Keralee Sutton

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.

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.

Andrea Sutton is a financial advisor at Edward Jones with eight years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, she worked at St. Luke's Health System from 2016 to 2018. Outside of her advisory work, Andrea is involved in a cattle business, S Diamond Cattle Co., based in Midvale, ID. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of investment strategies and fiduciary services, supported by a large nationwide network of advisors and branch offices.

Gregory Gissel is a financial professional at Cetera with one year of industry experience and holds the Series 66 designation. Prior to his current role, he has worked at Capital Financial Solutions and is involved in taxidermy as an assistant at Predator to Prey Taxidermy, where he uses a belt sander to polish longhorn cattle horns. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform that provides access to affiliated and third-party investment strategies.