Patrick Miles Mc Keown

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.

25+ years of working for hardworking folks in or quickly approaching retirement. →You will work with me as I value one on one relationships with my clients. →I only work with kind people who believe in delegating services to specialists. →My services work best for those with investable assets over $3,000,000 (excluding real estate). →My office is in Carlsbad, CA but I work with clients across the country. ☎️ You can schedule an Initial Consultation by texting INTRO to my office at 760-602-5091 or giving me a call. A little about me . . . ⛳️ aspiring bogey golfer 🧘‍♀️ hot yoga enthusiast 🇺🇸 grateful for this wonderful country of ours 🛫 avid traveler Here are just some of the topics I advise my clients on: ✔️Roth Conversion Strategies ✔️Net Unrealized Appreciation Strategies ✔️401(k) Rollover Planning ✔️Required Minimum Distribution Planning ✔️Social Security Planning ✔️Pension vs Lump Sum Analysis ✔️Exit Planning for Small Business Owners ✔️Asset Division After a Divorce ✔️Reinvestment of an Inheritance

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.

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.