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 23 years of industry experience. She holds a Series 66 designation and has worked with multiple Raymond James entities since 2016. Her prior roles include positions at Erin Reeve & Associates Financial and Camp Coeur d'Alene. 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 wide range of clients, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Philip Bartlett is a financial advisor at Morgan Stanley with 15 years of industry experience. He previously worked at RBC Capital Markets and Clearwater Advisors. Bartlett serves as a board member of the Discovery Center of Idaho, a nonprofit focused on children and youth, art, and culture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, including tailored financial planning services supported by firm-approved tools and methodologies.

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 financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and four years of industry experience. His prior roles include positions at National Benefit Pros and the University of Idaho. Outside of financial services, he works with The Grove Fitness, a fitness and gym business in Boise. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery processes and firm-approved planning tools in its advisory services.

Janae Towery is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for seven years. Her background also includes freelance editing and involvement with the Open Arms Home for Children. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research.

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, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Merrill, Banc of America Investment Services, Ameriprise Advisor Services, and Choreo, LLC. Hayes is the sole owner of Gull Reef LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, leveraging model portfolios, third-party subadvisors, and customized strategies supported by advanced research tools.

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.

Timothy Dixon is a financial advisor with Morgan Stanley in Boise, Idaho, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Dixon is involved in managing Santana Ranch LLC, an agricultural venture in California and Montana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and model-based projections to support its financial planning process.

Donna Kane is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Stifel since 2017. She previously worked at UBS Financial Services from 2008 to 2017. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning guidance that clients use as a basis for their own decisions.

Brayam De La Cruz is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017, with prior experience at Prairie Bank of Kansas and McPherson College. Outside of advising, he maintains a rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Rena Grimes is a financial advisor with Wells Fargo Clearing in Helena, MT. She holds a Series 63 designation and has 27 years of industry experience. She has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory 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.

Jesse Wilson is a CFP® with 27 years of industry experience. He is currently with Robert W. Baird & Co., where he has worked since 2026. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial LLC. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a variety of managed account strategies and internal research tools.

Jacob Andersen is a financial advisor at Thrivent Investment Management in Boise, ID, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Capital Credit Union and various educational institutions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach includes holistic, goal-based analyses and offers clients the option to combine planning with managed accounts under a consolidated billing program called “WealthPlan.”

Aaron Freedman is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds a Series 66 designation and has been with Mass Mutual Investors Services since 2009. Additionally, he is licensed as an insurance broker, offering life, disability, long-term care, fixed annuities, health, and property and casualty insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for detailed goal analysis and delivers written recommendations, offering programs including wrap accounts, money management, and educational seminars.

Orlando Augusto is a Series 66-credentialed financial advisor at Edward Jones in Boise, ID, with 17 years of industry experience, all of which has been with Edward Jones since 2009. Outside of his advisory role, he manages a YouTube channel called "Idaho Voyager," which documents his personal travel experiences and has surpassed 1,000 subscribers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

Jose Rojas Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. He helps individuals and families develop personalized financial strategies that align with their unique goals and priorities. Jose focuses on translating complex investment concepts into clear, actionable plans, supporting clients through various stages of wealth management. Jose's areas of expertise include education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, individual and corporate investment strategies, and retirement income. He provides clients with access to the investment insights of Merrill Lynch Wealth Management and banking services from Bank of America. He holds a Bachelor's Degree from San Diego State University and an Associate's Degree from the University of Maryland. Jose has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation and Personal Investment Advisor (PIA) credential. He is proficient in German and English. Outside of his professional work, Jose enjoys camping, photography, reading, spending time with his family, and traveling.

Deven King is a Series 66-licensed financial advisor with Edward Jones in Boise, ID, and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Fisher Investments and AMX Superstores, and he has a background in commercial fishing, serving as a seasonal deck hand for Kings Fisheries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.