Greg Bitter is a financial advisor with Hawke Financial Group in St. Anthony, Idaho, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Hawke Financial Group since 2019 and previously was associated with National Securities Corp and National Asset Management, Inc. Outside of his advisory role, he is involved in an ATV/UTV and motorbike aftermarket manufacturing business as an owner/partner. Hawke Financial Group serves individuals, families, business entities, and retirement plans by providing portfolio management, pension and 401(k) consulting, and financial planning. The firm customizes portfolios using active, tactical management strategies and employs a combination of fundamental, technical, and cyclical analysis.

Robert Parkinson is a Certified Financial Planner® with 38 years of experience in the financial services industry. He is a founding member of Cordingley & Parkinson Wealth Management and has been affiliated with LPL Financial since 1992. Outside of his advisory work, he is a managing partner in Educational Management Systems, LLC, a software business. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm provides portfolio management, pension consulting, financial planning, and educational workshops, with an investment approach that incorporates fundamental analysis and long-term strategies.

Keaton Parkinson is a financial advisor at Cordingley & Parkinson Wealth Management in Rexburg, ID, holding a Series 65 designation. He has prior experience at Ernst & Young and Sand Creek Capital, LLC. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm provides portfolio management and financial planning with a focus on fundamental analysis and long-term strategies, distinguishing itself through work with pension plans and government clients and offering educational seminars without separate fees.

Warren Cordingley is a financial advisor with Cordingley & Parkinson Wealth Management in Rexburg, ID, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with LPL Financial since 1992 and currently provides investment advisory services through Sand Creek Capital, LLC. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm offers portfolio management, pension consulting, financial planning, and educational seminars, with an investment approach based on fundamental analysis and long-term strategies.

Colten Cordingley is a financial advisor at Cordingley & Parkinson Wealth Management in Rexburg, ID, holding a Series 65 designation with one year of industry experience. He previously worked with Tributary and manages day-to-day operations as a partner in the Powell Family Group, a family office focused on building and operating businesses. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm provides portfolio management, pension consulting, financial planning, and educational seminars, with an investment approach based on fundamental analysis and long-term trading.

Brett Cordingley is a Series 65-licensed advisor at Cordingley & Parkinson Wealth Management with eight years of experience at the firm and one year at Sand Creek Capital, LLC. Prior to his financial career, he worked for 15 years at Teton Lakes Golf Course. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm provides portfolio management, pension consulting, financial planning, and educational seminars, with a focus on pension plans and state or municipal government clients.

Luke Sutton is a financial advisor at Dynamic with seven years of industry experience. He holds the Series 66 designation and has previously worked at KPMG LLP, Avantax Advisory Services, and his own Sutton Legacy Group. Based in Rexburg, ID, Sutton has been with Dynamic since 2020. Dynamic serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, and other advisers. The firm offers portfolio management, financial planning, retirement plan services, and support for other advisers, emphasizing a long-term, client-specific approach and providing integrated technology and sub-advisory resources.

Curtis Simmons is a financial advisor at Dynamic with eight years of industry experience and holds a Series 66 designation. He has worked at Dynamic Wealth Advisors dba Centennial Wealth Management since 2020 and previously at Avantax Investment Services, Inc. from 2017 to 2020. In addition to his advisory role, Curtis is a staff CPA at Sutton & Simmons PLLC, where he prepares tax returns and financial statements and provides business and individual consulting services. Dynamic serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with an emphasis on customized, long-term portfolio construction and extensive support for other advisers through technology and research resources.

Lane Steel is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Advisors. Outside of his advisory work, he raises cattle and hay through his farm operations and serves as a volunteer board member for Jefferson County Planning and Zoning. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing a range of advisory programs and third-party asset managers.

Mark Jensen is a financial advisor with Empower Advisory Group and holds a Series 66 designation. He has been with Empower since 2026 and has previous experience that includes roles at the University and Out of the Box Solutions. Jensen also engaged in activities related to developmental disabilities and outdoor resources during his career. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, alongside services for Empower Premier IRA and retail brokerage clients. The firm utilizes an integrated model connected to Empower’s recordkeeping and administrative systems, focusing on long-term portfolio returns and client savings rates.

