Eric Schindler is a ChFC® credentialed financial advisor with 39 years of industry experience. He has worked at Momentum Independent Network Inc. since 2025 and previously spent nine years at LPL Financial, LLC. Momentum Independent Network Inc. serves individual, corporate, and institutional clients through investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of managed account programs and combines asset allocation, quantitative, fundamental, and technical analysis within both discretionary and non-discretionary structures.

Shawn Webb is a CFP® professional at IP Financial Advisory Services LLC with 26 years of industry experience. He has held roles at Pacific Crest Wealth Management and Cetera Advisors LLC, among others. Webb is the owner and president/CEO of Pacific Crest Services, an insurance business he manages daily. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analyses and also facilitates client referrals to third-party investment advisors.

Russell Paskett is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with the firm since 2007. Outside of his advisory role, he is involved in health insurance sales and acts as an independent agent referring Medicare supplement business, as well as networking with other agents related to a Christian Health Sharing Ministry. American Independent Securities Group, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers and estate-planning services.

Garland Risner is a financial advisor at Kingswood Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Paradigm Wealth Services, Inc. for 17 years. Outside of advising, he has ownership interests in several businesses, including a storage rental LLC and other equipment holdings. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, delivering tailored investment advice through an open-architecture platform and working with both affiliated and unaffiliated third-party managers.

Kenneth Winegar is a financial advisor with Interactive Financial Advisors, holding Series 63, Series 65, and Series 66 licenses and 12 years of industry experience. His prior work includes roles at Axa Advisors, Park Avenue Securities, Guardian Life Insurance Company, GWN Securities, and Pacific Advisors. Additionally, he is involved with Mosaic Health and Life, focusing on Medicare Supplement and Medicare Advantage plans for individuals approaching Medicare eligibility. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified ETF and mutual fund portfolios, and it operates a large multi-advisor network with a variety of service offerings including third-party advisory selections and proprietary reporting tools.

Shawn Wheeler is a financial advisor at Legacy Wealth Management, LLC in Boise, ID, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Upson Company and Idahome Solar. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and third-party money manager selection across a multi-team platform.

Jevon Webster is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Inspire Advisors, LLC since 2019. He previously worked at Strategic Wealth Advisors Group and LPL Financial from 2010 to 2019. In addition to his advisory role, Webster is an independent licensed insurance agent specializing in life, accident, disability, and long-term care insurance. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing through proprietary tools and employs a mix of quantitative, fundamental, technical, and modern portfolio theory analyses across various portfolio strategies.

Brian Damiani is a CFP® with 26 years of experience in financial planning and investment management. He is a principal at Continuum Advisory, LLC, where he has worked since 2016, and has prior experience with Triad Advisors and Signator Investors. He also serves as president of Wealth Management Associates and offers life insurance services. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm integrates advisory services with complementary professional practices and utilizes a technology-driven platform for portfolio management and reporting.

Samuel Allman is a financial advisor with Legacy Wealth Management, LLC in Boise, ID, holding a Series 65 credential and five years of industry experience. Prior to joining Legacy Wealth Management in 2021, he worked at the Johnson County Sheriff's Office and the Kansas City Country Club. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers both discretionary and non-discretionary investment strategies, utilizing in-house models, sub-advisers, and a broad range of investment options including alternative and illiquid assets.

Randy Hyer is a financial advisor at Portside Wealth Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Hurst Financial Consulting, First Community Bank, US Bank, Primary Residential Mortgage, and Mountain America Credit Union. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning using tailored investment mandates and a blend of fundamental, technical, and modern portfolio theory approaches.

Troy Thompson is a financial advisor at Transce3nd LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Realta Equities, Elite Assurance Team, Symmetry Financial Group, American Money Group, and Immigration and Customs Enforcement. Outside of his advisory work, he owns an e-commerce business selling products on Amazon. Transce3nd LLC serves a diverse client base that includes individuals, foundations, trusts, estates, and retirement plans. The firm’s investment approach emphasizes strategic asset allocation using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party models and managers while also offering financial planning, retirement consulting, and a wrap fee program.

Kyler Burke is a Series 65-licensed financial advisor at Clear Creek Financial Management, LLC with three years of industry experience. Prior to joining Clear Creek, he held roles in various aviation and real estate businesses. Outside of financial advising, Kyler is involved as a helicopter pilot, aviation consultant, realtor, web developer, graphic designer, and marketing consultant. Clear Creek Financial Management serves a diverse client base including individuals, retirement plans, trusts, and business entities. The firm provides asset management, financial and pension consulting, and algorithmic research through its Helios Quantitative Research arm, employing a range of investment strategies with continuous account supervision.

Brandon Jones is a financial advisor with Continuum Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at RW Investment Management LLC and Wells Fargo Advisors. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management. The firm offers tailored portfolios using a range of investment products and integrates affiliated professional services such as legal and tax expertise.

Eric Dugan is a financial advisor with Clear Creek Financial Management, LLC, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2012 to 2023. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities, offering asset management, financial planning, and consulting services. The firm combines fundamental, technical, and cyclical analysis across a broad range of investment strategies and provides algorithmic consulting through its Helios Quantitative Research division.

Jeffrey Hurst is a financial advisor at Portside Wealth Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including DFPG Investments, Inc and Allegis Investment Advisors LLC. In addition to his advisory role, he is owner and CPA of Hurst Tax Service, providing tax preparation and advice. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management and financial planning, utilizing a blend of fundamental, technical, and modern portfolio theory in its investment approach and integrating related legal and accounting services through affiliated professionals.

Andy Rad is a financial advisor at Legacy Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked at Legacy Wealth Management since 2015. In addition to his advisory role, Rad owns and operates LPM Insurance & Agency, an independent insurance agency. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary and non-discretionary portfolio management and financial planning. The firm offers tailored strategies through a multi-team platform and access to a broad range of investment options, including the use of third-party money managers.

Jared Reese is a financial advisor at Clear Creek Financial Management, LLC in Meridian, ID, with 15 years of industry experience. He has held his current position since 2015 and holds a Series 66 designation. Outside of advising, he is the owner of Strive Wealth & Protection Planning, LLC, which focuses on fixed life, fixed annuities, and health insurance sales, and he serves as a board member of the ARID Club. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm provides asset management, financial planning, pension consulting, algorithmic research through Helios Quantitative Research, and a public educational newsletter, employing a range of investment strategies with regular portfolio reviews.

Easton Napiontek is a financial advisor with Savvy in Eagle, Idaho. He holds a Series 65 designation and has been with Savvy since 2025. Outside of his advisory role, he has ten years of experience as a real estate agent with Aspire Realty Group, actively selling and listing properties. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and sub-adviser strategies.

Frederick Ostermeyer is a financial advisor at American Independent Securities Group, LLC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arbor Point Advisors, Securities America Advisors, and Kms Financial Services. Outside of his advisory work, he serves as a director for Trailhead Virtual Academy, a nonprofit educational organization. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach and offers both discretionary and non-discretionary account management.

Peter Covino III is a financial advisor with Ancorato, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Elica Capital Investments, Legacy Investment Solutions, Legacy Peak Insurance Solutions, and Legacy Wealth Management. Outside of his advisory roles, he owns Blue Sky Tax Advisory, a CPA practice. Ancorato provides portfolio management and model-portfolio services primarily to other registered investment advisers, institutions, and family offices. The firm employs a combination of technical and fundamental investment methods and serves a large number of client accounts through intermediaries.