Kenneth Callan

Brian Stoll is a financial advisor with Core Asset Management LLC in McCall, Idaho, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Silber Bennett Financial since 2015 and has been involved with Core Asset Management Strategies since 2010. Outside of his advisory role, he serves as Chief Operations Officer at ORE Asset Management, where he manages advisory and operational duties. Core Asset Management Strategies provides investment supervisory services primarily to individual and high-net-worth clients through discretionary portfolio management. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, offering both group and individual investment models that include dynamic risk allocation and a range of trading strategies such as short sales and options writing.

Garth Krieger is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, he works as an independent contractor offering various insurance products. 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 a range of brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives.

John Thomas is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Patrick Mc Keown is a financial advisor at Ameriprise with 39 years of industry experience. He has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 1986. He holds Series 63 and Series 65 designations. Ameriprise offers retirement-income planning services focused on clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Thomas Flanagan is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 1988 and holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves on the Board of Directors for The Donald and Coeta Barker Foundation and is Treasurer for Big Brother Big Sisters of the Desert. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.