Brian Stoll is a financial advisor with Core Asset Management LLC in McCall, Idaho, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Silber Bennett Financial since 2015 and has been involved with Core Asset Management Strategies since 2010. Outside of his advisory role, he serves as Chief Operations Officer at ORE Asset Management, where he manages advisory and operational duties. Core Asset Management Strategies provides investment supervisory services primarily to individual and high-net-worth clients through discretionary portfolio management. The firm employs a combination of charting, fundamental, technical, and cyclical analysis, offering both group and individual investment models that include dynamic risk allocation and a range of trading strategies such as short sales and options writing.

Garth Krieger is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, he works as an independent contractor offering various insurance products. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives.

Audrey Busby is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, her work history includes roles at Jug Mountain Ranch, Brundage Mountain Resort, WaFd Bank, and various positions in the hospitality and real estate sectors. She has held a real estate license in McCall, ID, which is currently inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

John Thomas is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney since 2009, including time at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Tama Lamm is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, Tama operated an insurance services business and has held roles in insurance sales and real estate. Outside of advisory work, Tama is co-owner of a residential home construction company in McCall, Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and is notable for its extensive network of advisors and additional affiliated financial services.

Michael Vineyard is a financial advisor with Edward Jones in McCall, Idaho. He holds CFP® and ChFC® designations, as well as a Series 66 license, and has 15 years of industry experience. Vineyard has a military background that includes service as a company commander in the Michigan Army National Guard and various leadership roles in the U.S. Army Reserves. He also serves as a director at large on the St. Luke’s McCall Hospital District Board and is president of the McCall-Payette Lakes Rotary Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including both discretionary and non-discretionary strategies. The firm operates under a fiduciary standard and is noted for its extensive advisor network, affiliated mutual funds, and additional capabilities such as a trust company and securities-based lending.

Patrick Mc Keown is a financial advisor at Ameriprise with 39 years of industry experience. He has held positions at Ameriprise and Ameriprise Financial Services, Inc. since 1986. He holds Series 63 and Series 65 designations. Ameriprise offers retirement-income planning services focused on clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Thomas Flanagan is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 1988 and holds Series 63 and Series 65 credentials. Outside of his advisory work, he serves on the Board of Directors for The Donald and Coeta Barker Foundation and is Treasurer for Big Brother Big Sisters of the Desert. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services tailored to clients’ goals and risk tolerances.

Lawrence Zech is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS since 1996 and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is involved in golf course maintenance at Tamarack Resort in Donnelly, Idaho. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Kenneth Callan is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is involved in racehorse ownership through his sole proprietorship, Callan Farms Racing. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering customized financial planning and portfolio management supported by proprietary research and analytics.

Jack Richelieu is a financial advisor at LPL Financial with seven years of industry experience. He previously worked at Edward Jones for seven years and has background experience as a Bureau of Land Management Fire Technician and in construction. 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, delivering services through a large network of investment adviser representatives.