Kyle Dunning is a financial advisor with Raymond James Financial Services, Inc. He holds Series 63 and Series 66 licenses and has 43 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Advisors and Wells Fargo Clearing in various roles from 2009 to 2018. Outside of his advisory role, he is a partner at Dunning Farms, an agricultural business, and owns Dunning Wealth Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, goal-based approach using risk profiling and analytical tools and is notable for its municipal advisory affiliation and specialized employer advisory programs.

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.

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.

Ryan Ross is a financial advisor with Edward Jones in Nampa, Idaho, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked for Verizon Wireless Celco partnership from 2007 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions managed under a fiduciary standard. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated trust company and proprietary mutual funds.

Daniel Jones is a financial advisor with Edward Jones in Caldwell, Idaho, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Lyndsay Soule is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank and Wells Fargo Advisors. Outside of her advisory role, she operates a custom calligraphy business offering services such as hand-addressing wedding invitations and holiday cards. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

James Crowther Jr. is a financial advisor with LPL Enterprise holding Series 63 and Series 65 credentials and 44 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over four decades. Crowther serves as a board member for the Alliance for Children nonprofit organization. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses a model-driven investment approach, offers access to third-party asset managers, and participates in wrap programs, while also facilitating insurance product sales through affiliated entities.

Andrew Dodson is a financial advisor with Edward Jones in Nampa, Idaho, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he is a managing member of Dodson Family Holdings LLC, a commercial real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of discretionary and non-discretionary investment strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Dalton James is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has two years of industry experience. Prior to joining Raymond James, he worked at Strategic Advisors and Fidelity Investments. Dalton has been involved with the Snowbird Sports Education Foundation and has held various roles connected to sports and education organizations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and investment consulting, utilizing risk profiling and analytical tools, and is notable for its affiliation with a municipal advisor and specialized advisory programs.

Andrew Staley is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the ChFC® designation and has 20 years of industry experience. His prior work includes roles at Avantax Advisory Services, Cetera Investment Services, and Cuso Financial Services. Outside of his advisory work, he provides insurance products through Columbia Wealth Advisors and serves as a registered bank associate at Umpqua Bank. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutional clients, and organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

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.

Kelse Puri is a financial advisor with Cetera who holds a Series 66 credential and has five years of industry experience. Prior to joining Cetera in 2025, Puri worked with Parker Advisors and Avantax Investment Services. Outside of financial advising, Puri owns Rediscover Websites, a freelance website design business serving local businesses and nonprofit organizations. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to various investment strategies and program structures.

Richard Babineaux is a financial advisor with Edward Jones in Middleton, Idaho, holding a CFP® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including prior roles at RC Willey Home Furnishings, PFS Investments Inc., and Primerica Financial Services. He serves as a committee member on the City of Middleton Impact Fee Advisory Committee. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including both non-high-net-worth and high-net-worth households, as well as pension plans, corporate clients, and charities. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Rebekah Maggard is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. She has been with Thrivent since 2011 and Thrivent Financial since 2012. Outside of advising, she serves as a director for All Kids Inspired Inc., an organization focused on providing extracurricular opportunities to underprivileged children, and participates as a care provider in community activities for individuals with disabilities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on various financial planning topics without implementation. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Andrew Bettinson is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. His background includes six years at Edward Jones and nine years of service in the US Army. Outside of his advisory work, he is involved with Bettinson Enterprises LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by technology tools for operational and research purposes.

Casey Stromer is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Bank of America and Merrill Lynch. Stromer has been with Cetera in various capacities since 2022. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and advisory services through a large network of independent advisors and employs a multi-manager platform with diverse program options and custodial relationships.

Stanley Beebe is a financial advisor at Edward Jones in Nampa, Idaho, holding a Series 66 designation with 15 years of industry experience. He 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 manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Tammara Upton is a financial professional at Cetera with 19 years of industry experience and holds Series 63 and Series 66 licenses. She has worked at Cetera and its affiliates since 2022 and has prior experience at The Prudential Insurance Co. of America and Key Investments. Outside of advisory roles, she has worked as an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Jonathan Young is a financial advisor with Edward Jones in Nampa, Idaho, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Burnham Gibson Wealth Advisors, Equitable Advisors, LPL Financial, CUNA Brokerage Services, SchoolsFirst FCU, and Capital Group/American Funds. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.