Shannon Conway is a financial advisor with Empower Advisory Group, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. Prior to joining Empower Advisory Group, Conway worked at Charles Schwab from 1999 to 2022. Outside of finance, Conway owns Conway Racing, a racing business involving driving and maintaining race cars. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm uses an integrated model aligned with Empower’s administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Carter Wintz is a financial advisor with Cetera, holding a Series 66 designation and based in Rexburg, Idaho. He has been with Cetera and its affiliated entities since 2025 and has prior experience working at D.L. Evans Bank as well as roles with the Church of Jesus Christ of Latter Day Saints and in education at Comstock High School and Comstock STEM Academy. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients, offering a range of portfolio management, financial planning, and fiduciary services through a large network of independent advisors. The firm utilizes a combination of advisor-managed accounts, model portfolios, and third-party solutions, supported by a unique integration of retirement and fiduciary capabilities alongside its broad trust and institutional services.

Todd Hendricks is a financial advisor with Osaic Wealth, Inc. based in Rexburg, Idaho, holding a Series 66 designation and 26 years of industry experience. He has previously worked at SagePoint Financial and has been affiliated with Idaho State University since 1998. Outside of his advisory role, he is co-owner of Elite Cheer LLC, a cheerleading, dance, and gymnastics instruction business. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a multi-faceted investment process combining risk-tolerance assessments with portfolio optimization tools and offers a broad range of investment products and advisory programs.

Richard Excell is a financial advisor at Edward Jones in Rexburg, Idaho, holding the ChFC® and Series 66 designations with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a Sensei instructor for Okinawa Kenpo Karate schools in Pocatello and Rexburg, Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Steven Terry is a financial advisor at Edward Jones in Rexburg, Idaho, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he officiates high school sports in Southeast Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Brent Esplin is a CFP® professional with 34 years of experience, currently serving as a financial advisor at Edward Jones since 1991. He holds a Series 63 license and is based in Rexburg, Idaho. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies and investment options supported by a nationwide network of more than 23,700 financial advisors.

Roscoe Orton is a financial advisor with Mass Mutual Investors Services in Rexburg, Idaho, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with MML Investor Services Inc. and MassMutual Life Insurance Company since 2008. Outside of his advisory role, Orton serves as a trustee of a family trust and acts as a general partner in a limited partnership. MassMutual Investors Services, LLC operates as 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 uses a collaborative, software-driven approach to analyze client goals and deliver recommendations, with implementation offered through separate brokerage or insurance arrangements.

Parker Mecham is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Bank of America, Merrill, Fidelity Investments, and Northwestern Mutual. Outside of his advisory work, he is a business owner involved with Washington Terrace Mountain View Estates LLC. LPL Enterprise provides advisory services to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, operating both as an investment adviser and broker-dealer.

Aaron Zabriskie is a financial advisor with Edward Jones in Rexburg, ID, holding a Series 66 license and one year of industry experience. Prior to joining Edward Jones, he worked at Qualtrics, Nivati, Vivint, Northwest College, and Ernies Sports Deli. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

Barry Jenkins is a financial advisor with LPL Financial, holding Series 63, 65, and 66 credentials and over 34 years of industry experience. His prior roles include leadership positions at Ashworth Wealth LLC and OSAIC Wealth Inc. Outside of his advisory work, he operates Barry Jenkins Financial Consulting, LLC, a business focused on tax and investment consulting. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by in-house research, delivering both strategic and tactical portfolio management through a large network of investment adviser representatives.

D. Jake Denning is a financial advisor with LPL Financial in Rexburg, ID, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2009 and also serves as Chief Strategy Officer at Beehive Federal Credit Union. Denning is involved in fixed annuity sales as a non-variable insurance agent. LPL Financial provides advisory and brokerage services to individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines advisory services with insurance and lending products.

Daniel Hawkins is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2015, including time at Morgan Stanley Private Bank, N.A. Since 2021, he has served as a successor trustee for estate and trust matters in Rexburg, Idaho. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to develop personalized plans.

Jordan Boyle is a CFP® professional with 19 years of experience in the financial services industry. He has been with LPL Financial and Mountain America Credit Union since 2007. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Braxton Esplin is a financial advisor with Edward Jones in Rexburg, Idaho, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Stroops and Greenix Holdings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Dallin Walker is a financial advisor at XYPN Invest with a Series 65 credential and six years of industry experience. He previously worked for Onyx Financial Advisors, LLC for ten years before joining XYPN Invest and Silver Spring Financial in 2025. XYPN Sapphire, the firm through which XYPN Invest operates, provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm emphasizes a long-term, risk-based investment approach using diversified portfolios and offers both discretionary and non-discretionary management, with a focus on integrating technology and third-party resources.