Brian Stoll is a financial advisor at Core Asset Management, LLC in McCall, Idaho, with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been leading Core Asset Management Strategies since 2010. Additionally, he serves as Chief Operations Officer at ORE Asset Management in Newport Beach, California. Core Asset Management provides investment supervisory services primarily to individuals and high-net-worth clients, offering customized investment policy statements and monitoring portfolios through a qualified custodian. The firm employs a range of strategies including dynamic risk allocation, broad market hedging, and combines fundamental, technical, and cyclical analyses, with the use of more complex techniques such as short sales, margin transactions, and options trading.

25+ years of working for hardworking folks in or quickly approaching retirement. →You will work with me as I value one on one relationships with my clients. →I only work with kind people who believe in delegating services to specialists. →My services work best for those with investable assets over $3,000,000 (excluding real estate). →My office is in Carlsbad, CA but I work with clients across the country. ☎️ You can schedule an Initial Consultation by texting INTRO to my office at 760-602-5091 or giving me a call. A little about me . . . ⛳️ aspiring bogey golfer 🧘‍♀️ hot yoga enthusiast 🇺🇸 grateful for this wonderful country of ours 🛫 avid traveler Here are just some of the topics I advise my clients on: ✔️Roth Conversion Strategies ✔️Net Unrealized Appreciation Strategies ✔️401(k) Rollover Planning ✔️Required Minimum Distribution Planning ✔️Social Security Planning ✔️Pension vs Lump Sum Analysis ✔️Exit Planning for Small Business Owners ✔️Asset Division After a Divorce ✔️Reinvestment of an Inheritance

Garth Krieger is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Independent Financial Group since 2008. Outside of his advisory role, he works as an independent contractor offering various insurance products. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives.

Audrey Busby is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, her work history includes roles at Jug Mountain Ranch, Brundage Mountain Resort, WaFd Bank, and various positions in the hospitality and real estate sectors. She has held a real estate license in McCall, ID, which is currently inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

John Thomas is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 registrations and has 31 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning services. The firm uses structured discovery processes and firm-approved tools to develop financial plans but does not offer individual security recommendations as part of its standalone planning.

Tama Lamm is a financial advisor at Edward Jones with four years of industry experience. Prior to joining Edward Jones in 2022, Tama operated an insurance services business and has held roles in insurance sales and real estate. Outside of advisory work, Tama is co-owner of a residential home construction company in McCall, Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and is notable for its extensive network of advisors and additional affiliated financial services.

Michael Vineyard is a financial advisor with Edward Jones in McCall, Idaho. He holds CFP® and ChFC® designations, as well as a Series 66 license, and has 15 years of industry experience. Vineyard has a military background that includes service as a company commander in the Michigan Army National Guard and various leadership roles in the U.S. Army Reserves. He also serves as a director at large on the St. Luke’s McCall Hospital District Board and is president of the McCall-Payette Lakes Rotary Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including both discretionary and non-discretionary strategies. The firm operates under a fiduciary standard and is noted for its extensive advisor network, affiliated mutual funds, and additional capabilities such as a trust company and securities-based lending.

Patrick Mc Keown is a financial advisor with Ameriprise who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has been with Ameriprise and its related entities since 1986. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Thomas Flanagan is a financial advisor with UBS Financial Services in McCall, Idaho, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with UBS since 1988. Outside of his advisory work, he serves on the board of the Donald and Coeta Barker Foundation and acts as treasurer for Big Brothers Big Sisters of the Desert. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm offers a range of offerings including fee-based financial planning, discretionary portfolio management, and distribution of mutual funds and alternative products.

Kenneth Callan is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with UBS Financial Services since 2008. Outside of his advisory role, he is involved in racehorse ownership through his sole proprietorship, Callan Farms Racing. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering customized financial planning and portfolio management supported by proprietary research and analytics.

Jack Richelieu is a financial advisor with LPL Financial and holds a Series 66 designation. He has seven years of industry experience, including seven years at Edward Jones and prior work as a Bureau of Land Management Fire Technician and in construction. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.