Shawn Mc Intier is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and eight years of industry experience. He also works as an independent contractor providing estate planning paperwork through Netlaw-Protect Wealth. In addition, he has over two decades of experience with Bechtel Marine Propulsion Corporation. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios, with a mix of discretionary and non-discretionary investment programs.

Valerie Thatcher is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and has concurrent experience with World Financial Group, Inc. Outside of financial advising, she performs accounting analyst work for J.C. Penney Shared Service Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Clarissa Wanstrom is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and one year of industry experience. She has worked with several firms including Heartland Institute of Financial Education and WealthWave. Outside of advising, she serves as a referral sales associate for estate planning at Integrated Trust Systems. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary program choices.

Richard Drisko is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 designations and over 40 years of industry experience. His prior work includes positions at EPlanning Advisors Inc, MSI Financial Services, Inc., and WS Griffith Securities, Inc. He is also a licensed insurance agent offering life, health, dental, vision, disability, and long-term care insurance. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm employs a combination of firm- and third-party investment models, offering a range of portfolio management and financial planning services supported by ongoing due diligence and monitoring.

Paul Merrill is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His career includes roles at firms such as Morgan Stanley, Citigroup Global Markets, UBS Financial Services, and LPL Financial. Outside of his advisory work, he is involved in a family manufacturing startup that produces truck camper shells. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model that combines technology platforms and multiple investment strategies, often implementing advice through third-party managers and TAMPs.

Michael Onkes is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at LPL Financial, Independent Financial Partners, VOYA Financial Advisors, and Merrill. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management, financial planning, and consulting services. The firm employs a fiduciary-based advisory model and offers both proprietary and third-party managed account solutions.

Shelly Norman is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and with two years of industry experience. She has previously worked at firms including World Financial Group and has roles in estate planning communications and referrals for living wills and trusts. Outside of advising, she is a self-published author and has recorded an album of harp music that is available on several streaming platforms. Additionally, she gives tours at the Idaho National Laboratory, a Department of Energy national laboratory. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with proprietary and third-party investment models.

Tanner Johnson is a financial advisor with Private Advisor Group, LLC and holds a Series 66 designation. He has 10 years of industry experience, previously working at firms including Oak Lane Advisors and Waddell & Reed, Inc. Outside of his advisory role, Mr. Johnson is self-employed in carpentry and other construction-related jobs. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model and utilizes both proprietary and third-party investment strategies and technology platforms.

Jamie Ororke is a financial advisor at Principal Financial Services with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial from 2005 to 2018. Outside of advisory work, he and his spouse rent out an RV when not in personal use. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm’s advisory services include financial planning, retirement plan consulting, and access to third-party money manager programs, with investment implementation typically handled on a discretionary basis by these managers.

Maximino Bautista Jr. is a financial advisor with Key Investment Services LLC in Idaho Falls, ID, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, First Interstate Bank, and KeyBank NA. Key Investment Services LLC serves a wide range of clients including individuals, trusts, estates, small businesses, and corporate clients through advisory programs, model portfolios, and brokerage and insurance products. The firm emphasizes client direction in investment decisions and provides access to third-party discretionary managers alongside ongoing monitoring and supervisory oversight.

Heather Goodworth is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and two years of industry experience. She has worked with firms including WealthWave and the Heartland Institute of Financial Education, where she provides non-solicitous financial literacy education. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Skyeller Hill is a financial advisor at Key Investment Services LLC with six years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at Kestra Investment Services, Wells Fargo Clearing Services, and Farmers Financial Solutions. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment strategy selection supported by non-binding financial professional recommendations and ongoing oversight.

Taylor Love is a financial advisor at LPL Financial with Series 65 and Series 63 credentials and three years of industry experience. His work history includes roles at Elevant Wealth and Brigham Young University - Idaho. He is involved in tax preparation and accounting through a related business activity, Elevant Tax. 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 supported by a large network of advisors and advanced operational tools.

Stockton Johnson is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Preferred Retirement Options and Watt Insurance, as well as various positions outside the financial sector, including teaching at BYU-Idaho and service with the Church of Jesus Christ of Latter Day Saints. 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 portfolio programs, supported by research, third-party subadvisors, and technology tools.

William Burton is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior roles include positions at Waddell & Reed, U.S. Bancorp Investments, Morgan Stanley, and Citigroup Global Markets. He is also associated with W&R insurance agencies in an insurance capacity. 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, third-party asset management, retirement advice, and institutional platforms.

Patrick Trimp is a CFP® professional based in Idaho Falls, ID, with 27 years of industry experience. He currently works at LPL Financial and previously held roles at Nations Financial Group, Wells Fargo Advisors Financial Network, and Edward Jones. 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 services including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 advisors.

Darrell Call is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years with Bully Dog/Derivesystems. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and proprietary mutual funds through a nationwide network of financial advisors and branch offices.

Trey Albertson is a financial advisor at Edward Jones in Blackfoot, Idaho, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Northwestern Mutual and Timepiece Homes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated financial products supported by a large network of advisors and branch offices nationwide.

Carla Greenough is a financial advisor with Raymond James & Associates based in Idaho Falls, ID. She holds a Series 66 designation and has 27 years of industry experience, including 28 years at Merrill prior to joining Raymond James in 2024. Outside of her advisory role, she owns two small businesses: F.A.S.T Racing and Shop With Carla G, which involve invoice management and retail sales of clothing and crafts, respectively. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a range of portfolio management styles, supplemented by research and model managers, while maintaining mostly non-discretionary client relationships.

Emma Hulse is a financial advisor with Stifel in Idaho Falls, Idaho, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She previously worked at D.A. Davidson & Co. for 13 years before joining Stifel Nicolaus & Co. Inc., where she has been since 2021. Stifel serves a diverse client base including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.