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.

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 and Morgan Stanley Smith Barney since 2009, and held a position at Citigroup Global Markets starting in 2006. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

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.

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 who holds Series 63 and Series 65 credentials and has 24 years of industry experience. Before joining LPL Financial in 2018, she worked at MML Investors Services LLC and MassMutual Life Insurance Company from 2014 to 2017. 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 variety of advisory programs, financial planning, and brokerage services with access to model portfolios, research, and technology-driven investment strategies.

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® and holds a Series 66 license, currently advising at Raymond James & Associates with three years of industry experience. Miner’s prior roles include positions at Wells Fargo Clearing, MassMutual Idaho, Aflac, and several dental practices. 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 individuals, institutional clients, charitable organizations, and municipal entities, offering tailored financial planning and non‑discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

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.

Tel Tipton is a CFP® professional at RBC Capital Markets with seven years of industry experience. He previously worked at Edward Jones for seven years and Wells Fargo Bank for six years. Tipton serves as Executive Director and Treasurer of the Idaho Commission on Hispanic Affairs. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, and charitable organizations with customized advisory programs that include portfolio management, financial planning, and brokerage services. The firm utilizes a range of in-house and third-party investment managers and offers features such as tax management and responsible-investing options.

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 LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining LPL Enterprise in 2026, he worked at First Command Brokerage Services and related entities from 2020 to 2025. He also served in the United States Army for 30 years. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party management, combining advisory programs with brokerage and insurance product offerings through an integrated platform.

Kristina Hernandez is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James Financial, First Tech Federal Credit Union, and U.S. Bank. Outside her advisory role, she is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.