Jonathan Edward Bennett

James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Ethan Hadley is a financial advisor at GPWM Advisors LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Gryphon Private Wealth Management and Independent Financial Group. Outside of his advisory work, he has provided notary services in Idaho since 2006. GPWM Advisors is an independent, single-advisor firm managing approximately $28.9 million for about 45 clients. The firm serves a diverse client base including individuals, businesses, and institutional clients, offering financial planning, discretionary portfolio management, alternative investment advice, and educational seminars.

Brent Ford is a CFP® professional with 27 years of experience in the financial industry. He is the sole advisor at Ford Investment Counsel LLC, an independent firm he founded in 2021. Prior to this, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of advisory services, he is also an independent insurance agent. Ford Investment Counsel LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, as well as qualified retirement plans. The firm emphasizes ERISA plan consulting and 3(38) fiduciary services, employing a mix of strategies tailored to clients’ goals, time horizons, and risk tolerances.

Stephen Schulmerich is a CFP® professional with 37 years of experience in the financial industry. He is the principal of Schulmerich & Associates Asset Management, LLC, where he has worked since 1993. Schulmerich also holds Series 63 registration and is active as an insurance agent. Schulmerich & Associates Asset Management provides discretionary asset management and fiduciary services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporate entities, and qualified retirement plans. The firm emphasizes Modern Portfolio Theory, strategic asset allocation, diversification, and uses passive/index funds alongside fundamental analysis for security selection.

Randall Taylor is an independent financial advisor at Ascend Wealth Management LLC in Eagle, Idaho, holding Series 63 and Series 65 credentials with 19 years of industry experience. His prior roles include positions at Interwest Investment Advisors, JT Financial, and American Independent Securities Group. He also operates a fixed business under Ascend Financial Advisors. Ascend Wealth Management provides discretionary asset management, financial planning, and consulting services to individual investors and retirement plans, including ERISA 3(21) fiduciary services. The firm employs model-based portfolio management with ongoing monitoring and serves a high client volume alongside managing approximately $32.6 million in assets.

Richard Marcoux is the principal of Foothills Capital Management, LLC in Eagle, Idaho, with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Atlas Financial Advisors, Inc. and Metlife Securities Inc. In addition to his advisory role, he is a licensed insurance agent who occasionally offers insurance and annuity products. Foothills Capital Management serves individuals, high-net-worth clients, corporations, charitable organizations, and pension or profit-sharing plans, providing portfolio management, financial planning, and pension consulting services. The firm uses a combination of analytical methods and model allocations to build portfolios aligned with client goals and risk tolerances, offering both discretionary and non-discretionary management.