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Justin J

Series 65

Careywood, ID

Rightoak Asset Management, LLC

Justin Johnson is a financial advisor at Rightoak Asset Management, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Gradient Securities, LLC and the State of Michigan. Outside of his advisory role, he is a personal fitness trainer through his own business, High Calling Fitness LLC, and serves as CEO of a cigar company, 1689 Holdings. Rightoak Asset Management provides discretionary investment management, financial planning, and consulting services to individuals, families, retirement plan sponsors, and corporations. The firm focuses on strategic asset allocation and long-term value investing, incorporating a mix of equities, fixed income, mutual funds, ETFs, and alternative investments.

Private / alternative investments ESG / Sustainable investing Real estate investing
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Elizabeth G

Series 66

Priest River, ID

LPL Financial

Elizabeth Glazier is a financial advisor with LPL Financial and holds a Series 66 designation. She has seven years of industry experience, including prior roles at Edward Jones, Idaho Forest Group, and Thorne Research. She is also involved with Electrends LLC, operating Cottonwood Cove RV Park in Priest River, Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions supported by research and technology, serving more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

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

Series 66

Priest River, ID

Edward Jones

Seth Callos is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2007. Outside of his advisory work, he serves on the board of the Priest River Development Corporation and assists with a local food cart business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,000 financial advisors.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Eric S

Series 63, Series 65

Bayview, ID

Wells Fargo Clearing

Eric Soles is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 21 years of industry experience. He worked at Morgan Stanley and Morgan Stanley Private Bank before joining Wells Fargo in 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support diversified investment strategies.

Retired Founder/Business Owner
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