Seasoned financial advisors in Moscow, ID

Dale Miller is a financial advisor with Morgan Stanley in Moscow, Idaho, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Private Bank since 2015. Outside of his advisory role, Miller receives occasional publishing royalties from past books and is involved in business development with entities in automotive/transportation and publishing as well as a real estate partnership. Morgan Stanley Wealth Management offers advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services that range from personalized planning to corporate financial planning agreements.

Ryan Prestimonico is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2018. He focuses on helping clients become better investors to work towards their financial goals. He has extensive experience in financial advisory roles, having previously served as Vice President and Financial Consultant at Charles Schwab from 2003 to 2018. Prior to that, he was a Financial Advisor at UBS - Paine Webber from 2002 to 2003 and an Investment Representative at Edward Jones from 2000 to 2002. Ryan holds a California Insurance License.

John Mlazgar Jr. is a financial advisor with Edward Jones in Moscow, ID, holding Series 63 and Series 66 registrations and bringing 28 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he owns a photography website and serves as a board member for the Saint Mary's school foundation. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including tax-efficient solutions and separately managed accounts. The firm is notable for its extensive retail advisor and branch network and affiliated capabilities beyond advisory services.

Shawn Greenfield is a Series 66-credentialed financial advisor with six years of industry experience, currently serving at Thrivent Investment Management. His prior roles include positions at Navitas and Washington State University. Outside of his advisory work, he is the CEO of Greenfields Photography and serves as treasurer and board member for Palouse Care Network, a nonprofit focused on supporting individuals facing unplanned pregnancy and sexual health concerns. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based financial planning covering topics such as retirement, tax, estate, and special needs planning, with options to combine planning and managed-account services under consolidated billing.

Michael Fereday is a financial advisor with LPL Financial holding the ChFC® designation and Series 63 and 65 licenses. He has 39 years of industry experience and previously worked at Securities America Advisors and SII Investments, Inc. He is also involved in non-variable insurance activities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services utilizing model portfolios, third-party research, and various management approaches.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Next Financial Group, Inc. for 20 years before joining LPL Financial in 2025. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management, utilizing research and model portfolios to support diversified 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.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.