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.

Suzanne Hazlett is a CFP® with 28 years of experience in financial advising. She is the principal of Hazlett Wealth Management LLC in Ketchum, ID, and previously worked at Raymond James under the same business name. Outside of finance, she owns Suzanne Hazlett Art, a fine art business. Hazlett Wealth Management provides financial planning and portfolio management services primarily to high-net-worth individuals. The firm employs a diverse investment approach that includes cyclical, fundamental, quantitative, and technical analysis, using both long- and short-term strategies.

Peter McRae is the sole advisor at McRae Capital Management L.L.C. in Ketchum, Idaho, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has operated McRae Capital Management since 1998. McRae Capital Management is an independent advisory firm serving high-net-worth individuals, trusts, ERISA accounts, and corporate clients. The firm offers discretionary portfolio management along with retirement and estate planning, using institutional mutual funds and ETFs, and provides financial plans at no additional charge.

Gregory Lyle is the sole advisor at Gregory Lyle & Co. in Sun Valley, ID, with 37 years of industry experience. He holds a Series 63 designation and has a legal background, serving as an attorney since 1977 and operating a tax preparation partnership. He is also president of Ballard Canal Company, Inc. The firm offers personalized investment supervisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. It focuses on fundamental analysis and long-term common equity investments in concentrated portfolios, managing approximately $192 million across a small client base.

Jason Parrish is a financial advisor at Redpoint Investment Advisors with five years of industry experience. He holds a Series 65 designation and has previously worked at Integrate, PayScale Inc, and SAP Concur. Redpoint Investment Advisors is an independent, state-registered firm serving individual clients with discretionary and non-discretionary portfolio management focused on domestic and international equities. The firm employs a long-term, buy-and-hold investment approach using proprietary financial models and provides regular performance reporting to clients.

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 worked at Sun Valley Advisors since 2011. Sun Valley Advisors provides discretionary portfolio management to individuals, pension and profit-sharing plans, ERISA accounts, trusts, estates, and business entities using a global balanced mandate focused primarily on closed-end funds purchased at discounts to net asset value, supplemented by exchange-traded funds for diversification. The firm employs proprietary software to analyze approximately 650 closed-end funds, managing client accounts according to risk/reward objectives while delivering monthly performance reports with comparative benchmarks.

Warren Schliiter is a financial advisor at Sila Financial, LLC with 55 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes long tenures at Kms Financial Services, Inc. and a self-employed insurance brokerage, with his current role at Sila Financial beginning in 2020. Sila Financial provides fee-based portfolio management and comprehensive wealth management services to individuals, businesses, qualified retirement plans, trusts, estates, and non-profit organizations. The firm constructs customized portfolios using a mix of mutual funds, ETFs, REITs, and individual securities, emphasizing low-cost index options and selective active management.

Thomas Nelson III is a CFP® with 21 years of industry experience. He has worked at Sky-Mountain Capital Management since 2021 and has held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2016. Sky-Mountain Capital Management serves individuals, families, high-net-worth clients, trusts, estates, businesses, and retirement plans by providing discretionary and non-discretionary investment management, financial planning, consulting, and retirement plan advisory services. The firm uses a strategic asset allocation approach with diversified mutual funds and ETFs, complemented by periodic rebalancing and fundamental and cyclical analysis.

Jason Williams is a financial advisor at Pinyon Pine Capital LLC in Ketchum, Idaho, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pinyon Pine Capital since 2010. Since March 2024, Dr. Williams has also served as principal and chief investment officer of Pios Capital, LLC, an Idaho exempt reporting adviser managing a pooled investment vehicle. Pinyon Pine Capital LLC provides discretionary equity portfolio management to individuals, trusts, family offices, and institutional investors. The firm employs a fundamental, research-driven investment process focused on companies with high free cash flow yields and manages concentrated portfolios with multi-year holding horizons to emphasize tax efficiency across several separately managed strategies.

