James Rockwell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Summit Brokerage Services. Outside of his advisory role, he is a business owner of Salmon Canyon Ranch, LLC. 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 variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Zachary Carothers is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Monarch Marketing and Signia Capital, as well as work at the University of Idaho and Northern States, Inc. 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 wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Rocky Howe is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at E.K. Riley Investments, LLC for 11 years before joining LPL Financial in 2020. Howe is based in Grangeville, Idaho. 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 variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with a range of non-advisory financial products.

David Wimer is a CFA® charterholder with 29 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. Prior to joining LPL, he worked for 15 years at Ek Riley Investments, LLC. 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 combines large-scale advisory operations with non-advisory product activities.

Michael Gorton is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Kennedy is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at LPL Financial since 2020 and previously spent six years at E.K. Riley Investments, LLC. 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 financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Adam Uptmor is a financial advisor with LPL Financial in Grangeville, Idaho, holding a Series 66 designation and three years of industry experience. He has been with LPL Financial since 2022 and concurrently serves as an elementary and middle school principal for the Mountain View School District, a role he has held since 2017. 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 wide range of financial planning and investment management solutions through a large network of investment adviser representatives.