Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Robert L

Series 66

Mountain Home, ID

First Command Advisory Services

Robert Lane Jr. is a Series 66-registered financial advisor with First Command Advisory Services, where he has worked for eight years. His career includes roles at First Command Insurance Services and First Command Financial Planning. In addition to his advisory work, he has been involved with the Indian Summer Golf and Country Club for ten years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multi-tiered wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers, employing model portfolios constructed from approved mutual funds, ETFs, and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Nicholas L

Series 63, Series 65

Mountain Home, ID

First Command Advisory Services

Nicholas Lee is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his current role, he served six years in the United States Air Force as a Fuels Supervisor, overseeing the logistics and safety of petroleum product distribution for mission-critical operations. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Brittney P

Series 63, Series 65

Mountain Home, ID

Empower Advisory Group

Brittney Perkins is a financial advisor with Empower Advisory Group in Mountain Home, Idaho, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked at firms including The Vanguard Group and LPL Financial, and has held roles outside the financial sector including delivery driver positions with DoorDash and Amazon. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm utilizes an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Jared G

Series 66

Mountain Home, ID

First Command Advisory Services

Jared Griffith is a financial advisor with First Command Advisory Services in Mountain Home, ID. He holds a Series 66 designation and has four years of industry experience, including prior roles at Zenetex and Kay & Associates. He has been with First Command and its affiliated entities since 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar
firm logo

Ryan V

Series 66

Mountain Home, ID

LPL Financial

Ryan Valley is a financial advisor with LPL Financial in Mountain Home, Idaho, holding a Series 66 designation and nine years of industry experience. Prior to joining LPL Financial in 2021, he operated Ryan Valley LLC and was involved with various insurance carriers through W & R Insurance Agencies. He also serves as a notary and manages Haven Wealth Group LLP. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and asset management solutions, utilizing both model portfolios and customized strategies supported by advanced research and operational tools.

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

Randy V

Series 63, Series 65

Mountain Home, ID

LPL Financial

Randy Valley II is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions with Waddell & Reed, various insurance carriers, and community involvement through the Urban Renewal Agency of the City of Mountain Home and the Mountain Home Chamber of Commerce. Outside of his advisory work, he is involved in a local beekeeping business, Valley's Local Raw Honey. 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 and brokerage services with a focus on diverse investment strategies and operational support tools, operating at a large scale with over 22,800 advisors and more than $819 billion in discretionary assets.

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

Abbie J

Series 63, Series 65

Mountain Home, ID

LPL Financial

Abbie Jett is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Prior to joining LPL Financial in 2021, she worked for 16 years at Waddell & Reed, Inc and various insurance carriers associated with W & R Insurance Agencies. She is also active as an insurance agent within those agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad range of advisory and non-advisory financial services.

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

Aaron H

Series 66

Mountain Home, ID

LPL Financial

Aaron Hofer is a financial advisor with LPL Financial in Mountain Home, Idaho, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial, he worked at Corizon Health and has been involved with Hofer Real Estate LLC since 2012. He is also a notary public. 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 variety of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a broad platform and numerous operational tools.

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

Shane Z

CFP®, Series 63

Mountain Home, ID

Edward Jones

Shane Zenner is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. He holds the Series 63 designation and is based in Mountain Home, Idaho. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Retirement income strategy Charitable giving & philanthropy General estate planning guidance Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
firm logo

Brion B

Series 66

Mountain Home, ID

Edward Jones

Brion Bethel Jr. is a financial advisor with Edward Jones in Mountain Home, Idaho, holding a Series 66 designation and three years of industry experience. His career includes roles at Finance of America Mortgage and Thrifty Car Sales prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Retirement income strategy General estate planning guidance Retirement withdrawal strategies Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Retired Founder/Business Owner Executive
user avatar
firm logo

Taylor H

Series 66

Mountain Home, ID

Edward Jones

Taylor Hurley is a financial advisor with Edward Jones in Mountain Home, Idaho, holding a Series 66 license and four years of industry experience. Prior to joining Edward Jones, he worked for the City of Mountain Home and Maurices. Outside of his advisory role, he owns Sugar & Spice Bakehouse LLC, a home-based bakery specializing in custom sugar cookies. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

John W

Series 63, Series 65

Mountain Home, ID

LPL Financial

John Walborn is a financial advisor with LPL Financial in Mountain Home, ID, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with LPL Financial since 1996 and also operates Chester Walborn & Associates. Walborn serves as co-trustee of a special needs trust. 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 portfolio programs, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)