Top business Financial Management financial advisors in Idaho

James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Kendra Maclean is a financial advisor with Ameriprise Financial Services, LLC in Boise, ID, holding a Series 66 designation and having 10 years of industry experience. She has been with Ameriprise since 2014. Outside of her advisory role, she is involved with Lancer Erwin Support Services, Inc. as an associate financial advisor. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service, which provides written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

John Winston is a CFP®-certified financial advisor with 45 years of industry experience, currently affiliated with OSAIC since 2023. His prior experience includes roles at Sagepoint Financial, Inc. and operating his own sole proprietorship providing bookkeeping, payroll, and tax preparation services. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kevin Bates is a financial advisor with Stifel in Boise, ID, holding a Series 66 designation and eight years of industry experience. He previously worked at UBS Financial Services and BPA Health, Inc. Bates serves on the boards of the Wassmuth Center for Human Rights and the Treasure Valley CFO Forum, where he is involved in event planning and sponsorship activities. He is also a member of the Finance Committee at Hillcrest Country Club. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jennifer Colvin is a Series 66 licensed financial advisor with seven years of industry experience. She currently works with Cetera and its affiliated entities and previously was employed at Wells Fargo Clearing and Wells Fargo Bank. Outside of her advisory role, she is a 50% owner of a restaurant business, a member of a local urban renewal agency board, and involved in managing commercial property leases. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services delivered through a multi-manager platform and a network of over 10,000 advisors.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Thomas Helmig Jr. is a financial advisor at Merrill with 18 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2007 and Bank of America, N.A. since 2011. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional investors. The firm offers managed account programs, discretionary portfolio management, and brokerage services through a combination of personal financial advisors and an affiliated registered broker-dealer, with a focus on manager selection and tax-efficient investment strategies.

Zachary Olinger is a CFP® with 11 years of industry experience, currently serving as an advisor at CAP Partners, LLC since 2018. Prior to joining CAP Partners, he worked at Guardian Life from 2015 to 2018. CAP Partners, LLC is an SEC-registered, multi-member investment adviser that provides personalized investment management, financial planning, and counseling to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm typically employs a long-term, buy-and-hold investment approach combined with fundamental, technical, and cyclical analysis.

Heath Biller is a Series 65-credentialed advisor with Fiduciary Financial Advisors in Grand Rapids, MI, bringing five years of industry experience. He also works part-time as a registered nurse at Mary Free Bed hospital. Fiduciary Financial Advisors serves a diverse client base including individual investors, families, trusts, retirement plans, corporations, and foundations. The firm offers a range of services such as discretionary investment management, financial planning, retirement plan consulting, and outsourced CFO engagements, with a noted emphasis on digital-asset advisory and formal trust arrangements.

Michael Turvey is a CFP® with 12 years of industry experience and currently serves at Soltis Investment Advisors, LLC. His prior experience includes positions at Charles Schwab and Co., Inc., Td Ameritrade Institutional, and Thinkorswim Advisors, Inc. Soltis Investment Advisors provides discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm employs a Modern Portfolio Theory–based investment process combining quantitative and qualitative analysis and manages approximately $13 billion in client assets.