Kelse Puri

Andrew Katzenberger is the sole advisor at Katz Capital Advisors in Caldwell, Idaho. He holds Series 63 and Series 66 licenses and has one year of industry experience, including roles at Northwestern Mutual Wealth Management Company and its related entities. Outside of financial advising, he is a 33% owner of Analytics Computers. Katz Capital Advisors provides financial planning and discretionary portfolio management primarily for individuals and small businesses in early to mid stages of wealth accumulation. The firm uses fundamental security analysis and strategic asset allocation to build diversified portfolios, offering services such as retirement planning, cash-flow analysis, and rollover/IRA guidance.

Daniel Lewis is a CFP® professional with 13 years of industry experience. He has worked at Firm Foundation Wealth Management, LLC since 2018 and previously spent three years at Tradewinds Capital Management, LLC. Lewis holds the Series 66 license and is based in Caldwell, Idaho. Firm Foundation Wealth Management, LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines macroeconomic and technical analysis to manage portfolios on a discretionary basis and offers specialized ERISA plan services, including acting as a 3(38) investment manager and providing participant education.

Charles Copeland is a financial advisor at Elevage Partners, LLC with 25 years of industry experience. He holds the Series 65 designation and has been with Elevage Partners since 2011, as well as operating Copeland Wealth Management since 1998. Elevage Partners serves individual clients, including high-net-worth households, providing discretionary portfolio management and comprehensive financial planning. The firm also manages held-away retirement accounts and acts as adviser to private pooled investment vehicles, employing a customized investment approach that combines economic and fundamental analysis with long-term holdings and opportunistic short-term trades.

Jeff Currie is a financial advisor with Elevated Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Elevated Retirement Group, Global Financial Private Capital, and Currie Financial Group, Inc. Outside of his advisory work, he serves as a non-commissioned officer in the U.S. Army Reserves and teaches classes on reverse mortgages to real estate professionals. Elevated Capital Advisors serves a diverse client base, including individuals, trusts, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a blend of fundamental, technical, and quantitative analysis with strategic and tactical asset allocation to manage portfolios.

Nikko Banda is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 credentials. He has experience working at firms including Wells Fargo, Bank of America, and Modern Woodmen of America. Banda has been with Empower Advisory Group since 2025 and previously worked at Empower Financial Services since 2023. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as for Empower Premier IRA and certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing.

Joseph Egusquiza is a financial advisor with Cetera and holds a Series 66 designation. He has one year of industry experience and has previously worked with Avantax Advisory Services and Parker Advisors. Outside of his advisory role, he contributes to Tax Freedom Builders, where he curates educational content focused on tax-smart strategies and proactive financial planning. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a broad range of portfolio management, financial planning, and fiduciary services supported by both advisor-managed accounts and firm-sponsored model portfolios.