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.

Kevin Kuehn is a financial advisor with OSAIC in Eagle, Idaho, holding a Series 66 designation and 21 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 18 years. Outside of advising, he is an insurance agent selling fixed life and disability insurance, as well as fixed and indexed annuities, and he also sells miscellaneous items, including sports cards, on eBay. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a wide network of affiliated advisors. The firm offers integrated brokerage and advisory services, utilizing various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

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.

Kristopher West is a financial advisor with Raymond James Financial in Eagle, Idaho, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. and associated firms since 2016. Outside of his advisory role, he serves as an acting executor helping manage estate distributions according to client instructions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pensions, corporations, charitable organizations, and institutions. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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 in Boise, ID, holding Series 63 and Series 65 credentials and over 30 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 his financial advising work, he owns two local businesses, Happy Duct Cleaning, LLC and Saunders Painting. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides financial planning, various portfolio management programs, and institutional platforms, supported by a large network of advisors using a range of investment strategies and research 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.

Janelle Mancha is a financial advisor with Edward Jones in Eagle, Idaho, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, she held positions at Universal City Studios, NBC Universal, Starbucks Coffee Company, and GEP Talent Services. Mancha is involved with Business Networking International (BNI) as a member of the Membership Committee for the "Game Changers" chapter in Meridian, Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management across a nationwide network of thousands of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

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.

Kent Adams is a financial advisor at Edward Jones in Emmett, ID, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. 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 variety of investment strategies and advisory services through a large nationwide network of financial advisors and branch offices.

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.

Robert Gerichs is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones for nine years before joining Raymond James Financial Services Advisors, Inc. in 2020. Gerichs serves on the finance and investment committee of Holy Apostles Catholic Church, advising on the church’s financial activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses advanced analytical tools to support its broad client base.

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.