Mark Klein is a financial advisor with Key Investment Services LLC in Pocatello, ID, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Key Investment Services since 2014 and previously spent eight years at KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection combined with ongoing monitoring and performs due diligence on third-party advisory products, operating within the KeyCorp group alongside KeyBank and KeyBanc Capital Markets.

Israel Walls is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® and Series 66 designations. Prior to joining Edward Jones in 2018, he worked for 15 years at Phil Meador Subaru. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Michael Starks is a financial advisor at Thrivent Investment Management in Pocatello, Idaho. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Thrivent, he worked for United Parcel Service for ten years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations across various financial planning topics without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Cory Dunn is a financial advisor with Ameriprise, holding a Series 66 designation and seven years of industry experience. He previously worked at LPL Financial LLC and Connections Credit Union before joining Ameriprise in 2023. Dunn also manages an advisory business through Bright Star Financial Advisors, LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Bruce Brown is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. Prior to joining LPL Financial in 2025, he spent 23 years at Next Financial Group, Inc. He is also involved in tax preparation and accounting services through Advantage Plus Service Group LLC. 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 variety of advisory and brokerage services, including financial planning, model portfolio programs, and third-party asset management, supported by advanced operational tools and a large network of investment adviser representatives.

Nicholas Fullmer is a financial advisor at Wells Fargo Advisors with a Series 66 designation and three years of industry experience. He previously worked at Wells Fargo Bank and Ensemble Health Partners, and earlier held a position at Home Depot. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to client needs, utilizing proprietary research and planning tools.

George Katsilometes is a financial advisor with Ameriprise in Pocatello, Idaho, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Ameriprise since 2005, including its predecessor entity, Ameriprise Financial Services, Inc. Outside of his advisory role, Katsilometes serves on the board of the Pocatello Sports Committee. Ameriprise is a large institutional firm offering retirement-income planning services primarily to clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Hershell Cummings is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in healthcare roles including as a Physician Assistant at Idaho State Veterans Home and Intermountain Medical Clinic. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions under a fiduciary standard.

Wallace Hicks is a financial advisor at LPL Financial with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 23 years. He serves on the boards of the Pacific Northwest Golf Association and the Idaho Golf Association. 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 a range of financial planning and portfolio management solutions supported by technology and a broad network of investment adviser representatives.

Amber Webb is a financial advisor at Primerica Advisors with Series 65 and Series 63 registrations and three years of industry experience. Her prior work includes roles at PFS Investments Inc. and Primerica Financial Services since 2023, as well as self-employment from 2012 to 2023. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm supports nearly 3,700 advisors and manages approximately $15.5 billion in assets, offering model-driven strategies with discretionary management and custody provided by BNY Mellon Advisors and Pershing.

Steven Petersen is a financial advisor with Ameriprise in Chubbuck, Idaho, holding a Series 66 license and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Outside of his advisory work, Petersen is an author of fantasy novels and ebooks. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis through a centralized consulting team to provide tailored, non-discretionary recommendations.

Michael Mcateer is a financial advisor with Wells Fargo Advisors in Pocatello, Idaho, holding Series 63 and Series 65 credentials and having 37 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2009. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, utilizing Wells Fargo research and planning tools, and integrates advisory services with other financial products and referral channels.

Jesse Ward is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Arbor Point Advisors, Securities America, Wells Fargo Advisors, and Edward Jones. 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, access to third-party asset managers, and institutional platforms.

Shawn Cobbley is a Series 66 licensed financial advisor with Edward Jones, based in Chubbuck, Idaho. He has seven years of industry experience, including four years working at Wilks Funeral Home prior to joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Alexander Hancock is a CFP®-certified financial advisor at Stifel with 14 years of industry experience. He previously worked at Ameriprise and Mass Mutual in various advisory and insurance roles. Hancock is involved with Hancock Holding LLC, a venture occasionally engaging in real estate activities. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jana Cusack is a financial advisor with Wells Fargo Advisors in Pocatello, Idaho, holding a Series 66 designation and 6 years of industry experience. She has been with Wells Fargo Advisors since 2018 and previously worked at Wells Fargo Clearing from 2005 to 2021. Outside of her advisory role, she assists with bookkeeping for two automotive businesses she co-owns with her spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options that utilize Wells Fargo research and planning tools, delivering tailored recommendations with optional implementation through its brokerage or advisory programs.

Eric Sorensen is a financial advisor at Edward Jones with eight years of industry experience. He has held his current position since 2018 and previously worked at The Bank of Commerce for seven years. Sorensen holds the Series 66 credential and is based in Pocatello, Idaho. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Colleen Tillman is a Series 66-licensed financial advisor with Ameriprise, based in Pocatello, ID, and has nine years of industry experience. She has worked at Ameriprise in various capacities since 2017 and had prior employment at Starbucks from 2013 to 2017. Outside of her advisory role, she engages in freelance writing. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Miquelynn Alvarez is a financial advisor at Edward Jones in Pocatello, ID, holding a Series 66 designation with three years of industry experience. Prior to rejoining Edward Jones in 2023, she worked at Melaleuca Inc and held various roles at Brigham Young University - Idaho, including a teaching assistant position. She has also been involved with The Church of Jesus Christ of Latter-day Saints, performing direct IT work related to the organization’s facilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a broad offering that includes discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services. The firm supports its advisory services with a nationwide network of financial advisors and branch offices and operates under a fiduciary standard.

Matthew Harmon is a financial advisor at Edward Jones in Pocatello, ID, with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Outside of advisory work, Harmon is involved in managing rental property partnerships, where he oversees repairs and financial recordkeeping. 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, invests approximately $1.01 trillion in assets under management, and operates a nationwide network of financial advisors and branch offices.