Trever Peterson

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 the sole advisor at Sentinel Wealth Strategies in Idaho Falls, ID, holding Series 63 and Series 66 designations with 21 years of industry experience. He has been with Sentinel Wealth Strategies since 2014 and previously worked at Sowell Management Services from 2014 to 2017. Sentinel Wealth Strategies provides portfolio management, financial planning, and consulting services to individual and business clients, including some high-net-worth individuals. The firm employs a combination of fundamental and technical analysis, charting, and modern portfolio theory, and offers both discretionary and non-discretionary services through a wrap fee program on Charles Schwab’s institutional platform.

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 and holds a Series 66 license with 20 years of industry experience. He is the sole advisor at Valkyrie Private Wealth Management and has previously worked with Mutual Securities, Inc. and Summit Wealth and Retirement Partners. Akhavan is also engaged as a registered representative of Mutual Securities, Inc. Valkyrie Wealth LLC provides portfolio management and integrated financial planning services to individual and high-net-worth clients, using a combination of fundamental and technical analysis alongside options strategies. The firm maintains discretionary authority over accounts and emphasizes documented investment policy statements to align portfolios with clients’ goals and risk tolerances.

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.