John Roslund is the sole advisor at Roslund, John Cabell, an independent firm based in Meridian, Idaho. He holds the CFP® designation and has 19 years of industry experience, with a career spanning over three decades at his current firm. The firm serves individual investors and trusts, offering comprehensive financial planning and investment advisory services focused on mutual funds, ETFs, individual stocks, and bonds. Its investment approach centers on asset allocation tailored to clients’ time horizons and risk tolerance, using research tools like Morningstar and Value Line, and managing accounts primarily on a non-discretionary basis with client approval required for trades.

Kyle Restad is a CFP® professional with 15 years of industry experience and is the sole advisor at Abundance Financial Planning in Caldwell, ID. He has been with Abundance Financial Planning since 2014, serving clients through a fee-only, advice-only model. Abundance Financial Planning provides comprehensive and project-based financial planning and investment analysis for individuals and high-net-worth clients, focusing on non-discretionary recommendations without managing client assets or executing trades.

Ismael Garcia is a CFP® and holds a Series 66 license with four years of industry experience. He is the sole advisor at Garcia Financial Planning, an independent firm based in Meridian, ID. His prior work includes roles at Avantax Advisory Services, Cetera, and Boise State University. Garcia Financial Planning is a fee-only registered investment adviser serving individuals, families, and business owners with customized financial planning and discretionary portfolio management. The firm combines passive and active investment strategies, offers socially conscious investing options, and primarily uses a single institutional custody platform for account management and reporting.

Justin Boyd is the principal of Delta Financial Advisory in Meridian, ID, holding a Series 65 license with two years of industry experience. Before founding his advisory firm, he worked in various roles at companies including Metroquip, Inc., CliftonLarsonAllen, Lithia Motors, Republic Services, and American Cleaning Service. He also provides business consulting and accounting services to private clients, which occupies a significant portion of his working hours. Delta Financial Advisory is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management, financial planning, and fee-based non-discretionary advice. The firm combines investment advisory with accounting, tax advisory, and business consulting services, focusing on proprietary model portfolios and maintaining a small, closely managed client roster.

James Liotta is a CFP® professional with 19 years of industry experience. He has been with Prominence Capital since 2012 and previously worked at Wells Fargo Investments, Merrill, and UBS Financial Services. Prominence Capital provides discretionary portfolio management and standalone financial planning services for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs multiple analytical methods and trading strategies, including derivatives and leveraged positions, catering to institutional-style clients and tailoring each portfolio to client objectives.

Andrew Katzenberger is the sole advisor at Katz Capital Advisors in Caldwell, Idaho. He holds Series 63 and Series 66 licenses and has one year of industry experience, including roles at Northwestern Mutual Wealth Management Company and its related entities. Outside of financial advising, he is a 33% owner of Analytics Computers. Katz Capital Advisors provides financial planning and discretionary portfolio management primarily for individuals and small businesses in early to mid stages of wealth accumulation. The firm uses fundamental security analysis and strategic asset allocation to build diversified portfolios, offering services such as retirement planning, cash-flow analysis, and rollover/IRA guidance.

Patrick Davidson is the sole advisor at First Security Capital, LLC in Nampa, Idaho. He holds Series 63 and Series 65 licenses and has over 40 years of experience in insurance sales and related financial services, alongside one year of formal experience as an investment advisor. His career includes longstanding roles at Ameritas Investment Corp. and Amerus Life Insurance Co., as well as service with the Idaho Air National Guard. In addition to his advisory work, he owns and operates a life insurance business and serves as president of a corporation underwriting real estate-collateralized bridge loans. First Security Capital is a state-registered investment adviser providing portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with diversified holdings and conducts regular account reviews, offering both discretionary and non-discretionary services.

Kim Miller is the sole advisor at Viewpoint Advisory, LLC in Meridian, Idaho, holding Series 65 and Series 63 licenses with 12 years of industry experience. Prior to founding Viewpoint Advisory in 2019, Kim worked at Vestory, LLC for six years and operated a business under the name Ideatrac from 2003 to 2018. Viewpoint Advisory is an independent, fee-only firm providing discretionary portfolio management and financial planning services to individuals, families, trusts, and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing diversified allocations across global equity and fixed-income mutual funds and ETFs.

Richard Smith is a financial advisor at Protected Capital Management in Boise, ID, with 33 years of industry experience. He holds a Series 63 designation and has been associated with ProEquities, Inc. since 1989. Protected Capital Management serves conservative pre-retirees and retirees, managing retirement and taxable accounts on a fee-only basis. The firm employs a multi-factor investment approach combining fundamental and technical analysis and emphasizes written client communications and education, including a Retirement Income Workshop developed by its founder.

Daniel Lewis is a CFP® professional with 13 years of industry experience. He has worked at Firm Foundation Wealth Management, LLC since 2018 and previously spent three years at Tradewinds Capital Management, LLC. Lewis holds the Series 66 license and is based in Caldwell, Idaho. Firm Foundation Wealth Management, LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines macroeconomic and technical analysis to manage portfolios on a discretionary basis and offers specialized ERISA plan services, including acting as a 3(38) investment manager and providing participant education.

