Adam Birch is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Key Investment Services and KeyBank since 2013. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client direction in model selection and provides ongoing monitoring, due diligence, and supervisory oversight in coordination with affiliated entities within the KeyCorp group.

Sied Nasri is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining J.P. Morgan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm operates within a broader broker-dealer and banking organization, offering a range of specialized investment products and services.

David Jones is a financial advisor with Ameriprise in Payette, ID, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, he held positions at various companies including Enterprise Rent A Car and CVS. He is also the owner of A Million Dreams Corp, through which he manages his advisory business. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a retirement income service that provides tailored planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jacob Varriale is a Series 66-credentialed financial advisor with Edward Jones, based in Fruitland, ID, and has two years of industry experience. Prior to joining Edward Jones, he worked for Lansing Building Products and Lowe’s Home Improvements. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services through a nationwide network of financial advisors.

Katrina Peck is a financial advisor with LPL Enterprise holding Series 63, 65, and 66 designations and 28 years of industry experience. Her prior work includes roles at LPL Financial, First Command, Bank of the West, Bancwest Investment Services, Lumity, and Loring Ward Securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

Janine Nation is a financial advisor with Edward Jones, holding a Series 66 designation and currently based in Fruitland, ID. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm 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.

Robert Van Idour is a Series 66-licensed financial advisor with Edward Jones in Ontario, Oregon, and has five years of industry experience. His prior work history includes roles at Lindsay Creek Vineyards, Trimix Associates, Armis Pest Management, Green Shield Pest Control, Big 5 Sporting Goods, and the University of Idaho. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Heather Varriale is a financial advisor with Edward Jones in Fruitland, Idaho, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she serves as secretary for Varriale Veterinary Service PLLC, a veterinary services business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

William Peterson is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Securities America, Inc. and Securities America Advisors for 17 years prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Aaron Larson is a financial advisor with Edward Jones in Ontario, Oregon. He holds the CFP® and Series 66 designations and has 11 years of industry experience, including 12 years with Edward Jones. 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 large network of financial advisors and branch offices nationwide.

Ashton Greif is a financial advisor at Edward Jones in Ontario, Oregon, holding Series 65 and Series 66 licenses. He has one year of industry experience and previously worked in financial coaching and education roles at Western Governors University, Eastern Oregon University, Treasure Valley Community College, and Fruitland High School. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Keralee Sutton is a financial advisor at Edward Jones with 32 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is involved in family cattle ranching operations in Midvale, Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering various advisory programs and investment solutions through a large network of over 23,000 financial advisors nationwide.

Jeffrey Young is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Andrea Sutton is a financial advisor at Edward Jones with eight years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Edward Jones in 2018, she worked at St. Luke's Health System from 2016 to 2018. Outside of her advisory work, Andrea is involved in a cattle business, S Diamond Cattle Co., based in Midvale, ID. 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 offers a variety of investment strategies and fiduciary services, supported by a large nationwide network of advisors and branch offices.

Rosa Ceballos is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has worked at LPL Financial since 2022 and has prior experience with GTL Telmate, Treasure Valley Community College, and Walmart. Additionally, she is affiliated with Public Retirement Solutions, an LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Nicholas Varriale is a financial advisor with Edward Jones in Fruitland, Idaho, holding the ChFC® and Series 66 designations and having eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Gallery Homes Idaho LLC for three years. Outside of his advisory role, he coaches and trains members at Four Rivers Crossfit as a CrossFit Level 1 Trainer. 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 options supported by a large nationwide network of financial advisors and branch offices.

Gregory Gissel is a financial professional at Cetera with one year of industry experience and holds the Series 66 designation. Prior to his current role, he has worked at Capital Financial Solutions and is involved in taxidermy as an assistant at Predator to Prey Taxidermy, where he uses a belt sander to polish longhorn cattle horns. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors and employs a multi-manager platform that provides access to affiliated and third-party investment strategies.

Melissa Logan is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2022, she worked at Securities America and Cetera Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.