Nickolas Meyers is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at Wells Fargo Bank, Anheuser-Busch, and Monte Folsom Insurance Agency. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Scott Webster is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012 and Wamu Investments since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary advisory services supported by an in-house manager solutions team and a centralized due diligence framework.

Ryan Ross is a financial advisor with Edward Jones in Nampa, Idaho, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent eleven years with Verizon Wireless Celco partnership. 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 under management and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Joseph Haan is a financial advisor with Edward Jones, holding Series 66 and Series 63 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he is a partner in FireBrand Orchard Capital LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of financial advisors and branch offices.

Nader Issa is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 65 licenses, with 47 years of industry experience. He has worked at MML Investors Services, Inc. since 1986. Outside of his advisory role, he is an agent with Silicon Valley Financial Group and serves as a trustee of irrevocable life insurance trusts for two friends. Mass Mutual Investors Services, LLC 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 emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools, with implementation of recommendations offered through separate brokerage or insurance arrangements.

Randy Hixson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo in various capacities since 2007, including his current role at Wells Fargo Clearing since 2016. 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 services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mark Heinrich is a financial advisor at Edward Jones in Meridian, ID, holding the Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Heinen is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2023, he worked at Fairway Independent Mortgage Corporation for five years and at DICKS Sporting Goods/Golf Galaxy for three years. Heinen also operates a vending machine business in Meridian, Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Jason Patterson is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Morgan Stanley, he worked at RBC Capital Markets Corporation for 15 years. Outside of his advisory role, Patterson has ownership interests in rental property management businesses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that incorporate structured discovery processes and analytical tools supported by the firm's Global Investment Committee.

John Gwin is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside his advisory role, he serves as a board member for Blue Shield of Idaho. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Matthew Patterson is a financial advisor with Mass Mutual Investors Services in Meridian, ID. He holds Series 66 and Series 63 licenses and has four years of industry experience. Prior to his current role, he worked at NYLife Securities LLC and New York Life Insurance Company. He also has experience in the insurance and retail sectors, including positions at GEICO Insurance and Papa John's. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, money-manager programs, and educational seminars, with a focus on collaborative, annual financial planning engagements.

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.

Christine Satterfield is a financial advisor at Raymond James & Associates with 28 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She is based in Eagle, Idaho. Raymond James & Associates, Inc. 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, charitable organizations, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research options.

Ryan Snyder is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. He has worked with several firms, including Northwestern Mutual Investment Services, and is currently associated with Bridgeway Wealth Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individual and high-net-worth individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals.

Samuel Bird is a financial advisor with Wells Fargo Clearing in Boise, ID, holding a Series 66 designation and two years of industry experience. Before joining Wells Fargo in 2026, he worked at Edward Jones for three years and has a background that includes teaching as a teacher’s assistant for the Philosophy department at Brigham Young University. He also receives royalties for books published through Amazon Kindle Direct Publishing and has engaged in freelance AI training. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party databases.

Tyler Mc Alvain is a financial advisor at Wells Fargo Clearing with eight years of industry experience. His prior roles include positions at Bank of America, Merrill, FSM Wealth, Kestra Advisory, and Castlebury Financial Advisors. He serves as Regional Program Director for the Women to Women Network, organizing quarterly networking events for professional women in Idaho. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets across more than 14,000 financial advisors.

Kate Murphey is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Her prior work includes positions at Clearwater Analytics and Edward Jones Investments. Before entering the financial industry, she held roles in the food service sector and spent several years as a full-time student. 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 supported by a nationwide network of financial advisors and branch offices.

Kirsten Jensen is a Series 66 licensed financial advisor at UBS Financial Services with four years of industry experience. She has worked at McConnell Financial Advisors and has a diverse background that includes roles at several fitness and arts organizations such as Pure Barre and Ballet Idaho Academy. Outside of finance, she has been involved in fitness instruction and arts education. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory services, including portfolio management, financial planning, and alternative product distribution. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Jason Celentano is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 27 years of industry experience. He has been with Merrill since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.