James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Ethan Hadley is a financial advisor at GPWM Advisors LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Gryphon Private Wealth Management and Independent Financial Group. Outside of his advisory work, he has provided notary services in Idaho since 2006. GPWM Advisors is an independent, single-advisor firm managing approximately $28.9 million for about 45 clients. The firm serves a diverse client base including individuals, businesses, and institutional clients, offering financial planning, discretionary portfolio management, alternative investment advice, and educational seminars.

Brent Ford is a CFP® professional with 27 years of experience in the financial industry. He is the sole advisor at Ford Investment Counsel LLC, an independent firm he founded in 2021. Prior to this, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of advisory services, he is also an independent insurance agent. Ford Investment Counsel LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, as well as qualified retirement plans. The firm emphasizes ERISA plan consulting and 3(38) fiduciary services, employing a mix of strategies tailored to clients’ goals, time horizons, and risk tolerances.

Stephen Schulmerich is a CFP® with 36 years of industry experience and is currently a principal at Schulmerich & Associates Asset Management, LLC. He has been associated with Schulmerich & Associates since 1993. In addition to his advisory role, he is also licensed as an insurance agent. Schulmerich & Associates Asset Management provides discretionary asset management services to individuals, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm employs a Modern Portfolio Theory-based investment approach focused on strategic asset allocation, diversification, and the use of broadly diversified passive/index funds.

Kyle Restad is a financial advisor at Abundance Financial Planning with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Abundance Financial Planning since 2014. Abundance Financial Planning offers fee-only, advice-only financial planning and investment analysis services to individuals and high-net-worth clients. The firm provides non-discretionary, written recommendations focused on long-term investment principles and client goals, operating on flat and project-based fees without managing client assets directly.

Randall Taylor is a financial advisor with Ascend Wealth Management LLC in Eagle, Idaho. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Prior to his current role, he worked at Interwest Investment Advisors, Inc. and JT Financial, Inc. He is also involved with Ascend Financial Advisors, a fixed business based in Eagle. Ascend Wealth Management provides discretionary asset management, financial planning, and consulting services to individual investors and retirement plans, including ERISA 3(21) fiduciary services. The firm utilizes model-based portfolio management with ongoing monitoring and serves a high client load with a focus on both smaller accounts and pension consulting.

Richard Marcoux is the principal of Foothills Capital Management, LLC in Eagle, Idaho, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Atlas Financial Advisors, Inc. and MetLife Securities Inc. Marcoux is also a licensed insurance agent and occasionally offers insurance products to clients. Foothills Capital Management provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm customizes investment programs based on client goals, time horizon, tax situation, and risk tolerance, employing a long-term trading approach that incorporates various analytical methods and diversified instruments.

Michael Bisbee is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Enduro Wealth Management, LLC in Eagle, Idaho. His prior roles include positions at Edward Jones & Co LP, King Wealth Planning, Inc., and LPL Financial LLC. He is also the founder and tax advisor of Enduro Tax Advisory. Enduro Wealth Management serves individual households, including higher-net-worth clients, and small businesses by providing discretionary portfolio management, financial coaching, retirement-plan education, and pension consulting. The firm primarily employs a passive investment strategy based on Modern Portfolio Theory, supplemented by cyclical, fundamental, and technical analysis, and offers distinctive features such as an affiliated tax practice and a subscription-based financial coaching program.

Steven Levenson is a financial advisor at Western Financial Corporation with eight years of industry experience. He holds Series 63 and Series 65 credentials and has held multiple roles at Western Financial Corporation since 2017, with additional experience at Clearwater Analytics and YCharts, Inc. Western Financial Corporation is a privately owned registered investment adviser that provides customized portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm serves both individual and high-net-worth clients, focusing on long-term asset allocation and diversification through a combination of fundamental research and technical analysis.

Roberta Newhouse is a financial advisor with Alturas Wealth Management, LLC in Eagle, Idaho, holding a Series 66 credential and 19 years of industry experience. She has held roles at 1st Global Advisors, Inc. and Newhouse & Neistadt, LLC, and is currently a member of Alturas CPA Services, LLC, a certified public accounting firm. Newhouse also serves on the advisory board for the University of Idaho College of Business & Economics. Alturas Wealth Management serves individual and high-net-worth clients, offering discretionary asset management and financial planning across retirement, tax, estate, and cash-flow areas. The firm employs a variety of analytical approaches to tailor investment strategies and maintains discretionary trading authority to manage approximately $37 million for about 54 client relationships.

Barry Drogy is a financial advisor at Pendragon Capital Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Pendragon Capital Management since 2010. Outside of his advisory role, he is a managing partner at Whitehaven Associates, providing financial and business consulting to medical and business professionals, and he also offers consulting services to hearing aid professionals through the American Hearing Aid Association. Pendragon Capital Management is a small-team investment adviser serving individuals, families, pension, and corporate clients, managing approximately $40 million across about 52 client relationships. The firm employs a value-oriented investment approach and offers discretionary portfolio management through separately managed accounts alongside access to third-party money managers.

