James Tallent is the sole advisor at Atrato Asset Management LLC in Pullman, WA, holding a Series 66 designation with 17 years of industry experience. He has led Atrato since its founding in 2009. Atrato Asset Management LLC provides investment advisory and family-office style services to wealthy families, high-net-worth individuals, and related private entities. The firm emphasizes strategic asset allocation and portfolio construction, managing client assets primarily on a non-discretionary basis and offering oversight of diverse investment types including private placements, real estate interests, and digital-asset related funds.

Robert Clifford is a financial advisor with Clearwater Financial Planning in Lewiston, Idaho, holding the Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, and Kms Financial Services. He serves on the board of the Lewis Clark State College Foundation, where he monitors investments recommended by the foundation’s manager. Clearwater Financial Planning is an independent investment adviser serving individuals, families, business owners, trusts, estates, charitable organizations, and non-profits. The firm offers discretionary wealth management and financial consulting, including retirement planning, with an investment approach based on portfolio construction and monitoring across a broad range of securities and analytical methods.

Daniel Matoske is a financial advisor at Clearwater Financial Planning with 19 years of industry experience and holds the Series 66 designation. His career includes roles at firms such as Osaic Advisory Services, Arbor Point Advisors, Securities America, KMS Financial Services, and Wells Fargo Advisors. He also assists as an associate advisor with CA Financial Services, LLC. Clearwater Financial Planning is a newly registered independent investment adviser serving individuals, families, business owners, trusts, estates, charitable organizations, non-profits, and other business entities. The firm provides discretionary investment management and financial planning using a broad range of securities and analytical methods, emphasizing portfolio construction, monitoring, and rebalancing.

Jerry Van Ausdle is a financial advisor at Clearwater Financial Planning with 13 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Osaic Advisory Services, Arbor Point Advisors, Securities America, and KMS Financial Services. In addition to his advisory role, he is a licensed insurance agent assisting clients with risk management and insurance product selection. Clearwater Financial Planning is a newly registered independent adviser serving individuals, families, business owners, trusts, estates, charitable organizations, and other entities. The firm offers discretionary investment management alongside financial and retirement planning, employing a diversified approach that incorporates quantitative and qualitative analysis as well as modern portfolio theory.

Ma Kayla Baldus is a financial advisor at HRC Wealth Management, LLC in Moscow, ID. She holds a Series 65 designation and has recently entered the industry, with prior work experience including roles at Red Star Coffee Company and Java Stop. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses a multi-asset approach combining fundamental and technical analysis to manage primarily long-term portfolios and maintains an affiliation with an accounting firm that offers tax and accounting services.

Sarah Busch is a CFP® with four years of industry experience currently serving at Boldin Advisors. Her prior work includes positions at NewRetirement Advisors LLC and Northstar Financial Management, Inc., along with seven years at Schweitzer Engineering Laboratories, Inc. She is a 50% owner of a farming operation, Busch Family Farms, LLC. Boldin Advisors provides financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm offers investment consultations grounded in Modern Portfolio Theory, recommending diversified, low-cost index mutual funds and ETFs within a long-term, buy-and-hold framework.

Christopher Walker is a CFP® and ChFC® with 17 years of industry experience. He is currently with HRC Wealth Management, LLC and has previously worked at Northwestern Mutual in various capacities from 2009 to 2020. Outside of his financial advisory role, he assists clients with health and fixed insurance products. HRC Wealth Management provides comprehensive asset management and financial planning services to individuals, high net worth clients, and trusts and estates. The firm employs a blend of fundamental, technical, and cyclical analysis and offers discretionary portfolio management with ongoing monitoring and rebalancing.

Jerald Lewis is a CFP® and PFS™ with 26 years of experience in financial advising. He has been with HRC Wealth Management, LLC and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory roles, he serves as Treasurer for Pure Line Seeds, Inc. and is a finance committee member for Moscow Bear Boosters, Inc. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-asset investment approach with ongoing portfolio monitoring, combining fundamental and technical analysis to manage primarily long-term portfolios.

Nathan Strong is a financial advisor at HRC Wealth Management, LLC in Moscow, ID, holding the PFS™ designation and Series 65 license with 26 years of industry experience. He has been with HRC Wealth Management and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory role, he is a minority member of Jungo, LLC, a software and app development company. HRC Wealth Management provides comprehensive asset management and financial planning to individuals, high-net-worth clients, and trusts. The firm employs a multi-asset investment approach with fundamental and technical analysis and maintains an affiliation with Hayden Ross PLLC, offering integrated tax and accounting services.

