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.

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.

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.

Riley Salmon is a financial advisor with Edward Jones in Idaho Falls, ID, holding the CFP® designation and Series 66 license. He has seven years of industry experience with prior roles at Vanguard Group, Orion Portfolio Solutions, and Wells Fargo Clearing Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of households and organizations. The firm manages over $1 trillion in assets through a nationwide network of advisors, offering discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products under a fiduciary standard.

Dalton Caldwell is a Series 66-registered financial advisor with LPL Financial, based in Idaho Falls, ID, with six years of industry experience. He has worked at LPL Financial since 2019 and concurrently at Zions Bank since 2013. Outside of his advisory roles, Caldwell is a notary public in 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 other institutions. The firm offers a range of financial planning and portfolio management options, utilizing both proprietary and third-party investment strategies across advisory and institutional platforms.

Alicia Humpherys is a financial advisor with Edward Jones in Idaho Falls, ID. She holds the Series 66 designation and has been with Edward Jones since 2013. Outside of her advisory work, she owns two small businesses: a candy and gift shop specializing in freeze-dried products and an online craft shop selling crocheted plush toys. She is also an Amazon Vine member, providing product reviews in exchange for selected items. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm maintains a broad retail advisor and branch network and provides affiliated capabilities including trust services and securities-based lending.

Tamara Douglass is a Series 66-licensed financial advisor with Raymond James Financial Services, Inc., where she has worked since 2010. She has 21 years of industry experience. Outside her advisory role, she dedicates time to assisting her adult disabled son with daily living activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

David Schofield is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Cetera and its related entities since 2013 and is involved in multiple insurance and financial services businesses, including ownership of a health insurance agency. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Jeffrey Jones is a financial advisor with LPL Financial in Idaho Falls, ID, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. His career includes prior roles at Cetera and Cetera Wealth Services, LLC, as well as ongoing service with Westmark Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm provides various financial planning and asset management solutions, including model portfolios, third-party subadvisors, and institutional platforms.

Jayme Orullian is a financial advisor with LPL Financial in Idaho Falls, Idaho, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Prior to joining LPL Financial in 2025, Jayme worked at Cetera and Cetera Wealth Services from 2013 to 2025 and has been associated with Westmark Credit Union since 1999. 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, including model portfolios, third-party asset management, and institutional platforms.

Larry Stucki is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. He is based in Idaho Falls, ID. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jason Susee is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent and its related entities since 2010. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of topics. The firm’s approach combines planning with managed-account services under a consolidated billing option, while maintaining separate planning and investment management functions.

Richard Groberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, Groberg serves on the board of directors for a local bank. 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, including access to model portfolios, third-party asset managers, and institutional platforms.