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 in Boise, ID, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors for 10 years before joining LPL Financial in 2024. Outside of his advisory role, he is the sole owner of The Beach LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and technology-driven solutions.

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.

Joseph Koetter is a CFP® and holds a Series 66 license with four years of industry experience. He has been with Stifel since 2022 and previously worked at VisitPay, Bank of America, Carollo, and Sky Ranch Inc. Koetter is based in Boise, ID. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Sharif Aliyev is a financial advisor with Merrill in Boise, ID, holding the Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and Santander Bank. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Kreitel is currently Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. In this capacity, he partners with clients to understand their financial goals and develops customized financial plans to meet their unique needs. He emphasizes building strong relationships with clients and their families, focusing on trust, reliability, and competency. Justin has been with Fidelity Investments since 2012, initially serving as a Financial Representative and then as an Investments Consultant before assuming his current position. Prior to joining Fidelity, he worked as a Financial Advisor at Edward Jones in 2011. He holds insurance licenses in Arkansas and California.

Veronica Mira is a financial advisor at Raymond James Financial with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Edward Jones for eight years before joining Raymond James in 2020. Outside of her advisory role, she is the owner and president of Mira Investment Services, a support company based in Boise, ID. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs, with specialized services in municipal and public finance.

Robert Love is a financial advisor with LPL Financial in Meridian, Idaho, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining LPL Financial in 2018, he worked at Liberty Group LLC from 2014 to 2018. He also provides bookkeeping and tax preparation services for his wife's marriage and family therapy business. 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 broad range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and research.

Ryan Morris is a CFA® charterholder with 22 years of industry experience. He has worked with LPL Financial since 2018 and was previously with INVEST Financial Corp for 11 years. His practice is based in Boise, ID. 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 advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Julie Trudeau is a financial advisor with Primerica Advisors in Meridian, Idaho, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at Stewart & Associates and PFS Investments Inc. Outside of advising, she works as a custodian for Jan-Pro/Msi Cleaning Services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients, utilizing model-driven strategies and discretionary portfolio management across a large network of advisors.

Judith Barbera is a financial advisor with Morgan Stanley in Boise, ID, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. She has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in agricultural business as an employee at Barbera Angus Ranch and serves as a board member and Vice President of Valor Health. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques as part of its financial planning process.

Cade Truscott is a Series 66 licensed financial advisor at UBS Financial Services with two years of industry experience. He has held various roles including positions at Boise State University and Crane Creek Country Club. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm’s platform integrates institutional trading capabilities with wealth management services.

Brian Scigliano is a financial advisor at Stifel with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Stifel Nicolaus & Co. since 2014. Outside of his advisory role, he serves as President of the Idaho Human Rights Commission, where he reviews human rights violations in Idaho. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses that support client decision-making.

Steven Roy is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 20 years of industry experience. He previously worked for J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for 14 years. Outside of his advisory role, he is involved as an owner and partner in an e-commerce LLC supporting his daughter's custom crocheted creatures business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from its investment institute with third-party analytics to provide diversified investment solutions and offers both brokerage and advisory options.

Rebecca Offerdahl is a financial advisor at Stifel with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc since 2014. She is based in Boise, Idaho. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses.

James Ostyn is a CFP® with 29 years of industry experience, currently affiliated with Cetera. He has been with Cetera and its related entities since 2006. Outside of his advisory work, Ostyn serves as a board member of Treasure Valley Bible Church. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of investment management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

John Ramirez is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Sagepoint Financial, Inc. for 14 years. He also operates a sole proprietorship focused on the sale of fixed insurance products. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions to construct portfolios across various asset classes for discretionary or non-discretionary management.

Corey Shaw is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 credential with two years of industry experience. Prior to joining Edward Jones in 2023, he served seven years in the United States Army. He currently serves as a Captain and plans officer in the United States Army Reserves, participating in training support units. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Alec Bouchee is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise for seven years. Alec has a background that includes roles at PayneWest Insurance and involvement with Blackstone Launchpad at the University of Montana. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and it acts as an ERISA fiduciary when providing investment advice.

David Ortega is a financial advisor at Edward Jones in Boise, ID, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Ataraxis Inc. (PicFair Holdings, dba UltraClean) from 2016 to 2019. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.