George Clark is a financial advisor at Venturi Private Wealth in Boise, ID, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Venturi Wealth Management, LLC since 2015. Venturi Private Wealth provides investment management, comprehensive financial planning, and family office services to individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs both discretionary and non-discretionary portfolio management, leveraging a range of investments and an internal Investment Committee for due diligence and monitoring, while also integrating family office and CFO services following its acquisition by The Caprock Group.

Rachael Wyatt is a financial advisor at Venturi Private Wealth with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Wyatt has been with Venturi Private Wealth since 2020. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to a diverse client base, including individuals, high-net-worth families, trusts, and charitable organizations. The firm employs a tailored investment approach with both discretionary and non-discretionary portfolio management supported by an internal Investment Committee.

Jennifer Stone is a CFP® professional with 25 years of industry experience. She is currently with Modern Wealth Management, LLC and previously worked at Mutual Securities, Inc. and Petsō Financial Consultants, LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and modular services supported by a centralized Investment Committee and various risk-management tools.

Jalen Galvanoni Peatry is a financial advisor at Coppell Advisory Solutions LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at KeyBank and Freedom Private Wealth, where he is also an insurance agent. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages over $1.1 billion in client assets and offers an open-architecture platform that employs both fundamental and technical analysis with a broad investment toolkit.

Alexander Clendennen is a CFP® professional with 14 years of industry experience, currently serving at Venturi Private Wealth since 2016. He is an advisory board member of The Missy Project, a charitable organization focused on fundraising and outreach. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to high-net-worth individuals, families, and institutions. The firm employs a tailored investment approach with oversight from an internal Investment Committee and operates an affiliated private-fund platform alongside its wealth management services.

David Petso is a CFP® professional with 42 years of industry experience, currently serving as Managing Director at Modern Wealth Management, LLC. He previously operated Petso Financial Consultants LLC for over two decades and has been affiliated with Mutual Securities, Inc. since 2016. Outside of advisory roles, he hosts a radio show on KIDO 850AM and serves as Vice President on the board of Hillcrest Country Club. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, and charitable organizations. The firm employs a centralized portfolio management approach guided by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

James Burton is a CFP® with 26 years of experience in the financial industry. He has been with Northwest Asset Management since 2012. The firm manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. Northwest Asset Management employs a fiduciary approach centered on Modern Portfolio Theory and strategic asset allocation, offering a range of services such as investment management, retirement planning, ERISA consulting, and tax preparation.

Matthew Maxcy is a financial advisor at Venturi Private Wealth in Boise, ID, with six years of industry experience. He holds a Series 65 designation and previously served nine years in the U.S. Army. Maxcy also completed an MBA at the University of Texas before joining Venturi in 2020. Venturi Private Wealth offers investment management, financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs a tailored, holistic approach to portfolio management and provides both discretionary and non-discretionary services, supplemented by private fund management and family office capabilities.

Dustin Lloyd is a financial advisor at Legacy Wealth Management, LLC in Meridian, ID, holding a Series 65 designation with six years of industry experience. He has worked at Legacy Wealth Management and its affiliated entity Legacy Investment Solutions, LLC for the past several years. Prior to his financial advisory roles, he held positions at Mailtime Inc, Aptive Environmental, and BYU Idaho. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers customized investment strategies using in-house model allocations, third-party sub-advisers, and a wide range of investment options including alternative and illiquid assets.

William Polenske is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Robertson Stephens. He has been with Robertson Stephens Wealth Management and Robertson Stephens Capital Markets since 2021. Prior to that, he worked at Wells Fargo Bank for several years. Polenske is also the sole proprietor of Highland Capital Insurance Company, specializing in fixed insurance and annuity sales. Robertson Stephens Wealth Management provides investment advisory services to individual clients, family offices, charitable organizations, and retirement plans. The firm combines personalized advice with centrally developed model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets as of December 2024.

