Tamra Skerjanec is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds a Series 66 designation and has worked previously at RBC Capital Markets for 10 years before joining Morgan Stanley Smith Barney in 2024. Morgan Stanley Wealth Management is a large SEC-registered advisory and broker-dealer firm serving both individual and institutional clients. The firm offers comprehensive financial planning services supported by structured processes and a variety of advisory programs.

Bryan Dike is a financial advisor at Edward Jones in Nampa, Idaho, with two years of industry experience. He holds the Series 66 designation and previously worked for Carl's Cycle Sales for 11 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Bryant Albi is a financial advisor with Edward Jones in Meridian, Idaho, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as a bail agent and owns a property management company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Heather Ellsworth is a financial advisor with Edward Jones in Boise, ID. She holds the Series 66 designation and has 4 years of industry experience. She has been with Edward Jones since 2011. 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, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Shane Heinrich is a financial advisor with Edward Jones in Meridian, ID, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Coding Dojo, INC and the Veterans Benefit Administration. He is a partner and investor in Prox-Connect, a currently non-operational technology company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Bruce Davidson is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes prior roles at Wells Fargo Advisors, UBS Financial Services, and Piper Sandler & Co. Outside of his advisory work, he has ownership interests in rental property ventures in Idaho. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory, offering a range of brokerage and advisory solutions across a large national platform.

Jordan Baker is a financial advisor with Thrivent Investment Management in Nampa, Idaho, holding a Series 66 credential and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of advising, Baker teaches yoga classes both as a group fitness instructor at the Nampa Rec Center and through his own yoga instruction business. He also serves as chairperson for All Kids Inspired, a nonprofit focused on funding extracurricular activities for disadvantaged children, and provides care support for a family member through Consumer Direct Care Network Idaho. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm’s planning services address multiple personal and business financial topics and can be combined with managed-account programs under a consolidated billing option called WealthPlan.

Lamar Settlemires is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his career in finance, he served in the military from 2015 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices, supporting approximately $1.01 trillion in assets under management.

Stephen Stech is a financial advisor at Cetera with 22 years of industry experience. He holds the CFP® designation and has worked at Cetera and Summit Financial Group in various capacities since 2015. Outside of his advisory role, Stech serves as Investment Committee Chair for the Girl Scouts of Silver Sage and holds board positions with the Idaho Veterans Network and the Bristol Heights Neighborhood Association. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by over 10,000 advisors and more than $256 billion in assets under management.

Todd Murphey is a CFP® and Series 66-licensed financial advisor with Edward Jones in Boise, ID. He has 23 years of industry experience and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of more than 23,000 financial advisors.

Dennis Porter is a Series 66-licensed financial advisor with Thrivent Investment Management in Meridian, Idaho, and has two years of industry experience. He previously worked at Wells Fargo for 13 years before joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, income tax, estate, and special needs planning. The firm uses goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option while maintaining separate service management.

Alan Watson is a financial advisor with UBS Financial Services in Boise, ID, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with UBS Financial Services since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-based, model-driven investment strategies tailored to clients’ goals.

Fred Rhoads is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and having 36 years of industry experience. His work history includes roles at Royal Alliance and Pacific Capital Resource Group since 2021, as well as 12 years with Waddell & Reed, Inc. and various insurance carriers. In addition to his advisory work, he serves as Vice President of Talent Acquisition for Advisory Resource Group LLC, focusing on insurance marketing and advisor recruitment. OSAIC Wealth, Inc. serves a diverse client base, including retail and institutional investors, with a range of advisory platforms and integrated brokerage services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across multiple asset classes, offering both discretionary and non-discretionary account management.

Zachary Mc Waters is a financial advisor with Edward Jones in Meridian, ID, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for General Dynamics NASSCO for 20 years. Outside of his advisory work, he oversees a property management business in San Diego. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary wrap fee programs and separately managed accounts, supported by a nationwide network of more than 23,000 financial advisors.

Robyn Parks is a financial advisor at Stifel with seven years of industry experience. She holds the Series 66 designation and has been with Stifel since 2014. Parks is also a notary public in Idaho. Stifel serves a wide range of clients, including individuals, institutions, and nonprofit organizations, offering brokerage and investment advisory services that incorporate proprietary methodologies for asset allocation and financial planning.

Richard Sample is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank, National Association. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Naoko Thigpen is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including RW Investment Management LLC, Stifel, and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Matthew Peterson is a Series 66 licensed financial advisor with 14 years of industry experience. He is currently with LPL Financial in Boise, ID, having previously worked at firms including Fidelity Investments, Clearwater Advisors, and Idaho Trust Bank. Peterson has also been affiliated with The Church of Jesus Christ of Latter-Day Saints during his career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jason Neil is a financial advisor with Edward Jones in Boise, ID, holding a Series 66 designation and 13 years of industry experience. He has worked at Edward Jones since 2012, with a brief tenure at Morgan Stanley in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a nationwide network of approximately 23,701 advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Philip Browning is a financial advisor with Ameriprise in Boise, ID, holding a Series 66 designation and five years of industry experience. His prior roles include multiple positions within Ameriprise and Thrivent Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendations and ongoing annual advice focused on dependable income and tax-aware withdrawal strategies.