Steven Roy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked for J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for 14 years. Outside of his advisory role, he is involved as an owner and partner in an e-commerce LLC supporting his daughter's custom crocheted creatures business. 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 combines research from its investment institute with third-party analytics to provide diversified investment solutions and offers both brokerage and advisory options.

Rebecca Offerdahl is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc since 2014. She is based in Boise, Idaho. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

James Ostyn is a CFP® with 29 years of industry experience, currently affiliated with Cetera. He has been with Cetera and its related entities since 2006. Outside of his advisory work, Ostyn serves as a board member of Treasure Valley Bible Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

John Ramirez is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Sagepoint Financial, Inc. for 14 years. He also operates a sole proprietorship focused on the sale of fixed insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct portfolios across various asset classes for discretionary or non-discretionary management.

Corey Shaw is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones in 2023, he served seven years in the United States Army. He currently serves as a Captain and plans officer in the United States Army Reserves, participating in training support units. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Alec Bouchee is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise for seven years. Alec has a background that includes roles at PayneWest Insurance and involvement with Blackstone Launchpad at the University of Montana. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

David Ortega is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Ataraxis Inc. (PicFair Holdings, dba UltraClean) from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stanley Beebe is a financial advisor at Edward Jones in Nampa, Idaho, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

James Hill is a financial advisor with Fisher Investments in Boise, ID, holding a Series 65 credential and 14 years of industry experience. He has worked with Fisher Investments since 2008. Fisher Investments serves a diverse global client base including institutional and high-net-worth investors, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative analysis and utilizes tax-aware strategies and defensive tactics to manage risk and positioning.

Trent Walker is a financial advisor at Edward Jones in Meridian, ID, holding a Series 66 designation. He began his advisory career with Edward Jones in 2025. Prior to this, his work experience includes roles at Estech LLC, Layton Construction, and Tates Rents. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Robert Wilson is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior experience includes roles at Ameriprise Financial Services and various advisory firms. He also serves as a Wealth Advisor for Idaho Central Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering a range of discretionary and non-discretionary management options with research support from internal and third-party sources.

Jeffrey Mc Murdie is a financial advisor with Ameriprise in Boise, ID, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise since 2005, including its affiliated entities, and operates a separate service business, McMurdie & Associates, Inc. Ameriprise offers comprehensive retirement-income planning services focused on clients with significant investable assets, combining research-driven strategies and algorithmic tools to provide tailored, tax-efficient recommendations.

Kathryn Garcia is a Series 66-licensed financial advisor with Edward Jones in Meridian, ID, bringing three years of industry experience. Prior to joining Edward Jones in 2023, she worked at American Pacific Mortgage Corporation and Mechanics Bank. 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 options, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Jeffrey Towery is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 66 credentials and possessing 41 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and affiliated with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Scott Johnson is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of advising, he is involved in managing rental properties in Idaho. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jonathan Young is a financial advisor with Edward Jones in Nampa, Idaho, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Burnham Gibson Wealth Advisors, Equitable Advisors, LPL Financial, CUNA Brokerage Services, SchoolsFirst FCU, and Capital Group/American Funds. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Tyler Anderson is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 65 licenses and four years of industry experience. He has previously worked at Wells Fargo Bank, NA, and has employment experience in the food service industry. Outside of advising, he is involved in managing a rental property. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from internal and third-party sources and offers both brokerage and advisory solutions across a large network of financial professionals.

Endika Iturburu is a financial advisor with LPL Financial in Meridian, ID, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones for nine years. Outside of his advisory role, he is involved with Summit Financial Management, a business entity unrelated to investment management. LPL Financial serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Jacob Fischer is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he held various roles spanning education, landscaping, hospitality, pet care, and exterior services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by model portfolios and research.

Amy Flohr is a CFP® professional with four years of experience, currently serving as a financial advisor at Edward Jones in Meridian, ID. Prior to joining Edward Jones, she worked in education for several years and also held a position at Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large national network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.