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Trevor T

Series 66, Series 63

Twin Falls, ID

Edward Jones

Trevor Tarter is a financial advisor at Edward Jones in Twin Falls, ID, holding Series 66 and Series 63 licenses with 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, offering a range of advisory strategies and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive
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Courtney S

Series 66

Twin Falls, ID

Edward Jones

Courtney Seibel is a Series 66-licensed financial advisor with Edward Jones in Twin Falls, Idaho, with one year of industry experience. Prior to joining Edward Jones, Courtney worked in various roles including positions at Boise State University, Environment Control of Boise, and food service establishments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and tax-efficient investment solutions, supported by a nationwide network of more than 23,000 advisors.

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

Series 66

Twin Falls, ID

Edward Jones

Jeffrey Freckleton is a financial advisor with Edward Jones in Twin Falls, Idaho, holding a Series 66 designation and 10 years of industry experience, all with Edward Jones since 2016. Outside of his advisory role, he is involved with the Twin Falls School District as a public address announcer and coach for Canyon Ridge High School basketball. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
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John B

Series 66

Twin Falls, ID

LPL Financial

John Bringhurst is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Waddell & Reed, various insurance carriers, and leadership of his own business. Outside of his advisory work, he has experience in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with a focus on a broad range of strategic and tactical investment options.

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

Series 66

Twin Falls, ID

LPL Financial

Brian Scott is a financial advisor with LPL Financial in Twin Falls, ID, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2021 and has involvement in several business ventures, including ownership roles in multiple real estate entities and a tax preparation and accounting firm. Outside of advisory work, he has experience in insurance production and runs a business named Sips N Sweet Treats. 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 portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor resources and technology.

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

Series 66

Twin Falls, ID

Raymond James & Associates

Jackson Dille is a financial advisor with Raymond James & Associates in Twin Falls, Idaho, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Clearing from 2016 to 2018. Outside of his advisory role, he and his wife operate a cattle-raising business in Idaho. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with roughly $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services supported by varied portfolio management strategies and in-house research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jordan S

Series 66, Series 63

Twin Falls, ID

LPL Financial

Jordan Staheli is a financial advisor with LPL Financial in Twin Falls, Idaho, holding Series 66 and Series 63 certifications with 12 years of industry experience. He has worked at Mountain America Credit Union and LPL Financial since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and oversight of significant discretionary assets.

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

Series 66

Twin Falls, ID

LPL Financial

Chiosa Abuofu Esume is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2024. Outside of his advisory role, Esume is active as a basketball coach and also coaches at Canyon Ridge High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides various investment strategies, including model portfolios and third-party asset management, supported by 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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Robert S

CFP®, Series 63

Twin Falls, ID

Edward Jones

Robert Sturgill is a CFP®-designated financial advisor with Edward Jones in Twin Falls, ID, where he has worked since 1996. He has 29 years of industry experience. Outside of advising, he is a managing member of two family-related businesses involved in office rental and farming. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationally with a large network of advisors and branch offices, and provides additional services such as tax-efficient investing and securities-based lending.

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

Series 63, Series 65

Twin Falls, ID

LPL Financial

Laura Nelson is a financial advisor with LPL Financial in Twin Falls, Idaho, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She previously worked with Waddell & Reed, Inc. and various insurance carriers under W & R Insurance Agencies for 18 years. Nelson is also involved in non-variable insurance activities through CRUMP. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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

Series 66

Jerome, ID

Edward Jones

Braden Coleman is a financial advisor at Edward Jones with the Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at Wright Physical Therapy, Lucid Software, and Cummins INC. He is also involved with JB Productions, a business he has been associated with for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment options, supported by a large network of financial advisors and branch offices across the country.

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

Series 66

Twin Falls, ID

Edward Jones

Mark Martin is a financial advisor with Edward Jones in Twin Falls, Idaho. He holds the Series 66 designation and has 16 years of industry experience, all with Edward Jones since 2010. Outside of advising, he coaches a U12 boys soccer team for the Idaho Surf Magic Valley Soccer Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Military & Veterans Founder/Business Owner
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Noah M

Series 66

Twin Falls, ID

Edward Jones

Noah Madsen is a financial advisor at Edward Jones in Twin Falls, ID, holding a Series 66 designation with one year of experience in the industry. His prior work experience includes roles at Rob Green Auto Group and Twin Falls Volkswagen. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management Real estate investing Founder/Business Owner
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Andrew M

CFP®, ChFC®, Series 63, Series 66

Twin Falls, ID

J.P. Morgan Securities

Andrew Mecham is a CFP® and ChFC® credentialed financial advisor with 20 years of industry experience, currently serving at J.P. Morgan Securities in Twin Falls, Idaho. His background includes roles at Principal Life Insurance Company, Northwestern Mutual, and JP Morgan Chase Bank. Outside of finance, he is involved in martial arts and fitness, owning and instructing at Fighting Chance Training Center and the Nampa School of Karate. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm delivers advisory services on a non-discretionary basis, with clients retaining final decision-making authority.

Wealth management Executive Founder/Business Owner
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Scott J

CFP®, ChFC®

Twin Falls, ID

LPL Financial

Scott Jackson is a financial advisor at LPL Financial in Twin Falls, ID, holding CFP® and ChFC® designations with four years of industry experience. His work history includes roles at Snake River Investment Counsel LLC, Edward Jones, and Cetera ADVISORS LLC. Jackson has also been involved with Brigham Young University - Idaho in various capacities over several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

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

Series 66

Twin Falls, ID

Ameriprise

Amy Mc Murdie is a financial advisor with Ameriprise in Twin Falls, Idaho, holding a Series 66 designation and 25 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the boards of the Twin Falls Community Foundation and the Kiwanis Club of Twin Falls. Ameriprise provides a range of advisory, brokerage, and insurance solutions, including a retirement-income planning service designed for clients approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to client needs.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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William S

Series 66, Series 63

Twin Falls, ID

Edward Jones

William Stevens is a financial advisor with Edward Jones in Twin Falls, ID, holding Series 66 and Series 63 licenses and bringing 25 years of industry experience. He has been with Edward Jones since 2001. Outside of advising, he is an owner and partner of Twin Falls Restaurant Group, a business that facilitates advertising services for local restaurants. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment programs. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management Retirement income strategy Retired Founder/Business Owner Executive
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Daniel K

CFP®, Series 63, Series 65

Twin Falls, ID

LPL Financial

Daniel King is a CFP® professional with over 31 years of experience in the financial industry. He has been with LPL Financial since 2021 and previously worked at Waddell & Reed, Inc., US Bancorp Investments, Inc., and Piper Sandler & Co. Outside of his advisory work, he has held several community roles in Twin Falls, ID, including positions within local church organizations and the Twin Falls School District. 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, utilizing both proprietary research and third-party subadvisors, supported by 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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Matthew G

Series 66

Twin Falls, ID

LPL Financial

Matthew Gealta is a financial advisor with LPL Financial based in Twin Falls, Idaho. He holds the Series 66 designation and has seven years of industry experience, including prior roles at Edward Jones and Cultivate Consulting, LLC. In addition to his advisory work, he has been a partner in a small business consulting firm specializing in web design and digital marketing. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of significant discretionary assets.

Retirement plans for business owners (SEP, solo 401k) Divorce financial planning Military & Veterans Founder/Business Owner Hispanic/Latino/Latinx
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Russell G

Series 63, Series 65

Twin Falls, ID

OSAIC

Russell George is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Sagepoint Financial, Inc. for seven years and has been an independent insurance agent since 2012, providing services related to life insurance and annuities. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing firm-provided tools and third-party solutions to construct diversified portfolios.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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