Top business ownership considerations financial advisors in Idaho Falls, ID

Russell Slack is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. He is currently with Portside Wealth Group, LLC and Guided Seasons Wealth Advisors, where he handles office operations as well as life insurance underwriting and sales. His prior experience includes roles at Capital Asset Advisory Services, Strategic Wealth Concepts, and Cetera Advisors. Slack also serves as an insurance agent specializing in fixed life and disability insurance. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management and financial planning, utilizing a blend of fundamental, technical, and modern portfolio theory approaches, and offers affiliated legal and accounting services alongside its advisory practices.

Jackson Murray is a financial advisor with Intermountain Wealth Management, Inc. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Lawrence Financial Planning, Merrill, and Decision Point Financial. Intermountain Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plans through discretionary portfolio management and non-discretionary self-directed accounts. The firm employs a model-based investment approach combined with technical and fundamental analysis, offering a range of risk profiles and integrating financial planning into its advisory services.

In a world filled with endless financial choices, we guide you in distinguishing between what's merely good and what's genuinely the best for your family's future. Our approach is anchored in values-based planning, a strategy that goes beyond mere numbers to incorporate your core beliefs and life goals. This methodology ensures that your financial decisions not only bring stability but also resonate with what you hold dear. Why settle for good when you can aim for the best? Let's simplify the complexities and focus on what truly matters for your family's journey toward financial freedom and lasting prosperity.

Christopher Bateman is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Cetera and its affiliate Cetera Wealth Services, LLC, having joined in 2025. Prior to that, he worked at Concourse Financial Group Securities Inc for eight years and Waddell & Reed for two years. Bateman also operates Time Value Investments, a business providing fixed income securities primarily to public entities. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, supporting various discretionary and non-discretionary program structures.

Isabelle Roethe is a CFP®-certified financial advisor with six years of industry experience, currently practicing at LPL Financial in Idaho Falls, ID. Her work history includes roles at LPL Financial since 2020, a year at Anytime Fitness, and a position with Waddell & Reed in 2018. Outside of her advisory work, she hosts a podcast titled Financial Fitness For Young Professionals. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, utilizing a broad mix of strategic, tactical, and alternative investment approaches supported by advanced operational tools.

Jeremy Roets is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations. He has 12 years of industry experience, including over a decade with Thrivent Investment Management and fifteen years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm focuses on holistic, goal-based analyses and allows clients to integrate planning with managed-account programs, while maintaining separate services and avoiding discretionary trading authority for planning engagements.

Austin Norris is a financial advisor with Edward Jones in Oskaloosa, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Norris has ownership interests in real estate and construction businesses, including a real-estate office building, farmland, and involvement in a construction project. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erkki Peippo is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Sagepoint Financial Inc. for 14 years and operates Erkki M. Peippo, CPA, PC, providing accounting and insurance services. Outside of advising, he owns and manages Peippo Farms, a farming operation in Gladstone, MI. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and tailored financial planning. The firm uses model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, to build individualized portfolios and offers ERISA retirement-plan advisory services.

Daniel Memo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and began his career with Smith Barney. Daniel focuses on serving high net worth individuals and business retirement planning. He holds FINRA Series 7, 66, 3, and 31 registrations. Daniel earned a Bachelor of Science degree in Business Administration from John Carroll University. He also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise include college education planning, corporate benefits, equity compensation services, retirement income, and small business strategies. Daniel is active in the Poland community where he resides with his wife, Erin, and their four sons. He participates in organizations such as the Poland Community Baseball Association, Poland Flag Football, and St. Vincent De Paul. He has served as a board member of the Rich Center for Autism and is affiliated with Magic of Michael. Outside of work, Daniel enjoys baseball, basketball, football, golfing, swimming, table tennis, traveling, and spending time with his family.

Julie Mcdaniel is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Impactfolio LLC since 2019 and previously worked at Sharkey, Howes & Javer Inc for six years. Based in Denver, CO, she is part of a three-advisor team at Impactfolio. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities, managing approximately $289 million across about 126 relationships. The firm employs a strategic asset-allocation model that integrates ESG factors with traditional financial analysis and offers discretionary investment management alongside comprehensive financial planning services.