Brandee Schuelke is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds the CFP® designation along with Series 66 and Series 63 licenses. Her prior experience includes roles at The Helmstar Group, LLC and Mcmillen & Company, Inc. She also works as an associate and project manager at Dunning Wealth Management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a broad client base that includes individuals, high-net-worth clients, institutions, and nonprofit organizations, using tailored non-discretionary planning and advanced analytical tools.

Alexander Deseelhorst is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2022 before joining LPL Financial. 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 large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Andrew Hale is a financial advisor with LPL Financial in Meridian, Idaho, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His prior roles include positions at Ameriprise, Edward Jones, and Farmers Financial Solutions. 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, supporting advisors with various investment strategies and advanced operational tools.

Brittany Daniel is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has previously worked at firms including Sagepoint Financial, Inc. and OSAIC. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives who utilize diversified strategies and resources.

Crystal York is a financial advisor with LPL Financial in Meridian, Idaho, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory role, she is involved in baseball coaching and serves as an office manager for a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supporting a variety of investment strategies and operational tools.

Orlando Herrera is a financial advisor at Edward Jones in Nampa, ID, holding a Series 66 designation with one year of experience at the firm. Prior to joining Edward Jones, he worked for Medsync Pharmacy VIP Compounding for seven years and has experience at Dick's Sporting Goods, Boise State University, and Gemstop. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors.

Kyle Dunning is a financial advisor with Raymond James Financial Services, Inc. He holds Series 63 and Series 66 licenses and has 43 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Advisors and Wells Fargo Clearing in various roles from 2009 to 2018. Outside of his advisory role, he is a partner at Dunning Farms, an agricultural business, and owns Dunning Wealth Management, LLC. 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, corporations, and institutional clients. The firm employs a non-discretionary, goal-based approach using risk profiling and analytical tools and is notable for its municipal advisory affiliation and specialized employer advisory programs.

Sara Collins is a financial advisor with Edward Jones, holding the CFP® designation and Series 66 license, with seven years of industry experience. She previously worked at JP Morgan Chase for seven years before joining Edward Jones in 2019. Outside of her advisory work, she owns a food products business that sells at farmers markets and local coffee shops. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, and corporate and charitable organizations. The firm manages over $1 trillion in assets with a large nationwide network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Melissa Howard is a Series 66-registered financial advisor with Edward Jones in Nampa, Idaho, where she has worked since 2007, totaling 19 years at the firm. She has been active in the industry for 3 years. Outside of her advisory role, she is a partner in a woodworking and crafting hobby business, Seasoned Cellars, which she operates with her husband and participates in several craft shows annually. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services. The firm manages over $1 trillion in assets through a large network of financial advisors and branch offices.

Matthew Case is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been associated with various Fidelity entities since 2011, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves a range of registered investment companies and constructs model portfolios delivered through intermediary platforms.

Rebecca Magaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and currently based in Meridian, ID. She has experience working at PFS Investment Inc. and Primerica Financial Services since 2025, along with prior roles at Shamrock Foods Company, Oppenheimer Companies, Inc., and Food Services of America. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable accounts. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with thousands of advisors and offices across the country.

Arthur Best is a financial advisor with Equitable Advisors, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, and several other financial firms. He is the owner of BEST FINANCIAL SERVICES and volunteers with House of Mercy, assisting with strategy planning in healthcare and social assistance. Equitable Advisors serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management through a network of advisors, utilizing a combination of proprietary and third-party investment programs and emphasizing fiduciary services to qualified plans.

Ashley Meeker is a financial advisor at Edward Jones in Nampa, Idaho, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she held various roles in the hospitality sector and worked briefly at Consumer Cellular. Outside of financial advising, she has experience working as a server and bartender at Stewart's Bar and Grill. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ryan Ross is a financial advisor with Edward Jones in Nampa, Idaho, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously spent eleven years with Verizon Wireless Celco partnership. 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 under management and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Nader Issa is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 65 licenses, with 47 years of industry experience. He has worked at MML Investors Services, Inc. since 1986. Outside of his advisory role, he is an agent with Silicon Valley Financial Group and serves as a trustee of irrevocable life insurance trusts for two friends. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools, with implementation of recommendations offered through separate brokerage or insurance arrangements.

Michael Heinen is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Before joining Edward Jones in 2023, he worked at Fairway Independent Mortgage Corporation for five years and at DICKS Sporting Goods/Golf Galaxy for three years. Heinen also operates a vending machine business in Meridian, Idaho. 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 over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Daniel Jones is a financial advisor with Edward Jones in Caldwell, Idaho, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Edward Jones since 2013. 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 large nationwide network of advisors and branch offices and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Neil Berston is a financial advisor at LPL Financial with 20 years of industry experience. His prior firms include Ameriprise Financial Services, Edward Jones, and Wells Fargo Investments. Outside of his advisory work, Berston is active as a head coach for volleyball teams in the Middleton School District and Idaho Strike Volleyball. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment strategies through a large network of advisors.

Lyndsay Soule is a financial advisor at Edward Jones with 19 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank and Wells Fargo Advisors. Outside of her advisory role, she operates a custom calligraphy business offering services such as hand-addressing wedding invitations and holiday cards. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

James Crowther Jr. is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at Prudential Insurance Company of America since 1982 and joined LPL Enterprise in 2024. Crowther serves as a board member of the Alliance for Children, providing non-investment policy advice. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm utilizes model-driven investment implementation and offers financial planning, access to third-party asset managers, and insurance product sales through affiliated entities.