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Richard F

ChFC®, Series 63, Series 65

Worley, ID

Cimarron Wealth Management, Inc.

Richard Fangen is a financial advisor at Cimarron Wealth Management, Inc. with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Cimarron Wealth Management in 2025, he worked with Financial Advocates Investment Management for over a decade. Outside of his advisory role, he is also an insurance agent, dedicating part of his time to offering insurance products and services. Cimarron Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, estates, and business entities, as well as retirement-plan sponsors and participants. The firm’s investment approach focuses on value-oriented investing and strategic asset allocation, using a combination of model portfolios, tactical adjustments, and a mix of mutual funds, ETFs, and individual securities tailored to client objectives.

Active portfolio management Options & derivatives strategies Founder/Business Owner
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Jon S

Series 66

Tekoa, WA

LPL Financial

Jon Strine is a financial advisor at LPL Financial with 26 years of industry experience and holds a Series 66 designation. His prior roles include positions at Citigroup Global Markets and Merrill, as well as long tenures at Vorpahl Wing Securities and Wing Wealth Management. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Dennis R

Series 63, Series 65, Series 66

Tekoa, WA

LPL Financial

Dennis Roginski is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and bringing 38 years of industry experience. His prior roles include positions at Vorpahl Wing Securities and ICM Asset Management Inc. He is also involved in businesses unrelated to investment advisory, including co-owning Hitters and operating a video creation and photography business through Roginski Group LLC. 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 advisory services, including financial planning and third-party asset management, utilizing various model portfolios and customized strategies supported by technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lisa F

Series 63, Series 65

Worley, ID

Morgan Stanley

Lisa Frei is a financial advisor with Morgan Stanley in Worley, Idaho, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

General estate planning guidance
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