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Justin Bowersock

Advisor at Rockhill Advisors LLC

Updated today

Location

Victor, ID 83445

Credentials

CFA®, Series 66

Industry experience

11 years

About

Justin Bowersock is a CFA charterholder and holds a Series 66 license, with 10 years of industry experience. He has worked at Rockhill Advisors LLC since 2017 and previously at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Rockhill Advisors LLC provides wealth management, investment management, financial planning, and retirement plan advisory services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. The firm employs a goal-based, long-term passive investment approach with diversified portfolios mainly composed of low-cost mutual funds and ETFs, managing client accounts on a discretionary basis.

Client services

Based on Rockhill Advisors LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Rockhill Advisors LLC

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance General tax planning

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Fee options

Fixed

Flat fees for stand-alone financial planning engagements; up to $100,000 annually for wealth management clients billed quarterly.

Percentage

$0 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.375%

Project-based

Hourly fees range from $400 to $750 per hour for stand-alone financial planning engagements.

Other

Account minimum: $2,000,000 Fee-only: Fee-only basis for wealth management services; no commissions received.

Location

9043 Village Way, Unit B

Victor, ID 83445

Most active in

Idaho · Texas

Work history

Rockhill Advisors LLC

2017 - Present (9 years)

Morgan Stanley Private Bank, National Association

2015 - 2017 (2 years)

Morgan Stanley

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Donald G

CFA®, Series 63

Wilson, WY

Gervais Capital Management, LLC

Donald Gervais is the principal of Gervais Capital Management, LLC, an independent advisory firm. He holds the CFA® designation and Series 63 license and has 25 years of industry experience. Prior to founding his firm in 2018, he worked for Allianz Global Investors for five years. He serves on the boards of Friends of Pathways and the Teton Village Water & Sewer District and is involved with the Development Committee for The Teton Science Schools. Gervais Capital Management provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm uses a written Investment Policy Statement tailored to each client and employs a combination of fundamental, quantitative, technical, and cyclical analyses across a diverse range of investment instruments.

Options & derivatives strategies Active portfolio management
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Nicholas B

Series 63, Series 66

Driggs, ID

Alupka Asset Management

Nicholas Besobrasow is a financial advisor at Alupka Asset Management with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Badger Capital Advisors, LLC since 2011. He is based in Driggs, Idaho. Alupka Asset Management provides discretionary portfolio management primarily to individual investors and related pension plans. The firm employs a multi-strategy investment approach combining fundamental research and technical analysis, focusing on income and growth through publicly traded, fully liquid securities.

Income planning Active portfolio management
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Keith O

Series 63, Series 66

Wilson, WY

Pingora Partners LLC

Keith Ohnmeis is a financial advisor at Pingora Partners LLC with 23 years of industry experience. He has worked at Pingora Partners since 2008 and previously at Goff Capital Inc. from 2007 to 2018. Outside of his advisory role, he is a co-owner of Lodgepole Art Partners, an art auction business based in Wilson, Wyoming. He also serves on the advisory committee for the Open Prairie Opportunity Fund, which operates investment funds focused on agriculture and farmland. Pingora Partners LLC provides discretionary, customized asset management to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporate clients. The firm employs active investment strategies and manages a multi-hundred-million dollar asset base with a relatively modest number of client relationships, allowing for bespoke allocations to less liquid and complex investments.

Concentrated stock management Options & derivatives strategies Private / alternative investments
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Matthew W

Series 63, Series 65

Driggs, ID

Encore 401K, LLC

Matthew Ward is a financial advisor with Encore 401K, LLC in Driggs, Idaho, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior experience includes roles at American Funds Distributors Inc. and The Capital Group/American Funds. Encore 401K provides advisory services to sponsors of qualified retirement plans and plan participants, offering fiduciary retirement plan consulting, participant education, and discretionary fiduciary management. The firm emphasizes streamlined fund-menu design and strategic long-term asset allocation, with a focus on pension consulting and ERISA-oriented services.

General retirement planning Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
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Kenyon L

CFP®, ChFC®, Series 63

Driggs, ID

Pinnacle Wealth Management, LLC

Kenyon Lederer is a CFP® and ChFC® with 33 years of industry experience. He is currently a financial advisor at Pinnacle Wealth Management, LLC and has held roles at Purshe Kaplan Sterling Investments and Pinnacle Asset Management, Inc. He is also licensed to sell fixed life insurance and annuity contracts. Pinnacle Wealth Management serves individual and high-net-worth clients with discretionary asset management and financial planning services. The firm manages approximately $211 million in assets, offering diversified portfolios and tailored account supervision that includes fundamental and technical analysis, with options for integrating outside managers and alternative investments.

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Active portfolio management
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Michael B

Series 63, Series 65

Wilson, WY

Snowden Capital Advisors LLC

Michael Bird is a financial advisor with Snowden Capital Advisors LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Snowden Account Services, Inc. and Snowden Capital Advisors LLC since 2012. Bird also manages an investment partnership, Derrey Family Investments LLC, where he oversees investment sub-advisors. Snowden Capital Advisors LLC is an SEC-registered investment adviser managing approximately $7.55 billion and serving high-net-worth individuals, family offices, foundations, endowments, pension plans, and governmental agencies. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and financial and estate planning, with a focus on client-specific models and global institutional as well as individual client relationships.

Wealth management General retirement planning
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