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.

Robert Van Idour is a financial advisor with Edward Jones in Ontario, Oregon. He holds a Series 66 designation and has five years of industry experience. Prior to joining Edward Jones in 2021, he held various roles including self-employment and positions at Lindsay Creek Vineyards and Trimix Associates. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Heather Varriale is a financial advisor with Edward Jones in Fruitland, Idaho, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she serves as secretary for Varriale Veterinary Service PLLC, a veterinary services business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

William Peterson is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Securities America, Inc. and Securities America Advisors for 17 years before joining LPL Financial. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, 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.

Aaron Larson is a financial advisor with Edward Jones in Ontario, Oregon. He holds the CFP® and Series 66 designations and has 11 years of industry experience, including 12 years with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Ashton Greif is a financial advisor at Edward Jones in Ontario, Oregon, holding Series 65 and Series 66 licenses. He has one year of industry experience and previously worked in financial coaching and education roles at Western Governors University, Eastern Oregon University, Treasure Valley Community College, and Fruitland High School. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Young is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Rosa Ceballos is a financial advisor at LPL Financial in Ontario, Oregon, holding a Series 66 designation with one year of industry experience. Her work history includes roles in education and technology companies prior to joining LPL Financial in 2022. She is also affiliated with the College of Western 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 range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Nicholas Varriale is a financial advisor with Edward Jones in Fruitland, Idaho, holding the ChFC® and Series 66 designations and having eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Gallery Homes Idaho LLC for three years. Outside of his advisory role, he coaches and trains members at Four Rivers Crossfit as a CrossFit Level 1 Trainer. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Gregory Gissel is a financial professional at Cetera with one year of industry experience and holds a Series 66 designation. He is also involved as an assistant at Predator to Prey Taxidermy, where he works with wild and domestic animal taxidermy. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Melissa Logan is a financial advisor with LPL Financial based in Ontario, Oregon. She holds the Series 66 designation and has 12 years of industry experience, including prior roles at Securities America and Cetera Advisors. Outside of her advisory work, she is involved with PRS Insurance, Inc., an insurance agency in Ontario. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, 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 offerings such as insurance and credit services.