Alec Kelso Capili is a financial advisor at Apollon Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Real Money Pros LLC, operated as a sole proprietor, and held roles at Cumulus Media and The Evergreen State College. Apollon Wealth Management is an SEC-registered multi-team adviser serving a broad range of clients including individuals, high-net-worth families, trusts, businesses, and charitable organizations. The firm offers financial planning and portfolio management through both centralized model strategies and locally managed portfolios, investing across multiple asset types and providing specialized services such as ESG models and sub-advisory support for pooled funds.

Nicholas Daniels is a financial advisor at Apollon Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Tree City Advisors and Thrivent Financial. Daniels is registered as an investment adviser representative of Tree City Advisors, LLC for transition purposes. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed model strategies with locally managed portfolios and utilizing a range of investment vehicles including ESG models and tax-managed direct indexing.

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.

Brian Crook is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Rocky Mountain Wealth Management LLC and Commonwealth Financial Network, where he worked for 12 years. Brian is based in Eagle, Idaho. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice, offering discretionary and non-discretionary portfolio management alongside educational seminars and access to various programmatic investment solutions.

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.

Christopher Maxey is a financial advisor at Continuum Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Mosaic Financial Group and Kalos Management. In addition to his advisory role, he is a licensed insurance agent providing various insurance products such as term life and indexed universal life insurance. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management services through a network of independent advisors and manages over $1.4 billion in assets.

Justin Aulds is a financial advisor with AssuredPartners Investment Advisors holding a Series 66 license and two years of industry experience. Prior to joining AssuredPartners, he worked at Kestra Advisory and Kestra Investment Services, LLC. Outside of finance, he works as an independent contractor for DoorDash. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit advisory services to individuals, trusts, and retirement plans. The firm manages several billion in discretionary assets and serves clients through a multi-office team, offering both discretionary and non-discretionary management along with ERISA plan services and participant education.

Kevin Jordan is a Series 66 licensed advisor at American Independent Securities Group, LLC with two years of industry experience. Prior to his current role, he worked at Cole Chevrolet for seven years and Nissan Kia for three years. He is also involved with Rockwood Stone Wealth Management, LLC as a director and partner. American Independent Securities Group, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management, access to third-party managers, and additional services such as estate planning through external providers.

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.

Jason Childers is a financial advisor at Clear Creek Financial Management, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Clear Creek since 2017. Outside of his advisory role, he serves as chairman of Ducks Unlimited and is involved in executive search and placement as well as real estate sales. 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, and algorithmic research through its Helios Quantitative Research division, applying a range of strategies from fundamental and technical analysis to option writing and short sales.

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.

Brian Deely is a financial advisor with Clear Creek Financial Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with Clear Creek Financial Management since 2014. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities with asset management, financial planning, consulting, and algorithmic research through its Helios Quantitative Research division. The firm employs a range of strategies across various asset classes and emphasizes continuous, individualized account supervision and regular portfolio reviews.

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.

Dirk Wall is a financial advisor at Bison Wealth, LLC with 14 years of industry experience. He holds a Series 65 credential and has worked previously with Truadvice, LLC and Global Financial Private Capital, LLC. In addition to his advisory role, he owns and operates a life insurance agency under Solid Wealth Company. Bison Wealth serves a diverse client base including individuals, high net worth clients, and institutions, offering financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach emphasizes outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Elizabeth Williams is a Series 65-licensed financial advisor with five years of industry experience. She joined Clear Creek Financial Management, LLC in 2026 after working at USA Financial Securities and Financial Ark Builders. Outside of finance, she is the owner of Admiral Coffee House, a coffee training and brewing business, and a certified Becoming You life coach incorporating coaching tools into financial planning. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities with asset management, financial planning, pension consulting, and algorithmic research. The firm emphasizes individualized account supervision and a diverse investment approach, including fundamental, technical, and cyclical analysis, supplemented by algorithmic modeling through its Helios Quantitative Research division.

Brian Wiley is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked with Apollon Wealth Management since 2022 and is also associated with Freedom Folios LLC and Tree City Advisors, LLC. Wiley hosts and manages a radio program called The Real Money Pros, where he serves as host, managing director, and oversees business development and production activities. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, discretionary portfolio management, retirement plan advisory, and sub-advisory roles, investing across multiple asset classes with tailored client solutions.

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.