James Perkins II is a financial advisor with Robert Baird & Co. in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Robert Baird & Co. since 2014. Perkins serves as a trustee on the Herbert Templeton Foundation board. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

David Logsdon is a financial advisor with LPL Financial in Ketchum, ID, holding Series 63 and Series 65 licenses and possessing 26 years of industry experience. Prior to joining LPL Financial in 2026, he worked for Wells Fargo Clearing from 2016 to 2026 and Wells Fargo Advisors LLC from 2011 to 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement consulting services.

Sheri Johnnie is a CFP® professional with 34 years of industry experience, currently affiliated with Stifel Nicolaus & Co Inc since 2008. She holds Series 63 and Series 66 licenses and is based in Ketchum, Idaho. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology from its Investment Strategy Group, offering capital market analysis and asset allocation guidance intended to assist client decision-making.

Les Miller is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2021, he worked for U.S. Bancorp Investments for five years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios, research, and diverse investment strategies.

Lori Nurge is a Certified Financial Planner (CFP®) with 29 years of industry experience. She has worked at Stifel Nicolaus & Co Inc since 2012. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

John Heisel is a Managing Director and Private Wealth Manager at Merrill Lynch Wealth Management, where he has been an advisor since 1994. He works closely with clients to identify financial objectives, develop strategies, and manage investment portfolios. His practice is known for its focus on the sports and entertainment industry, while also serving clients from diverse backgrounds. John's career in finance began as a corporate banker for Bank of America in Los Angeles, specializing in large loan transactions for Fortune 500 insurance companies. He subsequently worked at a healthcare-focused startup bank, managing one of its offices, and later ran a family office where he developed real estate projects. He holds a Bachelor’s degree in economics from the University of California, Los Angeles. John divides his time between Pacific Palisades, California, and Sun Valley, Idaho. His personal interests include adventure sports, biking, golfing, hiking, photography, reading, skiing, soccer, traveling, and spending time with his family and friends. He has two grown children, a stepchild, and has been with his partner for many years.

Jenni Riley is a financial advisor at UBS Financial Services with one year of industry experience. She holds a Series 66 designation and previously worked at Hazlett Wealth Management and Ketchum Ventures, LLC. Outside of her advisory work, she is an officer for the Vickie Bennett Memorial Scholarship Fund, which awards an annual scholarship to a rural student pursuing a career in health care, and serves as co-trustee of a family homestead trust managing farm operations and estate matters. 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 strategies.

William L. Vasconcellos is a financial advisor at UBS Financial Services with 37 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 designations. He serves as a member of the Board of Advisors for the Boise Metro Chamber of Commerce, a nonprofit organization focused on regional economic development. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research to tailor strategies to clients’ goals and risk profiles.

Douglas Strand is a financial advisor with Morgan Stanley in Hailey, Idaho, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. In addition to his advisory role, he serves as an arbitration panelist and is a board member of a homeowners association in Portland, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee resources to support its advisory services.

Thomas Lenze is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and over 50 years of industry experience. His prior roles include positions at FSC Securities Corporation and Wells Fargo Advisors. Outside of his advisory work, Lenze owns and operates LLCs that manage personal aircraft and related equipment. Osaic Wealth serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes asset allocation tools, risk-tolerance assessments, and automated rebalancing to build portfolios incorporating various asset classes and supports both discretionary and non-discretionary account management.

Andrew Jones is a financial advisor with Morgan Stanley in Sun Valley, Idaho, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory role, Jones serves on the advisory board of Campfire Smoke Spirits, LLC, a wholesale and retail distribution business in Santa Monica, California. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and modeling techniques but does not make individual security recommendations as part of standalone plans.

Jeffrey Neel is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to that, he has been involved with J. Neel and Company, PA since 2002, where he provides tax preparation and accounting services as a CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies across both discretionary and non-discretionary management approaches.