Katherine Van Wyngarden is a financial advisor at Atwood Financial Planning LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at Wills & Associates, PLLC, Specialty Insulation, PLLC, and Presnell Gage, PLLC. Outside of her advisory role, she operates Kaybee Group, LLC, a blogging and social media platform offering general financial information, wellness, and lifestyle content. Atwood Financial Planning serves individuals, small businesses, trusts, estates, and charities, providing comprehensive financial planning and consulting services. The firm emphasizes low-cost index funds and ETFs with a buy-and-hold strategy, offering non-discretionary investment support alongside programs such as concierge and accountability services.

Mark Watson is a financial advisor at HRC Wealth Management, LLC with 15 years of industry experience. He holds the Series 65 designation and has been with HRC Wealth Management and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory role, Watson serves as Treasurer for the Moscow High School Bears Gridiron Club and is a member of the Finance Committee for Eastside Mall, where he oversees accounting and tax filings. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-asset investment approach combining fundamental and technical analysis, with an emphasis on individualized advice and ongoing portfolio monitoring.

Cade Konen is a financial advisor at HRC Wealth Management, LLC with 26 years of industry experience. He holds the PFS™ designation and Series 65 license. Konen has been with HRC Wealth Management and its affiliated firm Hayden Ross, PLLC since 2012. He serves as treasurer and a 33% member of Vandall Boosters, Inc., a nonprofit organization. HRC Wealth Management provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental and technical methods to construct primarily long-term portfolios with a diversified mix of assets and maintains an affiliation with Hayden Ross PLLC, which offers tax and accounting services.

Eric Kiblen is a financial advisor with HRC Wealth Management, LLC in Moscow, Idaho, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and HRC Wealth Management since 2015. Outside of his advisory work, Kiblen serves as the head coach of the varsity softball team for the Moscow School District. HRC Wealth Management, operating as Hayden Ross, provides asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-asset approach that includes individual securities, mutual funds, ETFs, options, and alternative investments, with an emphasis on individualized advice, ongoing portfolio monitoring, and the use of both fundamental and technical analysis.

Kaitlin Jones is a CFP® and holds a Series 65 license with 12 years of experience in financial advisory roles. She has worked at Compound Planning, Inc. since 2025, following prior positions at Northstar Financial Management Inc., HRC Wealth Management, LLC, and Intuit Turbo Tax. Compound Planning, Inc. serves individuals, high-net-worth families, businesses, retirement plans, and financial intermediaries through discretionary portfolio management, financial planning, and institutional advisory services. The firm emphasizes risk-based model allocations tailored to client goals and integrates long-term strategies with tactical tools such as direct indexing and tax-loss harvesting.

Matthew Bowers is a Series 66-credentialed financial advisor with three years of industry experience. He is currently with HBW Advisory Services LLC and previously worked at Equitable Advisors. Bowers serves as a platoon leader in the Idaho Army National Guard. HBW Advisory Services manages approximately $1.75 billion in client assets, offering asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and sub-advisers, with a client servicing model that includes institutional and intermediary roles alongside a high client load per advisor.

Jeremy Nesset is a financial advisor with D.A. Davidson & Co. in Lewiston, ID. He holds a Series 66 designation and has 20 years of industry experience, all with D.A. Davidson & Co. Since 2012, he has served as a district chairman for Ducks Unlimited, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and private wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

Kirsten Helbling is a Series 66 licensed financial advisor at D.A. Davidson & Co. in Moscow, Idaho, with 10 years at the firm and 5 years of industry experience. Outside of her advisory role, she operates a small sole proprietorship unrelated to investments and performs office cleaning duties weekly. D.A. Davidson & Co. offers investment advisory and brokerage services to individual investors, retirement plans, and institutional clients. The firm provides a range of services including ERISA retirement plan advice, comprehensive financial planning, and a private wealth program for high-net-worth clients, while also serving as a municipal advisor and qualified custodian.

Stephen Wesner is a financial advisor with D.A. Davidson & Co. He holds Series 63, Series 65, and Series 66 licenses and has 36 years of industry experience, including 17 years with D.A. Davidson. D.A. Davidson & Co. provides investment advisory and brokerage services to employer-sponsored retirement plans, individual investors including high-net-worth clients, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Bradley Rice is a financial advisor at D.A. Davidson & Co. in Lewiston, ID, holding a Series 66 designation with 20 years of industry experience. He has been with D.A. Davidson & Co. since 2006. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for clients with over $20 million in net worth.

Matthew Weibler is a CFP® with 16 years of industry experience, currently serving as an advisor at Commonwealth Financial Network since 2009. He also operates Weibler Financial & Retirement and is an artist who creates and sells metal sculptures through WeiblerSculptureWire. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services, including wealth management and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while offering advisors discretion in portfolio construction and access to proprietary model portfolios.