Broker Check

Team

Idaho Falls Office

Matthew  Porter

Matthew Porter, CFP®, AIF®

Financial Advisor

208-529-6643

208-529-9820

David Schofield

David Schofield

Employee Benefit Specialist, Financial Advisor

208-529-6643

208-529-9820

Jacob Munk

Jacob Munk, JD

Financial Advisor

208-529-6643

208-529-9820

Lori Lawrence

Lori Lawrence

Director of Operations

208-529-6643

208-529-9820

Barbara Delimont, FPQP™

Barbara Delimont, FPQP™

Retirement Plan Administrator

208-529-6643

208-529-9820

Jodi  Hatfield

Jodi Hatfield

Group Administrator

208-529-6643

208-529-9820

Scott Jackson

Scott Jackson

Client Relations Manager

208-528-3910

Cornerstone Tax Services, LLC 

Lisa Snarr, EA

Lisa Snarr, EA

Chief Operations Officer

208-233-5000

Cindy  Smith

Cindy Smith

Client Relations Manager

208-233-5000

Melissa Thatcher

Melissa Thatcher

Receptionist

208-233-5000

208-233-5010

Pocatello Office

Doug Woolley

Doug Woolley

Financial Advisor

208-237-2277

208-237-6845

Melissa Thatcher

Melissa Thatcher

Receptionist

208-233-5000

208-233-5010

R. Dale  Almond

R. Dale Almond, CFP®

Certified Financial Planner™

208-237-2277

208-237-6845

Raquel  Hodgkinson

Raquel Hodgkinson

New Business Administrator

208-237-2277

208-237-6845

Strategic Resources

Brent  Evans, CFA

Brent Evans, CFA

Director of Investment Management, Prosperity Advisory Group

Paul  Ewing, CFP®, AAMS

Paul Ewing, CFP®, AAMS

President/CEO, Prosperity Network of Advisors, LLC and Prosperity Advisory Group

Scott  Sirois

Scott Sirois

Director of Information Technology, Prosperity Network of Advisors, LLC

Glenda  Christopherson

Glenda Christopherson

Chief Operations Officer, Prosperity Advisory Group, Prosperity Network of Advisors, LLC

Angela Brill, CFP®, AIF®, CDFA™, MBA

Angela Brill, CFP®, AIF®, CDFA™, MBA

President/Partner, Prosperity Advisory Group

Julie  Hendricks

Julie Hendricks

Senior Attorney, Advanced Planning Group, Cetera Advisors, LLC

Stan Smiley

Stan Smiley

Senior Vice President, Advanced Planning Group, Cetera Advisors, LLC