Jason Williams

Steven Sundberg is the sole advisor at Wood River Consulting with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fidelity Investments and as a self-employed advisor prior to founding Wood River Consulting in 2018. Sundberg is also involved in venture capital and defense technology through his roles with Snake River Venture Partner and WYO-VC. Wood River Consulting is an independent, single-advisor firm serving individuals, high-net-worth clients, and pension/profit-sharing plans. The firm provides discretionary portfolio management and pension consulting services, using model portfolios with mutual funds and ETFs that emphasize strategic asset allocation and long-term trading.

Lauren Davis is the sole advisor at Davis Investment Group, Ltd., an independent firm based in Hailey, Idaho. She holds Series 63 and Series 65 licenses and has 15 years of industry experience. Davis has been with her firm since its founding in 1996. Davis Investment Group provides investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental-analysis approach with a long-term orientation, focusing on diversified portfolios that primarily use low-cost mutual funds and ETFs, supplemented by individual securities when appropriate.

Suzanne Hazlett is a CFP® with 28 years of experience in financial advising. She is the principal of Hazlett Wealth Management LLC in Ketchum, ID, and previously worked at Raymond James under the same business name. Outside of finance, she owns Suzanne Hazlett Art, a fine art business. Hazlett Wealth Management provides financial planning and portfolio management services primarily to high-net-worth individuals. The firm employs a diverse investment approach that includes cyclical, fundamental, quantitative, and technical analysis, using both long- and short-term strategies.

Peter McRae is the sole advisor at McRae Capital Management L.L.C. in Ketchum, Idaho, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has operated McRae Capital Management since 1998. McRae Capital Management is an independent advisory firm serving high-net-worth individuals, trusts, ERISA accounts, and corporate clients. The firm offers discretionary portfolio management along with retirement and estate planning, using institutional mutual funds and ETFs, and provides financial plans at no additional charge.

Gregory Lyle is the principal of Gregory Lyle & Co. with 36 years of experience in the financial industry. He holds a Series 63 designation and has a background as an attorney dating back to 1977. In addition to his advisory work, he is involved in tax preparation as a general partner of Gregory Lyle Tax Services LP and has served as president of Ballard Canal Company, Inc. Gregory Lyle & Co. provides personalized investment supervisory services primarily to individual investors, as well as trusts, estates, and various business entities. The firm manages concentrated equity portfolios on a discretionary basis, focusing on fundamental analysis and long-term holdings without reliance on commissions or broker affiliations.

Jason Parrish is a financial advisor at Redpoint Investment Advisors in Hailey, ID, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Integrate, PayScale Inc, SAP Concur, and Revel Consulting. Redpoint Investment Advisors serves individual clients by providing customized portfolio management focused on domestic and international equities, using a long-term buy-and-hold strategy that categorizes holdings into Core and Speculative positions based on client suitability. The firm is notable for delivering written performance metrics to clients and separating financial consultation from asset management through discussion-based guidance.