Seasoned financial advisors in Blackfoot, ID

James Phelan is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Cantella & Co., Inc., Cambridge Investment Research Advisors, Broker Dealer Financial Services Corp., and Investment Management Corp. He is also involved in insurance brokerage as a licensed agent, focusing on life, health, and annuity products. OSAIC serves a wide range of clients including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated advisory and brokerage services through multiple platforms, employing portfolio construction tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing.

Cami Newsome is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Centaurus Financial since 2006. Outside of advisory work, she is a co-owner and partner in C&C Books LLC, where she writes and promotes books. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing a variety of analytical approaches and both discretionary and non-discretionary arrangements.

Heather Goodworth is a financial advisor at Transamerica Financial Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and is involved with the Heartland Institute of Financial Education as an Associate Certified Financial Educator, providing non-solicitous financial literacy education. Her background includes roles in financial education and communications, alongside her advisory work. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary management options.

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.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.