Sarah Emery is a financial advisor with Edward Jones in Caldwell, Idaho. She holds a Series 66 designation and has seven years of industry experience. Prior to joining Edward Jones in 2018, she worked for Idaho Wine Merchant from 2014 to 2018. 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 strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Wendy Barrington is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and is based in Nampa, ID. Barrington has been with Edward Jones since 2012. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Christopher Ravlin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 24 years of industry experience. He previously worked at Ameriprise, Wells Fargo Clearing, and Wells Fargo Advisors LLC. 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 asset management, and institutional platforms.

Dennis Koch is a Series 66-credentialed financial advisor with 18 years of industry experience, currently with J.P. Morgan Securities. He has worked at J.P. Morgan Securities since 2012 and previously at Thrivent Investment Management. Outside of his advisory role, he serves as a lacrosse coach and directs the Treasure Valley Golf Tour, organizing events and leading meetings for the tour. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in their recommendations.

Jeffery Erekson is a financial advisor at Edward Jones with 23 years of industry experience. He has held his current position at Edward Jones since 2003. His credentials include Series 63 and Series 66 registrations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Christian Klein is a financial advisor with Edward Jones in Meridian, Idaho, holding Series 66 and Series 63 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 2000. Klein is also a member of several family-related real estate investment entities, including Visionary Ventures LLC and Lakeview Legacy LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm offers a wide range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Timothy Hare is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. His professional background includes roles at several companies across the food services and real estate sectors. He is a managing partner at TC Hare Realty, LLC and a partner in Nano Tech Products, Inc. and Restaurant Solutions Partners, Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based strategies overseen by unaffiliated asset managers. The firm supports advisors with custody and trade execution handled by Pershing and emphasizes a range of strategic and tactical investment models.

Jill Hitchcock is a financial advisor with Edward Jones in Caldwell, ID. She holds a Series 66 designation and has 10 years of industry experience, including eight years with Continental Investors Services prior to joining Edward Jones. 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 with a nationwide network of financial advisors and offers a range of advisory programs and affiliated investment products under a fiduciary standard.

Kindra Wilson is a Series 66 credentialed financial advisor with 25 years of industry experience. She has worked at Edward Jones since 2021, with prior roles at Lockerman Financial Group, Securian Financial Services Inc., and Tax And Financial Group. She has an ownership interest in Bedrock Energy Partners, which holds mineral rights and royalties. 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 nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jason Rowe is a financial advisor with Fidelity Investments holding Series 63 and Series 66 licenses and seven years of industry experience. He has been affiliated with various Fidelity entities since 2017, most recently with Fidelity Investments since 2025. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from a broad investable universe, and it maintains a formal advisory role to multiple registered investment companies and fund-of-funds.

Joseph Adriano is a financial advisor with LPL Financial in Nampa, Idaho, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining LPL Financial in 2021, he worked at MML Investors Services and MassMutual Life Insurance Company, among other firms. He also serves as a client relationship manager for The Eight Principals in Caldwell, Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, institutions, and retirement plans. The firm offers a range of financial planning and portfolio management solutions, utilizing strategic, tactical, and alternative investment approaches supported by research and technology tools.

Brayden Dunning is a financial advisor at Raymond James Financial Services Advisors, Inc. with eight years of industry experience and a Series 66 designation. He has worked at Raymond James Financial and Wells Fargo Advisors since 2018 and previously was employed at Boise State University. Outside of his advisory role, Dunning is involved in agricultural and business consulting ventures, including managing family farm operations and other private business interests. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to model potential outcomes and supports client implementation through various advisory programs.

Dylan Mull is a financial advisor with Edward Jones in Caldwell, ID, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He worked at Wells Fargo Clearing Services LLC for eight years before joining Edward Jones in 2023. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tyler Hewett is a financial advisor at Edward Jones in Caldwell, ID, holding Series 63 and Series 65 credentials with six years of industry experience. His prior roles include positions at Wells Fargo Clearing Services, Wells Fargo Bank, US Bank, and First Interstate Bank. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Douglas Beehler is a financial advisor with LPL Financial in Meridian, ID, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions at Waddell & Reed Inc. and managing Beehler Asset Management, LLC. He was also involved with Miss Rodeo America Inc. and the Meridian Lions Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and custom strategies, supported by extensive operational and research tools.

Hannah Evans is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 65 and Series 63 credentials and six years of industry experience. She has been with PFS Investments Inc. since 2020 and Primerica Financial Services since 2018. Outside of finance, she has operated a business called Homemade by Dorothy for ten years. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Todd Mendel is a financial advisor with Primerica Advisors in Nampa, Idaho, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Primerica Advisors since 1987 and with Primerica Financial Services since 1999. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Andrew Smith is a Financial Consultant currently working at Fidelity Investments. He provides guidance to individuals, families, and high net worth investors by simplifying complex financial decisions and developing personalized strategies aligned with their goals. His services include retirement planning, wealth management, and assistance during life transitions. Andrew has over a decade of experience in the financial services industry. His professional background includes roles as a Workplace Financial Consultant at Fidelity Investments from 2011 to 2021 and a Financial Representative at Northwestern Mutual from 2009 to 2011. He holds a California Insurance License. Outside of his professional work, Andrew has personal interests that include fitness, golf, parenthood, and snowboarding.

James Coons is a financial advisor at Primerica Advisors in Meridian, ID, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, Shamrock Foods Co, Ecolab Inc, and a two-year retirement. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services via model-driven investment strategies supported by third-party portfolio managers and custodians.

Michael Mayer is a financial advisor at LPL Financial with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at SagePoint Financial and OSAIC. He is the sole owner of Mayer Capital Management, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisors.