Anthony Walker is a financial advisor at Inspire Advisors, LLC with Series 65 registration and one year of industry experience. Prior to joining Inspire Advisors, he worked in architecture and has been involved in entrepreneurial ventures including A. Walker Properties and Top One Fitness. 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 integrates Biblically Responsible Investing using proprietary tools and employs a range of analytical methods to construct portfolios, frequently utilizing sub-advisors and proprietary ETFs.

Frank Remund is a CFP® with 18 years of industry experience and currently serves as a financial advisor at Savvy. His prior roles include positions at Springwater Wealth Management, LLC, Remund Financial Planning LLC, and Remund Financial, LLC. He also performs part-time tax preparation at an H&R Block franchise during tax season. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a parent technology platform and third-party sub-advisers.

Christopher Creed is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Venturi Private Wealth in Boise, ID. He has worked at Venturi Wealth Management, LLC since 2018 and previously at Northern Lights Distributors, LLC and Afam Capital, Inc. from 2013 to 2018. Venturi Private Wealth offers investment management, financial planning, family office, and business advisory services to individuals, families, trusts, charitable organizations, corporations, and pooled investment vehicles. The firm uses a tailored investment approach supported by an internal Investment Committee and provides discretionary portfolio management alongside comprehensive reporting and CFO/bill-pay services.

Dustin Michaelson is a financial advisor at Clear Creek Financial Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Wells Fargo Advisors. Outside of his advisory role, he owns Michaelson Group, a financial consulting business serving clients independently. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities by offering asset management, financial planning, and pension consulting. The firm utilizes a multi-strategy investment approach, combining fundamental, technical, and cyclical analysis with algorithmic consulting through its Helios Quantitative Research division.

Ben Duncanson is a financial advisor at Badgley Phelps Wealth Managers in Boise, ID, holding the CFP® designation along with Series 66 and Series 63 licenses. He has 11 years of industry experience, including roles at Charles Schwab and Charles Schwab Bank from 2015 to 2023 and at IFP Securities, LLC since 2023. Badgley Phelps Wealth Managers provides personalized wealth and investment management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm uses a disciplined asset allocation and multi-strategy portfolio construction approach, offering discretionary portfolio management across equity, fixed income, and alternatives, as well as coordinating tax, insurance, and credit/cash management solutions through affiliated and third-party providers.

Matthew Koehler is a financial advisor at Clear Creek Financial Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Burks Wealth Management for 13 years. Koehler is also involved in insurance sales. Clear Creek Financial Management serves a diverse client base including high-net-worth individuals, employer retirement plans, and trusts. The firm offers a range of services such as asset management, financial planning, and algorithmic consulting through its Helios Quantitative Research division, employing various investment strategies supported by regular portfolio reviews.

Mason Craig is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds a Series 65 credential and has prior roles including work at Western Seminary and Living Water Church. Outside of advising, he is involved with Nicene Media, providing media project management and digital marketing services. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets, primarily serving individual and high-net-worth clients, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a variety of analytical methods to construct portfolios, often using sub-advisors and affiliated managers.

Mitchell Oldewurtel is a financial advisor at Private Client Services, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Raymond James & Associates and J.P. Morgan Securities. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of about 50 advisors and manages over $1 billion in client assets.

Matthew Reynolds is a financial advisor at Calton & Associates, Inc. in Boise, ID, holding a Series 66 designation. He has experience working at Calton & Associates since 2025 and previously at Reynolds Financial, Mid-America Christian University, and Northwest Nazarene University. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, fee-based financial planning, and retirement plan consulting. The firm offers both advisory and brokerage services, tailoring investment recommendations to client goals and providing multiple program structures including firm-managed wrap programs and third-party money manager options.

Austin Cunningham is a CFP® professional with 11 years of industry experience. He is currently with Northwest Asset Management, where he has worked since 2022. Prior to that, he was with LPL Financial LLC and Edward Jones. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary approach with customized portfolio strategies based on Modern Portfolio Theory, combining fundamental and technical analysis alongside periodic rebalancing.

Janene Warren is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Advisory Services Network and previously worked at Fidelity Brokerage Services and Anchor Private Planning. Outside of her advisory work, she is the president and owner of Resolute, Inc., a service company focused on business tax and income for wages and expenses. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent representatives. The firm offers a range of portfolio management and financial planning services, utilizing a variety of securities and third-party managers to develop strategies based on client objectives and risk tolerances.

Sean West is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Clear Creek Financial Management, LLC since 2019. He previously worked at LPL Financial for eight years. In addition to his advisory role, West prepares tax returns for a small group of clients as an enrolled agent. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities, offering a range of services including asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division.

Matthew Gustafson is a financial advisor at Coppell Advisory Solutions LLC with a Series 65 credential and one year of industry experience. His prior work includes positions at Freedom Private Wealth, Lululemon, and Victra: Verizon Authorized Retailer. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses an open-architecture platform and combines tailor-made asset allocation models with fundamental and technical analysis to implement strategies consistent with client objectives.

Andrew Van Dyke is a financial advisor with PFG Advisors in Boise, ID, holding Series 65 and Series 63 registrations and five years of industry experience. His prior work includes roles at United Planners, OSAIC, Securities America, Inc., and MWA Financial Services Inc. PFG Advisors provides fee-based investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, and financial institutions. The firm’s investment approach combines firm-developed model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Melissa Hassler is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with Modern Wealth Management, LLC and has previously worked at several firms including Petso Financial Consultants LLC and Echelon Group. Outside of financial advising, she operates a marketing services business focused on writing, editing, and creating promotional materials. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management model with oversight from an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan consulting.

Nicholas Zinsmeyer is a financial advisor at Venturi Private Wealth with a Series 65 designation and one year of industry experience. His prior background includes work at the University of Texas and San Antonio Christian School. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to a diverse client base, including individuals and high-net-worth families. The firm employs a tailored investment approach supported by an internal Investment Committee and also operates a private-fund platform integrated with The Caprock Group’s platform.

Ryan Carlson is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with American Independent Securities Group since 2004. He also works as a health insurance agent on a commission basis. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses an open-architecture approach to portfolio management, offering discretionary and non-discretionary account management with access to multiple custodial and advisory platforms.

Anthony Rubino Jr. is a financial advisor with AdvisorNet Wealth Partners and holds a Series 66 designation. He has 19 years of industry experience and has worked at firms including Edward Jones and Roehl & Yi Investment Advisors. Outside of his advisory roles, he is also licensed as an insurance agent in Montana, focusing on health, life, and fixed annuities. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, utilizing both internal and external managers to implement client objectives.

Kevin Lewin is a financial advisor at Creative Financial Designs, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked in printing services before joining the financial sector. In addition to his advisory role, Lewin is involved in independent insurance sales and represents LegalShield, offering legal and identity insurance services. Creative Financial Designs serves individual clients, charitable organizations, businesses, and retirement plans with investment management and financial planning services. The firm employs a research-driven investment process featuring model portfolios and offers a range of strategies including Biblical Responsible Investing, with flexible billing options and specialized management programs.

Scott Davis is a financial advisor with Portside Wealth Group, LLC in Meridian, Idaho. He holds a Series 65 credential and has one year of industry experience. Prior to joining Portside, he worked in various accounting and tax preparation roles, including founding Scott Davis CPA, LLC, where he provides tax preparation services. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management and financial planning, using a blend of fundamental, technical, and modern portfolio theory approaches, alongside affiliated legal and accounting expertise.