Joseph Loeffler is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and with Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he is the sole owner of Joe Shield Chill, a manufacturing and sales business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to wealth management, financial planning, and investment strategies.

Julia Keltz is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she is involved as a wellness advocate training and hosting classes on essential oils and also works as a market partner consultant selling beauty products. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate investment options and offers a variety of brokerage and advisory solutions.

Kevin Wang is a financial advisor with UBS Financial Services in Boise, ID, holding a Series 66 designation and 12 years of industry experience. He has worked at UBS since 2013 and is also involved as a swim coach with the Treasure Valley YMCA. Outside of advising, he serves on the board of directors for Collister Church, contributing to community and program decisions. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and advisory services, offering fee-based financial planning, portfolio management, and access to a wide range of investment products. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and models to tailor client solutions.

Thomas Killingsworth is a CFP®-certified financial advisor with 26 years of industry experience. He has worked at Raymond James & Associates since 2021 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Killingsworth serves as a board member and chair of the Investment Subcommittee for the Idaho Community Foundation, overseeing the foundation’s endowed funds. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jacob Sestero is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and previously worked for over a decade at Bandon Dunes Golf Resort. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Lisa Schaffer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and 26 years of industry experience. She has previously worked at Merrill, Wells Fargo Clearing, and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Micah Wood is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2020. Outside of his advisory role, he owns Summit View Landscape, LLC, a landscaping business based in Garden City, ID. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Sandra Dalton is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and over 41 years of industry experience. She previously worked at UBS Financial Services Inc. for 16 years before joining RBC in 2025. Dalton serves on the board of Boise Rescue Mission, where she participates in overseeing budget and financial statements. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual, institutional, and corporate clients with tailored investment strategies implemented through a variety of advisory programs. The firm combines in-house and third-party investment managers to offer discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Corey Davidson is a financial advisor at Wells Fargo Clearing in Boise, ID, holding a Series 66 designation with two years of industry experience. Prior to joining Wells Fargo, he worked at Homebridge Financial and CMG Home Loans from 2020 to 2023 and has experience in mortgage-related roles. Outside of his advisory work, he serves as Treasurer for a homeowners association in Meridian, ID. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Kathryn Kusler is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill in 2024, she worked at Morgan Stanley for one year. Outside of finance, she has worked in the restaurant industry at Buffalo Wild Wings. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jesse Woods is a financial advisor with Osaic Wealth, Inc. in Meridian, ID, holding CFP® and Series 66 credentials and bringing six years of industry experience. He previously worked at Lincoln Financial Advisors and is a general partner involved in the back office and marketing activities of a construction company. Additionally, he provides non-securities-related notary services. Osaic Wealth, Inc. serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and tools, supporting both discretionary and non-discretionary account management.

Jason Watson is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 66 registrations and nine years of industry experience. His prior work includes roles at LPL Financial and Raymond James Financial Services Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Uwe Ruttke is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1994 and specializes in financial strategies and advanced planning techniques for high net worth clients. Uwe previously served as Senior Resident Director of the Pleasanton office for ten years before assuming his current advisory role. Uwe holds a bachelor's degree in business from Valparaiso University and is a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He has been recognized regularly in Barron’s Magazine as one of the Top 1200 financial advisors in the country, most recently in March 2025. His professional affiliations include membership in the Aspen Institute and the Recording Academy. Outside of work, Uwe enjoys music, skiing, and boating with his wife and two daughters.

Michael Madsen is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 15 years of industry experience. He has worked with MML Investors Services LLC and MassMutual Life Insurance Company since 2011. In addition to his advisory role, Madsen is a licensed insurance sales agent. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-based client relationships without discretionary investment authority.

Kory Gaona is a financial advisor at Edward Jones in Garden City, Idaho, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked in various roles at the City of Boise, Boise State University, Towne Square Media, and the City of Nampa. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Aldo Cabrini is a financial advisor with Thrivent Investment Management in Boise, ID, holding a Series 66 designation and nine years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2017 and previously held a role at AlertSense Inc from 2015 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial planning without discretionary trading authority. The firm allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”

Richard Hammond is a financial advisor with Raymond James & Associates in Boise, ID, holding Series 63 and Series 65 credentials and 38 years of industry experience. Prior to joining Raymond James in 2019, he spent 25 years with UBS Financial Services. His outside business activities include ownership of rc2t LLC, a family trust-related entity. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a wide range of portfolio management strategies and affiliated research.

Kayla Sullivan is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked at Wells Fargo Clearing since 2018 and at Wells Fargo Bank, N.A. since 2013. She also has a teaching role at Grand Canyon University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and offers a combination of discretionary and non-discretionary retirement plan services supported by research from Wells Fargo Investment Institute and external sources.

Thomas Corrado is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has worked with Linsco/Private Ledger since 2001 and has been associated with Long Beach School Federal Credit Union since 1995. In addition to his advisory role, he provides financial advice to credit union members, including mutual funds, annuities, stocks, bonds, IRAs, TSAs, and insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, retirement advice, and institutional platforms, supporting a wide range of investment strategies and maintaining oversight of substantial discretionary assets through its extensive network of advisors.

Julian Sandoval is a financial advisor at Edward Jones in Nampa, Idaho, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked in various roles at CBH Homes, Okland Construction, and Fast Glass. He also has experience in education, having worked at Marsing Middle/High School, College of Western Idaho, and Boise State from 2012 to 2019. 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 strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.