Jacob Avenius is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial and Mountain America Credit Union in multiple roles since 2017, as well as Edward Jones from 2019 to 2022. His background also includes work at Rexburg Rehabilitation and BYU-Idaho. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and multiple portfolio options.

Brandon Bailey is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and modeled outcomes. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Christopher Mayes is a financial advisor at Edward Jones with 17 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. 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, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Irene Flores Mcleroy is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2013. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Bryan Dodge is a financial advisor with LPL Financial in Boise, ID, holding a Series 66 credential and bringing 10 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm provides a range of advisory programs, financial planning, and retirement plan consulting supported by proprietary research and third-party subadvisors.

Jesse Rauma is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Valic Financial Advisors, and Brigham Young University Idaho. Outside of his advisory work, he owns Rauma Enterprises and has a minority investment in Yellowstone Grand Prix. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute with third-party analytics to support diversified investment solutions across a broad client base.

Renee Mason is a financial advisor with Wells Fargo Clearing in Spokane Valley, WA, holding Series 63 and Series 65 licenses. She has 22 years of industry experience, including five years at Wells Fargo Advisors LLC prior to joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, distinguishing it among large institutional advisers.

Matthew Mc Murry is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Edward Jones since 2019. Prior to this, he was employed at Northwest Trustee & Management Services for three years. He serves on the board of The CLOSET in Boise and is a past president of the Treasure Valley Estate Planning Council, participating in educational meetings on estate planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large network of financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Randall Dorvin is a financial advisor with Edward Jones in Meridian, Idaho, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Mississippi. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Omar Siordia is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 65 and Series 63 licenses. He has been with Wells Fargo Clearing since 2026 and has additional experience working at Wells Fargo Bank, AT&T, and in education roles. He is also involved with Siordia Enterprise LLC. 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 provides both brokerage and advisory solutions supported by research and analytics.

James Steele Jr. is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1993 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nancy Sash is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera since 2025. Prior to joining Cetera, she worked at Avantax and has been involved with KDP Wealth Management and KDP Certified Public Accountants for over two decades. She holds Series 63 and Series 66 licenses and serves as Director of Financial Services at KDP Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform with a broad range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm supports over 10,000 advisors nationwide and manages more than $256 billion in assets.

Charles Breske is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 48 years of industry experience. He has been with Cetera Advisors LLC since 2013 and is also the owner of Network Financial Associates, where he provides fixed insurance, life and annuities, and living trust creation services. Additionally, he serves as a notary public, notarizing documents for clients. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various discretionary and non-discretionary program options.

Danielle Morriss is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at UBS Financial Services, Royal Alliance, Clearwater Analytics, Purshe Kaplan Sterling Investments, and McConnell Financial Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Madison Eggleston is a financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise, she worked at Stifel for three years and has held roles outside the financial sector, including positions at the Nevada Small Business Development Center and Squaw Valley Ski Resort. She holds a Series 66 designation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Luke George is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at HI Financial and Z Doctor LLC. His background includes roles outside the financial sector, such as at 360 Painting of Meridian and EC Plumbing, as well as service on an LDS Mission. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts and estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, with both proprietary and third-party strategies tailored to client objectives.

Stephen Sackman is a financial advisor with Raymond James & Associates in Boise, ID, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management, Northwestern Mutual Investment Management, John Hepworth, and UBS Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional and pension plans, and municipal entities—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Chris Crosby is a financial advisor with Ameriprise in Boise, ID, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to his current role at Ameriprise starting in 2020, he was with Ameriprise Financial Services, Inc. for six years. Outside of his advisory work, Crosby serves on the board of Ignite Sports as Volleyball Director and coaches youth volleyball. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning using research-driven recommendations and tax-aware withdrawal strategies.

John Wolfley is an advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 65 credentials. He has recent experience with Wells Fargo Bank, nA, and previously operated Western Trails Charters and Tours LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Julie Sisler is a financial advisor with Edward Jones in Meridian, Idaho, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.