Dustin Lloyd is a financial advisor at Legacy Wealth Management, LLC in Meridian, ID, holding a Series 65 designation with six years of industry experience. He has worked at Legacy Wealth Management and its affiliated entity Legacy Investment Solutions, LLC for the past several years. Prior to his financial advisory roles, he held positions at Mailtime Inc, Aptive Environmental, and BYU Idaho. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers customized investment strategies using in-house model allocations, third-party sub-advisers, and a wide range of investment options including alternative and illiquid assets.

William Polenske is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Robertson Stephens. He has been with Robertson Stephens Wealth Management and Robertson Stephens Capital Markets since 2021. Prior to that, he worked at Wells Fargo Bank for several years. Polenske is also the sole proprietor of Highland Capital Insurance Company, specializing in fixed insurance and annuity sales. Robertson Stephens Wealth Management provides investment advisory services to individual clients, family offices, charitable organizations, and retirement plans. The firm combines personalized advice with centrally developed model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets as of December 2024.

Nathaniel Carroll is a financial advisor at Creative Financial Designs, Inc. with four years of industry experience. He holds a Series 66 designation and has additional roles as a part-time consultant for Pro Football Focus and an analyst for Bronco Nation News, where he provides sports analysis on Boise State football and basketball. Creative Financial Designs serves individual, corporate, and institutional clients with investment management and financial planning services. The firm uses asset-class model allocations and risk-based portfolios, supported by third-party research and an Executive Investment Committee, and offers a range of advisory arrangements including Biblically Responsible Investing strategies.

Michael Linder is a Series 65-licensed advisor with HBW Advisory Services LLC in Middleton, Idaho, and has three years of industry experience. He has been affiliated with HBW Insurance and Financial Services since 1995, where he also works as an insurance agent selling fixed products. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach with third-party money managers and offers sub-advisory, co-advisor, and subscription services, including a wrap-fee portfolio option through Betterment Institutional.

Jason Weaver is a CFP® with six years of industry experience, currently serving at B.O.S.S. Retirement Advisors, LLC. He previously led Weaver Wealth Management for 17 years before joining B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors in 2024. Outside of financial advising, he is co-owner and president of DELux Energy, Inc., an electrical business based in Boise, ID. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm manages approximately $1.38 billion on a discretionary basis, primarily utilizing model portfolios and third-party managers to deliver diversified allocations and ongoing oversight.

Brian Crane is a financial advisor at Legacy Wealth Management, LLC in Boise, ID, with seven years of industry experience. He holds a Series 65 credential and has worked at Legacy Wealth Management and Legacy Peak Insurance since 2019. Outside of advisory services, he is separately licensed as an independent insurance agent through Legacy Peak Insurance. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by offering portfolio management, financial planning, and consulting services. The firm uses a combination of in-house model allocations, sub-advisers, and a broad investment menu that includes alternative and illiquid investments, tailoring strategies to client objectives and risk tolerances.

Caden Yett is a financial advisor at Modern Wealth Management, LLC in Boise, ID, holding a Series 65 designation with one year of industry experience. Prior to entering the financial services field, he worked at Nike for three years and held various other positions including roles at Timberstone Golf Course and Caldwell Luxe Theatre. 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 serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering investment management, financial planning, and related services supported by centralized investment decisions and a range of model portfolios and third-party managers.

Emily Mc Cracken is a financial advisor at Venturi Private Wealth in Boise, ID, holding a Series 66 designation with six years of industry experience. She has worked at Venturi Private Wealth since 2021 and has prior experience at Northwestern Mutual and MassMutual. Venturi Private Wealth offers 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 employs a tailored investment approach, utilizing mutual funds, ETFs, individual securities, options, and third-party managers, and provides both discretionary and non-discretionary portfolio management along with specialized family office and CFO services.

Gregory Mayes is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at Planners Alliance LLC and AlphaStar Capital Management and owns Mayes Financial, LLC. Mayes serves as a board member of the Better Business Bureau Northwest + Pacific. Advisory Alpha is an SEC-registered advisory firm managing over $4.3 billion for individual and high-net-worth clients. The firm uses a centralized Investment Team to implement a fund-of-funds approach across multiple portfolio strategies and provides financial planning, specialty retirement-plan solutions, and subadvisory services to other registered investment advisers.

