Carol Holm is a financial advisor at Centaurus Financial, Inc. with 42 years of industry experience. She holds the ChFC® designation and Series 63 license and has been with Centaurus Financial since 2006. Outside of her advisory role, she is an author focusing on goal setting and the power of the mind to achieve goals, and she is also involved in promoting a local book business. Centaurus Financial, Inc. serves a broad range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a combination of discretionary and non-discretionary arrangements.

Sabra Peterson is a Series 66 credentialed financial advisor at Centaurus Financial, Inc. with one year of industry experience. She has worked at Centaurus Financial since 2025 and previously served at Carol Holm Financial from 2013. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management for annuity and variable life sub-accounts.

Kent Banner is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has held various roles including financial educator at the Heartland Institute of Financial Education and has involvement in estate planning referrals through LSPN Pro LLC and Legacy Shield. Additionally, he sells financial education books at regional fairs. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides advisory and broker-dealer services with multiple program options featuring both proprietary and third-party investment models, managing over $2 billion in assets under management.

David Babbitt is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked with Transamerica Financial Advisors since 2014 and is also involved with Doutre Professional Services, where he provides professional counseling, writing, contract negotiations, permitting, construction management, tutoring, and related activities. Additionally, he works as a bus driver for Teton Stage Line. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach using both proprietary and third-party managers, offering advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms.

Cami Newsome is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Centaurus Financial since 2006. In addition to her advisory role, she is an owner and partner of C&C Books LLC, where she writes and promotes books. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary management approaches.

Valerie Thatcher is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and has concurrent experience with World Financial Group, Inc. Outside of financial advising, she performs accounting analyst work for J.C. Penney Shared Service Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Clarissa Wanstrom is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and one year of industry experience. She has worked with several firms including Heartland Institute of Financial Education and WealthWave. Outside of advising, she serves as a referral sales associate for estate planning at Integrated Trust Systems. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary program choices.

Heather Goodworth is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and two years of industry experience. She has worked with firms including WealthWave and the Heartland Institute of Financial Education, where she provides non-solicitous financial literacy education. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Darrell Call is a financial advisor with Edward Jones, holding a Series 66 designation and eight years of industry experience. He has worked at Edward Jones since 2018 and previously spent five years with Bully Dog/Derivesystems. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and proprietary mutual funds through a nationwide network of financial advisors and branch offices.

Trey Albertson is a financial advisor at Edward Jones in Blackfoot, Idaho, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Northwestern Mutual and Timepiece Homes. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated financial products supported by a large network of advisors and branch offices nationwide.

James Phelan is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Cantella & Co., Inc., Cambridge Investment Research Advisors, Broker Dealer Financial Services Corp., and Investment Management Corp. He is also involved in insurance brokerage as a licensed agent, focusing on life, health, and annuity products. OSAIC serves a wide range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated advisory and brokerage services through multiple platforms, employing portfolio construction tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing.

Nathan Anderson is a financial advisor with Edward Jones in Blackfoot, Idaho, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a wide network of advisors and branch offices, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Aaron Burke is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently affiliated with Raymond James Financial. He has worked at Raymond James since 2014 and owns Burke Financial, LLC, a support company. Burke also serves as president of Homestead Financial, which co-brands his advisory practice with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals while maintaining municipal advisory capabilities uncommon among large institutional advisors.

Michael Anderson is a financial advisor at Edward Jones in Blackfoot, Idaho, holding a Series 66 designation with one year of industry experience. His prior work includes roles in the pharmacy and hospitality sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services, supported by a large network of advisors and branch offices nationwide.

Michael Anderson is a CFP® with 24 years of industry experience and has been with Edward Jones in Blackfoot, ID since 2001. He serves as Vice President of the Snake River Classic Golf Tournament, an annual event that manages tournament funds and sponsorships. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.