Boyer National Bank and five years at JK Adams Ranches, Inc. 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, and offers financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

Endika Iturburu is a financial advisor with LPL Financial in Meridian, ID, holding a Series 66 credential and nine years of industry experience. Prior to joining LPL Financial in 2025, he spent nine years at Edward Jones. Outside of his advisory role, he is involved with Summit Financial Management, a business entity focused on tax and investment purposes. 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 financial planning and asset management services through a large network of advisors using both proprietary and third-party investment strategies.

Rebekah Faasau is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 19 years of industry experience. She previously worked at Bank of America, N.A., and Merrill. Outside of her advisory role, she is involved as a committee member for Capstone Primary School’s charity golf tournament. Raymond James & Associates serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning and non-discretionary investment consulting. The firm supports its advisors with a range of portfolio management styles, firm research, and model manager options, and is notable for its municipal advisory services and extensive affiliate network.

Gunnar Gull is a financial professional with Cetera who holds Series 63 and Series 65 licenses and has three years of industry experience. He has worked with several entities, including Gull Financial, LLC, which he owns, and Cetera Wealth Services, LLC. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and a multi-manager platform.

Jacob Fischer is an advisor at LPL Financial in Meridian, Idaho, holding a Series 66 designation. He joined LPL Financial in 2025 and has varied work experience including roles in education and small business management. Prior to his current role, Fischer worked at institutions such as Centennial High School and Lowell Scott Middle School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies and services.

Amy Flohr is a CFP® professional with four years of experience, currently serving as a financial advisor at Edward Jones in Meridian, ID. Prior to joining Edward Jones, she worked in education for several years and also held a position at Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large national network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Bradley Grooms is a financial advisor at Edward Jones in Boise, ID, holding Series 66 and Series 63 credentials with 22 years of industry experience. He has been with Edward Jones since 2004. Grooms serves as a board member of the Charis Initiative Foundation, where he participates in selecting recipients for college scholarships and overseeing distribution payments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Tracy Ham is a financial professional at Cetera with 40 years of industry experience. She has worked with Cetera Advisors LLC since 2013 and joined Cetera in 2024. In addition, she is involved with Principle Resource Group, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and manages over $256 billion in assets through a network of more than 10,000 advisors.

Lori Reinke is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at MassMutual and Thrivent Financial. She also provides financial services through Capital Financial Solutions, LLC. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Katelyn Dell Era is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Primerica Financial Services and State Farm Insurance. She is also involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies provided by unaffiliated asset managers along with select discretionary separately managed accounts.

Nathanael Downs is a financial advisor with Cambridge Investment Research Advisors in Boise, ID, holding a Series 66 credential and 15 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2011 and also at Duncan Financial Planning Advisors since 2018. Outside of advising, he owns Nathan Downs Coffee Co., a food and beverage business in Nampa, ID. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management and model-based solutions tailored to client objectives.

Andrew Linsenmann is a financial advisor at Osaic with eight years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services and MassMutual in various capacities. Outside of his advisory work, he is involved in fixed insurance sales and group insurance as a sole proprietor and independent contractor, and owns an LLC used for tax planning related to his insurance activities. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors and platforms. The firm offers integrated brokerage and advisory services and uses firm-provided tools to create diversified portfolios that include various asset classes, managing accounts on either a discretionary or non-discretionary basis.