Top financial advisors working with founders and business owners in Burley, ID

Steven Cook is a financial advisor with LPL Financial in Burley, Idaho, holding Series 63 and Series 65 licenses and with 15 years of industry experience. His prior roles include positions at Princor Financial Services Corp, Principal Life Insurance Company, Solitude Wealth Advisors, and Global Financial Private Capital. Outside of advising, he assists his family in their vending machine business through an LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

Ellis Bryant is a financial advisor with Edward Jones in Burley, Idaho, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he owns a commercial rental property in Burley. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Kyler Redder is a financial advisor at Portside Wealth Group, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Portside Wealth Advisors since 2023, following roles at Townsquare Capital LLC and Tucker Asset Management LLC. In addition to his advisory work, Redder serves as an adjunct finance faculty member at BYU Idaho. Portside Wealth Group is a multi-advisor wealth management firm that provides discretionary portfolio management, financial planning, pension consulting, and related services for individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a range of investment strategies and offers affiliated legal and accounting services alongside its advisory offerings.

Dee Darrington is a financial advisor at Cetera with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Cetera since 2014. Outside of his advisory role, he serves as a commissioner for the North Cassia Rural Fire Department and is involved in agricultural operations including farming and the use of agricultural spray drones. Cetera Investment Advisers LLC is an SEC-registered firm that offers a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Robert Oakes is a financial advisor at Legacy Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has been affiliated with Phillips, Oakes, Goodwin, Crane, PLLC since 1992. Outside of his advisory role, he is a part-owner of several commercial real estate businesses. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies, access to a broad range of asset classes, and utilizes affiliated service entities to support client needs.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

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.