Josh Simboli is a financial advisor with Charles Schwab in Boise, Idaho, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked at Silicon Valley Bank and has a background that includes roles in digital media and education. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm’s integrated structure combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a formal process for alternative investments.

Hylee Hansen is a CFP® professional with 20 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2017, Hansen worked at Echelon Group and Kms Financial Services. Hansen is also an independent insurance agent, operating under HI! Financial and other related entities. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, trusts, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements.

Cameron Davis is a CFP® and holds a Series 66 license with Charles Schwab in Boise, ID. He has three years of industry experience, including roles at Charles Schwab Bank, Pioneer Title Company, and the University of Idaho. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers a comprehensive operational structure including custody and brokerage services.

Brenda Haan is a financial advisor at Edward Jones in Eagle, Idaho, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as president of Conversation, Inc., an S Corporation, and holds ownership interests in Firebrand Orchard Capital LLC and Visionary Capital Ventures, LLC. 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, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Denise Burgess is a financial advisor with Merrill in Boise, ID, holding a Series 66 designation and bringing nine years of industry experience. She has been with Merrill since 2016. 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, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Ty Horrocks is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Zions Bank, and Wells Fargo. Outside of his advisory work, he serves as the head coach for a nonprofit lacrosse club, where he coaches and develops high school athletes. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimberly Monroe is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2007 and also works with Innovage. Monroe operates Monroe and Associates LLC, a related entity, dedicating part of her time to this business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Timothy Richards is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Alexander Deseelhorst is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2022 before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Chad Steichen is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and nine years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Wealth Management since 2018, as well as prior experience with the Cleveland Browns. Additionally, he has served in the Boise School District since 2018. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and Corporate Financial Planning agreements.

Kenneth Turner is a financial advisor at Cetera with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Merrill, Bank of America, Washington Trust Bank, and Cetera. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party investment strategies.

Leslie Boson is a financial advisor with Edward Jones in Boise, ID, holding Series 63 and Series 66 credentials and having 25 years of industry experience. Boson has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor and branch network, as well as its affiliated capabilities beyond advisory services.

Jesse Uhlorn is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 licenses and with 15 years of industry experience. His prior work includes roles at Cetera Advisor Networks and Waddell & Reed. Uhlorn is also a licensed agent for non-variable insurance products, including term life and indexed universal life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, and institutional platforms with a range of strategic and tactical investment options.

Jon Anderson is a financial advisor with LPL Financial in Boise, ID, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase Bank, Nations Financial Group, and American Independent Securities Group. He is also involved with JW Anderson Wealth Advisors. 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 a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party subadvisors.

Jeri Nutt is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020 and previously at Ameriprise Financial Services, Inc. from 2005 to 2020. Beyond her advisory role, she owns Nutt Enterprises, Inc., a mechanical and electrical repair business, and participates in peer review processes on the IWI Ethics Board. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets, delivering tailored, research-driven recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Marcelle Winn is a Series 66-credentialed financial advisor with Edward Jones in Boise, ID, with 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is a non-voting shareholder in Yakima Craft Brewing, a craft brewery based in Yakima, WA. 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, and operates under a fiduciary standard.

Jackson Degner is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He has also been associated with RCH Wealth Management and has a background as a student at Boise State and Bryant University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with both discretionary and non-discretionary account management.

Gatlin Bruner is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Class VI Partners and Ameriprise. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and demographics.

Shanna Webb is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2014. Outside of her advisory role, Webb is involved in property management as a sole proprietor of a rental property in Caldwell, Idaho. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by various modeling tools and manages approximately $2.74 trillion in client assets.

Andrew Hale is a financial advisor with LPL Financial in Meridian, Idaho, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior roles include positions at Ameriprise, Edward Jones, and Farmers Financial Solutions. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and advanced operational tools.