Jordan Smith

Melissa Davis is a Series 66-credentialed financial advisor with 15 years of industry experience, currently serving as the sole advisor at Straight Line Investment Group, LLC since 2013. Based in Idaho Falls, ID, she manages client portfolios using proprietary investment models and exercises discretionary authority over accounts. Straight Line Investment Group, LLC is an independent registered investment adviser managing approximately $49.7 million for around 107 individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis with a primarily long-term trading approach, offering discretionary portfolio management across various instruments including mutual funds, equities, ETFs, bonds, and alternatives.

Dirk Murray is the sole advisor at Sentinel Wealth Strategies in Idaho Falls, ID, holding Series 63 and Series 66 designations with 21 years of industry experience. He has been with Sentinel Wealth Strategies since 2014 and previously worked at Sowell Management Services from 2014 to 2017. Sentinel Wealth Strategies provides portfolio management, financial planning, and consulting services to individual and business clients, including some high-net-worth individuals. The firm employs a combination of fundamental and technical analysis, charting, and modern portfolio theory, and offers both discretionary and non-discretionary services through a wrap fee program on Charles Schwab’s institutional platform.

Alan Campbell is a CFP® professional with 19 years of industry experience. He has been with Spinnaker Financial Advisors, LLC since 2014 and holds a Series 65 license. Spinnaker Financial Advisors provides investment management and financial planning services to individuals, high-net-worth individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, emphasizing diversified, long-term portfolios with a focus on downside protection and value- and small/medium-cap equities.

In a world filled with endless financial choices, we guide you in distinguishing between what's merely good and what's genuinely the best for your family's future. Our approach is anchored in values-based planning, a strategy that goes beyond mere numbers to incorporate your core beliefs and life goals. This methodology ensures that your financial decisions not only bring stability but also resonate with what you hold dear. Why settle for good when you can aim for the best? Let's simplify the complexities and focus on what truly matters for your family's journey toward financial freedom and lasting prosperity.

Naumdar Akhavan is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He is the principal of Valkyrie Private Wealth Management and has prior experience at Morgan Stanley as well as ongoing roles with Mutual Securities, Inc. and Summit Wealth and Retirement Partners. Valkyrie Private Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and integrated financial planning, using a combination of fundamental and technical analysis along with options strategies. The firm manages approximately $45 million across a limited number of client relationships and provides customized investment solutions with regular portfolio monitoring.

Dale Norton is a financial advisor with Asset & Retirement Management in Rigby, ID, holding a Series 63 credential and over 42 years of industry experience. He has worked at his current firm since 2005 and previously at Independent Financial Group from 2011 to 2016. In addition to his advisory work, Norton owns and operates an accounting and tax preparation business. Asset & Retirement Management serves retail clients, including individuals, trusts, and retirement accounts, providing discretionary portfolio management and financial planning. The firm primarily uses a third-party turnkey asset management platform alongside mutual fund and annuity programs, tailoring diversified portfolios based on client risk tolerance.