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.