Birch Bayer is a financial advisor with Raymond James & Associates holding a Series 66 designation and 26 years of industry experience. He previously worked for Morgan Stanley Smith Barney for 13 years before joining Raymond James in 2022. Located in Eagle, ID, he is part of a large advisory network serving a diverse client base. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities with financial planning and consulting services, utilizing a range of portfolio management styles and affiliated research.

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 bringing 11 years of industry experience. Prior to his current role at Ameriprise starting in 2020, he was with Ameriprise Financial Services, Inc. for six years. Outside of his advisory work, Crosby serves on the board of Ignite Sports as Volleyball Director and coaches youth volleyball. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides tailored retirement planning using research-driven recommendations and tax-aware withdrawal strategies.

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.

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 at Morgan Stanley with 26 years of industry experience. He previously worked at RBC Capital Markets Corporation for 16 years before joining Morgan Stanley in 2024. Outside of his advisory role, he is the sole proprietor of a family living trust involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

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 based in Meridian, ID, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc and Edward Jones. Outside of his advisory work, he is a business owner of Granite Real Estate LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Scott Cleveland is a financial advisor with Cambridge Investment Research Advisors in Eagle, Idaho, holding Series 63 and Series 66 designations and 34 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc since 2014. Outside of his advisory role, Cleveland serves as treasurer of the Eagle Chamber of Commerce, is a board member of the Ada County GOP, and is a candidate for political office. Cambridge Investment Research Advisors is an SEC-registered adviser serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals and utilizes a range of platform arrangements and proprietary model strategies.

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.

Matthew York is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Wells Fargo Clearing Services since 2019 and has worked with Wells Fargo Bank since 2015. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Gretchen Brown is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. She has been with Cambridge Investment Research firms since 2009. Outside of her advisory role, she serves as president of Tax Clarity, LLC, an accounting and bookkeeping services firm. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

Gregory Call is a Series 66 licensed financial advisor with Equitable Advisors, where he has worked since 2002. He has 23 years of industry experience, including 18 years with Axa Advisors, LLC. His outside business activities include various insurance appointments. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and third-party partnerships.

Christopher Eggleston is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Allstate Insurance Company for 13 years before founding Eggleston and Associates LLC. He is also involved with Family Tree Financial, where he engages in insurance sales and service for multiple carriers. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing firm-supported tools and multiple investment platforms to construct diversified portfolios tailored to client needs.