Sergio Mendoza

I'm Alison Chandler Tonks, a CERTIFIED FINANCIAL PLANNER® professional and founder of Action Financial Planning, a Fee-Only, advice-only registered investment adviser based in Twin Falls, Idaho. I provide flat-fee financial planning and non-discretionary investment advice to clients locally and virtually. I don't receive commissions or product compensation, and I don't charge fees based on assets under management. My goal is to provide objective advice without requiring clients to turn over management of their investments or purchase financial products. I especially enjoy helping physicians and other healthcare professionals, business owners, real estate investors, and people preparing for retirement bring clarity to complex financial lives. My path into financial planning grew out of my own search for objective advice that wasn't tied to selling a product or managing my assets. I wanted thoughtful guidance, clear explanations, and the freedom to make my own decisions. That experience ultimately led me to create Action Financial Planning. Before becoming a financial planner, I spent years working as a clinical pharmacist and Director of Pharmacy. That experience shaped many of the skills I now bring to financial planning: careful analysis, attention to detail, evaluating risks and alternatives, and translating complex information into practical, understandable guidance. As a real estate investor and business owner, I also bring firsthand perspective to many of the decisions my clients face, particularly when personal finances, investments, real estate, and business interests overlap. I grew up on a farm in North Dakota, an experience that taught me the value of hard work, resourcefulness, and planning for the long term. Those lessons continue to shape the practical, grounded approach I bring to financial planning today. I now live in Twin Falls, Idaho. Outside of work, I enjoy being actively involved in my community, giving back through volunteer service, staying active through CrossFit and outdoor activities, and traveling with my husband. I am also a NAPFA-Registered Financial Advisor.

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 with Forefront Wealth Partners in Twin Falls, ID, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Forefront in 2026, he worked at Briarwood Financial, LPL Financial, Clear Creek Financial Management, CSI, and Canyon Springs. Outside of advisory work, he is co-owner and Director of Client Success at Iron Oak Accounting LLC and maintains employment with SkyWest Airlines. Forefront Wealth Partners is a team-based, SEC-registered firm serving individual, business, and corporate clients with discretionary investment management and comprehensive financial planning. The firm creates customized portfolios using client-specific policies and incorporates related businesses and third-party resources to support its multi-office, multi-advisor structure.

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 before entering the financial services field. He also operates Hurt Associates, a separate business activity. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers advisory and operational services such as model portfolio management, tax optimization overlays, and a technology platform for other advisers.

Megan Benson is a financial advisor at Portside Wealth Group, LLC in Twin Falls, Idaho, holding a Series 65 designation with seven years of industry experience. Her work history includes roles at Concorde Investment Services, Doleman Wealth Management, DFPG Investments, Inc., and Allegis Investment Services. Outside of finance, she previously worked in the restaurant industry at Copper Rill Restaurant. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, pension consulting, and client education for individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a blended investment approach incorporating fundamental, technical, and modern portfolio theory, and offers affiliated legal and accounting services alongside its advisory offerings.