Nicholas Marks is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Johnson & Johnson for three years, the Department of Veteran's Affairs for two years, and St. Luke's Health System for four years. He is the owner of Koku Innovations, a retail textiles business that has not yet commenced operations. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Curt Haldorson is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning process uses structured discovery and firm-approved tools, offering a range of investment and planning solutions without providing individual security recommendations as part of standalone plans.

Charles Kiehn is a financial advisor at Stifel with 44 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, Kiehn serves as vice president of Rimrock Inc., a business related to his family’s real estate and hobby expenses, where he provides occasional oversight. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group and provides diverse financial planning and asset allocation services.

Jay Bradley is a CFP® professional with 22 years of industry experience, currently serving as an advisor at Cetera in Boise, ID. His prior experience includes roles at Avantax Advisory Services and Avantax Insurance Agency. Additionally, he owns and operates Bradley Consulting, a tax preparation and accounting business. Cetera Investment Advisers LLC is a large SEC-registered advisory firm supporting a nationwide network of over 10,000 independent advisors. The firm serves a diverse client base including individuals, retirement plans, and institutional accounts, offering various investment management and financial planning services through a multi-manager platform.

Charles Moyer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2017 and previously spent 10 years with Bcp Securities, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Seth Carnahan is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience in construction and veterinary clinic roles, as well as time spent at the University of Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Christopher Bowen is a financial advisor with Wells Fargo Clearing in Boise, ID. He holds a Series 66 designation and has 4 years of industry experience. Bowen has been with Wells Fargo Clearing since 2002 and worked in Trust Investment Management for 20 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Andrew Dodson is a financial advisor with Edward Jones in Nampa, Idaho, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a managing member of Dodson Family Holdings LLC, a commercial real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Vanessa Raya Tinajero is a financial advisor at Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 65 licenses. She has been with Wells Fargo Bank since 2021 and joined Wells Fargo Clearing in 2026. Her prior experience includes roles at DoSo Inc and Pacific Pizza King. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates with over 14,000 advisors and manages approximately $671 billion in assets, providing both brokerage and advisory solutions.

Hayward Sawyer is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has held roles at various firms including FOUNDATIONS INVESTMENT ADVISORS, Change Path LLC, and Decker Retirement Planning Inc. Sawyer operates Hayward L. Sawyer Financial Advisory and Hayward L. Sawyer Consulting, LLC, the latter involved in selling whole life and term insurance. 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.

Mason Drum is a CFP® and Series 66 licensed advisor with Charles Schwab in Boise, ID, bringing four years of industry experience. He has held positions at Charles Schwab Bank, SSB and Charles Schwab since 2021, with earlier experience in the hospitality and service industries. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 discretionary separately managed accounts and uses multi-asset model portfolios supported by proprietary research.

Jose Lopez Medel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Northwestern Mutual and Wells Fargo. Outside of finance, he is involved with the Boise Timbers Thorns youth soccer club as an employee and contractor. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Corey Blacker is a financial advisor with LPL Financial holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Douglas Beehler and Waddell & Reed, Inc. He also served with AmeriCorps in 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Benjamin Dalton is a financial advisor with RBC Capital Markets, holding a Series 66 designation and having 13 years of industry experience. Prior to joining RBC in 2025, he worked at UBS Financial Services from 2011 to 2025. Outside of his advisory role, he is a partner in a real estate investment-related business, JAMS Properties LLC. RBC Wealth Management serves a wide range of clients including individuals, institutions, and charitable organizations, offering advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and integrates both in-house and third-party managers in its portfolio solutions.

Adam Floto is a CFP®-certified financial advisor with over 21 years of industry experience. He is currently with LPL Financial, where he has worked since 2022, following prior roles at U.S. Bancorp Investments, Edward Jones, and Wells Fargo Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, and institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging both proprietary and third-party resources.

Michael Hering is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes longstanding roles at PFS Investments Inc and Primerica Financial Services, as well as work with the Los Angeles Zoo and Advanced Veterinary Care Center. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and selected separately managed accounts for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Ryan Baker is a financial advisor at OSAIC with 22 years of industry experience, including 21 years at Lincoln Financial Advisors prior to joining OSAIC in 2025. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he owns and manages Open Advisors, LLC, an entity involved in business operations and staff management. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a focus on asset allocation, risk assessment, and portfolio construction using a variety of investment vehicles and third-party managers.

Philip Bartlett is a financial advisor at Morgan Stanley with 15 years of industry experience. He previously worked at RBC Capital Markets and Clearwater Advisors. Bartlett serves as a board member of the Discovery Center of Idaho, a nonprofit focused on children and youth, art, and culture. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, including tailored financial planning services supported by firm-approved tools and methodologies.

William Bahney is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He previously worked for UBS Financial Services for 16 years before joining RBC in 2025. Outside of his advisory role, he serves as a director at the Boise Rescue Mission, where he advises and counsels the CFO and contributes to the organization's goals. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a variety of advisory programs that offer discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers, incorporating features like tax management and responsible-investing options.

Brent Wegner is a financial advisor with Mass Mutual Investors Services in Meridian, ID, holding the ChFC® designation and Series 63 license with 25 years of industry experience. His prior roles include positions at Eagle Strategies LLC and New York Life. He also works as an insurance broker, engaging with outside carriers to broker non-registered products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and provide written financial recommendations.