Carol Holm is a financial advisor with Centaurus Financial, Inc. in Blackfoot, Idaho, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. She has been with Centaurus Financial since 2006. Outside of her advisory role, Holm is an author focused on goal-setting and the power of the mind, publishing books and engaging in related promotional activities. Centaurus Financial, Inc. provides advisory services to individuals, families, businesses, and institutions through a network of independent representatives, offering financial planning, investment management, and access to various specialized programs. The firm employs a mix of fundamental and technical analysis and manages both discretionary and non-discretionary assets.

Sabra Peterson is a financial advisor at Centaurus Financial, Inc. with over a decade of experience, including thirteen years at Carol Holm Financial and one year at Centaurus Financial. She holds a Series 66 designation and is based in Blackfoot, Idaho. Centaurus Financial, Inc. provides advisory services through a network of independent Investment Adviser Representatives to a broad client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, investment management, and access to various specialized programs and third-party managers.

Kent Banner is a financial advisor with Transamerica Financial Advisors in Blackfoot, Idaho, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His background includes roles in estate planning referrals, financial education, and accounting services, alongside his work selling financial education books and providing estate planning referrals through affiliated companies. Transamerica Financial Advisors serves a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations, delivering services through a large network of advisors and multiple program platforms that emphasize model portfolios and third-party management.

David Babbitt is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked with Transamerica Financial Advisors since 2014 and is also involved with Doutre Professional Services, where he provides professional counseling, writing, contract negotiations, permitting, construction management, tutoring, and related activities. Additionally, he works as a bus driver for Teton Stage Line. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach using both proprietary and third-party managers, offering advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms.

Cami Newsome is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Centaurus Financial since 2006. Outside of her advisory role, she is an owner and partner of C&C Books LLC, where she writes and promotes books. Centaurus Financial, Inc. provides advisory services through a network of independent Investment Adviser Representatives to a wide range of clients, including individuals, families, small businesses, and institutions. The firm offers financial planning, investment management, access to third-party managers, and retirement-plan advisory services.

Valerie Thatcher is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and has held roles at J. C. Penney Shared Service Center and World Financial Group, Inc. Outside of advisory work, she is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach implemented through third-party managers and multiple program platforms, managing approximately $1.7 billion in regulatory assets under management.

Clarissa Wanstrom is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. She also works as a referral sales associate for Integrated Trust Systems, focusing on estate planning referrals. Outside of advising, she has part ownership in a rental property with two apartments. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, delivering services through multiple program platforms and a large advisor network. The firm’s advisory approach primarily uses model portfolios and third-party managers, with a regulatory AUM of approximately $1.7 billion.

Heather Goodworth is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and one year of industry experience. She has worked with organizations including Heartland Institute of Financial Education, where she serves as an Associate Certified Financial Educator providing non-profit financial literacy education. Goodworth also has marketing experience with WealthWave. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio and third-party manager approach to investment advisory services and offers multiple program platforms, including Transamerica ONE and the TFA365 Advisory Program.

Darrell Call is a financial advisor with Edward Jones in Blackfoot, Idaho, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked for Bully Dog/Derivesystems from 2013 to 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Trey Albertson is a financial advisor at Edward Jones in Blackfoot, Idaho, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Northwestern Mutual and Timepiece Homes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated financial products supported by a large network of advisors and branch offices nationwide.

James Phelan is a financial advisor at Osaic with 28 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes roles at Cantella & Co., Inc., Cambridge Investment Research Advisors, Broker Dealer Financial Services Corp., and Investment Management Corp. In addition to his advisory work, he operates an insurance brokerage focused on life, health, and annuity sales and service. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Nathan Anderson is a financial advisor with Edward Jones in Blackfoot, Idaho, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a wide network of advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Aaron Burke is a financial advisor with Raymond James Financial, holding the CFP® and Series 66 designations and bringing 11 years of industry experience. He has worked at Raymond James since 2014 and operates his own support companies, Burke Financial, LLC, and Homestead Financial, the latter serving as a co-branded DBA for his practice. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, leveraging firm research and a broad affiliate network to support tailored client solutions.

Michael Anderson is a CFP® with 24 years of industry experience and has been with Edward Jones in Blackfoot, ID since 2001. He serves as Vice President of the Snake River Classic Golf Tournament, an annual event that manages tournament funds and sponsorships. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.