Sarah Linder is a financial advisor at HBW Advisory Services LLC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at HBW Advisory Services since 2021, following prior roles at Cetera Advisor Networks LLC, HBW Securities LLC, and HBW Insurance & Financial Services, Inc. Outside of financial advising, she is a wellness advocate for doTERRA, assisting friends and family with essential oils. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and emphasizes a high client load per advisor alongside institutional and intermediary services.

Scott Mecham is a financial advisor with Clear Creek Financial Management, LLC in Boise, ID, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Clear Creek since 2022 and previously spent eight years at KMS Financial Services, Inc. Mecham is also the owner of Scott Mecham CPA, a tax and accounting service he has operated since 1997. 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, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, employing a broad investment approach with continuous account supervision and diverse strategies.

Blair Leavitt is a financial advisor with Modern Wealth Management, LLC, holding a Series 65 designation and one year of industry experience. His prior work includes roles at Jenna Martin and various positions in education and local businesses. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, utilizing a centralized Investment Committee and model portfolios in its approach.

Teresa Yragui is a financial advisor at Continuum Advisory, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc. and Securities America Advisors, Inc. Teresa serves as a trustee of the Yragui Family Trust. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs a tailored investment approach using a range of securities and model portfolios, supported by affiliated professionals including attorneys and CPAs.

Sarah Hodges is a financial advisor at Legacy Wealth Management, LLC with four years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., and has a background that includes a role at Fast Eddy's. Hodges is also a mobile notary public in Idaho and operates Delphia LLC, a graphic design business focusing on print-on-demand products. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm tailors portfolios through in-house models, sub-advisers, and a broad investment menu that includes alternative and illiquid investments.

Kent Mitchell is a financial advisor at Venturi Private Wealth in Boise, ID, holding Series 63 and Series 65 licenses with 22 years of industry experience. He worked at Bank of America and Merrill from 2012 to 2019 before joining Venturi Wealth Management in 2019. 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, and institutions. The firm uses a tailored investment approach supported by an internal Investment Committee and provides discretionary portfolio management alongside unique family office and consolidated reporting services.

Anthony Walker is a financial advisor at Inspire Advisors, LLC with Series 65 registration and one year of industry experience. Prior to joining Inspire Advisors, he worked in architecture and has been involved in entrepreneurial ventures including A. Walker Properties and Top One Fitness. 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 integrates Biblically Responsible Investing using proprietary tools and employs a range of analytical methods to construct portfolios, frequently utilizing sub-advisors and proprietary ETFs.

Frank Remund is a CFP® with 18 years of industry experience and currently serves as a financial advisor at Savvy. His prior roles include positions at Springwater Wealth Management, LLC, Remund Financial Planning LLC, and Remund Financial, LLC. He also performs part-time tax preparation at an H&R Block franchise during tax season. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts and estates, retirement plans, charitable organizations, corporations, and other legal entities. The firm combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a parent technology platform and third-party sub-advisers.

Christopher Creed is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Venturi Private Wealth in Boise, ID. He has worked at Venturi Wealth Management, LLC since 2018 and previously at Northern Lights Distributors, LLC and Afam Capital, Inc. from 2013 to 2018. Venturi Private Wealth offers investment management, financial planning, family office, and business advisory services to individuals, families, trusts, charitable organizations, corporations, and pooled investment vehicles. The firm uses a tailored investment approach supported by an internal Investment Committee and provides discretionary portfolio management alongside comprehensive reporting and CFO/bill-pay services.

David James is a financial advisor with Coastal Bridge Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Coastal Bridge Advisors since 2016. Outside of his advisory role, he serves as a trustee for an insurance trust established in 2006. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized services including retirement plan consulting, HSA investment management, and access to various lending solutions.

Donny Hopoi is a financial advisor with Continuum Advisory, LLC, holding a Series 65 license and two years of industry experience. His prior work includes roles at Wealth Management Associates, Osaic Wealth, The 401k Source, and American National Insurance. He also operates an insurance sales activity offering life and health insurance. Continuum Advisory serves individual and institutional clients, providing financial planning, consulting, and discretionary portfolio management. The firm integrates multiple professional disciplines and utilizes a centralized platform for portfolio management and reporting.