Lucas Mann is an Investment Consultant at Fidelity Investments. He works with clients to develop financial strategies tailored to their unique goals, priorities, and personal circumstances. Lucas helps clients navigate complex financial decisions with care and clarity. He has held various roles at Fidelity Investments since 2018, including positions as Customer Relationship Advocate, High Net Worth Service, Workplace Planning Consultant I and II, Investment Management Consultant I and II, before his current role. Lucas holds a California Insurance License.

Ryan McMahon is a financial advisor with J.P. Morgan Securities in Meridian, Idaho, holding a Series 66 designation and nine years of industry experience. His work history includes roles at Edward Jones and Delta Medical Systems prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2020. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Jennifer Fisher is a financial advisor with LPL Financial in Meridian, Idaho, holding Series 63 and Series 65 licenses and 24 years of industry experience. Her prior roles include positions at MML Investors Services, MassMutual Life Insurance Company, AlphaStar Capital Management, Mass Mutual Investors Services, and Cetera Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors and substantial discretionary assets.

Andrew Bettinson is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. His background includes six years at Edward Jones and nine years of service in the US Army. Outside of his advisory work, he is involved with Bettinson Enterprises LLC, a business entity for tax and investment purposes. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by technology tools for operational and research purposes.

Erik Teig is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2015. He has 11 years of industry experience and is based in Boise, ID. Outside of his advisory role, he serves as Vice President of Daydream Believers, an organization focused on financial literacy for youth, young adults, and individuals transitioning from incarceration. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, estate, and special needs. The firm delivers goal-based analyses without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Allen Gamel is a CFP® and ChFC® with 23 years of industry experience, currently serving as a financial advisor at Edward Jones since 2002. He holds a Series 63 license and is based in Meridian, Idaho. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary investment strategies, tax-efficient services, and maintains a large nationwide network of financial advisors and branches.

Casey Miner is a CFP® professional with four years of industry experience, currently affiliated with Raymond James & Associates. Prior to joining Raymond James, Miner held roles at Wells Fargo Clearing, MassMutual Idaho, and Aflac. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Casey Stromer is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Bank of America and Merrill Lynch. Stromer has been with Cetera in various capacities since 2022. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and advisory services through a large network of independent advisors and employs a multi-manager platform with diverse program options and custodial relationships.

Lori Rhyner is a CFP® professional with 26 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she co-owns a cattle grazing and hay agriculture business and a retail and wholesale auto parts company. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Mark Nelson is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of his advisory role, he serves on the Board of Directors for the Bronco Athletic Association at Boise State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of advisors and branch offices.

Leslie Dunn is a Series 66 licensed financial advisor with Merrill in Garden City, ID, and has seven years of industry experience. Prior to Merrill, Leslie worked at Capital Group and Wells Fargo Insurance, Inc. Leslie also serves as Treasurer for Purium, a health supplement referral business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Heath Van Wyk is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making investment recommendations.

Jeffrey Wire is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and five years of industry experience. He previously served for 30 years in the United States Army and worked at First Command Brokerage Services, Inc., First Command Advisory Services, Inc., and First Command Insurance Services from 2020 to 2025. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, with services that include financial planning, access to asset managers, and participation in wrap programs.

Ben Pape is a financial advisor with Wells Fargo Advisors in Boise, ID, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Wells Fargo Advisors Financial Network LLC since 2011. In addition to his role at Wells Fargo, he owns and manages Ben G. Pape Investment Management, an investment advisory practice based in Boise. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a wide range of planning services, including cash-flow, retirement, and specialized areas such as business-owner transition and special-needs planning, using proprietary research and tools to develop tailored client recommendations.

Robert Romero III is a financial advisor at Charles Schwab with a Series 66 designation and approximately one year of industry experience. His work history includes roles at Charles Schwab & Co., Charles Schwab Bank, Equitable Advisors, and an internship at Northwestern Mutual. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and a centralized approach to custody and order routing.

Amy Jones is a Wealth Management Advisor and First Vice President with Williams, Jones & Associates, a team at Merrill Lynch Wealth Management. She helps clients make informed decisions about their wealth by providing the information necessary to weigh options, consider priorities, and take positive steps. Amy specializes in creating personalized wealth management plans tailored to her clients' life priorities, goals, and aspirations. Amy holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor™ (CRPC™) designation. She earned a Bachelor's degree in Finance from the University of Idaho with minors in math and economics, and completed an Accredited Certificate Program at Whitman College. Amy brings expertise in areas such as college education planning, divorce transition planning, family wealth management strategies, retirement income, and more. Outside of her professional role, Amy lives in Boise with her husband, Mark. She enjoys hiking, reading, sewing, swimming, traveling, yoga, and attending live theater. Amy is active in her community, serving on the Saint Alphonsus Medical Center Foundation Board and participating in organizations such as The Cabin Idaho. She also values spending time with family and friends, including a long-standing book group.

James Wolfe is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been affiliated with Cetera Advisors LLC since 2015 and operates Wolfe Financial, a financial services firm, since 2005. Wolfe also sells life insurance and annuities through a fixed insurance business. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various third-party and affiliated managers.

Kori Rice is a financial advisor at Edward Jones in Meridian, ID, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, Rice worked for eight years at All-American Publishing, LLC. 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 options supported by a nationwide network of more than 23,700 financial advisors.

Paul Norman is a financial advisor with LPL Financial based in Boise, ID, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Merrill, and KeyBanc Capital Markets. He is also the sole owner of The Beach LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research and technology tools.

William Meredith is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he worked at Isaac Bridgewater Insurance Agency for three years and has experience in diverse roles including at Empire Pressure Wash and Silverwood Theme Park. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.