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 offices are in Tamarack, ID and Carlsbad, CA but I work with clients across the country. ☎️ You can schedule a Strategy Session with me by texting INTRO to my office at 760-602-5091 or giving us 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

Michael Vineyard is a CFP®, ChFC®, and holds a Series 66 license with 16 years of industry experience. He currently works at Kingsview Wealth Management, LLC and Kingsview Partners, LLC since 2026, following a 16-year tenure at Edward Jones. His background includes military service in the U.S. Army Reserves and the Michigan Army National Guard, and he holds leadership roles on the St. Luke’s McCall Hospital District Board and the McCall-Payette Lakes Rotary Foundation. Kingsview Wealth Management is a multi-advisor firm providing financial planning and wealth management services to individuals, retirement plans, endowments, trusts, and municipal clients. The firm combines in-house portfolio strategies with third-party managers and alternative investments, and serves a range of clients including high-net-worth individuals and state entities.

Garth Krieger is a financial advisor at Independent Financial Group, LLC with 26 years of industry experience. He has held Series 63 and Series 66 registrations and worked at Woodbury Financial Services, Inc. prior to joining Independent Financial Group in 2008. Outside of his advisory role, he operates as an independent insurance contractor. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, and institutional accounts. The firm offers financial planning and portfolio management services through multiple platforms and employs a mix of passive and active investment strategies combined with ongoing due diligence.

Audrey Busby is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She has worked in various roles, including prior positions at Jug Mountain Ranch, Brundage Mountain Resort, and WaFd Bank. Outside of her advisory work, she previously held a real estate agent license in McCall, Idaho, which she is currently inactivating. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including diverse households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors.

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.

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 in McCall, Idaho, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones for seven years and has experience as a Bureau of Land Management Fire Technician and in construction. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a network of investment adviser representatives. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.