Trevor Rice is a financial advisor with Edward Jones in Idaho Falls, ID, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Rice owns a business renting llamas. 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 options supported by a large nationwide network of financial advisors and branch offices.

Bradly Nelson is a financial advisor at Stifel with eight years of industry experience. He holds the Series 66 designation and previously worked at D.A. Davidson & Co. and Takeda. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Chase Green is a financial advisor with Wells Fargo Advisors in Idaho Falls, ID, holding a Series 66 license and five years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at Wells Fargo Clearing and Canyon Creek Cabinets, and spent four years at Brigham Young University-Idaho. He is also involved in investment-related enterprises, including ownership interests in CWG Capital, LLC, Mountain Crest Wealth Management, II, LLC, and Green Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory solutions with various financial products and referral channels.

James Stenbeck is a Series 66-credentialed financial advisor with Edward Jones in Ammon, Idaho. He joined Edward Jones in 2025 after five years at Raymond West Intralogistic Solutions and five years at Busch Agricultural Resources. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a network of more than 23,700 financial advisors and offers a range of advisory strategies, proprietary mutual funds, and fiduciary services.

Nathan Anderson is a financial advisor with Edward Jones in Blackfoot, Idaho, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a wide network of advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Gary Lenon is a financial advisor with LPL Financial in Idaho Falls, ID, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc and Wells Fargo Clearing. 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, model portfolios, third-party asset management, and institutional platforms.

Chani Marie Trench is a financial advisor at OSAIC with 17 years of industry experience. She holds a Series 66 designation and has worked with firms including Securities America Advisors, Inc. and SSN Advisory, Inc. Trench is also active in her community as the secretary of the Idaho Falls Rotary Club. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers.

Jade Green is a financial advisor at Wells Fargo Advisors with five years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Canyon Creek Cabinets, and Brigham Young University - Idaho. Outside of her advisory role, she is a part-owner of Teton Bagel Travels, a local food service business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options and integrates advisory services with other financial products and referral channels.

Michael Bas is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as Treasurer and a member of the Board of Directors for the Tenton Springs Cabin HOA in Victor, Idaho. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jacob Murray is a financial advisor with LPL Financial in Idaho Falls, ID, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked with Waddell & Reed, Inc. and various insurance carriers before rejoining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives.

Elizabeth Sorenson is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has worked with Cetera Advisors LLC since 2013 and also serves as a compliance analyst for Prosperity Network of Advisors, LLC. In addition, she has a role providing office support for Woodhouse Counseling, LLC, a personal counseling service. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Richard Stewart is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience and has previously worked at Woodbury Financial Services Inc, National Planning Corporation, and FSC Securities Corporation. He is also the owner of Stewart Financial Position, a sole proprietorship engaged in the sale of life and fixed annuities, including long-term care insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Christopher Bateman is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Cetera and its affiliate Cetera Wealth Services, LLC, having joined in 2025. Prior to that, he worked at Concourse Financial Group Securities Inc for eight years and Waddell & Reed for two years. Bateman also operates Time Value Investments, a business providing fixed income securities primarily to public entities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, supporting various discretionary and non-discretionary program structures.

Craig Tibbitts is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, SPC/Bander Investments, Parkland Securities Company, and Zions Capital Advisors. Outside of advisory work, he serves as the Bonneville County Treasurer, a non-investment related government position. LPL Financial is a national broker-dealer and SEC-registered investment adviser that delivers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management programs, combining model portfolios, third-party asset management, and customized strategies across discretionary and non-discretionary accounts.

Isabelle Roethe is a CFP®-certified financial advisor with six years of industry experience, currently practicing at LPL Financial in Idaho Falls, ID. Her work history includes roles at LPL Financial since 2020, a year at Anytime Fitness, and a position with Waddell & Reed in 2018. Outside of her advisory work, she hosts a podcast titled Financial Fitness For Young Professionals. 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 services including financial planning, model portfolio programs, and institutional platforms, utilizing a broad mix of strategic, tactical, and alternative investment approaches supported by advanced operational tools.

Brandt Burton is a financial advisor at Stifel with six years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2020. Prior to that, he was employed in the mortgage industry with City Wide Home Loans and SecurityNational Mortgage from 2015 to 2019. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm provides fee-based financial planning and utilizes forward-looking capital market assumptions to assist in asset allocation and retirement planning.

Jennifer Hall is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She holds the Series 66 designation and has worked at various Wells Fargo entities since 2009. Outside of her advisory role, she acts as power of attorney for her spouse. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting a net-worth threshold, utilizing Wells Fargo research and tools to develop personalized recommendations.

Stuart Williams is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and has worked previously at Zions Bank, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. Williams also served in the Washington Army National Guard for 24 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Matt Ball is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing nine years of industry experience. His prior roles include positions at Cetera and Westmark Credit Union. He is also the owner of Diamond B Specialties, a business he has operated for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party management, and institutional platforms.

Clint Day is a financial advisor at Stifel with a Series 66 designation and no prior industry experience. Before joining Stifel in 2026, he worked in various roles at Rigby Produce, Fusionware, Reader Paint, L&M Companies, and Volm Companies. Stifel serves a diverse client base including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.