Kate Murphey is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior work includes positions at Clearwater Analytics and Edward Jones Investments. Before entering the financial industry, she held roles in the food service sector and spent several years as a full-time student. 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 supported by a nationwide network of financial advisors and branch offices.

Kirsten Jensen is a Series 66 licensed financial advisor at UBS Financial Services with four years of industry experience. She has worked at McConnell Financial Advisors and has a diverse background that includes roles at several fitness and arts organizations such as Pure Barre and Ballet Idaho Academy. Outside of finance, she has been involved in fitness instruction and arts education. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory services, including portfolio management, financial planning, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Jason Celentano is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has been with Merrill since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Mebus is a financial advisor with Merrill in Boise, ID. He holds a Series 66 designation and has been in the industry for less than one year. Prior to his current role, he served eight years in the United States Air Force and operated a fitness business called Disvex DBA Gann Fight & Fitness. Merrill, along 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, institutions, and charitable organizations.

Boden Redding is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals and families to provide clarity and confidence in their financial lives. His approach emphasizes understanding each client's goals and concerns to build personalized financial plans that adapt as life changes. Boden's areas of focus include legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned his High School Diploma from the College of Western Idaho. Originally from the Treasure Valley, Boden began his finance career in Utah before joining Merrill in the Boise area. Outside of his professional work, he enjoys activities such as bowling, camping, chess, football, golfing, hiking, spending time with family, table tennis, traveling, and watching movies.

Dustin Olson is a financial advisor at LPL Financial in Boise, ID, holding a Series 66 designation with 17 years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Wells Fargo Advisors, and Zions Wealth Advisors. 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, supported by machine-learning tools and a broad platform of financial services.

Sterling Meeks is a financial advisor at Merrill with Series 63 and Series 66 credentials and five years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMC Bank NA, holding positions from 2018 to 2026. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Shubin is a financial advisor with Edward Jones in Boise, ID, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a co-owner of a rental property business in Boise. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of asset levels. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Emily Moncarr is a Series 66 licensed financial advisor with Edward Jones in Boise, ID, having one year of industry experience. She has been with Edward Jones since 2015 in various capacities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

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.

Neil Berston is a financial advisor at LPL Financial with 20 years of industry experience. His prior firms include Ameriprise Financial Services, Edward Jones, and Wells Fargo Investments. Outside of his advisory work, Berston is active as a head coach for volleyball teams in the Middleton School District and Idaho Strike Volleyball. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment strategies through a large network of advisors.

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.

Lyndsay Soule is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank and Wells Fargo Advisors. Outside of her advisory role, she operates a custom calligraphy business offering services such as hand-addressing wedding invitations and holiday cards. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

James Crowther Jr. is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 44 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over four decades. Crowther serves as a board member for the Alliance for Children nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach, offers access to third-party asset managers, and participates in wrap programs, while also facilitating insurance product sales through affiliated entities.

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.