Andrew Phillips is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at both Merrill and Bank of America since 2011. Outside of his advisory role, Phillips is involved in several rental property investments in Mississippi and California. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.

Tyler Bangs is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Guardian Life Insurance Co. of America. Outside of his advisory role, he is a partner in Rove Adventure Co, LLC, a recreation business based in Montana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that utilizes firm-approved tools and methodologies to support clients’ investment and estate planning needs.

Alexander Roth is a financial advisor with Merrill in Boise, ID, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America and Albertsons corporate office. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sam Beig is a Planning Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans that align with their unique goals and aspirations. He has held several roles within Fidelity Investments since 2022, including Relationship Manager, Financial Representative, and various positions focused on workplace planning and advice. Sam holds a California Insurance License, supporting his expertise in financial planning and insurance. Outside of his professional work, he enjoys outdoor activities such as camping, hiking, horseback riding, snowboarding, and spending time with pets.

Nickolas Meyers is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Wells Fargo Bank, Anheuser-Busch, and Monte Folsom Insurance Agency. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Scott Webster is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012 and Wamu Investments since 2009. 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 non-discretionary advisory services supported by an in-house manager solutions team and a centralized due diligence framework.

Joseph Haan is a financial advisor with Edward Jones, holding Series 66 and Series 63 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he is a partner in FireBrand Orchard Capital LLC. 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 managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Randy Hixson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo in various capacities since 2007, including his current role at Wells Fargo Clearing since 2016. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Heinrich is a financial advisor at Edward Jones in Meridian, ID, holding the Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jason Patterson is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Morgan Stanley, he worked at RBC Capital Markets Corporation for 15 years. Outside of his advisory role, Patterson has ownership interests in rental property management businesses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that incorporate structured discovery processes and analytical tools supported by the firm's Global Investment Committee.

John Gwin is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside his advisory role, he serves as a board member for Blue Shield of Idaho. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Matthew Patterson is a financial advisor with Mass Mutual Investors Services in Meridian, ID. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to his current role, he worked at NYLife Securities LLC and New York Life Insurance Company. He also has experience in the insurance and retail sectors, including positions at GEICO Insurance and Papa John's. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, money-manager programs, and educational seminars, with a focus on collaborative, annual financial planning engagements.

Michael Otoole is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Moors Cabot Inc, Robinhood Markets, Inc., and University of Arizona Residence Life. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and automated portfolio management.

Steven Whitecar is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including prior roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. 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 financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations in collaborative, annual planning engagements.

Christine Satterfield is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is based in Eagle, Idaho. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research options.

Ryan Snyder is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. He has worked with several firms, including Northwestern Mutual Investment Services, and is currently associated with Bridgeway Wealth Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individual and high-net-worth individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals.

Samuel Bird is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 designation and two years of industry experience. Before joining Wells Fargo in 2026, he worked at Edward Jones for three years and has a background that includes teaching as a teacher’s assistant for the Philosophy department at Brigham Young University. He also receives royalties for books published through Amazon Kindle Direct Publishing and has engaged in freelance AI training. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party databases.

Tyler Mc Alvain is a financial advisor at Wells Fargo Clearing with eight years of industry experience. His prior roles include positions at Bank of America, Merrill, FSM Wealth, Kestra Advisory, and Castlebury Financial Advisors. He serves as Regional Program Director for the Women to Women Network, organizing quarterly networking events for professional women in Idaho. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Kate Murphey is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior work includes positions at Clearwater Analytics and Edward Jones Investments. Before entering the financial industry, she held roles in the food service sector and spent several years as a full-time student. 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 strategies supported by a nationwide network of financial advisors and branch offices.

Kirsten Jensen is a Series 66 licensed financial advisor at UBS Financial Services with four years of industry experience. She has worked at McConnell Financial Advisors and has a diverse background that includes roles at several fitness and arts organizations such as Pure Barre and Ballet Idaho Academy. Outside of finance, she has been involved in fitness instruction and arts education. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory services, including portfolio management, financial planning, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.