James Perry is a financial advisor with LPL Financial, holding a Series 66 designation and based in Idaho Falls, ID. He has been with LPL Financial and Teton Wealth Management since 2025 and has over 30 years of service with the Idaho Falls School District 91. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

David Lapray is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with LPL Financial since 2009. 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 financial planning and portfolio management services through its extensive network of advisors.

Douglas Murphy is a financial advisor with Ameriprise in Idaho Falls, ID, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameriprise and its affiliate since 2012. Outside of his advisory role, he is the owner of Murphy Group LLC, a financial services business. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficient strategies in a structured, collaborative process between a centralized consulting team and individual advisors.

Rulon Craven is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, with prior experience at HighPine Sports and Utah Valley University. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, primarily for clients with assets managed within Ameriprise.

Jillian Bates is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, she spent 13 years at Sundance Canyon Academy and has owned an educational consulting business, Partners In Parenting, since 2007, which assists families in finding residential treatment facilities. 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, supported by a large network of financial advisors and branch offices nationwide.

Straton Facer is a financial advisor at Raymond James & Associates with one year of industry experience. He previously worked at Rich Broadcasting and Smith Chevrolet Co Inc, as well as Idahoan Foods. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michael Canavan is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers, and has been involved with community organizations including USA Hockey/Idaho Falls Hockey Association since 2014 and Snake River Montessori since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing various strategies and technology tools to support its network of over 22,800 advisors.

Gregory Galloway is a financial advisor at Stifel with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2010. He is based in Idaho Falls, ID. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling for asset allocation and planning analyses.

Brent Woolstenhulme is a financial advisor at Stifel with 29 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2009. Outside of his advisory role, he serves as treasurer for the Island Park Village Homeowners Association, where he reviews and discusses financial data prepared by outside accountants. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s approach incorporates proprietary investment analysis and allocation guidance developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

Andrea Zundel is a financial advisor with LPL Financial who holds a Series 66 designation and has eight years of industry experience. Prior to joining LPL Financial in 2022, she worked at Edward Jones from 2018 to 2022 and The Bank of Commerce from 2016 to 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Adam Serr Jr. is a financial advisor at Ameriprise with one year of industry experience. He previously worked at Invesco Limited for two years and has experience managing an advisory business outside his firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Carolyn Perez is a Series 66 licensed financial advisor at Thrivent Investment Management with seven years of industry experience. She has been with Thrivent and its affiliated entities since 2018. Prior to her financial advisory career, her work history includes roles in education and small business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

John Nolan Jr. is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Thrivent Financial and Thrivent Investment Management since 2014. The firm offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive financial planning without portfolio management or discretionary trading authority. Thrivent combines goal-based planning with managed-account options under a consolidated billing system while maintaining separate planning and investment services.

Todd Carey is a financial advisor with Edward Jones in Idaho Falls, ID, holding a Series 66 credential and 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Carey serves as a bishop for The Church of Jesus Christ of Latter Day Saints in Idaho Falls, overseeing congregation needs and managing sacred funds. 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 investment strategies and affiliated services under a fiduciary standard.

Caleb Norman is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Concourse Financial Group Securities Inc and Time Value Investments. Caleb also served a two-year LDS mission. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform with access to affiliated and third-party managers.

Lorayne Newton is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. She holds a Series 66 designation and has worked at various Wells Fargo entities since 2013. Outside of her advisory role, she serves as a notary public in Idaho. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning solutions supported by Wells Fargo’s research and tools.

Michael Silver is a financial advisor with Edward Jones in Idaho Falls, Idaho. He holds the Series 66 designation and has 17 years of industry experience, all of which has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than 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.

Jennifer Ruhter is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012, also working within JPMorgan Chase Bank since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Scott Fredrickson is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His prior roles include positions at FSC Securities Corporation and OSAIC. Outside of his advisory work, Fredrickson is a part-time ramp agent for SkyWest Airlines and has been an independent insurance agent specializing in fixed life and variable annuities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides detailed reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Shayla Kelley is a financial advisor at Ameriprise with 11 years of industry experience. She previously worked at LPL Financial and East Idaho Credit Union. In addition to her advisory role, she manages an independent insurance brokering business focused on fixed annuities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing tax-aware withdrawal strategies.