Tammara Marie Upton

Kyle Restad is a CFP® professional with 15 years of industry experience and is the sole advisor at Abundance Financial Planning in Caldwell, ID. He has been with Abundance Financial Planning since 2014, serving clients through a fee-only, advice-only model. Abundance Financial Planning provides comprehensive and project-based financial planning and investment analysis for individuals and high-net-worth clients, focusing on non-discretionary recommendations without managing client assets or executing trades.

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.

Andrew Joski is the sole advisor at Joski Financial with four years of industry experience holding Series 65 and Series 66 designations. His prior roles include positions at U.S. Bancorp Investments and service in the Army National Guard. He is also involved with Joski Insurance, a licensed insurance agency. Joski Financial is a state-registered investment adviser offering financial planning, portfolio management, and retirement plan consulting primarily to individuals, families, retirees, and small business owners. The firm employs a planning-first approach integrating retirement income, cash flow, insurance review, and tax considerations into diversified portfolios using ETFs, mutual funds, and third-party managed strategies.

Patrick Davidson is the sole advisor at First Security Capital, LLC in Nampa, Idaho. He holds Series 63 and Series 65 licenses and has over 40 years of experience in insurance sales and related financial services, alongside one year of formal experience as an investment advisor. His career includes longstanding roles at Ameritas Investment Corp. and Amerus Life Insurance Co., as well as service with the Idaho Air National Guard. In addition to his advisory work, he owns and operates a life insurance business and serves as president of a corporation underwriting real estate-collateralized bridge loans. First Security Capital is a state-registered investment adviser providing portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with diversified holdings and conducts regular account reviews, offering both discretionary and non-discretionary services.

James Weeks is a CFP® professional with nine years of experience in financial planning. He is the principal at Allegiance Financial Planning in Eagle, Idaho, and previously worked at Tapfin/EY and The Trading Block. In addition to financial planning, he provides tax preparation services for individuals and small businesses through his firm. Allegiance Financial Planning offers fee-only financial planning, investment consultation, and tax-preparation services to individual investors, trusts, estates, foundations, and businesses. The firm emphasizes long-term, buy-and-hold investment strategies using fundamental analysis and low-cost passive vehicles, and operates without discretionary portfolio management or percentage-of-assets billing.

Robert Falco is a financial advisor at Stewardship Asset Management LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Wells Fargo Bank for 17 years. Outside of his advisory role, he owns Falconium Capital LLC and Falconium Investments LLC, which he uses for personal investment and trading activities. Stewardship Asset Management serves individual investors, including high-net-worth individuals, and charitable organizations by providing portfolio management, financial planning, and access to estate-planning tools through the Wealth.com platform. The firm employs a range of analysis methods and strategies, including options and derivative trading, and offers a monthly newsletter and an estate-planning workflow leveraging advisor read-only visibility.