Daniel Hawkins is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2015, including time at Morgan Stanley Private Bank, N.A. Since 2021, he has served as a successor trustee for estate and trust matters in Rexburg, Idaho. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to develop personalized plans.

Christopher Bateman is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and previously worked at Concourse Financial Group Securities Inc and Waddell & Reed. He operates Time Value Investments, providing fixed income securities primarily to public entities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a variety of portfolio management and financial planning services through a multi-manager platform.

Mark Young is a financial advisor at Raymond James Financial with 40 years of industry experience. He has worked with Raymond James Financial since 2009 and has been the owner and president of Young & Associates since 1994. Young serves as a board member and finance/investment committee member for the Idaho Community Foundation, a nonprofit focused on community philanthropy. 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, and institutional investors. The firm uses fact-finding, risk profiling, and modeling tools to tailor advice to client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Juan Oldham is a financial advisor with LPL Financial and holds a Series 66 designation. He has 21 years of industry experience, including roles at US Bancorp Investments, Waddell & Reed, and various insurance carriers prior to joining LPL Financial in 2019. He is also associated with Oldham Financial, LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Jordan Boyle is a CFP® professional with 20 years of industry experience, currently serving at LPL Financial since 2007. He is also affiliated with Mountain America Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Mitchell Meng is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Waddell & Reed, Inc. and various insurance carriers, as well as operating his own business entity, Mitchell D. Meng Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research.

Braxton Esplin is a financial advisor with Edward Jones in Rexburg, ID, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Stroops and Greenix Holdings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions backed by a large nationwide network of financial advisors and branch offices.

Humberto Perez is a financial advisor with Raymond James Financial Services Advisors, Inc. in Idaho Falls, ID, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James since 2004 and also maintains involvement as a guitarist with the 40 Something Band. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional solutions.

Jack Trimp is a financial advisor with LPL Financial in Idaho Falls, ID, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has six years of industry experience, having previously worked at Nations Financial Group, Wells Fargo Advisors, Bank of Commerce, and Youth with a Mission. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Zaren Adams is a financial advisor with Edward Jones in Idaho Falls, ID, holding Series 66 and Series 63 credentials and 23 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Adams owns a snow removal business and is involved in hunting and fishing activities. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of advisory and investment solutions through a large nationwide network of advisors and branch offices.

Dallin Walker is a financial advisor with XYPN Sapphire based in Rexburg, ID. He holds a Series 65 designation and has six years of industry experience, including ten years at Onyx Financial Advisors, LLC. XYPN Sapphire provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach using diversified portfolios and integrates technology with human oversight, offering services also to other independent RIAs.