Laryssa Marie Freeman

Brian Stoll is a financial advisor at Core Asset Management, LLC in McCall, Idaho, with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been leading Core Asset Management Strategies since 2010. Additionally, he serves as Chief Operations Officer at ORE Asset Management in Newport Beach, California. Core Asset Management provides investment supervisory services primarily to individuals and high-net-worth clients, offering customized investment policy statements and monitoring portfolios through a qualified custodian. The firm employs a range of strategies including dynamic risk allocation, broad market hedging, and combines fundamental, technical, and cyclical analyses, with the use of more complex techniques such as short sales, margin transactions, and options trading.

Garth Krieger is a financial advisor at Independent Financial Group, LLC with 26 years of industry experience. He has held Series 63 and Series 66 registrations and worked at Woodbury Financial Services, Inc. prior to joining Independent Financial Group in 2008. Outside of his advisory role, he operates as an independent insurance contractor. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional accounts. The firm offers financial planning and portfolio management services through multiple platforms and employs a mix of passive and active investment strategies combined with ongoing due diligence.

John Thomas is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 registrations and has 31 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm uses structured discovery processes and firm-approved tools to develop financial plans but does not offer individual security recommendations as part of its standalone planning.

Patrick Mc Keown is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has been with Ameriprise and its related entities since 1986. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Thomas Flanagan is a financial advisor with UBS Financial Services in McCall, Idaho, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 1988. Outside of his advisory work, he serves on the board of the Donald and Coeta Barker Foundation and acts as treasurer for Big Brothers Big Sisters of the Desert. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers a range of offerings including fee-based financial planning, discretionary portfolio management, and distribution of mutual funds and alternative products.

Kenneth Callan is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is involved in racehorse ownership through his sole proprietorship, Callan Farms Racing. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering customized financial planning and portfolio management supported by proprietary research and analytics.