Top financial advisors working with retirees 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.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Hassan Al Kadhimi is a financial advisor at LPL Financial with two years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is registered with Series 65 and Series 63 licenses. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Amanda Scheele is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is involved with Lucky Duck, a venture she has been part of since 2025. Raymond James & Associates, Inc. is a large registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.