Kyle Restad is a CFP® professional with 15 years of industry experience and is the sole advisor at Abundance Financial Planning in Caldwell, ID. He has been with Abundance Financial Planning since 2014, serving clients through a fee-only, advice-only model. Abundance Financial Planning provides comprehensive and project-based financial planning and investment analysis for individuals and high-net-worth clients, focusing on non-discretionary recommendations without managing client assets or executing trades.

Andrew Katzenberger is the sole advisor at Katz Capital Advisors in Caldwell, Idaho. He holds Series 63 and Series 66 licenses and has one year of industry experience, including roles at Northwestern Mutual Wealth Management Company and its related entities. Outside of financial advising, he is a 33% owner of Analytics Computers. Katz Capital Advisors provides financial planning and discretionary portfolio management primarily for individuals and small businesses in early to mid stages of wealth accumulation. The firm uses fundamental security analysis and strategic asset allocation to build diversified portfolios, offering services such as retirement planning, cash-flow analysis, and rollover/IRA guidance.

Daniel Lewis is a CFP® professional with 13 years of industry experience. He has worked at Firm Foundation Wealth Management, LLC since 2018 and previously spent three years at Tradewinds Capital Management, LLC. Lewis holds the Series 66 license and is based in Caldwell, Idaho. Firm Foundation Wealth Management, LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines macroeconomic and technical analysis to manage portfolios on a discretionary basis and offers specialized ERISA plan services, including acting as a 3(38) investment manager and providing participant education.

Daniel Wells is a financial advisor with Continental Investors Services, Inc. in Caldwell, Idaho. He holds Series 63, Series 65, and Series 66 licenses and has 26 years of industry experience, all with Continental Investors Services since 2000. Outside of his advisory role, he is president and owner of Dan Martin Investments LLC, a holding company for Redlight Photography, a portrait photography business. Continental Investors Services provides investment advisory and portfolio management services primarily to individual retail clients, focusing on fixed income and municipal markets with discretionary and non-discretionary account management. The firm operates as a registered investment adviser in all 50 states and maintains affiliated broker-dealer activities.

Matthew Brassfield is a financial advisor at Continental Investors Services, Inc. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Continental Investors Services, he worked for Gooding Farms Inc. for ten years. Continental Investors Services is a team-based firm that provides investment advisory and portfolio management services primarily to individual retail clients. The firm emphasizes securities management and trading, including fixed income and municipal markets, with a focus on discretionary and non-discretionary investment account management.

Slater Heim is a financial advisor with Continental Investors Services, Inc. holding a Series 66 designation and beginning his advisory career in 2025. Prior to this role, he worked at Caldwell Luxe from 2023 to 2025 and at Costco starting in 2025. Continental Investors Services, Inc. provides investment advisory and portfolio management services primarily to individual retail clients. The firm focuses on discretionary and non-discretionary investment account management, emphasizing securities management and trading coverage, including fixed income and municipal markets.

Jeff Currie is a financial advisor with Elevated Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Elevated Retirement Group, Global Financial Private Capital, and Currie Financial Group, Inc. Outside of his advisory work, he serves as a non-commissioned officer in the U.S. Army Reserves and teaches classes on reverse mortgages to real estate professionals. Elevated Capital Advisors serves a diverse client base, including individuals, trusts, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a blend of fundamental, technical, and quantitative analysis with strategic and tactical asset allocation to manage portfolios.

Elizabeth Skoglund is a financial advisor at Advisory Alpha, LLC with 16 years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Planners Alliance LLC and Alphastar Capital Management, LLC. Outside of her advisory role, she is a licensed insurance agent involved in insurance sales and financial education. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and manages a diverse range of managed portfolio series using primarily fund-of-funds strategies.

Logan Corral is a financial representative at GWN Securities Inc. with a Series 66 credential and one year of industry experience. Prior to joining GWN Securities, he worked at California State University Northridge and serves as a recreation assistant at Delano Recreation Center. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm manages approximately $3.65 billion across over 37,000 client accounts and offers a range of managed-account programs, including traditional and active investment strategies.

