Cole Duberow is a financial advisor with Edward Jones in Eagle, Idaho, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Intuit for five years and Vivint (Smart Home Pros) for five years. Outside of his advisory role, he manages a short-term rental property through Airbnb in Boise, Idaho. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Scott Dike is a CFP®-designated financial advisor with Edward Jones in Boise, ID, where he has worked since 2016, accumulating nine years of industry experience. He is a partial owner of a real estate holding company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branch offices.

Bryan Dodge is a financial advisor with LPL Financial, holding a Series 66 designation and ten years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management and institutional platforms.

Jesse Rauma is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, Valic Financial Advisors, and Brigham Young University Idaho. Outside of his advisory work, he owns Rauma Enterprises and has a minority investment in Yellowstone Grand Prix. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute with third-party analytics to support diversified investment solutions across a broad client base.

Renee Mason is a financial advisor with Wells Fargo Clearing in Spokane Valley, WA, holding Series 63 and Series 65 licenses. She has 22 years of industry experience, including five years at Wells Fargo Advisors LLC prior to joining Wells Fargo Clearing in 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, distinguishing it among large institutional advisers.

Matthew Mc Murry is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Edward Jones since 2019. Prior to this, he was employed at Northwest Trustee & Management Services for three years. He serves on the board of The CLOSET in Boise and is a past president of the Treasure Valley Estate Planning Council, participating in educational meetings on estate planning. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a large network of financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Randall Dorvin is a financial advisor with Edward Jones in Meridian, Idaho, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Mississippi. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Omar Siordia is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 65 and Series 63 licenses. He has been with Wells Fargo Clearing since 2026 and has additional experience working at Wells Fargo Bank, AT&T, and in education roles. He is also involved with Siordia Enterprise LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics.

James Steele Jr. is a financial advisor at Merrill with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1993 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Beal is a financial advisor with Cetera in Boise, ID. He holds the Series 63 and Series 65 designations and has one year of industry experience. His prior work includes roles at Americor Funding and various self-employed positions. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Nancy Sash is a CFP® professional with 27 years of industry experience, currently affiliated with Cetera since 2025. Prior to joining Cetera, she worked at Avantax and has been involved with KDP Wealth Management and KDP Certified Public Accountants for over two decades. She holds Series 63 and Series 66 licenses and serves as Director of Financial Services at KDP Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser offering a multi-manager platform with a broad range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm supports over 10,000 advisors nationwide and manages more than $256 billion in assets.

Charles Breske is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 48 years of industry experience. He has been with Cetera Advisors LLC since 2013 and is also the owner of Network Financial Associates, where he provides fixed insurance, life and annuities, and living trust creation services. Additionally, he serves as a notary public, notarizing documents for clients. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various discretionary and non-discretionary program options.

Danielle Morriss is a Series 66-licensed financial advisor with LPL Financial, based in Boise, ID, and has eight years of industry experience. She previously worked at UBS Financial Services, Royal Alliance Associates, Clearwater Analytics, Purshe Kaplan Sterling Investments, and McConnell Financial Advisors. Morriss is also involved with the Transformational Advisory Group, a business related to her LPL activities. 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 advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset managers, utilizing various investment strategies and operational tools.

Birch Bayer is a financial advisor with Raymond James & Associates holding a Series 66 designation and 26 years of industry experience. He previously worked for Morgan Stanley Smith Barney for 13 years before joining Raymond James in 2022. Located in Eagle, ID, he is part of a large advisory network serving a diverse client base. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities with financial planning and consulting services, utilizing a range of portfolio management styles and affiliated research.

Stephen Sackman is a financial advisor with Raymond James & Associates in Boise, ID, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management, Northwestern Mutual Investment Management, John Hepworth, and UBS Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional and pension plans, and municipal entities—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Wolfley is an advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 65 credentials. He has recent experience with Wells Fargo Bank, nA, and previously operated Western Trails Charters and Tours LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jacob Lovin is a financial advisor with Edward Jones in Boise, ID, holding CFP® and Series 66 credentials and has five years of industry experience. Prior to joining Edward Jones in 2020, he served six years in the U.S. Navy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Julie Sisler is a financial advisor with Edward Jones in Meridian, Idaho, holding a Series 66 designation and 16 years of industry experience. She 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Taylor Thomas is a financial advisor with Morgan Stanley in Boise, ID, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016 and 2017, respectively. Prior to joining Morgan Stanley, Thomas worked briefly at Elk Ridge Landscape. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm‑approved tools to develop personalized plans without providing individual security recommendations.

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.