Scott Cleveland is a financial advisor with Cambridge Investment Research Advisors in Eagle, Idaho, holding Series 63 and Series 66 designations and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc since 2014. Outside of his advisory role, Cleveland serves as treasurer of the Eagle Chamber of Commerce, is a board member of the Ada County GOP, and is a candidate for political office. Cambridge Investment Research Advisors is an 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 and utilizes a range of platform arrangements and proprietary model strategies.

Peter Courtemanche is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 17 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for 12 years before joining Raymond James. Outside of his advisory role, he owns two small businesses: one renting outdoor recreational equipment and another selling custom-designed stickers and T-shirts. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs.

Brian Balogh is a financial advisor at Charles Schwab with 22 years of industry experience. He holds a Series 66 designation and has been self-employed since 2013 while also working at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2005. 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 managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and a centralized operational structure.

Matthew York is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Wells Fargo Clearing Services since 2019 and has worked with Wells Fargo Bank since 2015. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Luis Leyva Madrid is a financial advisor with Wells Fargo Clearing in Boise, Idaho. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Wells Fargo Bank and St. Luke's. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Gretchen Brown is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Cambridge Investment Research firms since 2009. Outside of her advisory role, she serves as president of Tax Clarity, LLC, an accounting and bookkeeping services firm. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Gregory Call is a financial advisor with Equitable Advisors in Eagle, Idaho, holding a Series 66 designation and 23 years of industry experience. He has been with Equitable Advisors since 2002, including its predecessor Axa Advisors, LLC. Outside of his advisory role, he maintains various insurance appointments. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and multiple third-party asset managers. The firm utilizes a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Christopher Eggleston is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Allstate Insurance Company for 13 years before founding Eggleston and Associates LLC. He is also involved with Family Tree Financial, where he engages in insurance sales and service for multiple carriers. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-supported tools and multiple investment platforms to construct diversified portfolios tailored to client needs.

Justin Samples is a financial advisor with Ameriprise in Chehalis, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages FWMG LLC, an advisory business based in Boise, ID. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a large institutional platform that includes advisory, brokerage, and insurance solutions.

Garrett Jernigan is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has prior work experience at Boise State University, Idaho State University, Aramark, and Lolli and Pops. Wells Fargo Advisors is a national securities firm providing 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Remy Pop is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and held a position at Citigroup Global Markets starting in 2006. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Eric Breecher is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Ameriprise since 2016 in various capacities. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lucas Mann is an Investment Consultant at Fidelity Investments. He works with clients to develop financial strategies tailored to their unique goals, priorities, and personal circumstances. Lucas helps clients navigate complex financial decisions with care and clarity. He has held various roles at Fidelity Investments since 2018, including positions as Customer Relationship Advocate, High Net Worth Service, Workplace Planning Consultant I and II, Investment Management Consultant I and II, before his current role. Lucas holds a California Insurance License.

Ryan McMahon is a financial advisor with J.P. Morgan Securities in Meridian, Idaho, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Edward Jones and Delta Medical Systems prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2020. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Erik Teig is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2015. He has 11 years of industry experience and is based in Boise, ID. Outside of his advisory role, he serves as Vice President of Daydream Believers, an organization focused on financial literacy for youth, young adults, and individuals transitioning from incarceration. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, estate, and special needs. The firm delivers goal-based analyses without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Allen Gamel is a CFP® and ChFC® with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds a Series 63 license and is based in Meridian, Idaho. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary investment strategies, tax-efficient services, and maintains a large nationwide network of financial advisors and branches.

Casey Miner is a CFP®-certified financial advisor with three years of industry experience, currently with Raymond James & Associates. Prior to joining Raymond James, Miner worked at Wells Fargo Clearing, MassMutual Idaho, and Aflac, and has also held positions in the dental industry. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm offers wealth advisory planning, investment consulting, and institutional services to a diverse client base, including high-net-worth individuals, corporations, and public entities, with a notable presence in municipal and public finance.

Lori Rhyner is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she co-owns a cattle grazing and hay agriculture business and a retail and wholesale auto parts company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Tel Tipton is a CFP® professional at RBC Capital Markets with seven years of industry experience. He previously worked at Edward Jones for seven years and Wells Fargo Bank for six years. Tipton serves as Executive Director and Treasurer of the Idaho Commission on Hispanic Affairs. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with customized advisory programs that include portfolio management, financial planning, and brokerage services. The firm utilizes a range of in-house and third-party investment managers and offers features such as tax management and responsible-investing options.

Leslie Dunn is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018. Prior to Merrill, she was with Capital Group and Wells Fargo Insurance, Inc. Dunn is also a treasurer and referral partner for Purium, a food supplement company. Merrill provides managed account services through the Select Portfolio Solutions program, serving a wide range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated into the broader Bank of America platform.