Terry Lee Roe

Melissa Davis is a financial advisor at Straight Line Investment Group, LLC in Idaho Falls, ID, holding a Series 66 designation with 15 years of industry experience. She has been with Straight Line Investment Group since 2013. Straight Line Investment Group is an independent, single-adviser registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management. The firm employs proprietary investment models incorporating fundamental, technical, and cyclical analysis, primarily using a long-term trading approach while maintaining discretion for short-term trades and short sales.

Dirk Murray is a financial advisor at Sentinel Wealth Strategies in Idaho Falls, ID, with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Ameriprise, Intermountain Wealth Management, and Sowell Management Services prior to his current role. Sentinel Wealth Strategies offers discretionary and non-discretionary portfolio management and financial planning services to individual clients and business entities, including high-net-worth individuals. The firm sponsors its own wrap fee program and manages accounts using a combination of long-term strategies, model portfolios, and occasional short-term trading, with an emphasis on institutional custody and streamlined fee arrangements.

Alan Campbell is a CFP® professional with 19 years of industry experience. He has been with Spinnaker Financial Advisors, LLC since 2014 and holds a Series 65 license. Spinnaker Financial Advisors provides investment management and financial planning services to individuals, high-net-worth individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, emphasizing diversified, long-term portfolios with a focus on downside protection and value- and small/medium-cap equities.

In a world filled with endless financial choices, we guide you in distinguishing between what's merely good and what's genuinely the best for your family's future. Our approach is anchored in values-based planning, a strategy that goes beyond mere numbers to incorporate your core beliefs and life goals. This methodology ensures that your financial decisions not only bring stability but also resonate with what you hold dear. Why settle for good when you can aim for the best? Let's simplify the complexities and focus on what truly matters for your family's journey toward financial freedom and lasting prosperity.

Naumdar Akhavan is a CFA® charterholder with 20 years of industry experience. He is the sole advisor at Valkyrie Private Wealth Management and has previously worked at firms including Morgan Stanley, Neuberger Berman BD LLC, and Mutual Securities, Inc. Valkyrie Wealth LLC provides ongoing portfolio management and integrated financial planning to individual and high-net-worth clients. The firm combines fundamental and technical analysis with long-term trading and options strategies, exercising discretionary authority to implement model and tailored allocations while documenting client investment policy statements.

Benjamin Fuhriman is a CFP® and Series 66-licensed financial advisor with eight years of industry experience. He is the sole advisor at Teton Crest Wealth Planning in Idaho Falls, ID, and has previously worked at firms including Securities America, Arbor Point Advisors, KMS Financial Services, and Cetera Advisors. Outside of his advisory role, Fuhriman is active in public service as a Precinct Committeeman and state legislative candidate in Idaho and is involved in a startup social media app venture. Teton Crest Wealth Planning serves individuals, trusts, and business entities by providing portfolio management and comprehensive financial planning tailored to client goals and risk tolerance. The firm employs fundamental analysis with quarterly reviews and rebalancing, supported by an external advisory committee, and integrates technology-enabled reporting and a CFP-aligned planning process.