Randy Valley II

Robert Lane Jr. is a Series 66-licensed financial advisor with eight years of industry experience, currently with First Command Advisory Services. He has worked within various First Command entities since 2016. Outside of his financial advisory roles, he has been involved with Indian Summer Golf and Country Club since 2016. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through a multi-service platform that includes financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and offers a structured Tailored Professional Services engagement on a 12-month cycle.

Nicholas Lee is a financial advisor with First Command Advisory Services in Mountain Home, Idaho. He holds Series 63 and Series 65 licenses and has recently transitioned from a six-year career as a Fuels Supervisor in the United States Air Force. His military experience involved overseeing the receipt, storage, and distribution of petroleum products to support mission operations. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that integrates financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm offers structured, advisor-led planning engagements and manages asset portfolios using an in-house investment team.

Brittney Perkins is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior roles include positions at The Vanguard Group, LPL Financial, and American Airlines Federal Credit Union. Outside of advising, she has worked as a delivery driver for Amazon and DoorDash. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Jared Griffith is a financial advisor with First Command Advisory Services in Mountain Home, ID. He holds the Series 66 designation and has four years of industry experience. His prior roles include positions at Zenetex and Kay & Associates before joining various First Command entities in 2021. First Command serves a diverse client base including individuals, high-net-worth clients, corporations, and charitable organizations through a multi-service platform that encompasses financial planning, discretionary asset management, brokerage recommendations, and insurance and banking products. The firm offers advisor-led planning relationships featuring a structured 12-month Tailored Professional Services engagement and discretionary asset management via an in-house Investment Management Team.

Ryan Valley is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2021, he was involved with Ryan Valley LLC and various insurance carriers, as well as working at Waddell & Reed and Corizon Health. Outside of his advisory work, he serves as a notary and has managed his own LLC. LPL Financial offers advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a broad range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Abbie Mcgrath is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Prior to joining LPL Financial in 2021, she worked for Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agencies from 2005 to 2021. She also maintains an active role as an insurance agent. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.