Jeffrey Hurst is a financial advisor at Portside Wealth Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including DFPG Investments, Inc and Allegis Investment Advisors LLC. In addition to his advisory role, he is owner and CPA of Hurst Tax Service, providing tax preparation and advice. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management and financial planning, utilizing a blend of fundamental, technical, and modern portfolio theory in its investment approach and integrating related legal and accounting services through affiliated professionals.

Jared Reese is a financial advisor at Clear Creek Financial Management, LLC in Meridian, ID, with 15 years of industry experience. He has held his current position since 2015 and holds a Series 66 designation. Outside of advising, he is the owner of Strive Wealth & Protection Planning, LLC, which focuses on fixed life, fixed annuities, and health insurance sales, and he serves as a board member of the ARID Club. 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, algorithmic research through Helios Quantitative Research, and a public educational newsletter, employing a range of investment strategies with regular portfolio reviews.

Mark Schick is a Series 65-credentialed advisor at Creative Financial Designs, Inc. with one year of industry experience. He is also involved as an operating manager and financial coach at Christian Wealth Management. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.

Joseph Verissimo is a financial advisor with Creative Financial Designs, Inc. He holds a Series 66 designation and has 17 years of industry experience. His work history includes roles at Ethos Academy, Foreside Financial Services, and Inspire Investing. Outside of his advisory work, he teaches a Dave Ramsey Financial Peace class at a local hybrid school. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations supported by third-party research and offers strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Grant Kinchen is a financial advisor at Venturi Private Wealth with 10 years of industry experience. He has previously worked at Bank of America and Merrill. Kinchen holds a Series 66 designation and is based in Boise, ID. Venturi Private Wealth offers investment management, 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 uses a tailored investment approach supported by an internal Investment Committee and provides discretionary and non-discretionary portfolio management, along with specialized services such as consolidated reporting and private fund management.

Jason Good is a financial advisor at Perennial Financial Services in Boise, ID, with 11 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and INVEST Financial Corporation. Perennial Financial Services provides investment advisory and consulting services to individual clients, trusts, retirement plans, and business entities. The firm offers fiduciary portfolio management with customized allocations and regularly monitors and rebalances investments, utilizing multiple platform relationships and third-party managers as part of its client strategies.

Douglas Hanson is a financial advisor with Creative Financial Designs, Inc., holding a Series 66 designation and seven years of industry experience. He previously worked at Thrivent Financial and teaches accredited Bible courses at the Biblical Studies Center. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies including Biblical Responsible Investing, with both discretionary and non-discretionary management options.

Zachary Tornquist is a financial advisor with Inspire Advisors, LLC in Meridian, ID, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Charles Schwab, Robinhood Financial, Harbor Investment Advisors, and KeyBank. He is also a licensed insurance agent offering fixed and variable annuities and life insurance solutions. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a mix of fundamental, technical, and quantitative methods in portfolio construction, often utilizing sub-advisors and proprietary ETFs.

Deborah Jessee is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 25 years of industry experience. She holds the Series 66 designation and has been with Berthel Fisher since 2010, serving as part of their team of 26 advisors. Outside of her advisory role, she is a board member of New Horizons Inc., a humanitarian non-profit organization. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of investment platforms and delivery models tailored to client needs.

Alexandra Lundgren is a financial advisor at Apollon Wealth Management, LLC with 27 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Apollon since 2022, previously serving at Tree City Advisors, LLC and American United Life. Outside of her advisory role, she is part owner of a health and beauty products business focused on essential oils and owns a self-development company. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, businesses, and institutional clients. The firm combines centrally managed investment models with locally managed portfolios and offers a broad range of services including financial planning, portfolio management, and retirement plan advisory.

Bret Loftis is a financial advisor at Fortis Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Axim Planning & Wealth and Colburn Financial. Outside of his advisory role, he owns Loftis Retirement Solutions, LLC, an insurance planning business. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized advice using a range of investment strategies, including ESG options, and manages $1.615 billion in discretionary assets as of December 31, 2025.

Joshua Wind is a financial advisor at Inspire Advisors, LLC with nine years of industry experience. He previously worked at LPL Financial, LLC and U.S. Bancorp Investments, Inc., as well as U.S. Bank. Wind holds Series 63 and Series 65 licenses and is also an independent licensed insurance agent in Idaho, focusing on accident and health, life, variable life, and variable annuity products. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing through proprietary tools and employs a range of investment strategies, including index-based and tactical allocations, often utilizing model portfolios and affiliated proprietary ETFs.

Michael Jillson is a CFP® professional with nine years of experience in financial advising. He currently works at Modern Wealth Management, LLC and has prior experience at Petso Financial Consultants LLC, Cetera Advisor Networks, and Empower Retirement. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base including individuals, trusts, retirement plans, charitable organizations, broker-dealers, and corporations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers services such as discretionary investment management, tax and estate planning, and ERISA plan management.

Austin Walker is a financial advisor at Inspire Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at firms including Brookdale Senior Living, AllianceBernstein, and UBS. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing into its portfolio management and offers a range of services including discretionary and non-discretionary management, financial planning, and consulting.

Darla Serrano is a CFP® and ChFC® with 13 years of experience in the financial services industry. She is currently with Independent Advisor Alliance, LLC and Revant Wealth Management Group and has previously worked at firms including LPL Financial, Guardian Life Insurance, and Park Avenue Securities. Serrano provides investment advisory services through multiple independent firms. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to brokerage services through LPL Financial and utilizes technology platforms for asset aggregation and digital estate planning.

Daniel Robertson is a financial advisor with Independent Financial Group, LLC in Boise, ID, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He worked for Allstate Insurance Co. for 20 years before joining Independent Financial Group in 2024. Independent Financial Group provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers comprehensive financial planning and portfolio management using both firm-developed and third-party models, combining strategic asset allocation with active and passive investment exposures.

Meghan Perry is a financial advisor at Creative Planning with 12 years of industry experience. She holds the Series 66 designation and has been with Creative Planning since 2013. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a range of supplemental approaches and affiliated non-investment businesses such as an estate law firm and a trust company.

Lorilee Jones is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She previously worked at Cetera Advisors LLC for five years before joining Integrity Alliance in 2018. Jones serves on the board of the Meridian Food Bank and participates in community and healthcare advisory councils in the Boise area. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm combines advisory and brokerage services, offering portfolio management, financial planning, and access to third-party managers through various platforms.

Richard Roby is a financial advisor with J. W. Cole Advisors, Inc. in Boise, ID, holding a Series 66 designation and over 20 years of industry experience. He has been with J. W. Cole Advisors since 2013 and has operated Roby Financial Group since 2005. Outside of his advisory work, he serves as treasurer for a political campaign for Idaho governor and as vice president of a local homeowners association board. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Joshua Crichton is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management supported by strategic allocation models, manager selections, and various implementation methods, leveraging resources across the Goldman Sachs ecosystem.