Adam Birch is a financial advisor at Key Investment Services LLC with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Key Investment Services since 2013, including prior experience at Key Bank. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm offers multiple wrap programs with custodial and trade execution services and integrates resources from KeyCorp affiliates and third-party managers to provide model-based portfolio management.

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 at LPL Enterprise with 28 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at firms including First Command, Bank of the West, and Loring Ward Securities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

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 with LPL Financial, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. His prior roles include positions at Securities America, Inc. and Brookstreet Securities Corporation. 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 a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice primarily delivered by investment adviser representatives utilizing various portfolio strategies.

Aaron Larson is a CFP® professional with 12 years of experience in the financial advisory industry, all of which have been with Edward Jones in Ontario, Oregon. He holds a Series 66 license and has ownership interest in an existing Edward Jones branch that he will be moving into. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

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 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.

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 Series 66 licensed financial advisor with LPL Financial. She has four years of experience at LPL Financial and additional experience in education roles at the College of Western Idaho and Treasure Valley Community College. Outside of her advisory work, she is involved with Public Retirement Solutions, an investment-related business affiliated with LPL. 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 a range of financial planning and investment management services, utilizing both proprietary research and third-party strategies across various account types.

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 at LPL Financial with 12 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley, Cetera Advisors LLC, Securities America Advisors, and Securities America, Inc. Outside of her advisory role, she is involved with PRS Insurance, Inc., an insurance agency based in Ontario, OR. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, with advisory strategies implemented by investment adviser representatives through various discretionary and non-discretionary approaches.