Zachary Tornquist is a financial advisor with Inspire Advisors, LLC in Meridian, ID, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Charles Schwab, Robinhood Financial, Harbor Investment Advisors, and KeyBank. He is also a licensed insurance agent offering fixed and variable annuities and life insurance solutions. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a mix of fundamental, technical, and quantitative methods in portfolio construction, often utilizing sub-advisors and proprietary ETFs.

Joseph Thomas is a financial advisor with American Independent Securities Group, LLC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked at Colorado Financial Service Corporation since 2015 and has provided consulting services through Financial Industry Technical Services, Inc. since 2006. American Independent Securities Group offers investment advisory and financial planning services to a diverse client base, utilizing an open architecture approach that includes mutual funds, ETFs, and third-party managers to tailor portfolios based on individual client objectives and risk tolerance.

Deborah Jessee is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 25 years of industry experience. She holds the Series 66 designation and has been with Berthel Fisher since 2010, serving as part of their team of 26 advisors. Outside of her advisory role, she is a board member of New Horizons Inc., a humanitarian non-profit organization. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of investment platforms and delivery models tailored to client needs.

Acen Hansen is a financial advisor at Legacy Wealth Management, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He is also involved with Dynamic IQ, LLC, a business coaching company, where he serves as a salesman. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm employs customized and model-based investment strategies, including alternatives and illiquid direct participation programs, and offers negotiated performance-based fee arrangements for qualified clients.

Tracy Baggerly is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with American Independent Securities Group since 2005. Outside of her advisory role, she serves as a director for the Eagle Rodeo and its associated nonprofit, Eagle Assisted Growth and Learning Environment Inc. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach and offers both discretionary and non-discretionary portfolio management.

Bret Loftis is a financial advisor at Fortis Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Axim Planning & Wealth and Colburn Financial. Outside of his advisory role, he owns Loftis Retirement Solutions, LLC, an insurance planning business. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized advice using a range of investment strategies, including ESG options, and manages $1.615 billion in discretionary assets as of December 31, 2025.

Joshua Wind is a financial advisor at Inspire Advisors, LLC with nine years of industry experience. He previously worked at LPL Financial, LLC and U.S. Bancorp Investments, Inc., as well as U.S. Bank. Wind holds Series 63 and Series 65 licenses and is also an independent licensed insurance agent in Idaho, focusing on accident and health, life, variable life, and variable annuity products. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing through proprietary tools and employs a range of investment strategies, including index-based and tactical allocations, often utilizing model portfolios and affiliated proprietary ETFs.

Austin Walker is a financial advisor at Inspire Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at firms including Brookdale Senior Living, AllianceBernstein, and UBS. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing into its portfolio management and offers a range of services including discretionary and non-discretionary management, financial planning, and consulting.

Darla Serrano is a CFP® and ChFC® with 13 years of experience in the financial services industry. She is currently with Independent Advisor Alliance, LLC and Revant Wealth Management Group and has previously worked at firms including LPL Financial, Guardian Life Insurance, and Park Avenue Securities. Serrano provides investment advisory services through multiple independent firms. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to brokerage services through LPL Financial and utilizes technology platforms for asset aggregation and digital estate planning.

Michael Fong is a financial advisor at Principal Financial Services with two years of industry experience. Prior to joining Principal, he worked for Equitable Advisors for two years and spent seventeen years at Chevron. He holds a Series 66 designation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Robert Reynolds is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously with Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of advisory services, he is involved in supported living services for individuals with developmental disabilities and owns an insurance agency focused on Medicare-related products. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofit organizations. The firm provides comprehensive investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

Alexandra Belden is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Gwfs Equities, Inc. and Tree City Advisors LLC. Outside of her advisory role, she assists with marketing and accounting at 12B Capital, a credit card and business lending company co-owned with her husband. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.

Jacob Howard is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services, Merrill, and the University of Phoenix. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Jennifer Foster is a financial advisor with Osaic Institutions, Inc. She holds Series 63 and Series 65 credentials and has 25 years of industry experience. Her previous roles include positions at U.S. Bancorp Investments, Ameriprise, and Securities America. Foster also serves as a financial advisor for Idaho Central Credit Union. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure.

Melody Royer is a financial advisor at OSAIC Institutions, Inc. with a Series 65 credential and one year of industry experience. Her prior roles include positions at ICCU, Sand Creek Capital, and various other organizations. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers a range of customized advisory services and operates with a hybrid adviser/broker-dealer structure that includes access to alternative investments and a lending marketplace.

Abraham Cecena is a financial advisor with OSAIC Institutions, Inc. and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including prior roles at Ameriprise, PFG Advisors, Securities America, Equitable Advisors, Axa Advisors, and Primerica. In addition to advising, he is involved in independent insurance brokering focused on health. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a platform that includes lending solutions and third-party asset managers.

David Fullmer is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with AE Wealth Management since 2016 and has worked at Premier Alliance Financial Companies since 1999. Outside of his advisory role, he is involved with Premier Alliance Retirement Solutions, focusing on fixed insurance sales, and Premier Alliance Property & Casualty, which provides referral services. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements, managing approximately $49.8 billion for over 127,000 clients.

Angela Lam is a financial advisor at D.A. Davidson & Co. with three years of industry experience and holds a Series 66 designation. Her background includes roles at Innovation, Science and Economic Development Canada and involvement with the ConnecTra Society. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients.

Clayton De Haas is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at RW Investment Management, Bank of America, Merrill, and Charles Schwab. Outside of financial services, he has been involved with The Collector's Outpost for six years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns through integrated services linked to Empower’s administrative platforms.

Robert Vorbeck is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services and Piper Jaffray Inc. Vorbeck serves on the board of directors for the Bronco Athletic Association at Boise State University and the Arid Club, a nonprofit social club in Boise. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.