Boise, ID Office

Jesse Uhlorn is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 licenses and with 15 years of industry experience. His prior work includes roles at Cetera Advisor Networks and Waddell & Reed. Uhlorn is also a licensed agent for non-variable insurance products, including term life and indexed universal life insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolio programs, and institutional platforms with a range of strategic and tactical investment options.

Jon Anderson is a financial advisor with LPL Financial in Boise, ID, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, J.P. Morgan Chase Bank, Nations Financial Group, and American Independent Securities Group. He is also involved with JW Anderson Wealth Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary research and third-party subadvisors.

John Potter is a financial advisor with LPL Financial in Boise, ID, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. His prior roles include positions at TruStage Financial Group, CUSO Financial Services, MML Investors Services, MassMutual Life Insurance Company, Cetera, and Bank Of The Cascades. He serves as co-successor trustee for the Clarence Bigler and Marie Bigler Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides access to various portfolio programs and third-party asset management through a large network of investment adviser representatives.

David Mccollum is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 28 years of industry experience. He previously worked at Morgan Stanley DW Inc. for seven years before joining LPL Financial in 2013. He also operates a separate business under the name BOS Wealth Management in Meridian, ID. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and participant-level retirement advice, supported by extensive technology and operational resources.

Brian Puddy is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MassMutual Idaho, SII Investments, Inc., and MSI Financial Services, Inc. He is based in Boise, ID. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by technology tools for operational and research purposes.

Danielle Morriss is a Series 66-licensed financial advisor with LPL Financial, based in Boise, ID, and has eight years of industry experience. She previously worked at UBS Financial Services, Royal Alliance Associates, Clearwater Analytics, Purshe Kaplan Sterling Investments, and McConnell Financial Advisors. Morriss is also involved with the Transformational Advisory Group, a business related to her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset managers, utilizing various investment strategies and operational tools.