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.

Richard Excell is a financial advisor with Edward Jones in Idaho Falls, ID, holding the ChFC® and Series 66 designations and having eight years of industry experience. He previously worked at Idaho Central Credit Union from 2015 to 2018 before joining Edward Jones. 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 range of advisory programs and investment strategies, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

James Wright is a financial advisor at Ameriprise with 17 years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2008. Wright is also co-owner and employee of JSWI LLC, an advisory business. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to generate personalized recommendations. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Patrick Miller is a financial advisor with Ameriprise in Idaho Falls, ID, holding Series 63 and Series 65 licenses and 21 years of industry experience. He previously worked at First Command Advisory Services and First Command Financial Services. Outside of his advisory work, he owns Bunnynose Enterprises as an independent contractor. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides personalized, tax-aware withdrawal strategies and ongoing advice.

Matthew Porter is a financial advisor at Cetera with 19 years of industry experience. He holds the CFP® designation and has worked with multiple firms, including Porter Wealth Management and Cornerstone Advisory Group, where he is also involved as an owner. Outside of his advisory role, Porter owns and operates a tax preparation firm and sells life settlements through an affiliated insurance business. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors nationwide. It serves individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a multi-manager platform and various program structures.

William Bowman is a Series 66-registered financial advisor with Ameriprise, based in Idaho Falls, ID, and has 15 years of industry experience. Prior to joining Ameriprise in 2017, he worked at Morgan Stanley and Morgan Stanley Private Bank. He is also co-owner of HB Operations LLC, an operating LLC associated with his Ameriprise franchise. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Lisa Casper is a financial advisor at Edward Jones with 11 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Casper serves as a board member of the Idaho Falls Country Club, assisting with fundraising and operations oversight, and is involved with real estate investment entities including TLC Investors, LLC and Teton Commercial Group LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a broad nationwide network of advisors and branch offices.

Jerry Hong is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and 40 years of industry experience. He previously worked at D.A. Davidson & Co. for 13 years before joining Stifel Nicolaus & Co. Inc. in 2021. Hong serves on the board of Title Financial Corporation, a company providing title and escrow services. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary methodologies developed by its Investment Strategy Group to provide asset allocation and planning analyses.

Robert Thompson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 designations and 26 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2010. Outside of his primary role, Thompson has ownership interests in several investment-related entities and is involved in a cryptocurrency mining business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds, utilizing research and planning tools to deliver customized recommendations.

Shauna Misseldine is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 21 years of industry experience. She previously worked at Merrill for 22 years before joining her current firm in 2024. Raymond James & Associates is a large 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.