Top financial advisors working with high-net-worth individuals 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.

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.

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.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

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.