Michael Mayer is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at SagePoint Financial and OSAIC. He is the sole owner of Mayer Capital Management, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors.

Cameron Benson is a CFP® with five years of industry experience, currently advising at LPL Financial. His prior roles include working at OSAIC, Continuum Advisory, LLC, and Triad Advisors. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a large network of over 22,800 advisors.

James Auw is a CFP® with seven years of experience in financial advising, currently with Stifel since 2017. Before joining Stifel, he was involved with Congregation Ahavath Beth Israel and operated independently from 2015 to 2017. He serves on the board of the Jewish Assistance Fund of Idaho and participates on the endowment committee of Congregation Ahavath Beth Israel; additionally, he is involved in a family farming LLC that raises livestock for sale. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis from its Investment Strategy Group.

Joseph Peterson is a financial advisor with Raymond James & Associates, holding a Series 66 designation and eight years of industry experience. He has worked at Raymond James since 2018 and previously held roles at Albertsons Companies Inc and The Hendrix Group, LLC. Raymond James & Associates, Inc. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research resources.

Darcy Smith is a financial advisor at Fidelity with eight years of industry experience and a Series 66 designation. Prior to joining Fidelity, Smith worked at Ameriprise Financial Services for ten years. Fidelity’s subsidiary, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

John Foster is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Cetera since 2022, following over 15 years at First Allied Advisory Services and related firms. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and access to multiple program platforms, including model portfolios, third-party managers, and bespoke strategies.

Katherine Horner is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds a Series 66 designation and has worked with multiple firms including Truist and Wells Fargo Advisors. Outside of her advisory role, she works as an independent contractor for Uber. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, corporations, and institutional investors. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports a large network of advisors with solutions that incorporate technology and specialized municipal advisory services.

David Kluksdal is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 22 years of industry experience. He has held positions at multiple firms including J P Turner & Company Capital Management and Summit Financial Group. Outside of his advisory work, he is involved in several business ventures in Boise, ID, including ownership in commercial real estate and serving as president of a local business owners association. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, and manages over $256 billion in assets.

Lisa Derig is a financial advisor with LPL Financial based in Boise, ID, holding a Series 66 designation and 26 years of industry experience. She previously worked at Wells Fargo Advisors for 10 years, Merrill for 8 years, and KeyBanc Capital Markets for 3 years. 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 investment management services, delivering advice through a large network of investment adviser representatives who utilize various strategies and third-party asset managers.

Gail Van Patten is a Series 66-registered financial advisor with Edward Jones in Nampa, Idaho, with four years of industry experience. Her work history includes multiple positions at Edward Jones as well as roles in education and other industries. Outside of her advisory work, she is a co-owner of a small farm at her primary residence. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages approximately $1.01 trillion in assets under management and offers discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products.

Tyler Johnson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and four years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with Carter Faye Investment LLC for tax and investment purposes. 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 wide range of financial planning and investment management solutions, utilizing both proprietary models and third-party strategies across discretionary and non-discretionary accounts.

Hailey Hanson is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Her prior work includes roles at Sunwest Bank, Mountain West Bank, and various healthcare and nonprofit organizations, as well as periods of extended travel. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic portfolio construction, using proprietary methodologies and oversight of affiliated and unaffiliated sub-advisers.

Porter Bronson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2024 and 2025, respectively, and previously worked in retail and education. Outside of his advisory role, he works part-time as a fulfillment associate for Amazon. 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 range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Aaron Rowley is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and also owns Faith Family Finance LLC, which focuses on publishing books that facilitate spiritual growth. Additionally, he is an author involved in similar activities related to spiritual development. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

Brianna Watson is a financial advisor at Morgan Stanley with six years of industry experience. She has held positions at Fidelity Investments and Wells Fargo Clearing prior to joining Morgan Stanley. She holds the Series 66 and Series 63 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools to support its advisory services.

Jordan Ibarra is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has also worked at Wells Fargo Bank, N.A. since 2016. 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 investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Glenn Lyons is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at AIG Financial Advisors, Inc. since 2005. Outside of his advisory role, Lyons serves as a financial institution examiner for the Idaho State Department of Finance and is involved with estate planning support through Citadel Law Offices. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services with a broad range of investment options and portfolio construction tools. The firm operates multiple advisory platforms and supports legacy programs while utilizing third-party partnerships for model and managed-account solutions.

Tommy Walke is a financial consultant with extensive experience in financial services. He has held various roles, including Wealth Advisor at First Interstate Bank from 2020 to 2024, Financial Advisor at US Bank from 2018 to 2020, Associate Relationship Manager at Key Bank in 2018, Premier Banker at Wells Fargo Bank from 2013 to 2018, and Financial Solutions Advisor at Bank of America and Merrill Lynch from 2012 to 2013. Throughout his career, Tommy has worked closely with individuals to help them navigate their financial journeys with thoughtfulness and transparency. He focuses on creating strategies that align with clients' current needs and future goals, whether they are planning for retirement or just beginning their financial planning. Outside of his professional work, Tommy enjoys beach activities, family activities, fishing, traveling, and volunteering.

Denise Book Hernandez is a financial advisor at Raymond James & Associates with 25 years of industry experience. She has held her current role at Raymond James since 2011. Her credentials include Series 63 and Series 66 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Micah Johnson is the Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 1999. He has dedicated over two decades to serving clients at Fidelity, a firm known for its focus on investment expertise, client service, and personalized financial guidance. In his role, Micah is committed to utilizing the full range of resources available at Fidelity to support clients in achieving their financial goals. He holds a California Insurance License, which complements his professional services. Micah expresses a strong commitment to Fidelity's principles and values, emphasizing the firm's trusted position in the financial services industry and his dedication to client-focused advisory work.