Alec Bouchee is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise for seven years. Alec has a background that includes roles at PayneWest Insurance and involvement with Blackstone Launchpad at the University of Montana. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

David Ortega is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Ataraxis Inc. (PicFair Holdings, dba UltraClean) from 2016 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kevin Kuehn is a financial advisor with OSAIC in Eagle, Idaho, holding a Series 66 designation and 21 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 18 years. Outside of advising, he is an insurance agent selling fixed life and disability insurance, as well as fixed and indexed annuities, and he also sells miscellaneous items, including sports cards, on eBay. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

James Hill is a financial advisor at Fisher Investments with 13 years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2008. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and provides a range of services including sub-advisory and retirement plan management.

Kristopher West is a financial advisor with Raymond James Financial, holding a Series 66 designation and 12 years of industry experience. He has been associated with multiple entities within the Raymond James network since 2016. Outside of his advisory role, he serves as an acting executor to assist in estate matters as outlined in clients' wills and trusts. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advice and specialized programs for small business retirement plans and institutional clients.

Gregg Saunders is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He previously worked with ICON Retirement and Investment Services and Financial Advocates Investment Management. Outside of his advisory role, he owns two small businesses, Happy Duct Cleaning, LLC and Saunders Painting. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, third-party research, and advanced portfolio management tools.

Jeffrey Mc Murdie is a financial advisor with Ameriprise in Boise, ID, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise since 2005, including its affiliated entities, and operates a separate service business, McMurdie & Associates, Inc. Ameriprise offers comprehensive retirement-income planning services focused on clients with significant investable assets, combining research-driven strategies and algorithmic tools to provide tailored, tax-efficient recommendations.

Dagan Fluke is a financial advisor with Edward Jones in Garden City, Idaho, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he worked for eight years with the Ada County Sheriff's Office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Daniel Mcquesten is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors Inc. He has been with Raymond James since 2013 and concurrently serves in the Idaho Air National Guard since 2014. Outside of his advisory role, he is CEO and president of DWM LLC, a support company providing bookkeeping and employee management services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a notable emphasis on advisory services that leave final decision authority with clients.

Janelle Mancha 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 in 2022, she held positions at Universal City Studios, NBC Universal, Starbucks Coffee Company, and GEP Talent Services. Mancha is involved with Business Networking International (BNI) as a member of the Membership Committee for the "Game Changers" chapter in Meridian, 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 manages approximately $1.01 trillion in assets under management across a nationwide network of thousands of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jeffrey Towery is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 66 credentials and possessing 41 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and affiliated with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Scott Johnson is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of advising, he is involved in managing rental properties in Idaho. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

Robert Gerichs is a financial advisor with Raymond James Financial who holds a Series 66 credential and has 15 years of industry experience. He previously spent nine years at Edward Jones before joining Raymond James Financial Services Advisors in 2020. He serves as a member of the Finance and Investment Committee for Holy Apostles Catholic Church, advising on the church's financial matters. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services supported by comprehensive planning tools and asset-allocation analysis.

Tyler Anderson is a financial advisor with Wells Fargo Clearing in Meridian, Idaho. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes positions at Wells Fargo Bank, Freddy's Frozen Custard and Steakburger, McDonald's, and Aramark. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options.

Rebekah Faasau is a financial advisor with Raymond James & Associates in Boise, ID, holding a Series 66 designation and 18 years of industry experience. Her prior work includes roles at Bank of America, N.A., and Merrill. Outside of advising, she serves as a committee member for Capstone Primary School, contributing to charitable event planning. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and institutional consulting services.

Gunnar Gull is a financial professional with Cetera who holds Series 63 and Series 65 licenses and has three years of industry experience. He has worked with several entities, including Gull Financial, LLC, which he owns, and Cetera Wealth Services, LLC. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors, utilizing multiple program structures and a multi-manager platform.

Amy Flohr is a CFP® professional with four years of experience, currently serving as a financial advisor at Edward Jones in Meridian, ID. Prior to joining Edward Jones, she worked in education for several years and also held a position at Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a large national network of financial advisors and branch offices. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard.

Bradley Grooms is a financial advisor at Edward Jones in Boise, ID, holding Series 66 and Series 63 credentials with 22 years of industry experience. He has been with Edward Jones since 2004. Grooms serves as a board member of the Charis Initiative Foundation, where he participates in selecting recipients for college scholarships and overseeing distribution payments. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Lori Reinke is a financial advisor at Cetera with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at MassMutual and Thrivent Financial. She also provides financial services through Capital Financial Solutions, LLC. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms and third-party managers.

Michael Billings is a CFA® charterholder and holds Series 63 and 65 licenses, currently advising at LPL Financial with 22 years of industry experience. He previously worked for Wells Fargo Advisors for 10 years before joining LPL Financial. Billings is the sole owner of Grant Street LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.