Lawrence Purcell is a financial advisor at The AmeriFlex Group with 25 years of industry experience. He holds the CFP® and Series 66 designations and has worked at firms including Cambridge Investment Research and Sagepoint Financial. Purcell has also operated his own financial advocacy business since 2006. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Eric Boyum is a financial advisor with Inspire Advisors, LLC in Caldwell, Idaho, holding a Series 66 designation and 18 years of industry experience. He previously worked at LPL Financial LLC for 10 years before joining Inspire Advisors. Boyum is also an author and public speaker on faith-based investing, donating all royalties from his book to a nonprofit supporting families in poverty in Africa. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm integrates Biblically Responsible Investing using proprietary tools and employs a range of portfolio strategies, including model allocations and proprietary ETFs managed by an affiliated entity.

Scott Swanson is a financial advisor at B.O.S.S. Retirement Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has held positions at several firms including Northwestern Mutual Wealth Management Company and LPL Financial. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, focusing on diversified allocations through model portfolios and external managers while offering ongoing oversight and client support.

Kent Owings is a financial advisor at Clear Creek Financial Management, LLC with 12 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Tree City Advisors, LLC and Thrivent Financial. Outside of his advisory work, he owns a hobby business making and selling stone jewelry. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, and other entities, offering asset management and financial planning with an investment process that incorporates fundamental, technical, and cyclical analysis alongside algorithmic consulting through its Helios Quantitative Research arm.

Trevor Miller is a financial advisor with Inspire Advisors, LLC and holds a Series 65 designation. He has one year of experience in the industry and previously worked in education and corporate roles, including positions at The Ambrose School and Cloudwords/Welocalize. 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 incorporates Biblically Responsible Investing through proprietary tools and employs a variety of investment methods, including fundamental and quantitative analysis, while offering discretionary and non-discretionary portfolio management, financial planning, and consulting services.

Jacob Williams is a CFP® with nine years of industry experience. He currently works at Becker Capital Management, Inc. and has previously been affiliated with The Helmstar Group and several academic institutions, including Boise State University, where he also teaches and manages classroom experiences. Becker Capital Management provides discretionary investment management and wealth advisory services to a diverse client base, including high-net-worth individuals, trusts, endowments, foundations, and nonprofit organizations. The firm combines bottom-up security selection with top-down portfolio construction, offering tailored portfolios managed by investment teams using proprietary research and comprehensive monitoring.

Timothy Abernathy is a financial advisor at Inspire Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Primerica Advisors and PFS Investments Inc., as well as entrepreneurial ventures in pool service and related businesses. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing using proprietary tools and employs a variety of investment strategies, including index-based and tactical allocations.

Donovan Shekhdar is a financial advisor at Venturi Private Wealth in Boise, ID, holding a Series 65 designation. He joined Venturi Wealth Management in 2024 and has prior experience at Kestra Financial and other roles outside the industry. Venturi Private Wealth offers investment management, financial planning, and family office services to individuals, high-net-worth families, trusts, and various institutions. The firm employs a tailored investment approach with oversight from an internal Investment Committee and provides both discretionary portfolio management and comprehensive advisory solutions.

Amanda Reynolds is a financial advisor at Apollon Wealth Management, LLC with three years of industry experience. She holds a Series 65 credential and has prior experience working at Tree City Advisors. Outside of advising, she owns Calliope Skies Solutions LLC, where she provides writing, editing, and document organization services, including unpaid nonprofit grant writing. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, combining centrally managed model strategies with locally managed portfolios, and employs diverse investment approaches including ESG models and alternative vehicles.

Garland Risner is a financial advisor at Kingswood Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Paradigm Wealth Services, Inc. for 17 years. Outside of advising, he has ownership interests in several businesses, including a storage rental LLC and other equipment holdings. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, delivering tailored investment advice through an open-architecture platform and working with both affiliated and unaffiliated third-party managers.

Jevon Webster is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Inspire Advisors, LLC since 2019. He previously worked at Strategic Wealth Advisors Group and LPL Financial from 2010 to 2019. In addition to his advisory role, Webster is an independent licensed insurance agent specializing in life, accident, disability, and long-term care insurance. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing through proprietary tools and employs a mix of quantitative, fundamental, technical, and modern portfolio theory analyses across various portfolio strategies.

Heidi Burgoyne is a CFP® professional with 27 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2011. In addition to her financial advisory role, she is an attorney active in legal services through Exceed Legal, PLLC and Burgoyne Law, PLLC. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of investment advisory programs, retirement plan services, and financial planning with both discretionary and non-discretionary strategies.

Kristen Cline is a CFP® with five years of industry experience, currently serving as a financial advisor at Trek Financial. She has been with Trek Financial since 2016 and previously worked at Boise State University. She holds life and health insurance licenses. 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 uses a combination of strategic and tactical investment approaches, integrating artificial intelligence tools and a wide range of model and alternative strategies.

Nicolas Ramirez is a financial advisor at Venturi Private Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at Northmarq and spent four years at Texas A&M University. Venturi Private Wealth offers investment management, financial planning, family office, and business advisory services to individuals, families, trusts, charitable organizations, and corporations. The firm employs a tailored investment approach overseen by an internal Investment Committee and provides discretionary portfolio management alongside comprehensive reporting and private fund advisory services.

Randy Hyer is a financial advisor at Portside Wealth Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Hurst Financial Consulting, First Community Bank, US Bank, Primary Residential Mortgage, and Mountain America Credit Union. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning using tailored investment mandates and a blend of fundamental, technical, and modern portfolio theory approaches.

Michael Reynolds 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. Prior to joining Calton & Associates in 2019, he worked for Capital Financial Services, Inc. from 2007 to 2019. Outside of his advisory role, Reynolds is an assistant high school baseball coach at Cole Valley Christian Schools. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, and retirement plan consulting. The firm provides tailored investment recommendations through multiple program structures and combines advisory and commission-based brokerage services.

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.

Richard Petso is a financial advisor at Modern Wealth Management, LLC with 46 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Mutual Securities, Inc. and his own firm, Petso Financial Consultants, Inc. He is also an independent insurance agent. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including high net worth individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Hannah Katzenstein is a financial advisor at Venturi Private Wealth in Boise, ID, holding a Series 65 designation with one year of industry experience. She joined Venturi Private Wealth in 2024 after completing her studies at Tulane University. Venturi Private Wealth provides investment management, comprehensive 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 implements tailored portfolios and offers discretionary and non-discretionary portfolio management alongside CFO and consolidated reporting services.

Jack Thomas is a financial advisor with Clear Creek Financial Management, LLC in Boise, ID, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior work includes roles at Independent Financial Group and AFA Advisor Services LLC. He owns and operates Jack Thomas Financial, a marketing entity for his advisory services, and holds an insurance license covering multiple states. Clear Creek Financial Management serves a diverse client base including high-net-worth individuals, employer retirement plans, and business entities. The firm employs a comprehensive investment approach that incorporates fundamental, technical, and cyclical analysis across a variety of asset classes and strategies, supplemented by algorithmic consulting through its subsidiary Helios Quantitative Research.