George Lambrix Jr. is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, having worked with MML Investors Services, Inc. and MassMutual Life Insurance Company since 1984. In addition to his advisory role, he is also an insurance agent specializing in life and health insurance. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, collaborative financial planning engagements using firm-approved software and offers event-driven planning programs in areas such as divorce and estate settlement.

Thomas Corrado is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has worked with Linsco/Private Ledger since 2001 and has been associated with Long Beach School Federal Credit Union since 1995. In addition to his advisory role, he provides financial advice to credit union members, including mutual funds, annuities, stocks, bonds, IRAs, TSAs, and insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolios, third-party asset management, retirement advice, and institutional platforms, supporting a wide range of investment strategies and maintaining oversight of substantial discretionary assets through its extensive network of advisors.

Don Grijalva is a financial advisor at Raymond James & Associates with 53 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as president of the Solera Ranch Community Services HOA in Walnut Creek, California. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Brenda Haan is a financial advisor at Edward Jones in Eagle, Idaho, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, she serves as president of Conversation, Inc., an S Corporation, and holds ownership interests in Firebrand Orchard Capital LLC and Visionary Capital Ventures, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.

Stephanie Ayer is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds the Series 66 designation and previously worked at LPL Financial for 11 years. Outside of her advisory work, she is employed in a shipping and customer service role with Slayer Calls. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad advisor network with a range of client-focused programs.

Glen Esteban is a financial advisor with LPL Financial in Eagle, Idaho, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2005. Esteban is also associated with Esteban & Associates, Inc., an investment-related business connected to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and portfolio management services, utilizing both proprietary and third-party investment strategies.

Alexandria Strawn is a financial advisor at Cambridge Investment Research Advisors with a Series 65 designation and two years of industry experience. She has been with Cambridge Investment Research Advisors since 2017. Outside of her advisory role, she has been involved with BATS Xpress since 2017 and previously worked at Chip Cookies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

Annaliese Gerdes is a CFP®-designated financial advisor with Cambridge Investment Research Advisors, based in Eagle, Idaho, with four years of industry experience. Her prior work includes roles at Cambridge Investment Research, Inc. and entrepreneurial and charitable involvement. She serves as treasurer and board member for a charitable organization, Care House Learning Center. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a broad network of independent professionals using multiple investment platforms and strategies.

Scott Armacost is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Investors Capital Corp. and Eastern Point Advisors Inc. Besides his advisory role, he is co-owner and coach at Toad's Eye Enterprises, focusing on personal coaching and business development. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to a range of portfolio management strategies, financial planning, and third-party money managers, supporting over 10,000 advisors nationwide.

Joseph Haan is a financial advisor with Edward Jones in Eagle, Idaho, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory work, he is an owner and partner of FireBrand Orchard Capital LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Michael Otoole is a financial advisor at OSAIC with five years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Moors Cabot Inc, Robinhood Markets, Inc., and University of Arizona Residence Life. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple platforms. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, utilizing various asset-allocation tools and automated portfolio management.

Steven Whitecar is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including prior roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations in collaborative, annual planning engagements.

Ashton Stark is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His background includes roles at MassMutual Life Insurance Co and coaching junior varsity lacrosse, among other positions. Outside of financial advising, he is involved in coaching high school lacrosse and works in business development for a property technology company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, annual financial planning engagements using advanced analytical tools and offers a range of programs including educational seminars and event-driven planning services.

Justin Walker is a financial advisor with Mass Mutual Investors Services in Emmett, Idaho, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2010. Outside of his advisory role, Walker is involved in insurance sales, business consulting related to lease agreements and entity structuring, owns a property and casualty insurance business, and participates in managing a golf simulator business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and various investment programs using firm-approved analytical tools, with planning engagements designed as annual, collaborative relationships.

Jesse Wilson is a CFP® with 27 years of industry experience. He is currently with Robert W. Baird & Co., where he has worked since 2026. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial LLC. The DDK Group at Robert W. Baird & Co. serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing a variety of managed account strategies and internal research tools.

Jared Welsh is a financial advisor with Edward Jones in Emmett, Idaho, holding a Series 66 designation and six years of industry experience. He previously worked at Wells Fargo for four years and was associated with Boise State University for three 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 programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a large network of advisors and branch offices nationwide.

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.

Gretchen Brown is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Cambridge Investment Research firms since 2009. Outside of her advisory role, she serves as president of Tax Clarity, LLC, an accounting and bookkeeping services firm. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Chris Jensen is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to his current role starting in 2020, he worked for Maverik, Inc. for over three decades. In addition to his advisory work, he serves as a Medicare Specialist outside the MassMutual framework. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and event-driven planning such as divorce and estate settlement.

Jacob Richins is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He began his career in the financial industry in 2025 after completing previous roles including a mission for the LDS Church and work at Verns Fence Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs using firm-approved tools and a collaborative annual planning process.