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Larry K

Series 63, Series 66

Lewiston, ID

Edward Jones

Larry Kopczynski is a financial advisor with Edward Jones in Lewiston, ID, holding Series 63 and Series 66 licenses and having 28 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he consults on electrical engineering projects during non-market hours. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Wealth management Founder/Business Owner
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Robert G

Series 63, Series 66

Pullman, WA

Edward Jones

Robert Gunderson is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at E*TRADE Securities LLC/Morgan Stanley and Equitable Advisors. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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

Series 66

Clarkston, WA

Edward Jones

Brian Bailey is a financial advisor with Edward Jones in Clarkston, WA, holding a Series 66 designation and 20 years of industry experience, all with Edward Jones since 2006. He serves on the Asotin County Library Investment Committee and is a member of the Asotin-Anatone School District CE Steering Committee. Edward Jones is a wealth management firm serving millions of individual and institutional clients with a broad range of advisory programs and investment strategies, supported by a nationwide network of advisors and branch offices.

Retirement income strategy Wealth management General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Andrew N

Series 66

Moscow, ID

Thrivent Investment Management

Andrew Nicholas is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds the Series 66 designation and has been with Thrivent Financial and its investment management arm since 2015. Outside of his advisory role, he is the owner of AGN Holdings LLC, a real estate holding company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics without discretionary trading authority, allowing clients to combine planning with managed accounts under a consolidated billing program called “WealthPlan.”

Business ownership considerations
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Monica O

Series 66

Pullman, WA

LPL Financial

Monica Owens is a Series 66–licensed financial advisor with 13 years of industry experience. She has worked at LPL Financial since 2021 and previously held roles at Craig Bolling and various insurance carriers. Outside of her advisory work, Owens has been involved with Maniacs since 2018. 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 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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Michael F

ChFC®, Series 63, Series 65

Moscow, ID

LPL Financial

Michael Fereday is a financial advisor at LPL Financial with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes seven years at Securities America Advisors and 21 years at SII Investments, Inc. Outside of advising, he is involved in non-variable insurance activities. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research tools and a large network of investment adviser representatives.

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

Series 63, Series 65

Clarkston, WA

LPL Financial

Donald Montgomery is a financial advisor with LPL Financial in Clarkston, Washington, holding Series 63 and Series 65 licenses and 24 years of industry experience. Prior to joining LPL Financial in 2021, he operated Montgomery Group PLLC for eight years and was involved with Waddell & Reed, Inc. for two decades. He served on the St. Joseph Hospital Foundation Board from 2012 to 2016. 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 investment solutions through a large network of advisors, utilizing various portfolio strategies and technology tools to support client account management.

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

Series 66

Clarkston, WA

Edward Jones

Brady Arnone is a Series 66-credentialed financial advisor with Edward Jones, based in Clarkston, WA, and has eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Google for two years. Outside of his advisory role, he is associated with Origen LLC, a restaurant business in Austin, TX. 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 solutions, supported by a broad network of financial advisors and branch offices across the country.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Founder/Business Owner
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Scott A

Series 63, Series 66

Clarkston, WA

Edward Jones

Scott Arnone is a financial advisor with Edward Jones in Clarkston, WA, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. He has been with Edward Jones since 1988. Arnone serves on the board of Tri State Hospital in Clarkston, WA, overseeing the hospital’s finances. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy General estate planning guidance Wealth management Retired Founder/Business Owner Executive
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Beau M

Series 66

Moscow, ID

Edward Jones

Beau Melton is a financial advisor with Edward Jones in Moscow, ID, holding a Series 66 designation and five years of industry experience. He has been with Edward Jones since 2018. Melton serves as a board member for the Latah County Library Foundation, providing quarterly investment updates without compensation. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance Active portfolio management General retirement planning Retired Founder/Business Owner Executive
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Ryan H

Series 66

Pullman, WA

Edward Jones

Ryan Hamilton is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and previously worked at Zions Bank and Umpqua Bank. 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, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Retirement income strategy Wealth management ESG / Sustainable investing Equity Recipients (RS/RSU, SOP, ESPP) Multi-generational wealth transfer Military & Veterans
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Farren N

Series 66

Lewiston, ID

STIFEL

Farren Nilsson is a financial advisor at Stifel in Lewiston, Idaho, holding a Series 66 designation with eight years of experience at the firm. Prior to joining Stifel, Nilsson spent two years in homemaking. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses that support client decision-making.

General retirement planning Income planning
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Jeremy D

Series 66

Clarkston, WA

Edward Jones

Jeremy Druffel is a financial advisor at Edward Jones in Clarkston, Washington, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he worked at Critical Power Products and Services and Norm Druffel and Sons. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Wealth management Passive / index investing Retired Founder/Business Owner Executive
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Jeffrey B

CFP®, Series 63

Moscow, ID

Edward Jones

Jeffrey Bollinger is a financial advisor at Edward Jones with 27 years of industry experience. He holds the CFP® designation and Series 63 license. He has worked at Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products with approximately $1.01 trillion in assets under management.

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

Series 66

Pullman, WA

Edward Jones

Derek Hamilton is a Series 66-registered financial advisor with six years of industry experience, currently affiliated with Edward Jones in Pullman, WA. Prior to his tenure at Edward Jones, he worked at Pioneer Title Company of Washington for seven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

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

Series 66

Moscow, ID

Edward Jones

Carolyn Hicklin is a financial advisor with Edward Jones in Moscow, ID, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations General estate planning guidance Founder/Business Owner
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