Christopher Badejo is a Series 66 licensed financial advisor with Thrivent Investment Management in Nampa, Idaho, and has three years of industry experience. He has been with Thrivent and its affiliated entities since 2017. Prior to his financial services career, he was involved with Awaken Church from 2014 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based planning analyses that cover a range of financial topics and allows clients to integrate planning with managed-account services under a unified billing option.

Rodney Emery is a financial advisor at Edward Jones with 27 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 1998. Outside of his advisory role, he is involved in property ownership. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products supported by a nationwide network of over 23,000 financial advisors.

Teresa De La Torre is a financial advisor with LPL Financial in Meridian, Idaho, holding Series 63 and Series 66 licenses and 16 years of industry experience. She has worked at several firms including U.S. Bancorp Advisors, Morgan Stanley, Northwestern Mutual, and Wells Fargo. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a broad platform and technology tools.

Val Dille is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior work includes long tenures at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services, as well as running his own firm, Dille & Associates Chartered. Outside of advising, he serves as president of the Elders Quorum for his local ward of The Church of Jesus Christ of Latter-day Saints. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, serving over 800,000 clients with more than $256 billion in assets under management.

Michael Kendall is a financial advisor with Ameriprise in Puyallup, WA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at National Life Group, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. He is also involved in independent insurance brokering and manages a financial services business through michaelkendallLLC. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at clients approaching or in retirement, typically with substantial investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficient strategies to produce individualized retirement income recommendations.

Matthew Holloway is a financial advisor with OSAIC, holding the ChFC® and Series 63 credentials and possessing eight years of industry experience. Prior to joining OSAIC in 2024, he worked at Woodbury Financial Services Inc. for seven years and continues to operate Holloway & Associates, a business offering independent insurance services and notary public certifications. He is also the owner and founder of Idaho Overlanders, LLC, an event coordination and planning company. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, providing integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and offers both discretionary and non-discretionary portfolio management, with a platform supported by multiple mergers and complex commercial arrangements.

Robert Schelling is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services LLC, IDS Life Insurance Company, and American Express Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technology tools for operational and research purposes.

Brian Shackleford is a financial advisor with LPL Financial, holding a Series 63 designation and 37 years of industry experience. He has been with LPL Financial since 2006 and previously worked at A. G. Edwards & Sons, Inc. for nine years. Outside of his advisory role, Shackleford serves as an assistant wrestling coach at Capistrano Valley High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing a variety of investment strategies and advisor-support tools.

Kori Albi is a financial advisor with Edward Jones in Meridian, Idaho, holding a Series 66 designation and bringing three years of industry experience. Prior to joining Edward Jones in 2017, Albi worked for St. Alphonsus Regional Medical Center for 11 years. Outside of advisory work, Albi owns and manages several office buildings and rental properties leased to Edward Jones branches. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Drew Dodson is a financial advisor at Edward Jones in Nampa, Idaho, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Mortenson Construction from 2015 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Dario Orosco is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Wells Fargo since 2016. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Mark Rothstein is a CFP® with 43 years of industry experience, currently serving at Cetera since 2025. He has held previous roles at Avantax and Independent Financial Group LLC, among others. Rothstein also manages a weekly live radio show focused on financial topics and directs a tax preparation business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management and financial planning options, supporting discretionary and non-discretionary account structures.

Janet Gibson is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 designations and 28 years of industry experience. She has been with Primerica Financial Services and Primerica Advisors since 1998. Outside of her advisory role, she serves as a Planning and Zoning Commissioner for Middleton, Idaho. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, focusing on advisory services rather than institutional portfolio management.

Kevin Birkholz is a financial advisor at Edward Jones in Nampa, ID, holding a Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2026. Prior to his financial services career, he worked at Orkin Pest Control and Clark Pest Control for a total of ten years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Derek Busby is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior experience includes roles at Ameriprise Financial Services Inc and Edward Jones. He is also the president of Busby Investments LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, employing various investment strategies delivered through a large network of advisors.

Mason Foster is a Series 65-licensed advisor with Cambridge Investment Research Advisors, based in Meridian, ID, with four years of industry experience. In addition to his advisory role since 2021, he has served as a police officer and SWAT team member with the Nampa Police Department since 2016. He has also held positions at Boise State University from 2014 to 2018. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent advisors, utilizing a range of portfolio management strategies across multiple custody platforms.

Darrell Hay is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 65 and Series 63 licenses and three years of industry experience. He has worked with PFS Investments Inc. since 2022 and has been involved in hockey coaching activities, currently serving as a Hockey Director. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, and offers model-driven investment strategies supported by third-party asset managers and custodians.

Janelle Burns is a financial advisor at J.P. Morgan Securities with a Series 66 designation and six years of industry experience. She has been with J.P. Morgan affiliates in various roles since 2000. Outside of her advisory work, she is an independent sales representative for Rodan + Fields skin care products. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Ronald Gallegos is a financial advisor with Wells Fargo Advisors in Meridian, Idaho, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked within various Wells Fargo entities since 2010. Gallegos serves as a board member of the Idaho Community Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Dulcie Docherty Corletto is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 65 and Series 63 designations and 11 years of industry experience. Her career includes roles at Primerica Financial Services and BO Enterprises, where she was involved in home improvement sales. Outside of advisory work, she is engaged in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.