William Overton is a CFP® with seven years of experience, currently serving as an advisor at Advanced Financial Solutions, Inc. in Boise, ID. Before joining the firm, he was involved with organizations such as Solid Rock Climbers for Christ and Young Life. Advanced Financial Solutions, Inc. is a small registered investment adviser serving individual clients, trusts, retirement plans, and business entities. The firm utilizes a proprietary rule-based S.T.A.Y.™ framework that combines passive and active allocation using low-cost index funds and ETFs, with a focus on risk management through algorithmic strategies developed internally.

Martin Tadman is a financial advisor with Tadman Financial in Boise, ID, holding Series 63 and Series 66 credentials. He has 17 years of industry experience, including roles at Cambridge Investment Research, Securities America, and Cooper McManus. Tadman is also an independent insurance agent for various companies. Tadman Financial is a state-registered investment adviser that provides ongoing portfolio management and financial planning services to entities such as foundations, trusts, estates, corporations, and nonprofit organizations. The firm’s investment process incorporates fundamental, technical, cyclical, and economic analysis and includes strategic asset allocation, trading, and third-party subadvisors.

Russell Dygert is a financial advisor at Everbridge Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with firms including Finalis Securities, LLC. Outside of his advisory role, he manages a third-party logistics company, Intermountain Express LLC. Everbridge Advisors is a registered investment adviser providing discretionary portfolio management and institutional consulting services, serving institutional clients and high-net-worth individuals. The firm employs a blend of fundamental, technical, and cyclical analysis with active trading strategies and operates an affiliated capital-funding business that offers funding solutions for acquisitions and growth.

Jason Hawke is a financial advisor with Hawke Financial Group in Meridian, ID, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked at D.H. Hill Securities, LLLP, National Securities Corp, National Asset Management, Inc., and Integrated Wealth Concepts LLC. Outside of his advisory role, he is involved in a livestock cattle business and serves as treasurer for a local homeowners association. Hawke Financial Group serves individuals, families, business entities, and retirement plans by providing portfolio management, pension and 401(k) consulting, and financial planning. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis, emphasizing active, tactical management and employing mutual funds, ETFs, and other instruments.

Gregory Rice is a CFP®-designated financial advisor with over 23 years of industry experience. He is the principal at Enduring Wealth Management, LLC, and has previously worked at Raymond James & Associates, UBS Financial Services, and U.S. Bancorp Piper Jaffray Inc. Enduring Wealth Management provides asset management, financial planning, and consulting services primarily for individual and high-net-worth clients, as well as employer-sponsored retirement plans, corporate clients, charitable organizations, and pooled investment vehicles. The firm employs a goal-focused, long-term equity investment approach and offers retirement plan consulting as a 3(38) fiduciary.

Jacob Davelaar is a Series 65-licensed financial advisor at Tadman Financial with two years of industry experience. He previously worked at Cooper McManus and Legacy Wealth Management, and spent eight years with Younglife. Tadman Financial provides portfolio management and financial planning services primarily to foundations, trusts, estates, corporations, and nonprofit organizations. The firm uses a range of investment analyses and strategies and offers financial planning services that include cash-flow education and access to insurance consulting through third parties.

David Wilhite is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant with 32 years of experience in the financial services industry. He has been with Advanced Financial Solutions, Inc. since 1994, where he serves as President and focuses primarily on financial planning and fee-based money management. In addition to his advisory role, he is also an independent insurance agent specializing in fixed life and health insurance products. Advanced Financial Solutions, Inc. provides comprehensive and limited financial planning and investment management to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a proprietary S.T.A.Y.™ investment approach, which is a rule-based, absolute-return strategy combining strategic passive allocation with tactical re-allocations driven by mathematical algorithms and volatility filters.

Bryce Valles is a financial advisor at Mustard Seed Financial in Meridian, ID, holding a Series 65 license with two years of industry experience. Before joining Mustard Seed Financial, he worked in various roles including at T-Mobile and The Grove Hotel, and was a full-time student for several years. Mustard Seed Financial serves individuals, families, trusts, estates, corporations, and non-profits by providing financial planning, investment management, consulting, and estate-planning support. The firm manages approximately $109 million in client assets using proprietary allocation models based on Modern Portfolio Theory combined with tactical positioning, and offers access to traditional and alternative investments, including a specialty 1031 exchange service through its EquiShield 1031 division.

Robert Shappee is a financial advisor at Harris Wealth Management, LLC in Meridian, Idaho, holding the PFS™ designation along with Series 63 and 65 licenses. He has two years of industry experience and also has a long-standing role at Harris & Co PLLC, an accounting firm, where he is significantly involved. Harris Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a diversified, buy-and-hold investment strategy grounded in Modern Portfolio Theory and market efficiency, utilizing primarily passively managed mutual funds and conservative fixed income.

Welcome! I’m Ron Strobel, CFP®, founder of Retire Sensibly LLC. I began my career working as a financial advisor for several large wealth management firms. The focus on commissions, hidden fees, and other unethical behavior left me dismayed and looking for a better alternative. I quit my job shortly after earning my CERTIFIED FINANCIAL PLANNER™ designation and launched Retire Sensibly LLC. I help my clients: 1. Organize their finances 2. Invest intelligently 3. Feel more confident about their retirement plan I serve clients in Boise, Meridian, Caldwell, Nampa, and the surrounding areas. I offer a no-cost, no-obligation introductory appointment that begins with a 15-minute phone call followed by an in-person meeting in which we focus on establishing your family’s goals, values, and attitude toward investing. In my personal life, I enjoy working on home improvement projects, fishing from my kayak, and exploring Idaho’s outdoors.