Jesse Uhlorn is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Cetera Advisor Networks LLC for nine years before joining LPL Financial in 2022. Outside of his advisory role, he is also involved in selling term life and indexed universal life insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Jon Anderson is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank for a combined ten years. Anderson is also associated with JW Anderson Wealth Advisors as a DBA for his LPL business. 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 advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven solutions.

Jeri Nutt is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020 and previously at Ameriprise Financial Services, Inc. from 2005 to 2020. Beyond her advisory role, she owns Nutt Enterprises, Inc., a mechanical and electrical repair business, and participates in peer review processes on the IWI Ethics Board. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Marcelle Winn is a Series 66-credentialed financial advisor with Edward Jones in Boise, ID, with 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is a non-voting shareholder in Yakima Craft Brewing, a craft brewery based in Yakima, WA. 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, and operates under a fiduciary standard.

Jackson Degner is a financial advisor with LPL Financial in Eagle, Idaho, holding a Series 66 designation and beginning his industry career in 2024. He has prior experience at RCH Wealth Management and has been a student at Boise State and Bryant University. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and various portfolio management technologies.

Gatlin Bruner is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Class VI Partners and Ameriprise. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Shanna Webb is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Outside of her advisory role, Webb is involved in property management as a sole proprietor of a rental property in Caldwell, Idaho. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by various modeling tools and manages approximately $2.74 trillion in client assets.

Andrew Hale is a financial advisor with LPL Financial in Meridian, ID, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Ameriprise, Edward Jones, and Farmers Financial Solutions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Ted Fichter is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 1991, he has accumulated over 30 years of experience in offering strategies and potential solutions tailored to clients’ risk tolerance, time horizon, liquidity needs, and overall investment objectives. Ted’s expertise spans a broad range of investment vehicles to help clients establish appropriate financial plans. Ted holds the Personal Investment Advisor (PIA) designation. He completed his education at Parkway West High School. Outside of his professional role, Ted serves as a board member of Lions In Sight, a nonprofit foundation. In this capacity, he travels internationally to developing countries to facilitate humanitarian aid.

Stephanie Ayer is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial for 11 years. Outside of her advisory work, she is employed in a shipping and customer service role with Slayer Calls. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with a range of client-focused programs.

Dillon Blankenship is a financial advisor with LPL Financial who holds a Series 66 designation and has seven years of industry experience. Prior to joining LPL Financial in 2025, he worked for Edward Jones from 2018 to 2025. His background also includes roles outside traditional financial services, such as positions with Sheep Mountain Outfitters and Home Ranch in 2018. 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 various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources.

Brittany Daniel is a financial advisor at LPL Financial with four years of industry experience. She holds the Series 66 designation and has worked at firms including Sagepoint Financial, Renaissance at Oldtown, and ADO Inc. Daniel is also involved with P&R Capital alongside her current role. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diversified financial planning and advisory programs supported by research, model portfolios, and technology-driven strategies.

Ronald Richards is a financial advisor at Thrivent Investment Management with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Investment Research Advisors for over 16 years. Richards is based in Boise, Idaho. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based analyses and written recommendations across a broad range of financial topics. The firm separates its planning services from managed accounts and does not offer portfolio management for institutional clients.

Stephen Schultz is a CFP® professional with 17 years of industry experience. He is affiliated with OSAIC and Family Tree Financial, where he provides life and health insurance sales. His prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and other firms. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across a broad range of investment types.

Steven Halvorson is a financial advisor with LPL Financial in Boise, ID, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Sunroc, Werner Enterprises, and a nine-year period as a self-employed professional. Outside of his advisory work, he is associated with KASUPKO Inc, a business entity established for tax and investment purposes. 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 advisory programs, retirement plan consulting, 529 account management, and brokerage services, employing both discretionary and non-discretionary management and utilizing model portfolios and research from various sources.

Patrick Courtright is a financial advisor at Raymond James & Associates with 18 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Raymond James & Associates for 10 years. 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, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Tracy Druzisky is a financial advisor at Stifel with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2020, following seven years at UBS. Outside of her advising role, she serves as Vice President of Druzisky Golf Design, a golf course design business. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, offering fee-based financial planning that clients may choose to implement independently.

Kayla Sirkow is a financial advisor with Ameriprise in Boise, ID, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2012. Outside of her advisory role, she is employed as a paraplanner at FWMG, LLC, where she manages practice operations. Ameriprise is a large institutional firm that offers retirement-income planning services for clients nearing or in retirement, emphasizing tax-smart withdrawal strategies and Social Security options. The firm combines research and modeling with algorithmic tools to generate tailored recommendations, primarily serving individuals with significant investable assets.

Glen Esteban is a financial advisor with LPL Financial in Eagle, Idaho, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with LPL Financial and its predecessor firms since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management strategies supported by in-house and third-party research.

Alexandria Strawn is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and two years of industry experience. She has been with Cambridge Investment Research Advisors since 2017. Outside of her advisory role, she has been involved with BATS Xpress since 2017 and previously worked at Chip Cookies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.