Matthew Ray

Dale Norton Jr. is the sole advisor at Asset & Retirement Management in Rigby, ID, with 43 years of industry experience. He holds a Series 63 designation and has been with Asset & Retirement Management since 2005, following five years at Independent Financial Group. Additionally, he owns an accounting and tax preparation business that he operates alongside his advisory work. Asset & Retirement Management serves retail clients, managing individual accounts, trusts, retirement plans, and business accounts through discretionary portfolio management and financial planning. The firm primarily implements client portfolios via a third-party turnkey asset management platform, complemented by select use of Guggenheim mutual funds and Prudential annuity programs.

Greg Bitter is a financial advisor with Hawke Financial Group in St. Anthony, Idaho, holding Series 63 and Series 65 licenses and over 14 years of industry experience. His prior work includes roles at National Securities Corp and National Asset Management, Inc. Outside of advising, he is involved in insurance sales and co-owns an aftermarket manufacturer specializing in ATV, UTV, motorbike, and snowmobile performance products. Hawke Financial Group provides portfolio management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios and regularly monitors accounts, employing a range of investment instruments and strategies to align with client objectives.

Eric Story is a financial advisor with Cooper Norman Wealth, LLC and holds the PFS™ designation. He has been with the firm since 2025 and has prior experience as a partner at Cooper Norman, PLLC, a CPA firm, since 2013. In addition to his advisory role, he is involved in manufacturing through Hess Performance, LLC, and holds a personal holding company, Story Holdings, LLC. Cooper Norman Wealth, LLC provides discretionary investment management, retirement plan advisory services, and standalone financial planning primarily for a small client base. The firm’s investment approach includes allocations across equities, fixed income, mutual funds, ETFs, and other investment vehicles, with ongoing account monitoring and occasional use of sub-advisers.

Holly Miller is a financial advisor at Sand Creek Capital, LLC in Rexburg, ID, holding a Series 65 designation. She has been with Sand Creek Capital and its predecessor Cordingley & Parkinson Wealth Management since 2019. Prior to her financial services career, she worked in the healthcare industry with Seasons Medical/Madison Health from 2012 to 2019. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, pension consulting, and educational seminars. The firm uses fundamental analysis and a long-term trading approach across a range of investment vehicles and provides both discretionary and non-discretionary management.

Robert Parkinson is a CFP® with 39 years of industry experience. He is currently with Sand Creek Capital, LLC and has worked at LPL Financial, LLC since 1992. Outside of his advisory role, he is a managing partner in Educational Management Systems, LLC, a software business. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, providing portfolio management, financial planning, and pension consulting. The firm uses a range of investment vehicles and offers educational seminars and workshops, notably serving state and municipal government clients.

Keaton Parkinson is a financial advisor at Sand Creek Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Ernst & Young. Sand Creek Capital serves individuals, including high-net-worth clients, as well as pension plans, corporations, and government entities. The firm combines fundamental analysis with a long-term trading approach and offers a range of investment vehicles along with financial planning and educational seminars.