Nathaniel Carroll is a financial advisor at Creative Financial Designs, Inc. with four years of industry experience. He holds a Series 66 designation and has additional roles as a part-time consultant for Pro Football Focus and an analyst for Bronco Nation News, where he provides sports analysis on Boise State football and basketball. Creative Financial Designs serves individual, corporate, and institutional clients with investment management and financial planning services. The firm uses asset-class model allocations and risk-based portfolios, supported by third-party research and an Executive Investment Committee, and offers a range of advisory arrangements including Biblically Responsible Investing strategies.

Jason Weaver is a CFP® with six years of industry experience, currently serving at B.O.S.S. Retirement Advisors, LLC. He previously led Weaver Wealth Management for 17 years before joining B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors in 2024. Outside of financial advising, he is co-owner and president of DELux Energy, Inc., an electrical business based in Boise, ID. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm manages approximately $1.38 billion on a discretionary basis, primarily utilizing model portfolios and third-party managers to deliver diversified allocations and ongoing oversight.

Caden Yett is a financial advisor at Modern Wealth Management, LLC in Boise, ID, holding a Series 65 designation with one year of industry experience. Prior to entering the financial services field, he worked at Nike for three years and held various other positions including roles at Timberstone Golf Course and Caldwell Luxe Theatre. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related services supported by centralized investment decisions and a range of model portfolios and third-party managers.

Emily Mc Cracken is a financial advisor at Venturi Private Wealth in Boise, ID, holding a Series 66 designation with six years of industry experience. She has worked at Venturi Private Wealth since 2021 and has prior experience at Northwestern Mutual and MassMutual. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, and corporations. The firm employs a tailored investment approach, utilizing mutual funds, ETFs, individual securities, options, and third-party managers, and provides both discretionary and non-discretionary portfolio management along with specialized family office and CFO services.

Gregory Mayes is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at Planners Alliance LLC and AlphaStar Capital Management and owns Mayes Financial, LLC. Mayes serves as a board member of the Better Business Bureau Northwest + Pacific. Advisory Alpha is an SEC-registered advisory firm managing over $4.3 billion for individual and high-net-worth clients. The firm uses a centralized Investment Team to implement a fund-of-funds approach across multiple portfolio strategies and provides financial planning, specialty retirement-plan solutions, and subadvisory services to other registered investment advisers.

Phillip Harris is a financial advisor at Clear Creek Financial Management, LLC with 25 years of industry experience. He holds a Series 66 credential and previously worked at Arbor Point Advisors, Securities America Advisors, Securities America, Inc., and Kms Financial Services, Inc. Clear Creek Financial Management serves high-net-worth individuals, employer retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division, using a range of investment strategies and regular portfolio reviews.

Anthony Higgins is a financial advisor at Clear Creek Financial Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at RW Investment Management, LLC and ExxonMobil Corporation, where he spent over two decades. Clear Creek Financial Management serves a diverse client base including individuals, employer retirement plans, trusts, estates, and business entities. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis, with an emphasis on individualized account supervision and a quantitative consulting arm that provides algorithmic research and implementation support.

Scott Mecham is a financial advisor with Clear Creek Financial Management, LLC in Boise, ID, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Clear Creek since 2022 and previously spent eight years at KMS Financial Services, Inc. Mecham is also the owner of Scott Mecham CPA, a tax and accounting service he has operated since 1997. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm offers a range of services including asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, employing a broad investment approach with continuous account supervision and diverse strategies.

Blair Leavitt is a financial advisor with Modern Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Jenna Martin and various positions in education and local businesses. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing a centralized Investment Committee and model portfolios in its approach.

Kent Mitchell is a financial advisor at Venturi Private Wealth in Boise, ID, holding Series 63 and Series 65 licenses with 22 years of industry experience. He worked at Bank of America and Merrill from 2012 to 2019 before joining Venturi Wealth Management in 2019. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to a diverse client base including individuals, high-net-worth families, and institutions. The firm uses a tailored investment approach supported by an internal Investment Committee and provides discretionary portfolio management alongside unique family office and consolidated reporting services.