William Peterson

Adam Birch is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Key Investment Services since 2013 and previously worked at Key Bank during the same period. Key Investment Services LLC offers wrap-fee advisory programs and model-driven investment options to a diverse client base, including individuals, trusts, estates, charities, corporations, and small businesses. The firm operates primarily through non-discretionary, model-based wrap programs and utilizes third-party managers, including BNY Mellon Advisors, Inc., to implement trades within selected models.

Sied Nasri is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, N.A., and Nations Foodservice. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

David Jones is a financial advisor with Ameriprise in Payette, Idaho, holding a Series 66 designation. He has been with Ameriprise since 2020 and owns a business, A Million Dreams Corp, through which he manages his advisory practice. Prior to Ameriprise, his work experience includes roles at Enterprise Rent A Car, CVS, State Farm, All State, Larry H Miller, and Avant Financial. Ameriprise is a large institutional firm that offers retirement-income planning services primarily to individuals nearing or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver personalized retirement-income recommendations.

Jacob Varriale is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Lansing Building Products and Lowes Home Improvements. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of financial advisors and branch offices. The firm provides both discretionary and non-discretionary strategies, tax-efficient services, and operates under a fiduciary standard.

Katrina Peck is a financial advisor with LPL Enterprise, holding Series 63, 65, and 66 designations and 28 years of industry experience. Her prior roles include positions at First Command, BancWest Investment Services, and Loring Ward Securities. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, access to model wealth portfolios, and third-party asset management programs. The firm serves individuals, retirement plans, charitable organizations, and corporate clients with advice primarily built around model portfolios and discretionary implementation through wrap programs and TAMP sponsors.

Janine Nation is a financial advisor with Edward Jones, holding a Series 66 designation and currently based in Fruitland, ID. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.