Top cash flow / budgeting financial advisors in Lewiston, ID

Chelsey Snyder is a CFP® professional with three years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Her prior roles include work at Lohman Accounting PLLC and local school districts. She is involved in her community as a board member of the Lewiston Independent Foundation for Education and serves as treasurer for the Lewiston Library Foundation, in addition to owning an accounting and bookkeeping services business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a large network of independent Financial Professionals. The firm provides a range of implementation options and manages proprietary and third-party investment strategies.

Ryan Skinner is a financial advisor with Elite Financial, Inc. in Lewiston, ID, holding Series 63 and Series 66 licenses and 24 years of industry experience. He worked at LPL Financial LLC from 2009 to 2017 before joining Elite Financial. Outside of advising, he is involved in building a commercial property that includes his office space and leased commercial units. Elite Financial serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, and consulting. The firm emphasizes tailored portfolios using mutual funds and ETFs, combining quantitative and qualitative analysis with modern portfolio theory, and manages a large asset base and client roster per advisor.

Guyla Walker is a financial advisor at Empower Advisory Group with four years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James & Associates and Boise State University. Outside of financial services, her background includes roles in retail and hospitality, such as at Anchored Coffee Company and Starbucks. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and savings rates in their planning approach.

Larry Kopczynski is a financial advisor with Edward Jones in Lewiston, Idaho, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Edward Jones since 1998. Outside of advisory work, he is a self-employed electrical engineering consultant focusing on small projects. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

Brett Skorstad is a financial advisor with LPL Financial based in Lewiston, Idaho, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios, research, and advanced technologies.

Kayla Santos is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. She has 10 years of industry experience, including roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. In addition to her advisory work, she operates as an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to develop collaborative, goal-oriented financial plans.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.