Joseph Escujuri is a financial advisor with Legacy Wealth Management, LLC in Boise, ID, holding a Series 65 designation and seven years of industry experience. He is also a licensed attorney and maintains a law practice focused on family law, criminal defense, and estate planning, working part-time outside of his advisory role. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a broad range of investment options through a multi-team platform.

Russell Norwood is a Certified Financial Planner (CFP®) with 34 years of industry experience and has been with Venturi Private Wealth since 2015. He is based in Boise, Idaho, and holds Series 63 and Series 65 licenses. 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 offers tailored portfolios with ongoing due diligence and integrates family office and CFO services alongside traditional wealth management.

Scott Betschel is a Series 65-licensed financial advisor with five years of industry experience, currently with Inspire Advisors, LLC. His prior work includes roles at Bluebird and Inspire Investing, LLC, as well as five years at Lompoc Foursquare Church. 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 incorporates Biblically Responsible Investing principles through its proprietary Inspire Impact Score™ and uses a combination of quantitative, fundamental, technical, and modern portfolio theory analyses to implement discretionary portfolio management and financial planning services.

Bruno Marques is a CFP® professional with 22 years of industry experience. He has been with Clear Creek Financial Management, LLC since 2016. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, using a range of investment strategies combined with continuous and individualized account supervision.

Cole Edmiston is a Series 66-licensed financial advisor at Venturi Private Wealth with nine years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2017 to 2019 and began his career after graduating from Baylor University. He has been with Venturi Wealth Management since 2019. 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, and corporations. The firm combines discretionary and non-discretionary portfolio management with tailored investment strategies and offers an affiliated private-fund platform alongside consolidated reporting and CFO services.

Trevor Klugh is a financial advisor at Modern Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Petso Financial Consultants LLC and Clearwater Analytics. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of investment tools.

Scott Summerlin is a financial advisor with PFG Advisors, holding a Series 66 credential and 19 years of industry experience. He has previously worked at firms including Securities America, Principal Securities, and Principal Life Insurance Company. Summerlin is also a community board member of the Jayden DeLuca Foundation. PFG Advisors provides fee-based investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm’s investment approach combines model portfolios and third-party managers, emphasizing macro allocation through index-based ETFs alongside fundamental, technical, and cyclical analysis.

Jaime Redfern is a Series 65-licensed financial advisor with Legacy Wealth Management, LLC, where he has worked since 2017. He has six years of industry experience and previously worked at Jim Geddings CPA LLP. Outside of advising, Jaime is a partner at LEDJR Tax, providing income tax preparation and bookkeeping services. He also contributes to business development and tax strategy through Legacy Integrated, a related business offering coaching and bookkeeping services. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies, continuous account monitoring, and access to a broad investment menu including equities, fixed income, options, and alternative investments.

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.

Barnett Hellenbrand is a financial advisor at HBW Advisory Services LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera and AVIARA. Outside of advising, he is an author of books on investing in businesses and is involved in real estate referrals. HBW Advisory Services manages approximately $1.75 billion in client assets and provides asset management, financial planning, and consulting to individuals, families, charitable organizations, and institutional clients. The firm uses a blended investment approach with third-party money managers and emphasizes risk-based asset allocation, offering a high client load per advisor and a mix of retail and institutional services.

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.

Jeremiah Bates is an investment adviser representative at Apollon Wealth Management, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including J.P. Morgan Securities and Tree City Advisors. Bates also co-hosts a Saturday radio program called The Real Money Pros. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, and consulting services, combining centrally managed models with locally managed portfolios and utilizing a range of investment vehicles and strategies.

Randal Nelson is an advisor at PFG Advisors with Series 65 and Series 63 credentials. He has one year of industry experience and previously worked at Better Business Bureau GW+P, Capitol Distributing, and several other companies. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm offers discretionary and non-discretionary portfolio management, financial and retirement planning, and access to third-party money managers, utilizing model portfolios and a combination of index-based ETFs with fundamental, technical, and cyclical analysis.

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 Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with Mission Wealth Management, LLC since 2013. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm employs customized, long-term investment strategies across a range of asset classes and offers services including financial planning, portfolio management, and consulting through tiered service models.

Andrew Daudt is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Edward Jones for 14 years before joining his current firm in 2017. In addition to his advisory role, he operates an independent insurance agency focused on life insurance and annuities. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management through discretionary and non-discretionary arrangements, access to third-party managers, and estate-planning services, with a majority of assets managed on a non-discretionary basis.