Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Malynda C

Series 66

Pocatello, ID

Bankers Life Advisory Services, Inc.

Malynda Cooper is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining the firm, she worked for ten years at Brigham Young University - Idaho. Outside of her advisory role, Cooper is a practicing artist who creates paintings and sculptures, occasionally selling her work through galleries and commissions. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a mix of analytical approaches to portfolio management.

Wealth management Retired
user avatar
firm logo

James D

Series 63, Series 65

Pocatello, ID

Bankers Life Advisory Services, Inc.

James Dillistone Sr. is a financial advisor with Bankers Life Advisory Services, Inc. in Pocatello, Idaho, holding Series 63 and 65 credentials and bringing 27 years of industry experience. He has worked with affiliated Bankers Life entities since 2004 and currently serves as a branch sales manager and insurance agent. Additionally, he is the treasurer of a local homeowners association, managing its financial records and payments. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis. The firm integrates investment management with affiliated broker-dealer and insurance services.

Wealth management Retired
user avatar
firm logo

Kyle C

Series 66

Pocatello, ID

Bankers Life Advisory Services, Inc.

Kyle Carter is a financial advisor with Bankers Life Advisory Services, Inc. He holds a Series 66 designation and has one year of industry experience. In addition to his advisory role, Kyle works as an independent contractor hosting online tabletop games as a dungeon master for Dungeons & Dragons through StartPlaying.games. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, focusing on customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis.

Wealth management Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")