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Kalyn H

Series 66

Midvale, ID

Hochstrat Investments LLC

Kalyn Hochstrat is a financial advisor at Hochstrat Investments LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at Hershey Investments and Woodbury Financial Services Inc. Outside of advising, she serves as an at-large board member for the Midvale Community Partners nonprofit and is co-owner of Brian Hochstrat Inc. Hochstrat Investments LLC offers investment management and comprehensive financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a client-centered approach using passive investment vehicles combined with fundamental, technical, and cyclical analysis, providing non-discretionary portfolio supervision alongside business planning and educational seminars.

College savings (529s, UTMA, etc.) Cash flow / budgeting Debt management Business ownership considerations
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Keralee S

Series 63, Series 65

Weiser, ID

Edward Jones

Keralee Sutton is a financial advisor with Edward Jones in Weiser, Idaho, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. Prior to joining Edward Jones in 2011, Sutton worked at Morgan Stanley and Citigroup Global Markets. Outside of financial services, Sutton is involved in family cattle ranching operations in Midvale, Idaho. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages more than $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a focus on both institutional and retail clients.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Andrea S

CFP®, ChFC®, Series 66

Weiser, ID

Edward Jones

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.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Wealth management Retired Founder/Business Owner Executive
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