Top advisors focused on business financial management 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 in Boise, ID, holding a Series 66 designation and nine years of industry experience. She has been associated with Larson, McKeown, Erwin & Associates since 2014. Outside of her advisory role, she is involved with Lancer Erwin Support Services, Inc. as an associate financial advisor. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

John Winston is a financial advisor at OSAIC with 45 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior experience includes roles at Sagepoint Financial, Inc. and operating his own sole proprietorship providing bookkeeping, payroll, and tax preparation services. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk tolerance assessments with portfolio optimization and offers access to various investment vehicles and third-party management solutions.

Marc Rubin is a financial advisor at Edward Jones in Liberty Lake, WA, with eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Concur Technologies. Outside of his advisory role, he is the managing partner of Max's Hideaway LLC, a vacation home business in Redmond, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large network of financial advisors and branch offices nationwide.

Andrew Fortuna is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He has worked with LPL Financial since 2021 and has prior experience in various roles including involvement with community organizations such as Rotary of Rock Springs and United Way of Southwest Wyoming. Fortuna has also been engaged in entrepreneurial activities, including ownership of Ken Fortuna LLC and Tuna Holdings LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, allowing advisors to utilize model portfolios, third-party managers, or customized strategies tailored to client needs.

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 Immenschuh is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he serves as a senior partner of KI & Associates. He works with business owners, professionals, and their families, delivering personalized wealth management strategies that encompass growth, accumulation, investment management, asset preservation, and efficient wealth transfer. Thomas utilizes the resources available through Bank of America and Merrill Lynch Wealth Management platforms to develop financial strategies tailored to clients’ needs. With expertise in areas such as retirement planning, executive compensation, concentrated stock and options management, corporate cash and treasury services, and trust and estate planning, Thomas focuses on helping clients achieve financial well-being. He holds a Bachelor of Business Administration in Finance with a minor in Accounting from the University of Texas at San Antonio. Thomas served in the US Air Force from 1982 to 1986 and continued his service in the Air Force Reserve through 1995, including activation during Desert Shield and Desert Storm. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Thomas is actively involved in the San Antonio community, having served on the boards of Any Baby Can, The ARC of San Antonio, and the Texas Planning Council Partners in Policy Making, and volunteering with Catholic Charities and the Central Catholic School Golf Team. He is a lifetime member of the UTSA Alumni Association and past president of Team Golf San Antonio. Thomas resides in Castle Hills with his wife Charlotte Gallagher Immenschuh and their three sons.

Zachary Olinger is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at CAP Partners, LLC since 2018 and previously was employed by Park Avenue Securities LLC and Guardian Life Insurance Co from 2015 to 2018. CAP Partners, LLC is an SEC-registered investment adviser managing over $220 million in discretionary assets as of January 2025. The firm serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and government entities, employing a long-term, buy-and-hold investment approach combined with ongoing monitoring and discretionary trading.

Heath Biller is a financial advisor at Fiduciary Financial Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Fiduciary Financial Advisors since 2021. In addition to his advisory role, Mr. Biller is a registered nurse and maintains a part-time position at Mary Free Bed hospital. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and employs a range of investment strategies, including the use of third-party managers and private alternative funds.

Michael Turvey is a CFP® credentialed financial advisor with Series 63 and Series 65 licenses, based in St. George, UT. He is affiliated with Soltis Investment Advisors, LLC, a firm with 76 advisors. Soltis Investment Advisors offers discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in client assets, using a process grounded in Modern Portfolio Theory combined with quantitative and qualitative manager due diligence across a range of investment vehicles.