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.

Mark Mcgee is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 licenses and 27 years of industry experience. Prior to joining LPL Financial in 2025, he worked at firms including Ic Advisory Services Inc, The Investment Center Inc, Merrill, Wells Fargo Investments, and Prudential Equity Group. Outside of his advisory work, McGee coaches flag football and serves as a board member for the Meridian Police Activities League, a nonprofit youth sports organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management and supported by in-house and third-party research.

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.

Hylee Hansen is a CFP® professional with 20 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2017, Hansen worked at Echelon Group and Kms Financial Services. Hansen is also an independent insurance agent, operating under HI! Financial and other related entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

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.

Ty Horrocks is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Zions Bank, and Wells Fargo. Outside of his advisory work, he serves as the head coach for a nonprofit lacrosse club, where he coaches and develops high school athletes. 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, pension plans, corporations, and charitable organizations.

Kimberly Monroe is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2007 and also works with Innovage. Monroe operates Monroe and Associates LLC, a related entity, dedicating part of her time to this business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Timothy Richards is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Alexander Deseelhorst is a financial advisor with LPL Financial in Meridian, ID, holding Series 63 and Series 66 credentials and 11 years of industry experience. Prior to joining LPL Financial in 2022, he worked at Bank of America and Merrill from 2015 to 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting supported by research and model portfolios from LPL Research and third-party subadvisors.

Chad Steichen is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and nine years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Wealth Management since 2018, as well as prior experience with the Cleveland Browns. Additionally, he has served in the Boise School District since 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and Corporate Financial Planning agreements.

Kenneth Turner is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Merrill, Bank of America, Washington Trust Bank, and Cetera. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Leslie Boson is a financial advisor with Edward Jones in Boise, ID, holding Series 63 and Series 66 credentials and having 25 years of industry experience. Boson has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond advisory services.