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Sarah K

Series 66

Twin Falls, ID

Edward Jones

Sarah Kain is a Series 66-credentialed financial advisor at Edward Jones in Twin Falls, ID, with eight years of industry experience. She worked at American Family Insurance for seven years prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Wealth management General retirement planning Retired Founder/Business Owner Executive
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Ashley T

Series 66

Twin Falls, ID

Edward Jones

Ashley Tripp is a financial advisor at Edward Jones in Twin Falls, Idaho, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2025, Tripp spent 14 years at First Federal Savings Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a variety of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Todd L

Series 66

Twin Falls, ID

LPL Financial

Todd Loveless is a financial advisor with LPL Financial in Twin Falls, ID, holding a Series 66 designation and 10 years of industry experience. His prior work includes roles at John Bringhurst, Joshua Funk, Waddell & Reed Inc, and various insurance carriers. In addition to his advisory work, he is involved in a real estate rental activity. 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 and model portfolios, with an emphasis on both advisory and non-advisory financial products.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Annika S

Series 66

Twin Falls, ID

Edward Jones

Annika Sturgill is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and has held previous roles in education and hospitality. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Ryan L

Series 66

Twin Falls, ID

LPL Financial

Ryan Loveless is a Series 66-registered financial advisor with LPL Financial, based in Twin Falls, Idaho. He has one year of industry experience and previously worked in various roles, including positions with the State of Alaska and as a full-time student at BYU-Idaho. 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 institutions. The firm offers financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lynn H

CFP®, Series 63

Twin Falls, ID

Edward Jones

Lynn Hansen is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. Based in Twin Falls, ID, Hansen also co-owns a local air gun servicing business. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a wide range of investment strategies and affiliated services, supported by a nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Divorce financial planning General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Melanie A

Series 66

Twin Falls, ID

LPL Financial

Melanie Andrus is a financial advisor with LPL Financial in Twin Falls, Idaho, holding a Series 66 credential and four years of industry experience. Her prior roles include positions at Waddell & Reed and Checks & Balances. Outside of her advisory work, she serves as a notary and has business activities related to property management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kade W

Series 66

Twin Falls, ID

Thrivent Investment Management

Kade West is a financial advisor with Thrivent Investment Management in Twin Falls, Idaho. He holds a Series 66 designation and has 12 years of industry experience, having been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. West serves as a board member for the Southern Idaho chapter of the National Association for Insurance and Financial Advisors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based, holistic financial plans that cover topics such as retirement, taxes, estate, business continuation, and special needs planning. The firm’s approach separates planning from implementation and managed accounts, with ongoing reviews conducted by its network of financial advisors.

Business ownership considerations
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Cole H

Series 66

Twin Falls, ID

LPL Financial

Cole Hunt is a financial advisor at LPL Financial in Twin Falls, ID, holding a Series 66 credential with three years of industry experience. Prior to joining LPL Financial in 2023, he was employed at Acumen Fiscal Agent and has a background that includes time at Brigham Young University and service with The Church of Jesus Christ of Latter Day Saints. Outside of his advisory role, he maintains a YouTube channel called Putting For Profits. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by operational tools including machine learning, and oversees significant discretionary assets through an extensive advisor network.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Regina L

Series 66

Twin Falls, ID

Thrivent Investment Management

Regina Lierman is a financial advisor with Thrivent Investment Management based in Twin Falls, Idaho. She holds the Series 66 designation and has recently transitioned to the financial industry after a long career primarily with Trinidad Benham Corp. and Illinois Foundation Seed Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a broad range of financial planning topics. The firm combines goal-based analyses with managed-account options under a consolidated billing structure while maintaining separate planning and portfolio services.

Business ownership considerations
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Amber P

Series 66

Twin Falls, ID

Edward Jones

Amber Patton is a financial advisor with Edward Jones in Twin Falls, ID, holding a Series 66 designation and three years of industry experience. Her prior work includes roles at Saint Alphonsus and UCSD. Outside of advising, she manages a rental property listed on Airbnb in Meridian, ID. 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 advisory programs and maintains affiliated capabilities, including a trust company and proprietary funds.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Military & Veterans Newlywed/Engaged
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Joshua F

Series 66

Twin Falls, ID

LPL Financial

Joshua Funk is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Blue Shield of Idaho and Waddell & Reed, Inc., as well as work with various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Jeffrey R

Series 66

Twin Falls, ID

Edward Jones

Jeffrey Rencher is a financial advisor at Edward Jones in Twin Falls, ID, with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joshua R

Series 66

Twin Falls, ID

Cetera

Joshua Rose is a financial advisor at Cetera with 22 years of industry experience. He holds the Series 66 designation and has been with Cetera and its related entities since 2013. Outside of his advisory role, he has involvement in residential rental property ownership. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a network of over 10,000 advisors, managing more than $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Joseph S

Series 66

Twin Falls, ID

LPL Financial

Joseph Stevens is a financial advisor with LPL Financial in Twin Falls, Idaho, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Waddell & Reed, and various insurance carriers. Stevens is also the owner and president of Trupurity LLC, a retail sales business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services through its extensive network of investment adviser representatives, employing diverse investment strategies and technological tools to support its platform.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dean S

Series 63, Series 66

Twin Falls, ID

Edward Jones

Dean Seibel is a financial advisor with Edward Jones in Twin Falls, Idaho, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Edward Jones since 1992. Outside of his advisory role, he owns a commercial rental property through an LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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Gretchen C

Series 63

Jerome, ID

Edward Jones

Gretchen Clelland is a financial advisor with Edward Jones in Jerome, Idaho, holding a Series 63 designation and 25 years of industry experience. She has been with Edward Jones since 2000. Outside of her advisory role, she serves as chairman of the Jerome Rotary Foundation and the Twin Falls County Republicans and is the majority owner of Crimson Sky Trucking, a company that supports wildland firefighting efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and maintains a large nationwide network of financial advisors.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Military & Veterans
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Robert L

Series 66

Twin Falls, ID

Edward Jones

Robert Lee is a Series 66 licensed financial advisor with three years of industry experience. He has been with Edward Jones since 2023 and previously worked for Lytle Signs Inc for ten years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Divorce financial planning Retirement withdrawal strategies General retirement planning Wealth management Executive
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Thomas H

Series 63, Series 65

Twin Falls, ID

LPL Financial

Thomas Hunt is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His career includes prior roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wells Fargo Investments LLC, First Montauk Securities Corp., and Prudential Equity Group. He is based in Twin Falls, ID. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided by investment adviser representatives utilizing a range of discretionary and non-discretionary strategies.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Trevor T

Series 63, Series 66

Twin Falls, ID

Edward Jones

Trevor Tarter is a financial advisor with Edward Jones in Twin Falls, ID, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with Edward Jones since 2001. 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, operates under a fiduciary standard, and is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

General retirement planning Retired Founder/Business Owner Executive
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