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.

Jason Good is a financial advisor at Perennial Financial Services in Boise, ID, with 11 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and INVEST Financial Corporation. Perennial Financial Services provides investment advisory and consulting services to individual clients, trusts, retirement plans, and business entities. The firm offers fiduciary portfolio management with customized allocations and regularly monitors and rebalances investments, utilizing multiple platform relationships and third-party managers as part of its client 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.

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.