Vickie Little is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. Her work history includes roles at UBS Financial Services and Riverside Associates Financial Group, alongside her current tenure at Raymond James. Outside of finance, she was involved with M & M Traffic Control, LLC, and Subzero Ice Cream. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and charitable clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports a wide advisor network with services including municipal advisory and SIMPLE IRA employer consulting programs.

Brandon Schmidt is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Corebridge Financial and the hospitality sector. He works within Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advise registered investment companies.

Angela Bohn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gavin Licht is a financial advisor with LPL Financial in Meridian, Idaho, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at Ameriprise, Wells Fargo Clearing, Wells Fargo Advisors, and U.S. Bancorp Investments. Outside of his advisory work, he owns a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Joseph Schneider is a financial advisor at Stonewell Financial Management LLC in Boise, ID, holding a Series 66 designation with two years of industry experience. He previously worked at LPL Financial LLC and LeadVantage. Stonewell Financial Management LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients, focusing on customized portfolios primarily using low-cost mutual funds and ETFs. The firm employs a long-term investment approach with periodic rebalancing and operates as a fiduciary, maintaining continuous client contact while directing clients to an institutional custodian.