Andrea Sutton

David Jones is a financial advisor with Ameriprise in Payette, Idaho, holding a Series 66 designation. He has been with Ameriprise since 2020 and owns a business, A Million Dreams Corp, through which he manages his advisory practice. Prior to Ameriprise, his work experience includes roles at Enterprise Rent A Car, CVS, State Farm, All State, Larry H Miller, and Avant Financial. Ameriprise is a large institutional firm that offers retirement-income planning services primarily to individuals nearing or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver personalized retirement-income recommendations.

Keralee Sutton is a financial advisor at Edward Jones with 32 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is involved in family cattle ranching operations in Midvale, Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various advisory programs and investment solutions through a large network of over 23,000 financial advisors nationwide.

Jeffrey Young is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Gregory Gissel is a financial professional at Cetera with one year of industry experience and holds a Series 66 designation. He is also involved as an assistant at Predator to Prey Taxidermy, where he works with wild and domestic animal taxidermy. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.