Bryan Dodge is a financial advisor with LPL Financial in Boise, ID, holding a Series 66 credential and bringing 10 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm provides a range of advisory programs, financial planning, and retirement plan consulting supported by proprietary research and third-party subadvisors.

Jesse Rauma is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Valic Financial Advisors, and Brigham Young University Idaho. Outside of his advisory work, he owns Rauma Enterprises and has a minority investment in Yellowstone Grand Prix. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute with third-party analytics to support diversified investment solutions across a broad client base.

Renee Mason is a financial advisor with Wells Fargo Clearing in Spokane Valley, WA, holding Series 63 and Series 65 licenses. She has 22 years of industry experience, including five years at Wells Fargo Advisors LLC prior to joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, distinguishing it among large institutional advisers.

Omar Siordia is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 65 and Series 63 licenses. He has been with Wells Fargo Clearing since 2026 and has additional experience working at Wells Fargo Bank, AT&T, and in education roles. He is also involved with Siordia Enterprise 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

James Steele Jr. is a financial advisor with Merrill in Boise, ID, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Merrill since 1993 and has been with Bank of America, N.A. since 2011. Merrill provides managed account services through the Select Portfolio Solutions program, serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries with a range of model-based and discretionary investment strategies.

Michael Beal is a financial advisor with Cetera in Boise, ID. He holds the Series 63 and Series 65 designations and has one year of industry experience. His prior work includes roles at Americor Funding and various self-employed positions. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Nancy Sash is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera since 2025. Prior to joining Cetera, she worked at Avantax and has been involved with KDP Wealth Management and KDP Certified Public Accountants for over two decades. She holds Series 63 and Series 66 licenses and serves as Director of Financial Services at KDP Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform with a broad range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm supports over 10,000 advisors nationwide and manages more than $256 billion in assets.

Danielle Morriss is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services, Royal Alliance Associates, Clearwater Analytics, Purshe Kaplan Sterling Investments, and McConnell Financial Advisors. Morriss is also involved with the Transformational Advisory Group, a business related to her work at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, institutions, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both in-house and third-party sources.

Madison Eggleston is a financial advisor at Ameriprise with three years of industry experience. Prior to joining Ameriprise, she worked at Stifel for three years and has held roles outside the financial sector, including positions at the Nevada Small Business Development Center and Squaw Valley Ski Resort. She holds a Series 66 designation. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Birch Bayer is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. He worked at Morgan Stanley Smith Barney for 13 years before joining Raymond James & Associates in 2022. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations supported by firm research and planning tools, and it also serves municipal clients through its public finance and institutional consulting divisions.

Luke George is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Z Doctor LLC and HI Financial, as well as positions outside finance such as with 360 Painting of Meridian and Boise State University. Cambridge Investment Research Advisors serves a broad client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management and model-based strategies tailored to client objectives.

Stephen Sackman is a financial advisor with Raymond James & Associates in Boise, ID, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Management, John Hepworth, and UBS Financial Services Inc. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations primarily through non-discretionary advisory relationships and supports municipal and public finance activities alongside its retail advisory services.

Chris Crosby is a financial advisor with Ameriprise in Boise, ID, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to his current role at Ameriprise starting in 2020, he was with Ameriprise Financial Services, Inc. for six years. Outside of his advisory work, Crosby serves on the board of Ignite Sports as Volleyball Director and coaches youth volleyball. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning using research-driven recommendations and tax-aware withdrawal strategies.

John Wolfley is an advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 65 credentials. He has recent experience with Wells Fargo Bank, nA, and previously operated Western Trails Charters and Tours LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jacob Lovin is a financial advisor with Edward Jones in Boise, ID, holding CFP® and Series 66 credentials and has five years of industry experience. Prior to joining Edward Jones in 2020, he served six years in the U.S. Navy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Taylor Thomas is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016 and 2017, respectively. Prior to joining Morgan Stanley, Thomas worked briefly at Elk Ridge Landscape. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm‑approved tools to develop personalized plans without providing individual security recommendations.

Sydney Wingerson is a financial advisor at Stifel based in Boise, ID, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel, Wingerson gained experience at Johannsen CPA and NBCUniversal, and has a background that includes roles in education and retail. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Annette Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

George Barrios is a financial advisor at Morgan Stanley with 26 years of industry experience. He previously worked at RBC Capital Markets Corporation for 16 years before joining Morgan Stanley in 2024. Outside of his advisory role, he is the sole proprietor of a family living trust involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Gary Edwards is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its financial planning process.