Nikko Banda is a financial advisor at Empower Advisory Group with four years of industry experience. He holds the Series 66 and Series 63 designations. His prior work experience includes roles at Wells Fargo and Bank of America. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, delivering services through integrated platforms tied to recordkeeping and administration.

Joseph Egusquiza is a financial advisor with Cetera who holds the Series 66 designation and has two years of industry experience. Prior to joining Cetera, he worked at Avantax Advisory Services and Parker Advisors. He contributes to Tax Freedom Builders, an educational initiative focused on tax-smart strategies and proactive financial planning. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, financial planning, and various program structures supported by a nationwide network of advisors.

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.

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.

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.

Christopher Selvar is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. He has been with Raymond James since 2017 and previously worked at Goldbloom Wealth Management, LLC. Selvar is also involved as a financial planner with Mainspring Wealth Advisors. 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, pension plans, corporations, and institutional investors. The firm offers tailored non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ann Smith is a Series 66-licensed financial advisor with Edward Jones in Caldwell, ID, bringing four years of industry experience. She previously held positions at Edward Jones from 2007 to 2021 and resumed her current role in 2021. Outside of her advisory work, she owns Smith Performance Horses, an agricultural business involved in riding and trading horses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, managing over $1 trillion in assets through a large national network of advisors and branches.

Amy Jamison is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Raymond James in 2023, she worked at Cetera and Columbia Bank. Outside of finance, she is a joint owner of Hanigan Auto Sales, a business located in Emmett, Idaho. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, supports institutional consulting, and has unique affiliations in municipal and public finance advisory services.

Jon Clark is a Series 66-licensed financial advisor with Edward Jones in Caldwell, Idaho, and has 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he serves as a basketball referee for the Idaho High School Activities Association. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a large nationwide network of financial advisors and branch offices.

Christopher Hart is a financial advisor with LPL Financial in Caldwell, Idaho. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior roles include positions at Securities America Advisors and National Planning Corporation. Outside of his advisory work, Hart has served as a paralegal and has involvement with a financial solutions firm offering non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across various asset allocation approaches.

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.

Chase Cleaver is a financial advisor at Fisher Investments based in Vancouver, WA. He holds a Series 65 designation and has 12 years of industry experience, having been with Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment approach that combines quantitative and qualitative research, with risk management techniques such as tax-aware processes and defensive tactics.

Bryce Kershner is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. He has worked with Avantax Advisory Services and Parker Advisors and currently assists with client acquisition, marketing, and financial planning at Parker Advisors. Outside of finance, he operates Kershner Ranch LLC, managing operational duties for cattle production, and contributes educational content to Tax Freedom Builders, a program focused on tax-smart financial strategies. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with options ranging from automated portfolios to bespoke strategies, managing over $256 billion in assets across a nationwide advisor network.

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.

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.

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.

Dalton James is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining Raymond James, he worked at Fidelity Investments and Strategic Advisors. His background includes involvement with sports education and university roles. 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 delivers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Kelse Puri is a financial advisor with Cetera who holds a Series 66 credential and has five years of industry experience. Prior to joining Cetera in 2025, Puri worked with Parker Advisors and Avantax Investment Services. Outside of financial advising, Puri owns Rediscover Websites, a freelance website design business serving local businesses and nonprofit organizations. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to various investment strategies and program structures.

Andrew Bettinson is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. His background includes six years at Edward Jones and nine years of service in the US Army. Outside of his advisory work, he is involved with Bettinson Enterprises LLC, a business entity for tax and investment purposes. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by technology tools for operational and research purposes.

Casey Stromer is a financial advisor at Cetera with 21 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Bank of America and Merrill Lynch. Stromer has been with Cetera in various capacities since 2022. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management and advisory services through a large network of independent advisors and employs a multi-manager platform with diverse program options and custodial relationships.

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.

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.