Lawrence Raymond Zech

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.

Audrey Busby is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, her work history includes roles at Jug Mountain Ranch, Brundage Mountain Resort, WaFd Bank, and various positions in the hospitality and real estate sectors. She has held a real estate license in McCall, ID, which is currently inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

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.

Tama Lamm is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, Tama operated an insurance services business and has held roles in insurance sales and real estate. Outside of advisory work, Tama is co-owner of a residential home construction company in McCall, Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and is notable for its extensive network of advisors and additional affiliated financial services.

Michael Vineyard is a financial advisor with Edward Jones in McCall, Idaho. He holds CFP® and ChFC® designations, as well as a Series 66 license, and has 15 years of industry experience. Vineyard has a military background that includes service as a company commander in the Michigan Army National Guard and various leadership roles in the U.S. Army Reserves. He also serves as a director at large on the St. Luke’s McCall Hospital District Board and is president of the McCall-Payette Lakes Rotary Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including both discretionary and non-discretionary strategies. The firm operates under a fiduciary standard and is noted for its extensive advisor network, affiliated mutual funds, and additional capabilities such as a trust company and securities-based lending.

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.