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, holding a Series 66 designation and 19 years of industry experience. He previously worked at Ameriprise Financial Services Inc for six years and Edward Jones for eleven years. Outside of his advisory role, he is the owner of a non-investment business, Granite Real Estate LLC, based in Meridian, ID. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to various investment programs, and supports its large network of advisors with research tools and multiple financial products and partnerships.

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.

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.

Rebekah Maggard is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 14 years of industry experience. She has been with Thrivent since 2011 and Thrivent Financial since 2012. Outside of advising, she serves as a director for All Kids Inspired Inc., an organization focused on providing extracurricular opportunities to underprivileged children, and participates as a care provider in community activities for individuals with disabilities. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations on various financial planning topics without implementation. The firm delivers holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option.

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 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.