Joan W Robertson Lamb

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.

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 sole advisor at Gregory Lyle & Co. in Sun Valley, ID, with 37 years of industry experience. He holds a Series 63 designation and has a legal background, serving as an attorney since 1977 and operating a tax preparation partnership. He is also president of Ballard Canal Company, Inc. The firm offers personalized investment supervisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. It focuses on fundamental analysis and long-term common equity investments in concentrated portfolios, managing approximately $192 million across a small client base.

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.