Ayesha Naseem is a financial advisor with Charles Schwab in Boise, ID, holding a Series 66 credential and bringing nine years of industry experience. Her prior work includes roles at Wells Fargo Clearing and Wells Fargo Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through a range of advisory and financial planning services, combining non-discretionary client relationships with access to affiliated discretionary managed accounts and multi-asset model portfolios.

Timothy Dixon is a financial advisor with Morgan Stanley in Boise, Idaho, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Dixon is involved in managing Santana Ranch LLC, an agricultural venture in California and Montana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and model-based projections to support its financial planning process.

Donna Kane is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Stifel since 2017. She previously worked at UBS Financial Services from 2008 to 2017. Stifel serves a broad range of clients including individuals, institutional investors, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and financial planning guidance that clients use as a basis for their own decisions.

Brayam De La Cruz is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017, with prior experience at Prairie Bank of Kansas and McPherson College. Outside of advising, he maintains a rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Rena Grimes is a financial advisor with Wells Fargo Clearing in Helena, MT. She holds a Series 63 designation and has 27 years of industry experience. She has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Daniel Wilgenbusch is a Series 66 licensed financial advisor with LPL Financial in Meridian, Idaho, and has one year of industry experience. He has held prior roles at Vivall Group, LGCY Power, Vasayo, and Big Canyon Country Club. Outside of his advisory work, he remains involved with Vivall Group in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management with access to in-house and third-party research and model portfolios.

Jacob Andersen is a financial advisor at Thrivent Investment Management in Boise, ID, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Capital Credit Union and various educational institutions. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. Their approach includes holistic, goal-based analyses and offers clients the option to combine planning with managed accounts under a consolidated billing program called “WealthPlan.”

Hannah Seyer is a financial advisor with Primerica Advisors in Nampa, Idaho, holding Series 63 and Series 65 designations and bringing nine years of industry experience. She has been with Primerica Advisors since 2017 and has also worked with Primerica Financial Services since 2014. Outside of her advisory role, she co-owns a Goldie Doodles dog breeding business with her husband. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and employs a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Aaron Freedman is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds a Series 66 designation and has been with Mass Mutual Investors Services since 2009. Additionally, he is licensed as an insurance broker, offering life, disability, long-term care, fixed annuities, health, and property and casualty insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software for detailed goal analysis and delivers written recommendations, offering programs including wrap accounts, money management, and educational seminars.

Orlando Augusto is a Series 66-credentialed financial advisor at Edward Jones in Boise, ID, with 17 years of industry experience, all of which has been with Edward Jones since 2009. Outside of his advisory role, he manages a YouTube channel called "Idaho Voyager," which documents his personal travel experiences and has surpassed 1,000 subscribers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm offers a range of advisory programs and investment options, supported by a large network of advisors and branch offices nationwide.

Michael Monroe is a financial advisor with Primerica Advisors in Meridian, Idaho, holding the Series 63 and Series 65 designations and bringing 18 years of industry experience. He has been with Primerica Advisors since 2008 and has worked with Primerica Financial Services since 2007. Monroe is also involved with Monroe and Associates LLC, which spends time during securities trading hours, and receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven strategies supported by third-party asset managers and custodians.

Jose Rojas Jr. is a Wealth Management Advisor with Merrill Lynch Wealth Management. He helps individuals and families develop personalized financial strategies that align with their unique goals and priorities. Jose focuses on translating complex investment concepts into clear, actionable plans, supporting clients through various stages of wealth management. Jose's areas of expertise include education planning, family wealth management strategies, legacy planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, individual and corporate investment strategies, and retirement income. He provides clients with access to the investment insights of Merrill Lynch Wealth Management and banking services from Bank of America. He holds a Bachelor's Degree from San Diego State University and an Associate's Degree from the University of Maryland. Jose has earned the CERTIFIED FINANCIAL PLANNER (CFP) designation and Personal Investment Advisor (PIA) credential. He is proficient in German and English. Outside of his professional work, Jose enjoys camping, photography, reading, spending time with his family, and traveling.

Deven King is a Series 66-licensed financial advisor with Edward Jones in Boise, ID, and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at Fisher Investments and AMX Superstores, and he has a background in commercial fishing, serving as a seasonal deck hand for Kings Fisheries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Daniel Timberlake is a CFP®-designated financial advisor with 14 years of industry experience. He has worked at Raymond James & Associates since 2025 and previously spent nine years at Wells Fargo Clearing and four years at Wells Fargo Advisors, LLC. Outside of his advisory role, he is a partner in Clearview Farms and Preserve, LLC, a family-owned business that manages the 75-acre farm where he grew up. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Meredith is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2011. Based in Boise, ID, he has spent over a decade with his current firm. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Christopher Dever Jr. is a financial advisor with LPL Financial who holds the Series 66 designation and has five years of industry experience. His prior work includes roles at Westmark Credit Union, Cetera Wealth Services, and Mountain America FCU. He is also the business owner of R&D Corp in Nampa, ID. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a variety of discretionary and non-discretionary management options.

Tamra Skerjanec is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and previously worked for RBC Capital Markets from 2014 to 2024 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through employer agreements.

Bryant Albi is a financial advisor with Edward Jones in Meridian, Idaho, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as a bail agent and owns a property management company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Heather Ellsworth is a financial advisor with Edward Jones in Boise, ID. She holds the Series 66 designation and has 4 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 offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices nationwide.