Jeffrey G Young

Adam Birch is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Key Investment Services since 2013, including prior experience at Key Bank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services and integrates resources from KeyCorp affiliates and third-party managers to provide model-based portfolio management.

Sied Nasri is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining J.P. Morgan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm operates within a broader broker-dealer and banking organization, offering a range of specialized investment products and services.

David Jones is a financial advisor with Ameriprise in Payette, ID, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, he held positions at various companies including Enterprise Rent A Car and CVS. He is also the owner of A Million Dreams Corp, through which he manages his advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a retirement income service that provides tailored planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jacob Varriale is a Series 66-credentialed financial advisor with Edward Jones, based in Fruitland, ID, and has two years of industry experience. Prior to joining Edward Jones, he worked for Lansing Building Products and Lowe’s Home Improvements. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through a nationwide network of financial advisors.

Katrina Peck is a financial advisor at LPL Enterprise with 28 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at firms including First Command, Bank of the West, and Loring Ward Securities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Janine Nation is a financial advisor with Edward Jones, holding a Series 66 designation and currently based in Fruitland, ID. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.