Joshua David Rose

Alison Chandler Tonks is a financial advisor at Action Financial Planning LLC in Twin Falls, Idaho, holding a Series 65 designation. She began her advisory role in 2024 and has a background that includes health-related work and volunteer financial planning. Tonks serves as Treasurer on the board of the Twin Falls County Health Initiatives Trust, where she oversees investment activities as part of her volunteer duties. Action Financial Planning LLC provides fee-only financial planning and non-discretionary investment advisory services to individuals, families, charitable organizations, small businesses, and employer-sponsored plans. The firm employs a long-term, evidence-based investment approach focused on diversification, low-cost index funds, and tax efficiency, and it offers formal pension consulting and limited pro bono planning.

David Walquist is a CFP® and PFS™ credentialed advisor at InvestiFI Wealth Management LLC with four years of industry experience. He is also a partner at Moore Van Engelen Pollow CPAs Chtd, where he has worked for over ten years. Walquist may refer clients between his advisory firm and the accounting practice without receiving compensation. InvestiFI Wealth Management LLC is a state-registered independent advisory firm serving individuals, high-net-worth clients, charitable organizations, corporations, and small businesses. The firm employs a passive, asset-allocation investment approach based on Modern Portfolio Theory, offering ongoing portfolio management, financial planning, and project-based consulting with discretionary account supervision.

Lisa Donnelley is a financial advisor at Harris Wealth Management, LLC in Twin Falls, ID, holding the PFS™ designation with two years of industry experience. She has worked at Harris CPAs since 2021 and has prior experience with Sage Asset Management LLC and Ataraxis Accounting & Advisory Services, CHTD. Outside of her advisory role, she is involved with Harris CPAs, focusing on accounting and personal finance. Harris Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a diversified, buy-and-hold investment approach grounded in Modern Portfolio Theory, primarily using passively managed asset-class mutual funds and conservative fixed income when appropriate.

David Brandt is a financial advisor at Harris Wealth Management, LLC in Twin Falls, ID, holding Series 65 and Series 66 registrations with five years of industry experience. His prior roles include positions at Riverside Management Co. Inc., White Cloud Wealth Management, Wells Fargo, and Thrivent Financial. Harris Wealth Management serves individuals, trusts, retirement plans, charitable organizations, corporations, and small businesses with investment management, financial planning, and participant education. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory, primarily using broadly diversified, passively managed mutual funds.

Jordan Gentry is a financial advisor at Forefront with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Briarwood Financial, LPL Financial, and Clear Creek Financial Management, among others. Outside the financial industry, he is co-owner and Director of Client Success at Iron Oak Accounting LLC and continues to work as a cross-utilized agent for SkyWest Airlines. Forefront Wealth Partners provides discretionary investment management, comprehensive financial planning, and estate-planning coordination to individuals, high-net-worth clients, and businesses. The firm customizes investment policies and asset allocations through client discussions and ongoing monitoring, and it offers a range of planning services including business, succession, divorce, special-needs, and tax planning.

Gabriel Hurt is a financial advisor at Simplicity Wealth with one year of industry experience. He holds a Series 65 designation and previously worked for Consolidated Electrical Distributors for 14 years. Simplicity Wealth serves a wide range of clients including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisers through its managed account platform.