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.

Paul Mc Quivey is a financial advisor at Edward Jones in Rigby, Idaho, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Bank of Idaho for three years. He is also co-owner of PCM Custodial, a property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment options through a large national network of financial advisors.

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.

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.

Thomas Tawzer is a financial advisor with Edward Jones in Rigby, ID, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets across a nationwide network of advisors and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Roscoe Orton is a financial advisor with Mass Mutual Investors Services in Rexburg, Idaho, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with MML Investor Services Inc. and MassMutual Life Insurance Company since 2008. Outside of his advisory role, Orton serves as a trustee of a family trust and acts as a general partner in a limited partnership. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses a collaborative, software-driven approach to analyze client goals and deliver recommendations, with implementation offered through separate brokerage or insurance arrangements.

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.