Griffen Mac Leod is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Mountain America Credit Union, Bank of America, Merrill, and involvement with nonprofit organizations such as Utah Youth Village. 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 broad network of investment adviser representatives.

William Westfall is a financial advisor with Edward Jones in Meridian, ID, holding the CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has worked at Edward Jones since 2016. Outside of his advisory role, he authors a bi-weekly leadership blog focused on managing diverse teams and owns a custom motorcycle building business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 advisors.

Stanley Beebe is a financial advisor at Edward Jones in Nampa, Idaho, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2011. 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 and offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Stefanie Blackwood is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Fidelity, Nationwide Investment Services Corporation, and Empower Advisory Group. Outside of her advisory work, she manages a family business entity that facilitates employment of her minor children during summer months. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Tammara Upton is a financial professional at Cetera with 19 years of industry experience and holds Series 63 and Series 66 licenses. She has worked at Cetera and its affiliates since 2022 and has prior experience at The Prudential Insurance Co. of America and Key Investments. Outside of advisory roles, she has worked as an insurance agent selling life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages more than $256 billion in assets.

Jonathan Young is a financial advisor with Edward Jones in Nampa, Idaho, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Burnham Gibson Wealth Advisors, Equitable Advisors, LPL Financial, CUNA Brokerage Services, SchoolsFirst FCU, and Capital Group/American Funds. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Gavin Parker is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and over 23 years of industry experience. He has worked with Avantax Advisory Services and Avantax Investment Services since 2002 and has operated Parker Advisors since 2008. He is the founder of Tax Freedom Builders, a program that provides educational content on tax-smart strategies and proactive financial planning. Cetera Investment Advisers LLC serves a broad client base including 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 over 10,000 advisors and $256 billion in assets under management.

Suzanne Nealgarner is a financial advisor with Advanced Tax and Financial Services, Inc. in Kuna, Idaho, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has been with Advanced Tax and Financial Services since 2003 and serves as its president, providing tax consulting and income tax preparation services alongside her advisory role. Advanced Tax and Financial Services, Inc. manages approximately $577.6 million across 29 individual and high-net-worth client accounts, focusing on discretionary portfolio management. The firm operates as a solo practice emphasizing investment management rather than standalone financial planning.