John Lane is a CFP® with 14 years of industry experience, currently serving as an advisor at Legacy Wealth Management, LLC. His prior roles include positions at Lion Street Advisors, Delgado Lane, and Ameritas Investment Corp. Outside of his advisory work, he is the author of the book *How to Graduate from College Debt Free* and is involved in a basketball skills program called Gem State Hoopes 1. Legacy Wealth Management is a multi-advisor firm offering discretionary portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm provides tailored investment strategies with access to a broad range of asset classes and utilizes sub-advisers and third-party money managers when appropriate.

Ryan Deamicis is a financial advisor at Creative Financial Designs, Inc. in Boise, ID, holding a Series 66 designation with 11 years of industry experience. Prior to his advisory role, he worked at American Pizza from 2019 to 2021. Outside of finance, he serves as a worship leader contractor, helping with worship activities and teaching worship music lessons. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs a research-driven investment process across multiple strategies, including Biblical Responsible Investing, and offers both discretionary and non-discretionary management options.

Kimberly Harris is a financial advisor at Clear Creek Financial Management, LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at multiple firms, including Kms Financial Services, Inc. and Arbor Point Advisors. Harris serves as treasurer on the board of the Idaho Women's Financial Conference Inc., an organization focused on educating women about financial matters. 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, and algorithmic consulting through its quantitative research arm, Helios Quantitative Research.

Robert Dwonch is a financial advisor with Calton & Associates, Inc. in Boise, ID, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Capital Financial Services, Inc. for 12 years before joining Calton & Associates in 2019. In addition to his advisory role, he is involved in fixed insurance sales through various insurance companies. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm combines commissionable brokerage and insurance products with tailored investment recommendations and multiple program structures, including firm-managed wrap programs and third-party money manager platforms.

Preston Pugmire is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He currently works at Modern Wealth Management, LLC and previously held a position at Arista Wealth Management. Before entering the financial advisory field, he spent two years as a missionary and five years involved with Vantage Marketing. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers a broad range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Lydon Crane is a Series 65 licensed advisor with Legacy Wealth Management, LLC, based in Boise, ID, with seven years of industry experience. He has been with Legacy Wealth Management since 2019 and also maintains a role at LT Grigotts PC, an accounting business, where he serves as president. Outside of his financial advisory work, Crane is involved in several non-investment related businesses, including accounting and property development ventures. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm offers customized strategies using model portfolios, sub-advisers, and a broad investment menu that includes alternative and illiquid investments.

Joseph Gates is a financial advisor with Clear Creek Financial Management, LLC in Boise, ID. He holds a Series 66 designation and has 18 years of industry experience, including 12 years at Clear Creek. Outside of advising, he owns Stack Rock Coffee, LLC, a business involved in reselling coffee. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers asset management, financial planning, consulting, and algorithmic research through its Helios Quantitative Research division, employing a range of investment strategies and conducting regular portfolio reviews.

Richard Banks is a CFA® charterholder with 10 years of experience in the financial industry. He has been with Venturi Wealth Management, LLC since 2016. Venturi Private Wealth provides 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 offers discretionary and non-discretionary portfolio management and utilizes a tailored investment approach overseen by an internal Investment Committee.

Elizabeth Drennan is a financial advisor at Clear Creek Financial Management, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at USA Financial Securities, Financial Ark Builders, and The Investment Center. Outside of finance, she owns and operates Admiral Coffee House and is a certified Becoming You life coach integrating coaching tools into financial planning. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities, offering asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division. The firm employs a diverse investment approach combining fundamental, technical, and cyclical analysis with active portfolio management and quantitative research services.

Richard Johannsen is a financial advisor at CoreCap Advisors with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CoreCap Advisors and CoreCap Investments since 2016. Johannsen also owns Johannsen and Company CPAs, a tax preparation and accounting firm. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach across various asset classes and provides oversight of sub-advisors alongside tax-efficient services.

Brian Wiley is a financial advisor at Apollon Wealth Management, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at several firms including Tree City Advisors, LLC and Cascade Financial Management, Inc. Wiley is also the host and managing director of a radio program called The Real Money Pros and owns a software-as-a-service business, Freedom Folios LLC. Apollon Wealth Management is an SEC-registered multi-team advisory firm serving individuals, families, high-net-worth clients, businesses, charitable organizations, and retirement plans. The firm combines centrally managed investment models with locally managed portfolios and offers a range of services including financial planning, portfolio management, and consulting, employing diverse investment strategies across multiple asset classes.

Thomas Brown is a CFP® with 20 years of industry experience, currently serving as an advisor at Modern Wealth Management, LLC since 2024. He previously worked at Petso Financial Consultants LLC for 15 years and Mutual Securities, Inc. for one year. Outside of advising, he owns Marathon Tax, LLC, a tax preparation business based in Boise, ID. 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 uses a centralized portfolio management model supported by an Investment Committee and offers specialized services such as ERISA plan management and estate-planning assistance.

Joseph Escujuri is a financial advisor with Legacy Wealth Management, LLC in Boise, ID, holding a Series 65 designation and seven years of industry experience. He is also a licensed attorney and maintains a law practice focused on family law, criminal defense, and estate planning, working part-time outside of his advisory role. 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 access to a broad range of investment options through a multi-team platform.

Russell Norwood is a Certified Financial Planner (CFP®) with 34 years of industry experience and has been with Venturi Private Wealth since 2015. He is based in Boise, Idaho, and holds Series 63 and Series 65 licenses. Venturi Private Wealth provides investment management, comprehensive 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 offers tailored portfolios with ongoing due diligence and integrates family office and CFO services alongside traditional wealth management.

Scott Betschel is a Series 65-licensed financial advisor with five years of industry experience, currently with Inspire Advisors, LLC. His prior work includes roles at Bluebird and Inspire Investing, LLC, as well as five years at Lompoc Foursquare Church. 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 incorporates Biblically Responsible Investing principles through its proprietary Inspire Impact Score™ and uses a combination of quantitative, fundamental, technical, and modern portfolio theory analyses to implement discretionary portfolio management and financial planning services.

Bruno Marques is a CFP® professional with 22 years of industry experience. He has been with Clear Creek Financial Management, LLC since 2016. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, using a range of investment strategies combined with continuous and individualized account supervision.

Andrew Elison is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Tucker Asset Management since 2018 and has operated Elison Financial Group since 1991. Outside of his advisory work, he is employed as a mortgage loan officer and manages a farm where he runs cattle. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach and integrates alternative investments, including private and non-liquid opportunities, in its portfolio management.

Cole Edmiston is a Series 66-licensed financial advisor at Venturi Private Wealth with nine years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2017 to 2019 and began his career after graduating from Baylor University. He has been with Venturi Wealth Management since 2019. Venturi Private Wealth provides 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 combines discretionary and non-discretionary portfolio management with tailored investment strategies and offers an affiliated private-fund platform alongside consolidated reporting and CFO services.

Trevor Klugh is a financial advisor at Modern Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Petso Financial Consultants LLC and Clearwater Analytics. 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 provides discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of investment tools.

Jaime Redfern is a Series 65-licensed financial advisor with Legacy Wealth Management, LLC, where he has worked since 2017. He has six years of industry experience and previously worked at Jim Geddings CPA LLP. Outside of advising, Jaime is a partner at LEDJR Tax, providing income tax preparation and bookkeeping services. He also contributes to business development and tax strategy through Legacy Integrated, a related business offering coaching and bookkeeping services. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies, continuous account monitoring, and access to a broad investment menu including equities, fixed income, options, and alternative investments.