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Mark Y

Series 63, Series 65

Idaho Falls, ID

Raymond James Financial

Mark Young is a financial advisor at Raymond James Financial with 40 years of industry experience. He has worked with Raymond James Financial since 2009 and has been the owner and president of Young & Associates since 1994. Young serves as a board member and finance/investment committee member for the Idaho Community Foundation, a nonprofit focused on community philanthropy. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm uses fact-finding, risk profiling, and modeling tools to tailor advice to client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Juan O

Series 66

Idaho Falls, ID

LPL Financial

Juan Oldham is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Waddell & Reed, and Merrill. He is also associated with Oldham Financial, LLC, a business entity for tax and investment purposes that is not investment related. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and more than $819 billion in 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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Jordan B

CFP®, Series 63, Series 66

Rexburg, ID

LPL Financial

Jordan Boyle is a financial advisor with LPL Financial in Rexburg, ID, holding the CFP® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including 19 years at LPL Financial and Mountain America Credit Union. 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 both proprietary research and third-party strategies.

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

Series 63, Series 65

Idaho Falls, ID

LPL Financial

Mitchell Meng is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at Waddell & Reed, Inc., various insurance carriers, and his own firm, Mitchell D. Meng Inc. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

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

Series 66

Rexburg, ID

Edward Jones

Braxton Esplin is a financial advisor with Edward Jones in Rexburg, ID, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Stroops and Greenix Holdings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions backed by a large nationwide network of financial advisors and branch offices.

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

Series 63, Series 65

Idaho Falls, ID

Raymond James Financial

Humberto Perez is a financial advisor with Raymond James Financial Services Advisors, Inc. in Idaho Falls, ID, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James since 2004 and also maintains involvement as a guitarist with the 40 Something Band. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional solutions.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Jack T

ChFC®, Series 63, Series 65

Idaho Falls, ID

LPL Financial

Jack Trimp is a ChFC®-designated financial advisor at LPL Financial with six years of industry experience. His prior roles include positions at Nations Financial Group, Wells Fargo Advisors, and Bank of Commerce. Outside of his advisory work, he has a background with Youth with a Mission. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage solutions including financial planning, model portfolios, 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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Zaren A

Series 66, Series 63

Idaho Falls, ID

Edward Jones

Zaren Adams is a financial advisor with Edward Jones, holding Series 66 and Series 63 credentials and bringing 23 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Adams owns a snowplowing business and is involved with a hunting and fishing association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branches.

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

Series 65

Rexburg, ID

XYPN Sapphire

Dallin Walker is a financial advisor at XYPN Sapphire with seven years of industry experience. He holds a Series 65 designation and previously worked for Onyx Financial Advisors, LLC for ten years. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm emphasizes a long-term, risk-based investment approach using diversified portfolios and offers both discretionary and non-discretionary management, supported by a corporate RIA model within the XY Planning Network.

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