Paul Cantrell is a financial advisor with Thrivent Investment Management in Boise, ID, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics and allows clients to combine planning with managed-account programs under a consolidated billing system called “WealthPlan,” while keeping these services separate.

Jeremy Runner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. He has worked at various entities within the Cambridge Investment Research network since 2024 and has been an independent insurance agent with Symmetry Financial since 2016. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management solutions and access to both proprietary and third-party investment strategies.

Jan Schiedel is a financial advisor with Charles Schwab in Boise, ID, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2016. Outside of his advisory role, he serves as a board member of the Treasury Valley Hunting Retriever Club, a local nonprofit dog club focused on retriever hunting events. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management alongside comprehensive brokerage and custody services. The firm’s scale and integrated structure support a broad client base with centralized operational and supervisory arrangements.

Robert King is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at RBC Capital Markets Corporation and City National Bank. Outside of finance, he works as an independent contractor providing color commentary and television broadcasting for NCAA basketball games on a local NBC affiliate and serves on advisory boards focused on youth sports, recreational equipment, and local education. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and extensive resources.

George Booker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Bish's RV, Genesis Pro Solutions, Hewlett-Packard Enterprises, Kanakuk Camps, and Taylor University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and offers a wide range of investment strategies along with affiliated mutual funds and trust services.

Michael Gibson is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2023, he worked in health services at Miracle Ear and in telecommunications at Verizon Wireless. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports clients through a large network of advisors and branch offices nationwide.

Shane Serrano is a financial advisor with Raymond James Financial in Eagle, Idaho, holding a Series 66 designation and nine years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. and related entities since 2016 and is also associated with Addison Avenue Investment Services, where he provides financial advice to members. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.

Korie Lynch is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. She has worked at JPMorgan Chase Bank, N.A. since 2009 and briefly at Waterstone Mortgage in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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 at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Johnson & Johnson for three years, the Department of Veteran's Affairs for two years, and St. Luke's Health System for four years. He is the owner of Koku Innovations, a retail textiles business that has not yet commenced operations. 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 and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

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.

Seth Carnahan is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience in construction and veterinary clinic roles, as well as time spent at the University of Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

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.

Vanessa Raya Tinajero is a financial advisor at Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 65 licenses. She has been with Wells Fargo Bank since 2021 and joined Wells Fargo Clearing in 2026. Her prior experience includes roles at DoSo Inc and Pacific Pizza King. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates with over 14,000 advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions.

Matthew Shannahan is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including prior roles at Nations Financial Group, American Independent Securities Group, and First Heartland Consultants. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Hayward Sawyer is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has held roles at various firms including FOUNDATIONS INVESTMENT ADVISORS, Change Path LLC, and Decker Retirement Planning Inc. Sawyer operates Hayward L. Sawyer Financial Advisory and Hayward L. Sawyer Consulting, LLC, the latter involved in selling whole life and term insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.