Juan Oldham is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Waddell & Reed, and Merrill. He is also associated with Oldham Financial, LLC, a business entity for tax and investment purposes that is not investment related. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and more than $819 billion in discretionary assets.

Mitchell Meng is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at Waddell & Reed, Inc., various insurance carriers, and his own firm, Mitchell D. Meng Inc. 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 a range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Brandon Peebles is a financial advisor with Raymond James & Associates, holding a Series 66 designation and over 22 years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of finance, he owns and manages an agricultural business involving land and livestock in Idaho. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipalities. The firm provides tailored financial planning and consulting services with a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Humberto Perez is a financial advisor with Raymond James Financial Services Advisors, Inc. in Idaho Falls, ID, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James since 2004 and also maintains involvement as a guitarist with the 40 Something Band. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional solutions.

Parker Nielsen is a financial advisor with LPL Financial based in Idaho Falls, ID. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he held roles at Advantage Plus Federal Credit Union, Activated Insights, and worked in insurance and real estate. Additionally, he is a commissioned notary in the state of Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Kevin King is a financial advisor with Ameriprise Financial Services LLC, holding CFP® and Series 66 credentials and bringing 18 years of industry experience. He worked at Edward Jones for 18 years before joining Ameriprise in 2026. Outside of his advisory role, he is involved in multiple real estate investment and holding companies. Ameriprise Financial Services serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement planning with personalized recommendation reports and ongoing advice. The firm integrates proprietary research and third-party data within a defined investment framework to support its clients’ retirement income strategies.

Brian Nelson is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Zions Bank and Zions Capital Advisors. Outside of his advisory role, Nelson coaches high school girls soccer in Idaho. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies with support from proprietary research and advisor tools.

Jack Trimp is a ChFC®-designated financial advisor at LPL Financial with six years of industry experience. His prior roles include positions at Nations Financial Group, Wells Fargo Advisors, and Bank of Commerce. Outside of his advisory work, he has a background with Youth with a Mission. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

David Green is a financial advisor at Wells Fargo Advisors with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within the Wells Fargo organization since 2011, including roles at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a range of investment and fee-based financial planning services, supported by proprietary research and planning tools.

Justin Carlson Maddux is a financial advisor at Edward Jones with six years of industry experience. He has been with Edward Jones since 2019. Prior to his career in finance, he worked at Enterprise Rent A Car for 13 years. Outside of his advisory role, he coaches the defensive line for a local high school football team. 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 nationwide network of more than 23,000 financial advisors.

James Stenbeck is a financial advisor with Edward Jones in Ammon, Idaho, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Edward Jones since 2008. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Schjeldahl is a financial advisor with Wells Fargo Advisors in Idaho Falls, ID, holding a Series 66 designation and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2013. Schjeldahl is also involved in Mountain Crest Wealth Management LLC and Sunterra Consulting LLC, where he holds ownership interests. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business transitions, sports and entertainment, and other niche areas.

Matthew Rice is a financial advisor at Edward Jones in Idaho Falls, ID, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2017 and also has previous experience at Brigham Young University and Aptive Environmental. 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 wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brady Burton is a financial advisor at Stifel with 26 years of industry experience and holds the Series 66 designation. He has been with Stifel Nicolaus & Co Inc since 2009. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, offering asset allocation and planning analyses as tools for client decisions.

Zaren Adams is a financial advisor with Edward Jones in Idaho Falls, ID, holding Series 66 and Series 63 credentials and 23 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Adams owns a snow removal business and is involved in hunting and fishing activities. Edward Jones is a full-service wealth management firm serving a diverse client base including individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of advisory and investment solutions through a large nationwide network of advisors and branch offices.

Chad Green is a financial advisor with Wells Fargo Advisors in Idaho Falls, ID, holding a Series 66 license and bringing three years of industry experience. Prior to joining Wells Fargo Advisors in 2022, he worked in various roles including positions at Brigham Young University Idaho and companies in the solar industry. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients with a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold. The firm offers specialized planning services and integrates advisory solutions with other financial products and referral channels.