Heather Wood is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds a Series 66 license and previously worked at Edward Jones for seven years. Earlier in her career, she operated Heather Staples Photography for four years. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized services such as business-owner transition planning. Advisors use Wells Fargo research and tools to develop tailored recommendations, with clients having flexibility in implementation through various brokerage and advisory programs.

Douglas Woolley is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and has been involved with Cornerstone Financial Advisors LLC since 2010. Outside of financial services, Woolley is part owner of Blades Salon & Spa and serves as chairman of the Japanese sub-committee for the Sister Cities Foundation of Pocatello, which promotes cultural exchange through youth delegations. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies across various program structures and custodial relationships.

Orie Katsilometes is a financial advisor with Ameriprise in Pocatello, ID, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Ameriprise Financial Services, Amer Sports, and Rei. Outside of advising, he is involved in managing several business entities unrelated to investment activities. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, offering tailored recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. As a large institutional firm, it also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brian Singleton is a financial advisor at Ameriprise with 21 years of industry experience. He holds the CFP® designation and has previously worked at Connections Investment Services and LPL Financial. Outside of his advisory role, he is involved in independent insurance brokering and co-owns several business ventures related to managing advisory activities. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to produce annual written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Alan Jenkins is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. He has been with Cetera and its affiliated entities since 2019 and is a part owner of JP & Associates LLC, where he provides financial services. Outside of his advisory role, Jenkins is involved in community and extracurricular activities including serving on the board of the Pocatello/Chubbuck Chamber of Commerce, coaching youth soccer, assisting with dance instruction, and participating in organizing racing events. Cetera Investment Advisers LLC is an SEC-registered firm offering a multi-manager platform that serves individual, institutional, and corporate clients through a nationwide network of independent advisors. The firm provides a range of portfolio management and financial planning services with access to various third-party managers and customizable investment strategies.

Jared Cook is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at the Idaho State University Foundation from 2015 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including wrap fee strategies and separately managed accounts. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor and branch network, as well as affiliated services such as a trust company and proprietary mutual funds.

John Mccormick is a financial advisor at Stifel with seven years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2018. Prior to joining Stifel, he was employed at Automaxx Idaho and McCormick Auto Exchange. Outside of his advisory role, he serves on the boards of the Pocatello Rotary Group and the Boys and Girls Club of Southeast Idaho. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses.

Anthony Wadsworth is a financial advisor with Cetera, holding the ChFC® designation and a Series 63 license, and has 44 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, Wadsworth owns an insurance and tax preparation business, providing services including disability, life, and long-term care insurance as well as tax return preparation. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, financial planning, and retirement services, supporting both discretionary and non-discretionary account management.

Rebecca Walls is a financial advisor with Edward Jones in Pocatello, ID, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a wide range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 financial advisors.

Sara Petersen is a financial advisor with Ameriprise in Chubbuck, Idaho, holding a Series 66 designation and three years of industry experience. Prior to joining Ameriprise in 2021, she worked in education at School District 25, Tyhee Elementary. She serves on the Board of Directors for the Portneuf District Library. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm also offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.