CFP®-certified 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 at Intermountain Wealth Management, Inc. in Idaho Falls, ID, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Lawrence Financial Planning and Merrill. Intermountain Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm employs model portfolios across a range of risk profiles and integrates financial planning within client relationships, using a combination of technical and fundamental analysis alongside proprietary tools like the Hurricane Indicator® to manage equity exposure.

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 financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and previously worked at Concourse Financial Group Securities Inc and Waddell & Reed. He operates Time Value Investments, providing fixed income securities primarily to public entities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a variety of portfolio management and financial planning services through a multi-manager platform.

Isabelle Roethe is a CFP®-designated financial advisor with LPL Financial, based in Idaho Falls, ID, and has six years of industry experience. She has previously worked at Waddell & Reed, Inc, Anytime Fitness, and Grand Canyon University. Roethe also hosts the podcast "Financial Fitness For Young Professionals." LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, institutions, and charitable organizations. The firm offers a wide range of advisory programs and services, employing both discretionary and non-discretionary management supported by research and multiple investment strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 17 years of industry experience. He has been with Investment Management & Planning LLC since 2010 and is also affiliated with LPL Financial LLC. Investment Management & Planning LLC provides fee-based investment advisory and comprehensive financial planning primarily for individual and high-net-worth clients, offering portfolio management on both discretionary and non-discretionary bases. The firm emphasizes ongoing account supervision and individualized asset allocation, often utilizing LPL-sponsored platforms and model portfolios.