Boise, ID W Bannock St Office

Todd Lovell is a financial advisor with Raymond James & Associates based in Boise, ID. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. Since 2018, he has served as a dispute resolution arbitrator for FINRA in a part-time capacity. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Alexis Howard is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2025. Prior to joining Raymond James, Howard worked at Wells Fargo Clearing for six years and held positions at Key Investment Services, KeyBank, LPL Financial, and Mountain America Credit Union. Outside of advising, Howard co-owns Twin Rivers Creative, LLC, a design and packaging business operated with their spouse. 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 diverse client base, including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a multi-style portfolio management approach.

Zacharie Bethel is a financial advisor with Raymond James & Associates in Boise, ID, holding a Series 66 designation and bringing 16 years of industry experience. His prior experience includes roles at Cetera and Washington Trust Bank. Outside of his advisory work, he is an owner and landlord of rental real estate. 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 broad client base including individuals, institutions, and charitable organizations, providing financial planning and non-discretionary investment consulting with a range of portfolio management styles and specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Richard Hammond is a financial advisor with Raymond James & Associates in Boise, ID, holding Series 63 and Series 65 credentials and 38 years of industry experience. Prior to joining Raymond James in 2019, he spent 25 years with UBS Financial Services. His outside business activities include ownership of rc2t LLC, a family trust-related entity. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a wide range of portfolio management strategies and affiliated research.

Debra Riedel is a financial advisor at Raymond James & Associates with 46 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James since 2016. Outside of her advisory role, she serves on the Investment, Budget, and Financial Affairs Committees of the Idaho Community Foundation and represents the foundation on the Kissler Family Foundation board. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various specialized programs and drawing on a range of portfolio management styles and affiliated research.

Michele Cisario is a financial advisor with Raymond James & Associates in Boise, ID, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. She has been with Raymond James & Associates since 2016. 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 diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Christine Robertson is a financial advisor with Raymond James & Associates in Boise, ID, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base including individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and external sub-advisers.

Daniel Timberlake is a CFP®-designated financial advisor with 14 years of industry experience. He has worked at Raymond James & Associates since 2025 and previously spent nine years at Wells Fargo Clearing and four years at Wells Fargo Advisors, LLC. Outside of his advisory role, he is a partner in Clearview Farms and Preserve, LLC, a family-owned business that manages the 75-acre farm where he grew up. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Stephen Sackman is a financial advisor with Raymond James & Associates in Boise, ID, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management, Northwestern Mutual Investment Management, John Hepworth, and UBS Financial Services. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutional and pension plans, and municipal entities—and provides financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Peter Courtemanche is a financial advisor with Raymond James & Associates in Boise, ID, holding a Series 66 credential and 17 years of industry experience. He previously worked at Fidelity Brokerage Services LLC for 12 years before joining Raymond James in 2024. Outside of advising, he owns two small businesses: one renting outdoor recreational equipment and another selling custom-designed stickers and T-shirts. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides financial planning and consulting services that are generally non-discretionary, leveraging a variety of portfolio management styles, affiliated research, and model managers.

Casey Miner is a CFP® and holds a Series 66 license, currently advising at Raymond James & Associates with three years of industry experience. Miner’s prior roles include positions at Wells Fargo Clearing, MassMutual Idaho, Aflac, and several dental practices. Raymond James & Associates, Inc. is a large, dually registered broker‑dealer and SEC‑registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering tailored financial planning and non‑discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.