James Hill is a financial advisor with Fisher Investments in Boise, ID, holding a Series 65 credential and 14 years of industry experience. He has worked with Fisher Investments since 2008. Fisher Investments serves a diverse global client base including institutional and high-net-worth investors, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative analysis and utilizes tax-aware strategies and defensive tactics to manage risk and positioning.

Trent Walker is a financial advisor at Edward Jones in Meridian, ID, holding a Series 66 designation. He began his advisory career with Edward Jones in 2025. Prior to this, his work experience includes roles at Estech LLC, Layton Construction, and Tates Rents. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Robert Wilson is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 credentials and 25 years of industry experience. His career includes positions at Ameriprise Financial Services, Wells Fargo Investments, Merrill, and Citigroup Global Markets. He also serves as a Wealth Advisor for Idaho Central Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Gregg Saunders is a financial advisor with LPL Financial based in Boise, Idaho. He holds Series 63 and Series 65 credentials and has 31 years of industry experience. His prior roles include positions at ICON Retirement and Investment Services, Financial Advocates Investment Management, Raymond James Financial, Edward Jones, and KeyBanc Capital Markets. Outside of advisory services, he owns two small businesses, Happy Duct Cleaning, LLC and Saunders Painting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio programs, and institutional platforms, with a focus on supporting investment adviser representatives through various model portfolios, third-party subadvisors, and technology 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® professional associated with Raymond James Financial with 18 years of industry experience. He has served in the Idaho Air National Guard since 2014 and has been with Raymond James Financial Services Advisors Inc. since 2013. Outside of his advisory work, he is CEO and President of DWM LLC, a support company involved in bookkeeping and employee management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling and supports client implementation through advisory programs or other providers.

Joshua Richards is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds a Series 66 designation and has previously worked in hospitality, education, real estate, and remodeling services. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a broad range of topics, with an option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Kathryn Garcia is a Series 66-licensed financial advisor with Edward Jones in Meridian, ID, bringing three years of industry experience. Prior to joining Edward Jones in 2023, she worked at American Pacific Mortgage Corporation and Mechanics Bank. 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 options, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Stefanie Blackwood is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity, Nationwide Investment Services Corporation, and Empower Advisory Group. Outside of her advisory work, she manages a family business entity that facilitates employment of her minor children during summer months. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

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.

Tammara Upton is a financial professional at Cetera with 19 years of industry experience and holds Series 63 and Series 66 licenses. She has worked at Cetera and its affiliates since 2022 and has prior experience at The Prudential Insurance Co. of America and Key Investments. Outside of advisory roles, she has worked as an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Jonathan Young is a financial advisor with Edward Jones in Nampa, Idaho, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Burnham Gibson Wealth Advisors, Equitable Advisors, LPL Financial, CUNA Brokerage Services, SchoolsFirst FCU, and Capital Group/American Funds. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Tyler Anderson is a financial advisor with Wells Fargo Clearing in Boise, ID, holding Series 63 and Series 65 licenses and four years of industry experience. He has previously worked at Wells Fargo Bank, NA, and has employment experience in the food service industry. Outside of advising, he is involved in managing a rental property. 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 combines research from internal and third-party sources and offers both brokerage and advisory solutions across a large network of financial professionals.

Endika Iturburu is a financial advisor with LPL Financial in Meridian, ID, holding a Series 66 credential and nine years of industry experience. Prior to joining LPL Financial in 2025, he spent nine years at Edward Jones. Outside of his advisory role, he is involved with Summit Financial Management, a business entity focused on 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 asset management services through a large network of advisors using both proprietary and third-party investment strategies.

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.

Jacob Fischer is an advisor at LPL Financial in Meridian, Idaho, holding a Series 66 designation. He joined LPL Financial in 2025 and has varied work experience including roles in education and small business management. Prior to his current role, Fischer worked at institutions such as Centennial High School and Lowell Scott Middle School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of advisory strategies and services.

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 with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2004. He serves as a board member of the Charis Initiative Foundation, where he helps select recipients for college scholarships and oversees 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.