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

Darrell H

Series 65, Series 63

Meridian, ID

Primerica Advisors

Darrell Hay is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 65 and Series 63 licenses and three years of industry experience. He has worked with PFS Investments Inc. since 2022 and has been involved in hockey coaching activities, currently serving as a Hockey Director. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, and offers model-driven investment strategies supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Dulcie D

Series 65, Series 63

Meridian, ID

Primerica Advisors

Dulcie Docherty Corletto is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 65 and Series 63 designations and 11 years of industry experience. Her career includes roles at Primerica Financial Services and BO Enterprises, where she was involved in home improvement sales. Outside of advisory work, she is engaged in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Todd M

Series 63, Series 65

Meridian, ID

Primerica Advisors

Todd Mendel is a financial advisor with Primerica Advisors in Nampa, Idaho, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Primerica Advisors since 1987 and with Primerica Financial Services since 1999. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Bryan K

Series 63, Series 65

Meridian, ID

Primerica Advisors

Bryan Klingelhoets is a financial advisor with Primerica Advisors in Meridian, ID, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2007. Outside of his advisory role, he is involved in selling loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Julie T

Series 63, Series 65

Meridian, ID

Primerica Advisors

Julie Trudeau is a financial advisor with Primerica Advisors in Meridian, Idaho, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at Stewart & Associates and PFS Investments Inc. Outside of advising, she works as a custodian for Jan-Pro/Msi Cleaning Services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients, utilizing model-driven strategies and discretionary portfolio management across a large network of advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Katelyn D

Series 65, Series 63

Meridian, ID

Primerica Advisors

Katelyn Dell Era is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. Her prior work includes roles at Primerica Financial Services and State Farm Insurance. She is also involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies provided by unaffiliated asset managers along with select discretionary separately managed accounts.

ESG / Sustainable investing Tax-loss harvesting Income planning
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")