Robin Robertson is a financial advisor at Pacific Peak Advisors, LLC with 40 years of industry experience. He holds a Series 63 designation and has worked at Pacific Peak Advisors since 2015, alongside roles at TLG Advisors and The Leaders Group, Inc. Outside of advisory work, Robertson is owner and president of RJR Insurance and Financial Services, LLC, which focuses on life and health insurance sales. Pacific Peak Advisors provides discretionary investment management, financial planning, and consulting services to individuals, trusts, high-net-worth clients, and businesses. The firm manages approximately $207 million in discretionary assets and emphasizes personalized investment policies implemented through asset allocation, fundamental and cyclical analysis, and a mix of mutual funds, ETFs, and third-party managers.

Brandon Davis is a financial advisor at Pinyon Pine Capital LLC with a Series 65 designation and three years of industry experience. He previously worked at TBG Equity from 2016 to 2018 before joining Pinyon Pine Capital, where he has been since 2019. Pinyon Pine Capital LLC provides discretionary equity portfolio management to individuals, trusts, family offices, and institutional investors through several separately managed strategies. The firm employs a fundamental, research-driven investment process focused on companies with high free cash flow yields and emphasizes concentrated portfolios with multi-year holding horizons aimed at tax efficiency.

Sean Kovich is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Pacific Peak Advisors, LLC and has held roles at Trumark Financial and TLG Advisors, Inc. Outside of advising, he performs as a bass player in a 1990s cover band and volunteers as a firefighter in Sun Valley, Idaho. Pacific Peak Advisors serves individuals, families, corporations, estates, and trusts by providing discretionary investment management and integrated financial planning. The firm employs an active, asset-allocation centered approach with diversified portfolios tailored to each client’s written profile and investment plan.

Joan Lamb is a Series 65-licensed financial advisor with 11 years of industry experience, currently serving at Rutherford Investment Management since 2014. She also has a long history of self-employment dating back to 1990. Outside of her advisory work, she serves as a board member of the College of the Desert Foundation, which supports educational opportunities for students in Palm Desert, CA. Rutherford Investment Management advises individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and institutional clients through discretionary portfolio management and investment advisory services. The firm employs a mix of fundamental and technical analysis to tailor portfolios and acts as investment manager and ERISA fiduciary to a collective investment trust and a multi-cap growth fund focused on U.S. equities.

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.

Jeffrey Camps is a financial advisor with M Holdings Securities, Inc., holding the ChFC® designation and Series 63 and 65 licenses, and has 46 years of industry experience. He has been with M Holdings Securities since 2016 and is also involved with Lindberg & Ripple since 2026. Outside of his advisory work, he serves as a board member and finance chairman for the Wood River YMCA and manages a vintage car collection through Lost River Classic Car LLC. M Holdings Securities, Inc. serves a wide range of clients including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm offers a mix of advisory and brokerage services with investment management, financial planning, and insurance advisory, supported by platform providers and third-party sub-advisors.

Erik Boe is a financial advisor with Robertson Stephens, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Robertson Stephens Capital Markets, LLC and Robertson Stephens Wealth Management, LLC since 2019, and previously spent 11 years with RBC Capital Markets Corporation. Outside of his advisory role, Boe serves as Treasurer for the Sun Valley Community Foundation, a nonprofit focused on facilitating charitable giving in the Sun Valley, Idaho community. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm combines advisor-driven advice with centralized model portfolios and oversight, managing both discretionary and non-discretionary assets across a range of public and private investment options.

Julie Steinman is a CFP® with 38 years of industry experience. She is currently with Robertson Stephens Wealth Management, where she has worked since 2019, and has held roles at Robertson Stephens Capital Markets and RBC Capital Markets. Steinman is based in Ketchum, ID. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers a range of portfolio management and planning services, utilizing both in-house model portfolios and third-party managers.

Jack Donnelly is a financial advisor at Robertson Stephens with one year of industry experience. He holds a Series 65 designation and previously worked at TalentLink Solutions LLC and was associated with San Diego State University and Tamalpais High School during his early career. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and planning services, managing $8.76 billion in assets as of December 31, 2025.