Brandon Johns is a financial advisor at Trek Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, World Equity Group, and Equitable Advisors. Outside of his advisory role, he is involved in insurance-related activities, including fixed insurance sales and health insurance referrals. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical portfolio approaches, incorporating AI tools, a variety of systematic strategies, alternatives, and options-based overlays within its model management framework.

Taylor Davis is a financial advisor at HBW Advisory Services LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at HomeMaker, CUI, DCH Ford, and USC. Outside of his advisory role, Davis is the owner and CEO of Total Resource Development Inc., which provides insurance, tax, and investment advisory services along with administrative support for investment advisor representatives. HBW Advisory Services manages approximately $1.75 billion in client assets and offers discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach, utilizing third-party money managers and model portfolios, and serves a large client base across retail, institutional, and intermediary segments.

Ryan Landvatter is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with B.O.S.S. Retirement Advisors since 2018 and previously worked at B.O.S.S. Retirement Solutions from 2015 to 2018. Outside of his advisory role, he creates and sells personal artwork through a website. B.O.S.S. Retirement Advisors provides investment advisory services and financial planning to individuals, high-net-worth clients, and various entities. The firm utilizes co-managed arrangements and third-party managers to construct diversified portfolios while offering supplemental planning and ongoing oversight.

Jack Trent is a financial advisor at Simplicity Wealth with one year of industry experience. He holds the Series 63 and Series 65 licenses and has worked in various business roles, including owning an accounting firm and managing a real estate investment company. Trent is also involved in managing holdings through a private holding company. Simplicity Wealth serves a diverse client base, including individuals, high-net-worth investors, retirement plans, corporate and institutional clients, as well as financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, independent managers, and model portfolios, while offering advisory services alongside technology and operational solutions for other advisors.

Ronald Gambassi is a financial advisor at Modern Wealth Management, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked previously at McMillen & Company, Inc. and Gem State Investment Advisors, LLC. Outside of his advisory role, he operates 3033 Ranch, LLC, providing executive coaching to business owners and corporate executives through a peer advisory organization. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee and a mix of model portfolios, third-party managers, and strategic allocation approaches.

Lucas Meyer is a financial advisor at Legacy Wealth Management, LLC in Boise, ID. He holds a Series 65 designation and has been with Legacy Wealth Management since 2026. Prior to that, he worked at Legacy Investment Solutions, LLC d.b.a. Ancorato. Before entering the financial industry, his background includes several years in the food service sector and employment with Idaho Whitewater Unlimited. Legacy Wealth Management serves individual clients across different wealth levels, as well as charitable organizations and business entities. The firm offers portfolio management, financial planning, and consulting services, utilizing in-house models, sub-advisers, and a wide range of investment options including alternative and illiquid investments.

Jeremiah Bates is a financial advisor at Apollon Wealth Management, LLC in Boise, ID, holding Series 63 and Series 65 licenses with 10 years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and Tree City Advisors, LLC. He is also a co-host of a Saturday radio show called The Real Money Pros. Apollon Wealth Management is an SEC-registered multi-team adviser serving a broad client base including individuals, families, trusts, businesses, and pooled investment vehicles. The firm combines centrally managed models with locally managed portfolios and invests across various asset classes, offering services such as financial planning, portfolio management, and consulting.

Casey Blair is a financial advisor at OneAscent Financial Services LLC based in Boise, ID. He holds the Series 65 designation and has one year of industry experience. Prior to joining OneAscent, he worked at KCB Trading, LLC for 11 years. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions through multiple advisory teams. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, with investment programs tailored to individual asset-allocation guidelines.

Brian Post is a CFA® charterholder with 17 years of industry experience, currently serving as a Managing Director and Investment Adviser Representative at Robertson Stephens Wealth Management. His prior experience includes roles at RBC Capital Markets and Robertson Stephens Capital Markets. He serves as a volunteer director and tutor for The Learning Lab, a nonprofit organization promoting literacy for local children and adults. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight, offering a range of services including portfolio management, financial planning, and access to public and private funds.

