Pocatello, ID Office

Brady Smith is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and based in Pocatello, ID. He has professional experience spanning roles at Osaic Advisory Services, Osaic Wealth, Rabo Agrifinance, ON Semiconductor, Sage Forensic Accounting, and Idaho State University. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary and third-party platforms.

John Koyle is a financial advisor at Osaic Advisory Services, LLC with 25 years of industry experience. He holds a Series 66 credential and has worked at firms including Arbor Point Advisors, Securities America, Red Cedar Wealth, and Cetera Advisors. He is also involved in several holding companies related to his advisory practice. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and custodian relationships primarily with Schwab and Fidelity.

Preston Yost is an advisor at Osaic Advisory Services, LLC with five years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Securities America, Inc. and Arbor Point Advisors. He also operates as an insurance producer, offering insurance products to support clients' financial planning. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and municipal entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and platforms to meet diverse client needs.

Barry Smith is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 12 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, and Wells Fargo Advisors. Outside of advisory work, he offers clients term life insurance policies and discusses annuities when appropriate. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and third-party manager oversight, utilizing multiple program models and various proprietary and third-party platforms.

Valden Ellis is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and three years of industry experience. He has worked at Arbor Point Advisors, Securities America Advisors, and Centaurus Financial, Inc. Ellis is also a chiropractor with over 25 years in practice and owns Ellis Chiropractic, where he currently practices part-time. Osaic Advisory Services, LLC serves a diverse client base—including individuals, corporations, and charitable organizations—and offers investment management, financial planning, retirement plan consulting, and related services through various advisory programs.

Richard Almond is a financial advisor with Osaic Advisory Services, LLC, holding the CFP® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has worked at firms including Arbor Point Advisors, Securities America, and Cornerstone Financial Advisors. Almond also serves as secretary of a homeowners association. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers a range of advisory services delivered through multiple program models, utilizing proprietary guidance and third-party platforms to build and monitor client portfolios.

Trent Yost is a financial advisor at Osaic Advisory Services, LLC with 27 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Arbor Point Advisors, Securities America Advisors, and Cetera Advisors. Outside of his advisory role, Yost serves as the program chair for NAIFA Idaho, where he helps plan educational events for members. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of services such as investment management, financial planning, and retirement plan consulting, delivering advisory services through multiple program models with portfolios managed via proprietary guidance and third-party platforms.

Joshua Thompson is a financial advisor at Osaic Advisory Services, LLC in Pocatello, ID. He holds the Series 65 designation and joined the firm in 2026. Prior to his current role, he worked for nine years at Idaho State University and three years at Advanced Health Care Solutions. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and government entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing a combination of proprietary guidance and third-party platforms.