Eugene Oswald is a financial advisor at HBW Advisory Services LLC in Boise, ID, holding a Series 65 designation with one year of industry experience. Prior to joining HBW, he has been the owner of Perfect Pages since 2006, a business focused on the sales of remanufactured toners and printer/copier repair. HBW Advisory Services manages approximately $1.75 billion in client assets and provides 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 emphasizes a high client load per advisor along with institutional and intermediary services, including sub-advisory arrangements and retirement-plan subscription services.

Donald Tuttle is a Series 65-licensed financial advisor with Altitude Capital Management LLC in Eagle, Idaho. He has been with Altitude Capital since 2025 and has 16 years of experience running Tuttle Insurance & Financial Services. Outside of advisory work, he is also an insurance agent based in Meridian, Idaho, dedicating a significant portion of his time to insurance sales. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without account minimums. The firm employs an individualized investment approach focused on client goals, risk tolerance, and time horizon, managing accounts primarily on a discretionary basis.

Shay Nelson is a Series 65-licensed financial advisor with B.O.S.S. Retirement Advisors, LLC, based in Meridian, ID. He has three years of industry experience and has been with B.O.S.S. Retirement Advisors since 2021. Prior to his financial advisory role, he held positions at OrangeTheory, Treehouse PR, and The Rochester Hotel & Leland House. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, and various entities. The firm manages approximately $1.38 billion in discretionary assets, primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

Trevor Miller is a financial advisor with Inspire Advisors, LLC and holds a Series 65 designation. He has one year of experience in the industry and previously worked in education and corporate roles, including positions at The Ambrose School and Cloudwords/Welocalize. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, high-net-worth individuals, institutions, charitable organizations, broker-dealers, and other investment advisers. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of investment methods, including fundamental and quantitative analysis, while offering discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Timothy Abernathy is a financial advisor at Inspire Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Primerica Advisors and PFS Investments Inc., as well as entrepreneurial ventures in pool service and related businesses. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing using proprietary tools and employs a variety of investment strategies, including index-based and tactical allocations.

Kevin Andrews is a CFP® with 22 years of industry experience, currently serving at American Independent Securities Group, LLC since 2006. He holds Series 63 and Series 65 licenses and is based in Eagle, Idaho. Outside of his advisory role, Andrews coaches a competitive youth soccer team and is a partner and director at Eagle Financial Group, where he is involved in fixed insurance products. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach, managing accounts on both discretionary and non-discretionary bases, and offers access to various custodial and advisory platforms.

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 with 27 years of industry experience, currently serving at IP Financial Advisory Services LLC. He has held roles at multiple firms over his career, including Cetera Advisors LLC and Pacific Crest Wealth Management. Webb is the owner and CEO of Pacific Crest Services, an insurance business he manages daily. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm employs a variety of analytical approaches and offers discretionary portfolio management, including third-party managed account programs, with an emphasis on non-high-net-worth investors and retirement plan participants.

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 and holds Series 63, 65, and 66 licenses. He has 12 years of industry experience and has worked at firms including Axa Advisors and Park Avenue Securities. Beyond his advisory work, he is involved with Mosaic Health and Life, focusing on Medicare Supplement and Medicare Advantage plans. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm uses fundamental analysis and Modern Portfolio Theory to build diversified ETF and mutual fund portfolios, operating a multi-advisor network with various branch offices and offering both recommending adviser and sub-advisor services.

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.

Michael Reynolds 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. Prior to joining Calton & Associates in 2019, he worked for Capital Financial Services, Inc. from 2007 to 2019. Outside of his advisory role, Reynolds is an assistant high school baseball coach at Cole Valley Christian Schools. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, and retirement plan consulting. The firm provides tailored investment recommendations through multiple program structures and combines advisory and commission-based brokerage services.

Troy Thompson is a financial advisor at Transce3nd LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Realta Equities, Elite Assurance Team, Symmetry Financial Group, and American Money Group. Outside of his advisory role, he owns an e-commerce business selling products on Amazon. Transce3nd LLC serves a diverse client base including individuals, foundations, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset allocation approach supported by fundamental, technical, and quantitative analysis, often implementing portfolios through third-party model and money managers.

Kyler Burke is a financial advisor at Clear Creek Financial Management, LLC with three years of industry experience. He holds a Series 65 designation and has a diverse work history that includes roles in aviation and real estate. In addition to his advisory work, Burke is a helicopter pilot and aviation consultant, as well as a web developer, graphic designer, and marketing consultant. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities by providing asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division. The firm employs a variety of investment strategies, including fundamental, technical, and cyclical analysis, and offers continuous, individualized 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.