Steven Sundberg is the sole advisor at Wood River Consulting with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fidelity Investments and as a self-employed advisor prior to founding Wood River Consulting in 2018. Sundberg is also involved in venture capital and defense technology through his roles with Snake River Venture Partner and WYO-VC. Wood River Consulting is an independent, single-advisor firm serving individuals, high-net-worth clients, and pension/profit-sharing plans. The firm provides discretionary portfolio management and pension consulting services, using model portfolios with mutual funds and ETFs that emphasize strategic asset allocation and long-term trading.

Lauren Davis is the sole advisor at Davis Investment Group, Ltd., an independent firm based in Hailey, Idaho. She holds Series 63 and Series 65 licenses and has 15 years of industry experience. Davis has been with her firm since its founding in 1996. Davis Investment Group provides investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental-analysis approach with a long-term orientation, focusing on diversified portfolios that primarily use low-cost mutual funds and ETFs, supplemented by individual securities when appropriate.

Jason Parrish is a financial advisor at Redpoint Investment Advisors in Hailey, ID, holding a Series 65 designation with five years of industry experience. His prior work includes roles at Integrate, PayScale Inc, SAP Concur, and Revel Consulting. Redpoint Investment Advisors serves individual clients by providing customized portfolio management focused on domestic and international equities, using a long-term buy-and-hold strategy that categorizes holdings into Core and Speculative positions based on client suitability. The firm is notable for delivering written performance metrics to clients and separating financial consultation from asset management through discussion-based guidance.

Neil Jessen is a financial advisor at Sun Valley Advisors, Inc. in Hailey, Idaho, holding a Series 65 designation with 13 years of industry experience. He has been with Sun Valley Advisors since 2011. Sun Valley Advisors provides discretionary portfolio management focused on a global balanced strategy for individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes investing in closed-end funds purchased at market prices often below net asset value, complemented by exchange-traded funds for diversification, with portfolios tailored to client risk and tax considerations.

Gregory Peterson is a PFS™ credentialed financial advisor with 19 years of industry experience. He is currently with Statheros Financial Solutions, Inc., where he has worked since 2019, and previously worked at Pgr Solutions, LLC and Lallman, Feltman, Peterson & Co, P.A. He also works part-time as an independent contractor for Lallman CPA & Advisors, a public accountancy firm. Statheros Financial Solutions, Inc. provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses globally diversified, primarily mutual fund and ETF portfolios with long-term strategies, supported by proprietary tools and third-party administrative and actuarial consulting services.

Brian Vander Wyst is a financial advisor at RW Investment Management LLC with one year of industry experience. He previously worked at Sun Valley Gold, LLC for 18 years. He serves as a board member of Syringa Mountain School, a local charter school. RW Investment Management serves individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and pension consulting. The firm employs an evidence-based investment approach combining passive and active funds, individual securities, and limited alternatives, with accounts monitored annually and technology-assisted rebalancing.

Chasen Ruth is a CFP® with eight years of industry experience, currently serving as a financial advisor at Empower Advisory Group. He previously worked at Morgan Stanley and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.

Yuri Mc Clure is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments. Outside of his advisory role, he coaches the U12 Travel Ski Team for the Sun Valley Ski Education Foundation and works as a ski technician. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates through point-in-time financial plans and optional managed account solutions.

Stephen White is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and Rockefeller Capital Management prior to his current role. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through a combination of in-house and third-party managers.

John Kendall is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has been with LPL Financial since 2006. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of service delivery options supported by an in-house Research team and accommodates both advisory and brokerage solutions tailored to client needs.

Michael Minervini is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves part-time as CFO for SOCORRO in Hailey, Idaho. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Rob Driemeyer is a financial advisor at Edward Jones in Hailey, Idaho, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Albertsons for 32 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary solutions, including tax-efficient services and proprietary investment options.

James Blandford is a financial advisor with Robert W. Baird & Co. in Bellevue, ID, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird since 2009 and has also maintained self-employment since 2000. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients by providing tailored financial planning and portfolio management services across a range of investment strategies.

Stephen Seiber is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 1989 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and research resources to its clients.

Mary Garrison is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where she has been a member of the team since 2004. Her work focuses on customized wealth management and financial strategies tailored to high net worth families and corporate executives. Mary began her career in financial services in 1981 and has held positions including Senior Portfolio Manager at Northern Trust Bank and portfolio manager at State Street Global Advisors. She holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of San Francisco, where she previously served on the Board of Directors and as President. Mary is also a Certified Divorce Financial Analyst (CDFA) and holds the Certified Plan Fiduciary Advisor (CPFA) designation. Her educational background includes a Bachelor of Science degree in Finance from the University of Nebraska and a Master of Science degree in Finance from Boston College. Outside of her professional role, Mary is involved with several community organizations including the Cherie Blair Foundation Mentor program, Merrill's Women's Exchange Mentor initiative, the National Charity League, Crystal Springs Chapter, and the Wood River Women's Foundation. She and her husband Kevin live in Sausalito, California, and Sun Valley, Idaho, and enjoy activities such as hiking, scuba diving, cooking, reading, and traveling.

Wesley Wong is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors and UBS Financial Services. Outside of his advisory role, he owns two fruit companies based in Bakersfield, California. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, banks, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Shelley Seibel is a financial advisor with Edward Jones in Hailey, Idaho, holding Series 63 and Series 66 designations and nearly 30 years of industry experience. She has been with Edward D. Jones & Co., L.P. since 1996. Seibel serves on the boards of the Leidy Sampson Family Foundation and Make a Difference Now, providing counsel on investment accounts and participating in charitable finance oversight. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Les Miller is a financial advisor with LPL Financial in Hailey, Idaho, holding a Series 66 designation and 13 years of industry experience. He previously worked at U.S. Bancorp Investments from 2016 to 2021 before joining LPL Financial. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering diverse investment solutions through a large network of investment adviser representatives.

Douglas Strand is a financial advisor with Morgan Stanley in Hailey, Idaho, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. In addition to his advisory role, he serves as an arbitration panelist and is a board member of a homeowners association in Portland, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee resources to support its advisory services.

Thomas Lenze is a financial advisor with OSAIC, holding a Series 63 designation and over 50 years of industry experience. His prior roles include positions at FSC Securities Corporation and Wells Fargo Advisors. Outside of his advisory work, he owns and operates LLCs that manage private aircraft and related equipment. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment approach that integrates risk assessment, asset allocation, and portfolio optimization, offering a broad range of investment products and advisory programs.

Jeffrey Neel is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has been associated with LPL Financial since 2021 and has maintained his own tax preparation and accounting practice, J. Neel and Company, PA, since 2002. His professional background also includes roles at Avantax Advisory Services and Avantax Investment Services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.