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® professional with 37 years of experience in the financial industry. He is the principal of Schulmerich & Associates Asset Management, LLC, where he has worked since 1993. Schulmerich also holds Series 63 registration and is active as an insurance agent. Schulmerich & Associates Asset Management provides discretionary asset management and fiduciary services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporate entities, and qualified retirement plans. The firm emphasizes Modern Portfolio Theory, strategic asset allocation, diversification, and uses passive/index funds alongside fundamental analysis for security selection.

Randall Taylor is an independent financial advisor at Ascend Wealth Management LLC in Eagle, Idaho, holding Series 63 and Series 65 credentials with 19 years of industry experience. His prior roles include positions at Interwest Investment Advisors, JT Financial, and American Independent Securities Group. He also operates a fixed business under Ascend Financial Advisors. 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 employs model-based portfolio management with ongoing monitoring and serves a high client volume alongside managing approximately $32.6 million in assets.

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 designations and previously worked at Atlas Financial Advisors, Inc. and Metlife Securities Inc. In addition to his advisory role, he is a licensed insurance agent who occasionally offers insurance and annuity products. Foothills Capital Management serves individuals, high-net-worth clients, corporations, charitable organizations, and pension or profit-sharing plans, providing portfolio management, financial planning, and pension consulting services. The firm uses a combination of analytical methods and model allocations to build portfolios aligned with client goals and risk tolerances, offering both discretionary and non-discretionary management.

Michael Bisbee is a CFP® professional and Series 66 license holder with 12 years of industry experience. He is the founder of Enduro Wealth Management, LLC in Eagle, ID, where he has worked since 2025, following prior roles at Enduro Financial and Morgan Stanley. Bisbee also founded Enduro Tax Advisory, where he serves as a tax advisor. Enduro Wealth Management serves individuals, including high-net-worth clients, and small-business plan sponsors by providing discretionary investment management, financial coaching, retirement-plan education, and pension consulting. The firm integrates tax planning services through its affiliated accounting practice and employs a passive portfolio construction approach supplemented by fundamental and technical analysis.

Steven Levenson is a financial advisor at Western Financial Corporation with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Western Financial Corporation in multiple periods since 2017, with prior roles at Clearwater Analytics, YCharts, Inc., and Northern Arizona University. Western Financial Corporation is an SEC-registered investment adviser offering customized portfolio management, retirement-plan consulting, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm uses a systematic, rules-based investment approach combining relative-strength equity selection with diversified fixed-income and ETF strategies, and provides both discretionary and non-discretionary investment arrangements.

Roberta Newhouse is a financial advisor with Alturas Wealth Management, LLC in Eagle, Idaho. She holds the PFS™ designation and Series 66 license and has 20 years of industry experience. Prior to her current role, she worked at 1st Global Advisors, Inc. and 1st Global Capital Corp. for 13 years. She is also a member of the University of Idaho College of Business & Economics Advisory Board. Alturas Wealth Management provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm integrates tax and accounting services through an affiliated CPA practice while managing portfolios with a combination of fundamental, technical, charting, and cyclical analysis.

Kevin Tucker is a financial advisor at Verify Wealth with a Series 65 credential and one year of industry experience. His background includes roles at several companies including InMoment, Inc. and Wolters Kluwer, Inc. Prior to his advisory career, he spent five years involved with Craftsman Woodfired Pizza. Verify Wealth provides investment management and financial planning services on a fee-only basis, emphasizing asset allocation using Modern Portfolio Theory alongside a blend of passive and active strategies. The firm serves individuals, high-net-worth clients, and charitable organizations, and may incorporate alternative investments such as cryptocurrency when appropriate.

Jessy Gilger is a CFP® with 11 years of industry experience, currently serving as an advisor at Verify Wealth. Before joining Verify Wealth, Gilger held roles at several firms including Sound Advisory LLC, Eagle Island Financial LLC, and Statheros Financial Solutions, Inc. Verify Wealth is a fee-only firm that offers investment management and financial planning services, coordinating tax preparation as part of its client offerings. The firm’s investment approach combines passive and active strategies with an emphasis on asset allocation based on Modern Portfolio Theory and can include alternative investments such as cryptocurrency when appropriate.

Melissa Lowther is a financial advisor at Alturas Wealth Management, LLC with eight years of industry experience. She holds the PFS™ and Series 66 designations. In addition to her advisory role, Lowther is a member of the board and treasurer for the Xi House Corporation of Gamma Phi Beta and serves on the Boise LPGA Amateur Golf Association board as records director. She is also an executive board member of the University of Idaho Alumni Association. Alturas Wealth Management provides discretionary asset management and financial planning to individual and high-net-worth clients, integrating fundamental, technical, charting, and cyclical analysis with regular portfolio monitoring and rebalancing. The firm operates an affiliated CPA practice, offering tax and accounting services alongside investment management.

Richard Levenson is a financial advisor with Western Financial Corporation, holding a Series 66 designation and 39 years of industry experience. He has worked at Western Financial Corporation since 1987. Outside of his advisory role, he manages an online retail apparel business, Levenson Apparel, LLC, operating as RSL Western Wear. Western Financial Corporation is an SEC-registered investment adviser that provides customized portfolio management, retirement-plan consulting, and financial planning to individuals, trusts, charitable organizations, and small businesses. The firm uses a systematic, rules-based investment process combining equity selection with diversified fixed-income and ETF strategies, offering both discretionary and non-discretionary services.

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.

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 Jr. is a financial advisor at Q3 Asset Management Corporation with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at GWN Securities, Inc. for seven years and has been with The Mutual Life Insurance Company of New since 1985. Q3 Asset Management provides fee-based investment management, financial planning, and consultation services to individual investors, retirement plans, trusts, charitable organizations, and other financial professionals. The firm employs a quantitative, statistics-driven approach with actively managed, tactical strategies and manages multiple affiliated mutual funds and ETFs, serving approximately 2,900 accounts with $794.7 million in assets under management.

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 20 years of industry experience. He holds a Series 66 designation and has previously worked at Mercer Global Advisors, ClearRock Capital, and Seaport Global Securities. American Capital Advisory is a seven-advisor team that provides discretionary investment management and financial planning to individuals, corporations, trusts, and financial institutions. The firm emphasizes global asset allocation using low-cost ETFs and mutual funds, supplemented by direct indexing and distinct strategies, and manages approximately $333 million in client assets.

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.

Susan Metcalf is a CFA® charterholder with 40 years of industry experience. She is currently affiliated with Caldwell Sutter Capital, Inc. and has worked at Caldwell Securities, Inc. since 2017 and Sutter Securities Inc. since 2010. Outside of her advisory work, she serves as Vice President of Letha Irrigation and Water Company, managing water rights for agricultural land, and is managing partner of a family partnership owning ranch property. Caldwell Sutter Capital primarily serves high-net-worth individuals, families, corporations, and municipal clients, offering portfolio management and financial planning. The firm emphasizes customized equity and fixed-income portfolios through a fundamental value process focused on long-term, buy-and-hold investing.