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.

Trevor Rice is a financial advisor with Edward Jones in Idaho Falls, ID, holding a Series 66 designation and 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, Rice owns a business renting llamas. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a large nationwide network of financial advisors and branch offices.

Bradly Nelson is a financial advisor at Stifel with eight years of industry experience. He holds the Series 66 designation and previously worked at D.A. Davidson & Co. and Takeda. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Chase Green is a financial advisor with Wells Fargo Advisors in Idaho Falls, ID, holding a Series 66 license and five years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked at Wells Fargo Clearing and Canyon Creek Cabinets, and spent four years at Brigham Young University-Idaho. He is also involved in investment-related enterprises, including ownership interests in CWG Capital, LLC, Mountain Crest Wealth Management, II, LLC, and Green Wealth Management, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory solutions with various financial products and referral channels.

James Stenbeck is a Series 66-credentialed financial advisor with Edward Jones in Ammon, Idaho. He joined Edward Jones in 2025 after five years at Raymond West Intralogistic Solutions and five years at Busch Agricultural Resources. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a network of more than 23,700 financial advisors and offers a range of advisory strategies, proprietary mutual funds, and fiduciary services.

Gary Lenon is a financial advisor with LPL Financial in Idaho Falls, ID, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc and Wells Fargo Clearing. 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 advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Chani Marie Trench is a financial advisor at OSAIC with 17 years of industry experience. She holds a Series 66 designation and has worked with firms including Securities America Advisors, Inc. and SSN Advisory, Inc. Trench is also active in her community as the secretary of the Idaho Falls Rotary Club. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers.

Jade Green is a financial advisor at Wells Fargo Advisors with five years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Canyon Creek Cabinets, and Brigham Young University - Idaho. Outside of her advisory role, she is a part-owner of Teton Bagel Travels, a local food service business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options and integrates advisory services with other financial products and referral channels.

Michael Bas is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as Treasurer and a member of the Board of Directors for the Tenton Springs Cabin HOA in Victor, Idaho. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit organizations, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jacob Murray is a financial advisor with LPL Financial in Idaho Falls, ID, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked with Waddell & Reed, Inc. and various insurance carriers before rejoining LPL Financial in 2019. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advisory services through a large network of investment adviser representatives.

Elizabeth Sorenson is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has worked with Cetera Advisors LLC since 2013 and also serves as a compliance analyst for Prosperity Network of Advisors, LLC. In addition, she has a role providing office support for Woodhouse Counseling, LLC, a personal counseling service. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers across multiple program structures.

Richard Stewart is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses. He has 29 years of industry experience and has previously worked at Woodbury Financial Services Inc, National Planning Corporation, and FSC Securities Corporation. He is also the owner of Stewart Financial Position, a sole proprietorship engaged in the sale of life and fixed annuities, including long-term care insurance. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, employing various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.