Steve Caltagirone is a CFP® professional at Mission Wealth Management, LP in Boise, ID, with 20 years of industry experience. He has held roles at several firms including Elmwood Wealth Management, Osborne Partners, Millie Capital Management LLC, B|O|S, and Fisher Investments before joining Mission Wealth Management in 2013. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients by offering wealth management, financial planning, investment management, and consulting services. The firm applies a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, employing a range of investment vehicles and discretionary and non-discretionary portfolio management.

Steven Roll is a financial advisor at HBW Advisory Services LLC with four years of industry experience. He holds the Series 65 designation and previously worked for Novartis Pharmaceutical for 20 years. HBW Advisory Services manages approximately $1.75 billion in client assets and offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using risk tolerance assessments, third-party money managers, and multi-manager diversification, and serves a diverse client base including retail, charitable, and institutional relationships.

George Clark is a financial advisor at Venturi Private Wealth in Boise, ID, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has been with Venturi Wealth Management, LLC since 2015. Venturi Private Wealth provides investment management, comprehensive financial planning, and family office services to individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs both discretionary and non-discretionary portfolio management, leveraging a range of investments and an internal Investment Committee for due diligence and monitoring, while also integrating family office and CFO services following its acquisition by The Caprock Group.

Rachael Wyatt is a financial advisor at Venturi Private Wealth with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Wyatt has been with Venturi Private Wealth since 2020. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to a diverse client base, including individuals, high-net-worth families, trusts, and charitable organizations. The firm employs a tailored investment approach with both discretionary and non-discretionary portfolio management supported by an internal Investment Committee.

Jennifer Stone is a CFP® professional with 25 years of industry experience. She is currently with Modern Wealth Management, LLC and previously worked at Mutual Securities, Inc. and Petsō Financial Consultants, LLC. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and modular services supported by a centralized Investment Committee and various risk-management tools.

Jalen Galvanoni Peatry is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has previously worked at KeyBank and is also an insurance agent at Freedom Private Wealth. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm uses both fundamental and technical analysis within an open-architecture platform to implement tailored investment strategies across a broad range of asset classes.

Mark Johnson is a financial advisor with Trek Financial in Boise, ID, holding Series 63 and Series 65 licenses and having 43 years of industry experience. He has worked at Trek Financial since 2003 and previously spent four years with World Equity Group, Inc. Outside of his advisory work, he serves as Secretary/Treasurer of the Safari Club Treasure Valley Chapter and is the Investment Advisor Committed Chairman for the Ore-Ida Council of Boy Scouts of America. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical portfolio approaches, incorporating AI tools, a variety of systematic and alternative strategies, and specialized hedging and indexing options.

Alexander Clendennen is a CFP® with 15 years of industry experience, currently serving as an advisor at Venturi Private Wealth since 2016. Prior to joining Venturi, he worked at Merrill for four years. He serves on the advisory board of The Missy Project, a charitable organization focused on fundraising and outreach. Venturi Private Wealth provides investment management and comprehensive financial planning services to individuals, families, trusts, and various organizations. The firm employs a tailored approach supported by an internal Investment Committee and offers both discretionary and non-discretionary portfolio management alongside family office and business advisory services.

Stanley Mock is a CFP® professional with 54 years of industry experience, affiliated with ON Investment Management Company in Boise, ID. He has been associated with The O.N. Equity Sales Company and Ohio National Life since 1978. Outside of his advisory role, he is engaged in insurance sales focusing on long-term care, life insurance, and fixed annuities. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive and modular financial plans and access to third-party investment programs through a dual-registration and broker-dealer activity model.

David Petso is a CFP® professional with 42 years of industry experience, currently serving as Managing Director at Modern Wealth Management, LLC. He previously operated Petso Financial Consultants LLC for over two decades and has been affiliated with Mutual Securities, Inc. since 2016. Outside of advisory roles, he hosts a radio show on KIDO 850AM and serves as Vice President on the board of Hillcrest Country Club. 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 employs a centralized portfolio management approach guided by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.

James Burton is a CFP® with 26 years of experience in the financial industry. He has been with Northwest Asset Management since 2012. The firm manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. Northwest Asset Management employs a fiduciary approach centered on Modern Portfolio Theory and strategic asset allocation, offering a range of services such as investment management, retirement planning, ERISA consulting, and tax preparation.