Aaron Flores

Susan Metcalf is a CFA® charterholder with 39 years of industry experience. She is currently with Caldwell Sutter Capital, Inc., where she has worked since 2017, and has also been with Sutter Securities Inc. since 2010. Outside of her advisory role, she serves as Vice President of Letha Irrigation and Water Company, which manages water rights for agricultural land, and is a managing partner of a family partnership that owns ranch property. Caldwell Sutter Capital primarily serves high-net-worth individuals, families, and related entities, along with corporate and municipal clients. The firm employs a bottom-up, fundamental value investment approach with a long-term, buy-and-hold orientation, managing roughly $606 million across customized portfolio strategies.

Jeremiah Vickery is a financial advisor with LPL Financial in Emmett, Idaho, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at LPL Financial since 2021 and has been associated with MML Investor Services and MassMutual Life Insurance Company since 2010. Outside of his advisory role, Vickery is involved with Payette River Consulting, a business entity focused on tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Kenneth Farrow is a financial advisor with LPL Financial in Emmett, Idaho, holding a Series 66 designation and 12 years of industry experience. He has been with LPL Financial since 2013 and also owns and directs Farrow Corporation, a CPA accounting practice. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Matthew Peterson is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Fidelity Investments, Clearwater Advisors, LLC, and Idaho Trust Bank. He has also worked with The Church of Jesus Christ of Latter-Day Saints. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.