Adam Olivas is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Arcqos, LLC, The Gryphon Group, and Acell Industries Ltd. Outside of advising, Olivas owns and operates a global outdoor travel consultancy focused on hunting brokerage, along with several related businesses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

Nicholas Marks is a financial advisor with Edward Jones in Meridian, ID. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones in 2025, he worked at Johnson & Johnson, the Department of Veteran's Affairs, and St. Luke's Health System. Outside of financial advising, he is listed as an owner of Koku Innovations, a retail textiles business, although he is not actively involved in its operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of investment strategies and services through a large nationwide network of financial advisors and branch offices.

Curt Haldorson is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process uses structured discovery and firm-approved tools, offering a range of investment and planning solutions without providing individual security recommendations as part of standalone plans.

Charles Kiehn is a financial advisor at Stifel with 44 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, Kiehn serves as vice president of Rimrock Inc., a business related to his family’s real estate and hobby expenses, where he provides occasional oversight. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and provides diverse financial planning and asset allocation services.

Jay Bradley is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Cetera in Boise, ID. His prior experience includes roles at Avantax Advisory Services and Avantax Insurance Agency. Additionally, he owns and operates Bradley Consulting, a tax preparation and accounting business. Cetera Investment Advisers LLC is a large SEC-registered advisory firm supporting a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, and institutional accounts, offering various investment management and financial planning services through a multi-manager platform.

Charles Moyer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent 10 years with Bcp Securities, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Christopher Bowen is a financial advisor with Wells Fargo Clearing in Boise, ID. He holds a Series 66 designation and has 4 years of industry experience. Bowen has been with Wells Fargo Clearing since 2002 and worked in Trust Investment Management for 20 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Matthew Shannahan is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses, with 37 years of industry experience. He previously worked at Nations Financial Group, Inc. for 11 years before joining LPL Financial in 2022. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Hayward Sawyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and nine years of industry experience. His career includes roles at FOUNDATIONS INVESTMENT ADVISORS, llc, Change Path LLC, and Decker Retirement Planning Inc. In addition to his advisory work, he operates Hayward L. Sawyer Consulting, LLC, which involves selling whole life and term insurance. LPL Financial serves individual investors, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, combining proprietary and third-party research, with both discretionary and non-discretionary management options.

Mason Drum is a CFP® and Series 66 licensed advisor with Charles Schwab in Boise, ID, bringing four years of industry experience. He has held positions at Charles Schwab Bank, SSB and Charles Schwab since 2021, with earlier experience in the hospitality and service industries. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by proprietary research.

Benjamin Dalton is a financial advisor with RBC Capital Markets, holding a Series 66 designation and having 13 years of industry experience. Prior to joining RBC in 2025, he worked at UBS Financial Services from 2011 to 2025. Outside of his advisory role, he is a partner in a real estate investment-related business, JAMS Properties LLC. RBC Wealth Management serves a wide range of clients including individuals, institutions, and charitable organizations, offering advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and integrates both in-house and third-party managers in its portfolio solutions.

Sharon Kaylor is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds a Series 66 credential and has worked with several firms including Erin Reeve & Associates Financial and Raymond James Financial Services Advisors, Inc. Her prior experience also includes roles unrelated to financial advising, such as work with recreational lodging businesses. Raymond James & Associates, Inc. is a 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 public entities, providing wealth advisory planning and investment consulting through non-discretionary services. It is notable for its integrated public finance capabilities and extensive affiliate network that supports planning, research, and implementation.

Philip Bartlett is a financial advisor with Morgan Stanley in Boise, ID, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. His prior experience includes roles at RBC Capital Markets, LLC and Clearwater Advisors, LLC. He serves as a board member of the Discovery Center of Idaho, a nonprofit focused on children and youth and arts and culture. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct and corporate financial planning arrangements.

William Bahney is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He previously worked for UBS Financial Services for 16 years before joining RBC in 2025. Outside of his advisory role, he serves as a director at the Boise Rescue Mission, where he advises and counsels the CFO and contributes to the organization's goals. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a variety of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers, incorporating features like tax management and responsible-investing options.

Brent Wegner is a financial advisor with Mass Mutual Investors Services in Meridian, ID, holding the ChFC® designation and Series 63 license with 25 years of industry experience. His prior roles include positions at Eagle Strategies LLC and New York Life. He also works as an insurance broker, engaging with outside carriers to broker non-registered products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and provide written financial recommendations.

Jacob Grinde is a Series 66-licensed financial advisor with Morgan Stanley in Boise, Idaho, bringing three years of industry experience. Prior to joining Morgan Stanley, he worked at National Benefit Pros and held various roles including employment at The Grove Fitness, a fitness facility in Boise. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process incorporates firm-approved tools and models to help clients develop and maintain financial plans.

Janae Towery is a financial advisor at Raymond James & Associates with two years of industry experience. She holds the Series 66 credential and previously worked at Morgan Stanley for seven years. Before her advisory roles, she had experience as a freelance editor and worked with the Open Arms Home for Children. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management, serving a wide range of clients including individuals, pension plans, corporations, and government entities. The firm provides wealth advisory planning and investment consulting primarily on a non-discretionary basis and is notable for its involvement in municipal and public finance alongside an extensive network of affiliated financial service providers.

Jeremy Arbon is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. His career includes multiple roles within Wells Fargo entities dating back to 2004. 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 process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Hayes Jr. is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Wells Fargo Advisors for 10 years. He is the sole owner of Gull Reef LLC, a business entity used for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies across discretionary and non-discretionary management strategies.

Ayesha Naseem is a financial advisor with Charles Schwab in Boise, ID, holding a Series 66 credential and bringing nine years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of advisory and financial planning services, combining non-discretionary client relationships with access to affiliated discretionary managed accounts and multi-asset model portfolios.