Top advisors focused on multi-generational wealth transfer 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.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife and MetLife Securities. Outside of her advisory role, she is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and tools to analyze client goals and deliver written financial recommendations.

Deborah Etherton is a financial advisor at Edward Jones in Cape Girardeau, MO, holding Series 63 and Series 66 licenses with 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Quintina Wallace is a Financial Advisor at Merrill Lynch Wealth Management. She specializes in designing custom financial strategies that focus on delivering strong risk-adjusted returns, helping clients make informed decisions around risk, taxes, and long-term wealth. Her approach is disciplined and data-driven, influenced by her academic background in biology which developed her attention to detail and analytical thinking. Wallace works with a diverse range of clients, with particular focus on healthcare professionals, military families, and individuals involved in the nonprofit sector. Her areas of expertise include employee benefits planning, investment consulting for defined contribution plans, employee financial health, personal retirement planning, small business strategies, women and wealth, and tax minimization. She holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her Bachelor's Degree from Albany State University and is involved professionally with organizations such as the Alzheimer's Association, COVA Christian Chamber of Commerce, and the National Association of Plan Advisors. Outside of her professional work, Wallace enjoys camping, hiking, and spending time with her family.

Carson Leydecker is a CFP® and holds a Series 66 license with two years of industry experience. He currently works at Kintra Wealth, LLC and Mutual Securities, Inc., and previously held roles at Loring Advisory Group, Commonwealth Financial Network, and Northwestern Mutual. Carson’s background includes experience in both financial services and earlier roles at organizations such as Turbonomic and The Aspen Institute. Kintra Wealth, LLC is a team-based firm serving clients with a collaborative approach to wealth management.

Taylor Stanfill is a CFP® professional with 15 years of industry experience. He has been with Veritas Planning Group since 2014 and is currently part of the Verisail Partners, LLC team in Chamblee, GA. Verisail Partners serves individuals, families, businesses, retirement plan sponsors, and other institutions with comprehensive financial planning and investment management. The firm employs a top-down, asset-allocation first approach, emphasizing a factor-based framework informed by the Fama-French three-factor model, and manages portfolios primarily on a discretionary basis.