Taylor Thomas is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016 and 2017, respectively. Prior to joining Morgan Stanley, Thomas worked briefly at Elk Ridge Landscape. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm‑approved tools to develop personalized plans without providing individual security recommendations.

Sydney Wingerson is a financial advisor at Stifel based in Boise, ID, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel, Wingerson gained experience at Johannsen CPA and NBCUniversal, and has a background that includes roles in education and retail. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Bryan Klingelhoets is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2007. Outside of his advisory role, he is involved in selling loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a wrap-fee structure for its services.

Annette Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

George Barrios is a financial advisor at Morgan Stanley with 26 years of industry experience. He previously worked at RBC Capital Markets Corporation for 16 years before joining Morgan Stanley in 2024. Outside of his advisory role, he is the sole proprietor of a family living trust involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Gary Edwards is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its financial planning process.

Paul Orlando is a financial advisor with LPL Financial based in Meridian, ID, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and Edward Jones. Outside of his advisory work, he is a business owner of Granite Real Estate LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Peter Courtemanche is a financial advisor with Raymond James & Associates in Boise, ID, holding a Series 66 credential and 17 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for 12 years before joining Raymond James in 2024. Outside of advising, he owns two small businesses: one renting outdoor recreational equipment and another selling custom-designed stickers and T-shirts. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides financial planning and consulting services that are generally non-discretionary, leveraging a variety of portfolio management styles, affiliated research, and model managers.

Brian Balogh is a financial advisor at Charles Schwab with 22 years of industry experience. He holds a Series 66 designation and has been self-employed since 2013 while also working at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2005. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and a centralized operational structure.

Matthew York is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Wells Fargo Clearing Services since 2019 and has worked with Wells Fargo Bank since 2015. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Justin Samples is a financial advisor with Ameriprise in Chehalis, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages FWMG LLC, an advisory business based in Boise, ID. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a large institutional platform that includes advisory, brokerage, and insurance solutions.

Rebekah Maggard is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. She has been with Thrivent since 2011 and Thrivent Financial since 2012. Outside of advising, she serves as a director for All Kids Inspired Inc., an organization focused on providing extracurricular opportunities to underprivileged children, and participates as a care provider in community activities for individuals with disabilities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on various financial planning topics without implementation. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Garrett Jernigan is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has prior work experience at Boise State University, Idaho State University, Aramark, and Lolli and Pops. Wells Fargo Advisors is a national securities firm providing 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Remy Pop is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and held a position at Citigroup Global Markets starting in 2006. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Eric Breecher is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Ameriprise since 2016 in various capacities. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Ryan McMahon is a financial advisor with J.P. Morgan Securities in Meridian, Idaho, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Edward Jones and Delta Medical Systems prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2020. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Jennifer Fisher is a financial advisor with LPL Financial who holds Series 63 and Series 65 credentials and has 24 years of industry experience. Before joining LPL Financial in 2018, she worked at MML Investors Services LLC and MassMutual Life Insurance Company from 2014 to 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services with access to model portfolios, research, and technology-driven investment strategies.

Erik Teig is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2015. He has 11 years of industry experience and is based in Boise, ID. Outside of his advisory role, he serves as Vice President of Daydream Believers, an organization focused on financial literacy for youth, young adults, and individuals transitioning from incarceration. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, estate, and special needs. The firm delivers goal-based analyses without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Allen Gamel is a CFP® and ChFC® with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds a Series 63 license and is based in Meridian, Idaho. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary investment strategies, tax-efficient services, and maintains a large nationwide network of financial advisors and branches.

Casey Miner is a CFP® and holds a Series 66 license, currently advising at Raymond James & Associates with three years of industry experience. Miner’s prior roles include positions at Wells Fargo Clearing, MassMutual Idaho, Aflac, and several dental practices. 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 individuals, institutional clients, charitable organizations, and municipal entities, offering tailored financial planning and non‑discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.