CFP®-certified, general retirement planning financial advisors in Pocatello, ID

HOW IS YOUR EXPERIENCE DIFFERENT WITH MATTERHORN? • Don’t pay a percentage of your assets—hourly or set fees instead—and no minimums • Experience the process of connecting with yourself through Life Planning to identify the most meaningful goals for you to accomplish, now. • Your Certified Financial Planner is also your CPA and can plan for and prepare your taxes. • You become educated and empowered to make your own financial decisions. • You maintain control over all of your assets, keep them wherever you want and make your own trades based on specific index-based investment recommendations. • Meet from your home (or anywhere!) virtually. • Night and weekend appointments available. • 20+ years of experience with clients from new investors to ultra-high net worth investors, plus real estate management experience.

Melinda Tuia is a financial advisor with Jordan Wealth Management in Pocatello, ID, holding a Series 65 designation and seven years of industry experience. She has been with Jordan & Company Chartered since 2015 and previously operated as a sole proprietor. Tuia is also a CPA and partner in an affiliated accounting firm, where she prepares tax returns and financial statements. Jordan Wealth Management serves individuals, corporate pension and profit-sharing plans, and other institutional clients, offering discretionary and non-discretionary portfolio management along with retirement-plan advisory services. The firm employs a Modern Portfolio Theory-based approach, focusing on long-term, buy-and-hold strategies using primarily passively managed mutual funds supplemented by individual equities and fixed income.

John Edwards is a CFA® charterholder with 24 years of industry experience. He is currently a member of the five-advisor team at Capital Ideas, where he has worked since 2024. Prior to this, he held roles at Principal Street Partners, Edward Jones, ATLAS Infrastructure, and Credit Suisse Securities. Outside of his advisory work, he is involved with JJJ Cube 88 Publishing LLC, a book publishing venture. Capital Ideas serves a diverse client base including individuals, families, trusts, and institutional entities, managing over $336 million in assets. The firm employs a discretionary investment approach that incorporates fundamental and technical analysis, proprietary models, and outside research, offering portfolio management, commission-based trading, and subadvisory services.

Blaine Wood is a financial advisor at Freedom Day Solutions, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Centaurus Financial Inc., Liftoff Financial Planning, and Fidelity. Freedom Day Solutions serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm provides discretionary and non-discretionary investment management, retirement plan consulting, and sub-advisory services, including managing the Freedom Day Dividend ETF (MBOX) using a combination of fundamental and technical analysis and quantitative scoring for dividend-paying companies.

John Mccormick is a financial advisor at Stifel with seven years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2018. Prior to joining Stifel, he was employed at Automaxx Idaho and McCormick Auto Exchange. Outside of his advisory role, he serves on the boards of the Pocatello Rotary Group and the Boys and Girls Club of Southeast Idaho. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group for asset allocation and planning analyses.

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.

Amanda Scheele is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James. Amanda is also involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad platform of portfolio management styles and affiliated research.

Lori Fell is a financial advisor with Edward Jones in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a business focused on property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and affiliated mutual funds.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

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.

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, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

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 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.