Luke George is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds a Series 66 designation and has previously worked at HI Financial and Z Doctor LLC. His background includes roles outside the financial sector, such as at 360 Painting of Meridian and EC Plumbing, as well as service on an LDS Mission. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, pension and profit-sharing plans, charitable organizations, trusts and estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, with both proprietary and third-party strategies tailored to client objectives.

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.

Chris Crosby is a financial advisor with Ameriprise in Boise, ID, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Ameriprise and affiliated entities since 2014. Outside of his advisory role, he serves on the board of Ignite Sports as Volleyball Director and coaches a youth volleyball team. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement income planning through written recommendations and ongoing advice. The firm’s approach includes proprietary research and tools and focuses on tax-aware withdrawal strategies within an investment framework influenced by its affiliated products and distribution relationships.

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.

Sydney Wingerson is a financial advisor at Stifel based in Boise, ID, holding a Series 66 designation with one year of industry experience. Prior to joining Stifel, Wingerson gained experience at Johannsen CPA and NBCUniversal, and has a background that includes roles in education and retail. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Bryan Klingelhoets is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2007. Outside of his advisory role, he is involved in selling loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a wrap-fee structure for its services.

Annette Moore is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

George Barrios is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 26 years of industry experience. His previous roles include positions at RBC Capital Markets Corporation and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning and a variety of investment services.

Gary Edwards is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models as part of its financial planning process.

Paul Orlando is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He previously worked at Ameriprise Financial Services Inc for six years and Edward Jones for eleven years. Outside of his advisory role, he is the owner of a non-investment business, Granite Real Estate LLC, based in Meridian, ID. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various investment programs, and supports its large network of advisors with research tools and multiple financial products and partnerships.

Peter Courtemanche is a financial advisor with Raymond James & Associates in Boise, ID, holding a Series 66 credential and 17 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for 12 years before joining Raymond James in 2024. Outside of advising, he owns two small businesses: one renting outdoor recreational equipment and another selling custom-designed stickers and T-shirts. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides financial planning and consulting services that are generally non-discretionary, leveraging a variety of portfolio management styles, affiliated research, and model managers.

Brian Balogh is a financial advisor at Charles Schwab with 22 years of industry experience. He holds a Series 66 designation and has been self-employed since 2013 while also working at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2005. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and a centralized operational structure.

Justin Samples is a financial advisor with Ameriprise in Chehalis, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he owns and manages FWMG LLC, an advisory business based in Boise, ID. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves clients through a large institutional platform that includes advisory, brokerage, and insurance solutions.

Rebekah Maggard is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. She has been with Thrivent since 2011 and Thrivent Financial since 2012. Outside of advising, she serves as a director for All Kids Inspired Inc., an organization focused on providing extracurricular opportunities to underprivileged children, and participates as a care provider in community activities for individuals with disabilities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on various financial planning topics without implementation. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

Garrett Jernigan is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and has prior work experience at Boise State University, Idaho State University, Aramark, and Lolli and Pops. Wells Fargo Advisors is a national securities firm providing 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, utilizing research from Wells Fargo Investment Institute and third-party sources.

Remy Pop is a financial advisor at Morgan Stanley with 26 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009. His prior experience includes roles at Citigroup Global Markets, KeyBanc Capital Markets, and RBC Capital Markets. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to support client outcomes.

Eric Breecher is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Ameriprise since 2016 in various capacities. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.