Samantha Pitts is a financial advisor with RBC Capital Markets in Boise, ID, holding Series 63 and Series 66 licenses and 21 years of industry experience. Her prior work includes positions at D.A. Davidson & Co., UBS Financial Services, and Sagepoint Financial, among others. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors across wealth levels, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Valerie Sturbaum is a financial advisor with Wells Fargo Clearing in Boise, ID. She holds Series 63 and Series 65 licenses and has three years of industry experience. She has been with Wells Fargo Bank since 2011. 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 provides both brokerage and advisory solutions.

Stoney Foster is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked previously at Securities America Advisors, Principal Securities Inc, and The Wellness Center of Boise. Foster operates Stoney Foster Financial LLC, an investment-related business entity based in Eagle, Idaho. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven investment strategies.

Sara Rodewald is a financial advisor at OSAIC with two years of industry experience. She holds a Series 66 designation and has been affiliated with OSAIC and Family Tree Financial since 2023. Outside of her advisory role, she is the owner and author of Saraisms, LLC, where she has self-published children’s books. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services with access to multiple advisory platforms and third-party money managers.

Bart Leach is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He previously worked for Wells Fargo Advisors for 10 years before joining LPL Financial in 2024. Leach is the sole owner of HAT, LLC, a business entity used for tax and investment purposes. 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, various advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Dustin Paille is a financial advisor with Wells Fargo Clearing in Boise, ID. He holds Series 65 and Series 63 licenses and has been in the financial services industry since 2014, including roles at Citibank N.A. and Wells Fargo Bank, nA. He is also involved with Formal Agreement Generation Services LLC. 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 extensive research and analytics with a broad range of brokerage and advisory solutions.

Geoff Lanfear is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 66 licenses and with 29 years of industry experience. He has been with LPL Financial since 2007. Outside of advisory work, he is involved in servicing and occasionally selling non-variable health insurance and owns a mortgage and real estate services company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, and retirement plan consulting, providing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Sydney Barker is a Series 66 licensed financial advisor with UBS Financial Services in Boise, ID, where he has worked since 2022. He has three years of industry experience and prior work experience outside finance includes roles at Depot Cafe and Postmates. Barker is also the proprietor of Joy Captures LLC, a photography business involved in photoshoots, galleries, and selling photographs. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client portfolios.

Matthew Case is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been associated with various Fidelity entities since 2011, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves a range of registered investment companies and constructs model portfolios delivered through intermediary platforms.

Jacob Heuett is a financial advisor with Wells Fargo Clearing in Meridian, Idaho, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved in managing family farm businesses, including Heuett Land & Cattle Co, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Rebecca Magaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and currently based in Meridian, ID. She has experience working at PFS Investment Inc. and Primerica Financial Services since 2025, along with prior roles at Shamrock Foods Company, Oppenheimer Companies, Inc., and Food Services of America. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable accounts. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with thousands of advisors and offices across the country.

Byron Ellis is a financial advisor with RBC Capital Markets in Boise, ID, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining RBC in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 12 years. Outside of his advisory work, he serves as an assistant basketball coach at Meridian High School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with portfolio management and financial planning services tailored to clients' Advisory Risk Profiles, utilizing both in-house and third-party investment resources.

Brian Puddy is a financial advisor with LPL Financial in Boise, ID, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, MassMutual Idaho, and SII Investments, Inc. 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 of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Elizabeth Micheletty is a financial advisor at Edward Jones in Meridian, ID, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked for eight years at SPI Transportation. Outside of her advisory role, she owns Micheletty Motorsports LLC, a business involved in drag racing and parts sponsorship. Edward Jones is a full-service wealth management firm serving more than 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 across the United States.

Christine Robertson is a financial advisor with Raymond James & Associates in Boise, ID, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and external sub-advisers.

Paul Hales is a financial advisor with Mass Mutual Investors Services in Meridian, Idaho, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with MML Investors Services since 2011 and MassMutual Life Insurance Company since 2010. Outside of his advisory role, he works as an insurance broker specializing in individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, structuring client relationships as ongoing collaborations using advanced analytical tools.

Ryan Higgins is a financial advisor with LPL Financial in Eagle, Idaho, holding a Series 66 credential and 17 years of industry experience. He previously worked at Edward Jones from 2009 to 2016 before joining LPL Financial. Higgins is involved with National Life Group in a non-variable insurance capacity on a limited basis. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Alfred Jackson is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked with Raymond James Financial Services and First Tech Federal Credit Union among others. Jackson is also involved with Jackson Holdings, LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to model portfolios and research from multiple sources.

Arthur Best is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, and several other financial firms. He is the owner of BEST FINANCIAL SERVICES and volunteers with House of Mercy, assisting with strategy planning in healthcare and social assistance. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of advisors, utilizing a combination of proprietary and third-party investment programs and emphasizing fiduciary services to qualified plans.

Scott Poulsen is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. He previously served in the United States Air Force for six years and has held roles at EnerBank/Regions Bank and A-1 Installations NW LLC. Charles Schwab serves primarily 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 offers a combination of non-discretionary and discretionary investment solutions supported by integrated custody, brokerage, and research resources.