Melissa Lowther is a financial advisor at Alturas Wealth Management, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including 1st Global Advisors, Inc. and Micron Technology, Inc. Outside of her advisory role, Lowther serves on the board of the Xi House Corporation of Gamma Phi Beta and is an executive board member of the University of Idaho Alumni Association. Alturas Wealth Management serves individual and high-net-worth clients, providing discretionary asset management and financial planning. The firm integrates tax and accounting services through its affiliation with Alturas CPA Services, LLC, co-owned by both advisors, allowing for combined investment and accounting expertise.

Renee Faltings is a financial advisor at American Capital Advisory, LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Clearrock Capital, LLC. Outside of her advisory role, she is involved in retail sales through PK's Sports. American Capital Advisory provides discretionary investment management to individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, and financial institutions. The firm employs a global asset allocation strategy primarily using low-cost ETFs and mutual funds, supplemented by tax-sensitive direct indexing and a range of trading tools tailored to client objectives.

Matthew Cullen is a CFA® charterholder and Series 63 licensee with one year of experience in the financial industry. He has worked at American Capital Advisory, LLC since 2021 and previously spent 14 years at Thompson, Siegel & Walmsley. American Capital Advisory, LLC manages approximately $255 million for around 348 clients, including individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a global asset allocation strategy using low-cost ETFs and mutual funds, supplemented by tax-sensitive direct indexing and a broader trading toolkit tailored to client objectives.

Ian Jameson is a financial advisor with American Capital Advisory, LLC in Ketchum, ID, holding a Series 65 designation and 17 years of industry experience. He has been with American Capital Advisory since 2012. Outside of his advisory role, he serves as board chair of Idaho's Bounty Cooperative, a food cooperative where he is involved in strategy, finance, and nonprofit relationships. American Capital Advisory provides discretionary investment management to individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, and financial institutions. The firm manages approximately $255 million for around 348 clients through a team of seven advisors, employing a global asset allocation approach with low-cost ETFs, mutual funds, and tax-sensitive direct indexing, supplemented by a range of trading strategies tailored to client objectives.

John Fahnestock is a financial advisor at Q3 Asset Management Corporation with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities, Inc. since 2016 and The Mutual Life Insurance Company of New since 1985. Q3 Asset Management Corporation provides portfolio management services to individual and high-net-worth clients, as well as investment company clients, managing over $727 million in assets. The firm employs a discretionary portfolio management approach that combines strategic allocation with tactical elements and offers a variety of billing and service options, including subscription and performance-based fee arrangements.

Matthew Mcneal is a CFA® charterholder with 16 years of industry experience, currently serving at American Capital Advisory, LLC since 2012. He holds a Series 65 license and is based in Ketchum, Idaho. Outside of his advisory role, Mcneal is a board director at Argent Development Corp. of Virginia and participates in private restaurant investment through DS Group, LLC. American Capital Advisory provides discretionary investment management to individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, and financial institutions. The firm manages approximately $255 million for around 348 clients using a global asset allocation approach primarily implemented with low-cost ETFs and mutual funds, supplemented by tax-sensitive direct indexing and a broader trading toolkit tailored to client objectives.

Maunsel Hickey is a financial advisor at American Capital Advisory, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Mercer Global Advisors, ClearRock Capital, Seaport Global Securities, and BB&T Securities. American Capital Advisory is a team of seven advisors managing approximately $255 million for individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, and financial institutions. The firm focuses on global asset allocation using low-cost ETFs and mutual funds, tax-sensitive direct indexing, and employs a broader trading toolkit including short sales and option writing tailored to client objectives.

Jessy Gilger is a CFP® with 10 years of experience in the financial advisory industry. She is currently with Gannett Wealth Advisors and has previously worked at firms including Sound Advisory LLC, Eagle Island Financial LLC, and Statheros Financial Solutions, Inc. Gannett Wealth Advisors provides fee-only wealth management, retirement plan consulting, and overlay management to individuals, charitable organizations, and corporate plan sponsors. The firm’s investment approach is based on modern portfolio theory with an emphasis on asset allocation, mutual fund and ETF analysis, and long-term holdings, and it offers integrated financial planning and tax return preparation services.

Aurelie Bayer Boloix is a CFP® and Series 65 credentialed financial advisor with one year of industry experience. She is currently with American Capital Advisory, LLC and has prior experience at 12 Peaks Financial LLC, Idaho First Bank, and Becker, Chambers & Co. P.A. She also owns an accounting and consulting business serving individuals and businesses. American Capital Advisory provides discretionary investment management to individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, and financial institutions. The firm manages approximately $255 million for about 348 clients through a team of seven advisors, using a global asset allocation approach with low-cost ETFs and mutual funds, supplemented by tax-sensitive direct indexing and a broader trading toolkit tailored to client objectives.