Jeffrey Jones is a financial advisor with LPL Financial in Idaho Falls, ID, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His career includes prior roles at Cetera and Cetera Wealth Services, LLC, as well as ongoing service with Westmark Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides various financial planning and asset management solutions, including model portfolios, third-party subadvisors, and institutional platforms.

Jayme Orullian is a financial advisor with LPL Financial in Idaho Falls, Idaho, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2025, Jayme worked at Cetera and Cetera Wealth Services from 2013 to 2025 and has been associated with Westmark Credit Union since 1999. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Matt Ball is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing nine years of industry experience. His prior roles include positions at Cetera and Westmark Credit Union. He is also the owner of Diamond B Specialties, a business he has operated for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party management, and institutional platforms.