Melissa Howard is a Series 66-registered financial advisor with Edward Jones in Nampa, Idaho, where she has worked since 2007, totaling 19 years at the firm. She has been active in the industry for 3 years. Outside of her advisory role, she is a partner in a woodworking and crafting hobby business, Seasoned Cellars, which she operates with her husband and participates in several craft shows annually. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices.

Geoff Lanfear is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2007. Outside of advising, he owns Shoreline Mortgage, Inc., a mortgage and real estate services business. 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, and institutional platforms, with advice delivered through a large network of investment adviser representatives.

Sydney Barker is a Series 66 licensed financial advisor with UBS Financial Services in Boise, ID, where he has worked since 2022. He has three years of industry experience and prior work experience outside finance includes roles at Depot Cafe and Postmates. Barker is also the proprietor of Joy Captures LLC, a photography business involved in photoshoots, galleries, and selling photographs. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client portfolios.

Matthew Case is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been associated with various Fidelity entities since 2011, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves a range of registered investment companies and constructs model portfolios delivered through intermediary platforms.

Jacob Heuett is a financial advisor with Wells Fargo Clearing in Meridian, Idaho, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved in managing family farm businesses, including Heuett Land & Cattle Co, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Rebecca Magaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and currently based in Meridian, ID. She has experience working at PFS Investment Inc. and Primerica Financial Services since 2025, along with prior roles at Shamrock Foods Company, Oppenheimer Companies, Inc., and Food Services of America. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable accounts. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with thousands of advisors and offices across the country.

Byron Ellis is a financial advisor with RBC Capital Markets in Boise, ID, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining RBC in 2026, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 12 years. Outside of his advisory work, he serves as an assistant basketball coach at Meridian High School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base that includes individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with portfolio management and financial planning services tailored to clients' Advisory Risk Profiles, utilizing both in-house and third-party investment resources.

Brian Puddy is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Idaho, SII Investments, Inc., and MSI Financial Services, Inc. He is based in Boise, ID. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by technology tools for operational and research purposes.

Elizabeth Micheletty is a financial advisor at Edward Jones in Meridian, ID, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked for eight years at SPI Transportation. Outside of her advisory role, she owns Micheletty Motorsports LLC, a business involved in drag racing and parts sponsorship. Edward Jones is a full-service wealth management firm serving more than 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 across the United States.

Christine Robertson is a financial advisor with Raymond James & Associates in Boise, ID, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and external sub-advisers.

Paul Hales is a financial advisor with Mass Mutual Investors Services in Meridian, Idaho, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with MML Investors Services since 2011 and MassMutual Life Insurance Company since 2010. Outside of his advisory role, he works as an insurance broker specializing in individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, structuring client relationships as ongoing collaborations using advanced analytical tools.

Ryan Higgins is a financial advisor with LPL Financial based in Eagle, Idaho. He holds the Series 66 designation and has 17 years of industry experience, including seven years with Edward Jones prior to joining LPL in 2016. Higgins dedicates his full professional time to managing wealth under the RCH Wealth Management name. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions through a large network of advisors and combines advisory services with extensive non-advisory financial products and partnerships.

Alfred Jackson is a CFP® professional with 20 years of industry experience and is currently affiliated with LPL Financial. He has held various roles at Raymond James and First Tech Federal Credit Union prior to joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Arthur Best is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, and several other financial firms. He is the owner of BEST FINANCIAL SERVICES and volunteers with House of Mercy, assisting with strategy planning in healthcare and social assistance. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of advisors, utilizing a combination of proprietary and third-party investment programs and emphasizing fiduciary services to qualified plans.

Scott Poulsen is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. He previously served in the United States Air Force for six years and has held roles at EnerBank/Regions Bank and A-1 Installations NW LLC. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by integrated custody, brokerage, and research resources.

Ashley Meeker is a financial advisor at Edward Jones in Nampa, Idaho, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she held various roles in the hospitality sector and worked briefly at Consumer Cellular. Outside of financial advising, she has experience working as a server and bartender at Stewart's Bar and Grill. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

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.