CFP®-certified financial advisors in Blackfoot, ID

James Phelan is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 28 years of industry experience. His work history includes roles at Cantella & Co., Inc., Cambridge Investment Research Advisors, Broker Dealer Financial Services Corp., and Investment Management Corp. In addition to his advisory work, he operates an insurance brokerage focused on life, health, and annuity sales. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Cami Newsome is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Centaurus Financial since 2006. In addition to her advisory role, she is an owner and partner of C&C Books LLC, where she writes and promotes books. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary management approaches.

Heather Goodworth is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and two years of industry experience. She has worked with firms including WealthWave and the Heartland Institute of Financial Education, where she provides non-solicitous financial literacy education. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Aaron Burke is a Certified Financial Planner (CFP®) with 12 years of industry experience, currently affiliated with Raymond James Financial. He has worked at Raymond James since 2014 and owns Burke Financial, LLC, a support company. Burke also serves as president of Homestead Financial, which co-brands his advisory practice with Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals while maintaining municipal advisory capabilities uncommon among large institutional advisors.

Michael Anderson is a CFP® with 24 years of industry experience and has been with Edward Jones in Blackfoot, ID since 2001. He serves as Vice President of the Snake River Classic Golf Tournament, an annual event that manages tournament funds and sponsorships. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.