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.

Jacob Waddoups is a financial advisor with Raymond James & Associates, holding the CFP® designation and Series 63 and 66 licenses. He has 12 years of industry experience, previously working at Bank of America and Merrill before joining Raymond James. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional investors, and municipal entities—and provides financial planning, non-discretionary investment consulting, and municipal advisory services.

Cutler Gneiting is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones in multiple periods since 2018. Outside of his advisory role, he has served as a teacher's assistant at Brigham Young University-Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Mark Young is a financial advisor at Raymond James Financial with 40 years of industry experience. He has worked with Raymond James Financial since 2009 and has been the owner and president of Young & Associates since 1994. Young serves as a board member and finance/investment committee member for the Idaho Community Foundation, a nonprofit focused on community philanthropy. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses fact-finding, risk profiling, and modeling tools to tailor advice to client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Juan Oldham is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Waddell & Reed, and Merrill. He is also associated with Oldham Financial, LLC, a business entity for tax and investment purposes that is not investment related. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and more than $819 billion in discretionary assets.

Mitchell Meng is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at Waddell & Reed, Inc., various insurance carriers, and his own firm, Mitchell D. Meng Inc. 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 a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Brandon Peebles is a financial advisor with Raymond James & Associates, holding a Series 66 designation and over 22 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of finance, he owns and manages an agricultural business involving land and livestock in Idaho. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm provides tailored financial planning and consulting services with a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Humberto Perez is a financial advisor with Raymond James Financial Services Advisors, Inc. in Idaho Falls, ID, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James since 2004 and also maintains involvement as a guitarist with the 40 Something Band. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional solutions.

Parker Nielsen is a financial advisor with LPL Financial based in Idaho Falls, ID. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he held roles at Advantage Plus Federal Credit Union, Activated Insights, and worked in insurance and real estate. Additionally, he is a commissioned notary in the state of Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Kevin King is a financial advisor with Ameriprise Financial Services LLC, holding CFP® and Series 66 credentials and bringing 18 years of industry experience. He worked at Edward Jones for 18 years before joining Ameriprise in 2026. Outside of his advisory role, he is involved in multiple real estate investment and holding companies. Ameriprise Financial Services serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with personalized recommendation reports and ongoing advice. The firm integrates proprietary research and third-party data within a defined investment framework to support its clients’ retirement income strategies.

Brian Nelson is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Zions Bank and Zions Capital Advisors. Outside of his advisory role, Nelson coaches high school girls soccer in Idaho. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies with support from proprietary research and advisor tools.

Jack Trimp is a ChFC®-designated financial advisor at LPL Financial with six years of industry experience. His prior roles include positions at Nations Financial Group, Wells Fargo Advisors, and Bank of Commerce. Outside of his advisory work, he has a background with Youth with a Mission. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Green is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within the Wells Fargo organization since 2011, including roles at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a range of investment and fee-based financial planning services, supported by proprietary research and planning tools.