Jeffrey Arthur Neel

Steven Sundberg is the founder and sole advisor at Wood River Consulting, an independent registered investment adviser based in Hailey, Idaho. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to establishing Wood River Consulting in 2018, Sundberg was self-employed for two years. He is also the founder of Snake River Venture Partner, a defense technology and national security venture firm, and is involved with WYO-VC, a venture capital firm focused on networking and investor introductions. Wood River Consulting serves individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management and pension consulting services. The firm employs strategic asset allocation with mutual funds and ETFs, incorporating fundamental analysis, modern portfolio theory, and technical analysis in its investment approach.

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.

Jason Parrish is a financial advisor at Redpoint Investment Advisors with five years of industry experience. He holds a Series 65 designation and has previously worked at Integrate, PayScale Inc, and SAP Concur. Redpoint Investment Advisors is an independent, state-registered firm serving individual clients with discretionary and non-discretionary portfolio management focused on domestic and international equities. The firm employs a long-term, buy-and-hold investment approach using proprietary financial models and provides regular performance reporting to clients.

Neil Jessen is a financial advisor at Sun Valley Advisors, Inc. in Hailey, ID, holding a Series 65 designation and with 14 years of industry experience. He has been with Sun Valley Advisors since 2011. Sun Valley Advisors provides discretionary portfolio management to individuals, pension and profit-sharing plans, ERISA accounts, trusts, estates, and business entities, focusing on a global balanced mandate. The firm primarily uses closed-end funds purchased at discounts to net asset value, supplemented by exchange-traded funds for diversification, and employs systematic analysis with proprietary software to guide investment decisions.

Stephen Banta is a financial advisor at Banta Asset Management LP with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Banta Asset Management since 2007. His prior experience includes roles at Wells Fargo Advisors and Citigroup Global Markets. Banta Asset Management serves individual and high-net-worth investors, trusts, estates, pension plans, charitable organizations, and businesses. The firm offers discretionary investment management and financial planning, focusing on customized portfolios primarily constructed with exchange-traded funds and managed on a discretionary basis.

Gregory Peterson is a PFS™ credentialed financial advisor with 19 years of industry experience. He is currently with Statheros Financial Solutions, Inc., where he has worked since 2019, and previously worked at Pgr Solutions, LLC and Lallman, Feltman, Peterson & Co, P.A. He also works part-time as an independent contractor for Lallman CPA & Advisors, a public accountancy firm. Statheros Financial Solutions, Inc. provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses globally diversified, primarily mutual fund and ETF portfolios with long-term strategies, supported by proprietary tools and third-party administrative and actuarial consulting services.