Terry Jay Szilasi

Mark Dobrilovic is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and 20 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and A.G. Edwards & Sons. Outside of advisory services, he owns North Idaho Tax and Financial, which provides tax preparation and accounting services alongside investment management. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm employs a model-based approach combining strategic asset allocation, multi-manager portfolios, and active and passive investment exposures tailored to client risk profiles.

Merle Ansley is a Series 66 licensed financial advisor with eight years of industry experience. He has worked at Edward Jones since 2017 and previously was employed at Mountain West Bank from 2012 to 2017. Outside of his advisory role, Ansley serves as a board member and Chairman of the Planning Committee for Boundary Community Hospital in Bonners Ferry, Idaho. Edward Jones is a full-service wealth management firm serving a diverse client base including individual and institutional investors. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Samantha Young is a financial advisor with Edward Jones in Bonners Ferry, Idaho. She holds the Series 66 designation and has two years of industry experience. Prior to joining Edward Jones, she worked at Mountain West Bank for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and related services supported by a large network of financial advisors and branch offices across the nation.

Kevin Callos is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory work, he co-owns a small business focused on archery arrow repair called The Broken Arrow. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices.