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.

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.

Benjamin Fuhriman is a Certified Financial Planner® with eight years of industry experience, currently operating as the sole advisor at Teton Crest Wealth Planning in Idaho Falls, Idaho. He has previously worked at Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. Outside of financial advising, Fuhriman serves as a precinct committeeman in Bingham County and is a candidate for the Idaho State House of Representatives. Teton Crest Wealth Planning provides portfolio management and comprehensive financial planning services primarily to individuals, trusts, and business entities. The firm’s approach includes fundamental analysis, quarterly reviews, and client reporting enabled by technology, with discretion offered in investment management and a planning process aligned with CFP® standards.

Christian Moon is a CFP® and CFA® with 10 years of experience in financial advisory. He is currently at Snake River Investment Counsel LLC, where he has worked since 2017 through its predecessor entities. His previous roles include positions at Onyx Financial Advisors, Sanctuary Wealth, Kalos Capital, and MRA Associates. Snake River Investment Counsel provides advisory services to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs an asset allocation approach based on modern portfolio theory, utilizing mutual funds and ETFs, and offers discretionary management, financial planning, and consulting services.

Aaron Freeman is a CFP® with two years of industry experience, currently serving as an advisor at Snake River Investment Counsel LLC. He previously worked with KFG, LLC, Kahler Financial Group, Inc., and Perspective Wealth Partners, among other roles. Outside of his advisory work, Freeman is involved with Consumer Direct, providing services to older adults and individuals with disabilities to help maintain their independence. Snake River Investment Counsel offers advisory services to individuals, trusts, estates, business entities, charitable organizations, and pension plans. The firm emphasizes an asset allocation approach aligned with modern portfolio theory, utilizing mutual funds and ETFs, and provides both discretionary and non-discretionary investment management alongside comprehensive financial planning services.

Ryan Coiner is a financial advisor with Integrity Financial Group in Idaho Falls, ID, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior work includes roles at American United Life and OneAmerica Securities. Outside of advising, he owns and operates Coiner Land & Livestock, LLC, an agriculture and livestock business, as well as a motel in Chama, NM. Integrity Financial Group serves individuals, including high-net-worth clients, and business entities by providing discretionary portfolio management, financial planning, and access to various investment solutions. The firm employs a multi-method investment approach and manages approximately $33 million in discretionary assets through a small advisory team.

Eric Story is a financial advisor with Cooper Norman Wealth, LLC and holds the PFS™ designation. He has been with the firm since 2025 and has prior experience as a partner at Cooper Norman, PLLC, a CPA firm, since 2013. In addition to his advisory role, he is involved in manufacturing through Hess Performance, LLC, and holds a personal holding company, Story Holdings, LLC. Cooper Norman Wealth, LLC provides discretionary investment management, retirement plan advisory services, and standalone financial planning primarily for a small client base. The firm’s investment approach includes allocations across equities, fixed income, mutual funds, ETFs, and other investment vehicles, with ongoing account monitoring and occasional use of sub-advisers.

Colter Yde is a financial advisor at The Norden Group LLC with seven years of industry experience. He holds the Series 65 designation and previously worked at TownSquare Capital and Bander Investments. Outside of advising, he has been involved with Fall Pest Services since 2017. The Norden Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and businesses. The firm manages approximately $1.97 billion in discretionary assets and primarily implements client strategies through model portfolios, third-party sub-advisers, and a turnkey asset management platform.

Holly Miller is a financial advisor at Sand Creek Capital, LLC in Rexburg, ID, holding a Series 65 designation. She has been with Sand Creek Capital and its predecessor Cordingley & Parkinson Wealth Management since 2019. Prior to her financial services career, she worked in the healthcare industry with Seasons Medical/Madison Health from 2012 to 2019. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, pension consulting, and educational seminars. The firm uses fundamental analysis and a long-term trading approach across a range of investment vehicles and provides both discretionary and non-discretionary management.

Olin Barkdull is a CFP® with 12 years of experience at Preferred Retirement Options, Inc. and over four decades in the financial services industry. He has also operated Barkdull Financial Group LLC since 2008. Barkdull is licensed as an insurance agent and spends a significant portion of his time selling life, health, and mutual fund products. Preferred Retirement Options serves individual clients and corporate retirement plan sponsors, providing personalized financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which manages discretionary investment activities while Preferred Retirement Options focuses on client relationships and annual reviews.

Robert Parkinson is a CFP® with 39 years of industry experience. He is currently with Sand Creek Capital, LLC and has worked at LPL Financial, LLC since 1992. Outside of his advisory role, he is a managing partner in Educational Management Systems, LLC, a software business. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, providing portfolio management, financial planning, and pension consulting. The firm uses a range of investment vehicles and offers educational seminars and workshops, notably serving state and municipal government clients.

Keaton Parkinson is a financial advisor at Sand Creek Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Ernst & Young. Sand Creek Capital serves individuals, including high-net-worth clients, as well as pension plans, corporations, and government entities. The firm combines fundamental analysis with a long-term trading approach and offers a range of investment vehicles along with financial planning and educational seminars.

Luke Sutton is a financial advisor with Sand Creek Capital, LLC and holds a Series 66 designation. He has eight years of industry experience, including roles at Avantax Advisory Services and KPMG LLP. Sutton has worked at Sand Creek Capital and its predecessor entities since 2020. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, and pension consulting. The firm emphasizes a long-term investment approach using a variety of vehicles and also provides educational seminars and financial wellness presentations to employers and organizations.

James Hancock is a financial advisor with Preferred Retirement Options, Inc. in Idaho Falls, Idaho, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Preferred Retirement Options since 2009. Hancock also holds a licensed insurance agent designation and dedicates a significant portion of his time to insurance-related activities. Preferred Retirement Options serves individual clients and sponsors of corporate retirement plans, providing personalized financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which manages discretionary investment activities while Preferred Retirement Options maintains client relationships and conducts annual reviews.

Warren Cordingley is a financial advisor at Sand Creek Capital, LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 1992. Since 2023, he has also provided investment advisory services through Sand Creek Capital, an independent investment advisory firm. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, pension consulting, and educational seminars. The firm employs a long-term, fundamental investment approach and provides both discretionary and non-discretionary management using a broad range of investment vehicles.

Curtis Simmons is a financial advisor at Sand Creek Capital, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Sand Creek Capital since 2026. In addition to his advisory role, Curtis is a staff CPA at Sutton & Simmons PLLC, where he prepares tax returns, financial statements, and provides business and individual consulting services. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities. The firm employs a long-term investment approach supported by fundamental analysis and offers portfolio management, financial planning, pension consulting, and educational seminars, with a notable focus on state and municipal government clients.

Colten Cordingley is a financial advisor with Sand Creek Capital, LLC in Rexburg, ID, holding a Series 65 license and one year of industry experience. He is also a partner and operations manager at Powell Family Group, a family office focused on building and operating businesses, where he manages day-to-day operations including bookkeeping, marketing strategies, and due diligence for new investments. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and state or municipal government entities, providing portfolio management, financial planning, pension consulting, and educational seminars. The firm employs a long-term, fundamental analysis approach with a wide range of investment vehicles and offers both discretionary and non-discretionary management.

Mark Minarik is a financial advisor at Sand Creek Capital, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Sand Creek Capital and its predecessor firms since 2018, including Yellowstone Partners from 2014 to 2018. Outside of advising, he is also an insurance agent with Intermountain Insurance Services in Rexburg, Idaho. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, and pension consulting. The firm employs a long-term trading approach with a diverse set of investment vehicles and provides employer-focused educational seminars and workshops.

Brett Cordingley is a financial advisor with Sand Creek Capital, LLC in Rexburg, ID. He holds a Series 65 designation and has one year of industry experience. Prior to joining Sand Creek Capital, he spent eight years at Cordingley and Parkinson Wealth Management and worked 15 years at Teton Lakes Golf Course. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, providing portfolio management, financial planning, pension consulting, and educational seminars. The firm employs fundamental analysis and a long-term trading approach, using a variety of investment vehicles and offering services tailored to both individual and institutional clients.

Matthew Ray is a financial advisor at Searcy Financial Services, Inc. in Rexburg, ID, holding a Series 65 designation with one year of industry experience. His prior work includes roles at KeyBank Investment Services and Allos Investment Advisors, LLC, as well as experience outside the financial industry at The Denver Shade Company and teaching positions at Brigham Young University-Idaho and Mountain Vista High School. Searcy Financial Services is an SEC-registered adviser providing integrated wealth management services to individuals, retirement plans, corporations, foundations, and other financial-service firms. The firm manages approximately $514 million in discretionary assets and employs a risk-based, diversified investment approach with model portfolios primarily managed on a discretionary basis.