Alan Watson is a financial advisor with UBS Financial Services in Boise, ID, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-based, model-driven investment strategies tailored to clients’ goals.

Fred Rhoads is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and having 36 years of industry experience. His work history includes roles at Royal Alliance and Pacific Capital Resource Group since 2021, as well as 12 years with Waddell & Reed, Inc. and various insurance carriers. In addition to his advisory work, he serves as Vice President of Talent Acquisition for Advisory Resource Group LLC, focusing on insurance marketing and advisor recruitment. OSAIC Wealth, Inc. serves a diverse client base, including retail and institutional investors, with a range of advisory platforms and integrated brokerage services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across multiple asset classes, offering both discretionary and non-discretionary account management.

John Killingsworth is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. He has been with Raymond James since 2021. Outside of his advisory role, he works as a part-time tutor at Huntington Learning Center, assisting students with math exam preparation and homework. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm serves a diverse client base, including individuals, institutions, and government entities, providing non-discretionary wealth advisory planning and investment consulting through firm-sponsored programs and institutional services.

Zachary Mc Waters is a financial advisor with Edward Jones in Meridian, ID, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for General Dynamics NASSCO for 20 years. Outside of his advisory work, he oversees a property management business in San Diego. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, supported by a nationwide network of more than 23,000 financial advisors.

Robyn Parks is a financial advisor at Stifel with seven years of industry experience. She holds the Series 66 designation and has been with Stifel since 2014. Parks is also a notary public in Idaho. Stifel serves a wide range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services that incorporate proprietary methodologies for asset allocation and financial planning.

Richard Sample is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, National Association. 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 services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Naoko Thigpen is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including RW Investment Management LLC, Stifel, and Morgan Stanley. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Matthew Peterson is a financial advisor at LPL Financial with 14 years of industry experience. His prior roles include positions at Fidelity Investments, Clearwater Advisors, LLC, and Idaho Trust Bank. 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, offering a range of advisory programs, financial planning, and brokerage services.

David Heffernan is a CFP® and ChFC® with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. Based in Eagle, ID, he holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a rental property in Meridian, ID, which is professionally managed. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Jason Neil is a financial advisor with Edward Jones in Boise, ID, holding a Series 66 designation and 13 years of industry experience. He has worked at Edward Jones since 2012, with a brief tenure at Morgan Stanley in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of approximately 23,701 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Philip Browning is a financial advisor with Ameriprise in Boise, ID, holding a Series 66 designation and five years of industry experience. His prior roles include multiple positions within Ameriprise and Thrivent Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, utilizing investment research and algorithmic tools to provide written recommendation reports and ongoing advice.

Timothy Andrus is Vice President and Financial Consultant at Fidelity Investments, where he has been part of the Private Client Group since 2014. He works with clients who have established portfolios and are seeking to refine their strategies, support their families, or create a lasting legacy. Timothy focuses on building relationships based on trust and confidence to help clients shape their vision for financial progress and work toward their individual goals. Timothy has been with Fidelity Investments since 2007, progressing through various roles including Investments Representative, Investments Solutions Representative, Premium Relationship Associate, College Planning Representative, and Financial Representative. He holds a California Insurance License. Outside of his professional work, Timothy's personal interests include board games, family activities, football, gardening, golf, and yoga.

Rebecca Gill is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 designation and 21 years of industry experience. She has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory role, she co-owns Marasta Management, LLC, a non-investment-related business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Jacob Avenius is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial and Mountain America Credit Union in multiple roles since 2017, as well as Edward Jones from 2019 to 2022. His background also includes work at Rexburg Rehabilitation and BYU-Idaho. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and multiple portfolio options.

Brandon Bailey is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and modeled outcomes. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Sage Kendall is a financial advisor at Osaic Wealth with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Tech Credit Union and Raymond James Financial Services. Outside of his advisory role, Kendall serves as a board member for the McCall Winter Sports Club, a nonprofit focused on youth development. Osaic Wealth serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple advisory platforms, providing portfolios that include a variety of investment vehicles managed on discretionary or non-discretionary bases.

Erica Sarrazolla is a financial advisor at Edward Jones with Series 66 and Series 63 credentials and 31 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1997. Outside of her advisory role, she manages a commercial property business in Boise, Idaho. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, supporting approximately $1.01 trillion in assets under management through a large network of advisors and branch offices.

Irene Flores Mcleroy is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2013. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Cole Duberow is a financial advisor with Edward Jones in Eagle, Idaho, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Intuit for five years and Vivint (Smart Home Pros) for five years. Outside of his advisory role, he manages a short-term rental property through Airbnb in Boise, Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Scott Dike is a CFP®-designated financial advisor with Edward Jones in Boise, ID, where he has worked since 2016, accumulating nine years of industry experience. He is a partial owner of a real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.