Jason Celentano is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has been with Merrill since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Mebus is a financial advisor with Merrill in Boise, ID. He holds a Series 66 designation and has been in the industry for less than one year. Prior to his current role, he served eight years in the United States Air Force and operated a fitness business called Disvex DBA Gann Fight & Fitness. Merrill, along 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, institutions, and charitable organizations.

Jon Whited is a financial advisor at Edward Jones with 27 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at State Farm Investment Management and State Farm VP Management Corp. In addition to his advisory role, he owns and operates an insurance agency. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a broad range of advisory strategies and affiliated investment products.

Boden Redding is a Financial Advisor at Merrill Lynch Wealth Management. He works with individuals and families to bring clarity to their financial lives by understanding their goals and concerns and building tailored financial plans that adapt as life changes. Leveraging resources available at Merrill and Bank of America, he addresses various aspects of clients' financial lives beyond investments. Raised in the Treasure Valley, Boden began his career in finance in Utah, working with investors and managing portfolios. He later joined Merrill in Boise to serve his home community. His client focus areas include legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, investment strategy, tax minimization, and retirement income. Boden holds a High School Diploma/GED from the College of Western Idaho. Outside of work, he enjoys activities such as hiking, traveling, bowling, camping, chess, football, golfing, table tennis, watching movies, and spending time with family and friends.

Dustin Olson is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Zions Wealth Advisors, LPL Financial, and Wells Fargo in various capacities dating back to 2003. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management approaches and proprietary and third-party strategies.

Paul Shubin is a financial advisor with Edward Jones in Boise, ID, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he is a co-owner of a rental property business in Boise. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of asset levels. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Emily Moncarr is a Series 66 licensed financial advisor with Edward Jones in Boise, ID, having one year of industry experience. She has been with Edward Jones since 2015 in various capacities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Paul Cantrell is a financial advisor with Thrivent Investment Management in Boise, ID, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics and allows clients to combine planning with managed-account programs under a consolidated billing system called “WealthPlan,” while keeping these services separate.

Jeremy Runner is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and one year of industry experience. He has worked at various entities within the Cambridge Investment Research network since 2024 and has been an independent insurance agent with Symmetry Financial since 2016. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing a range of portfolio management solutions and access to both proprietary and third-party investment strategies.

Jan Schiedel is a financial advisor with Charles Schwab in Boise, ID, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2016. Outside of his advisory role, he serves as a board member of the Treasury Valley Hunting Retriever Club, a local nonprofit dog club focused on retriever hunting events. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management alongside comprehensive brokerage and custody services. The firm’s scale and integrated structure support a broad client base with centralized operational and supervisory arrangements.

Neil Berston is a financial advisor at LPL Financial with 20 years of industry experience. He previously worked at Ameriprise Financial Services and Edward Jones. Outside of his advisory work, he serves as a head coach for volleyball teams in the Middleton School District and Idaho Strike Volleyball. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Robert King is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at RBC Capital Markets Corporation and City National Bank. Outside of finance, he works as an independent contractor providing color commentary and television broadcasting for NCAA basketball games on a local NBC affiliate and serves on advisory boards focused on youth sports, recreational equipment, and local education. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and extensive resources.

George Booker is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held positions at Bish's RV, Genesis Pro Solutions, Hewlett-Packard Enterprises, Kanakuk Camps, and Taylor University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,000 financial advisors and offers a wide range of investment strategies along with affiliated mutual funds and trust services.

Michael Gibson is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation with two years of industry experience. Before joining Edward Jones in 2023, he worked in health services at Miracle Ear and in telecommunications at Verizon Wireless. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports clients through a large network of advisors and branch offices nationwide.

Shane Serrano is a financial advisor with Raymond James Financial in Eagle, Idaho, holding a Series 66 designation and nine years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. and related entities since 2016 and is also associated with Addison Avenue Investment Services, where he provides financial advice to members. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs in municipal finance and SIMPLE IRA employer consulting.

Korie Lynch is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. She has worked at JPMorgan Chase Bank, N.A. since 2009 and briefly at Waterstone Mortgage in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Adam Olivas is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Arcqos, LLC, The Gryphon Group, and Acell Industries Ltd. Outside of advising, Olivas owns and operates a global outdoor travel consultancy focused on hunting brokerage, along with several related businesses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances.

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.