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.

Dalton Turrentine is an advisor at OnePoint BFG Wealth Partners in Eagle, Idaho, holding Series 65 and Series 63 licenses with two years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his financial advisory roles, he has experience with Laser Land Leveling. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management strategies that integrate proprietary models and third-party platforms, supported by technology and operational outsourcing.

Jalen Galvanoni Peatry is a financial advisor at Coppell Advisory Solutions LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at KeyBank and Freedom Private Wealth, where he is also an insurance agent. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages over $1.1 billion in client assets and offers an open-architecture platform that employs both fundamental and technical analysis with a broad investment toolkit.

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® professional with 14 years of industry experience, currently serving at Venturi Private Wealth since 2016. He is an advisory board member of The Missy Project, a charitable organization focused on fundraising and outreach. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to high-net-worth individuals, families, and institutions. The firm employs a tailored investment approach with oversight from an internal Investment Committee and operates an affiliated private-fund platform alongside its wealth management services.

Jacob Coleman is a financial advisor with Continuum Advisory, LLC in Eagle, Idaho, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Edward Jones since 2015 and is also associated with Wealth Management Associates. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management services. The firm manages over $1.4 billion in assets and offers tailored investment solutions through a network of independent advisors operating under separate DBAs.

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.

Timothy Smith is a financial advisor at American Independent Securities Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including USA Financial Securities and IC Advisory Services, Inc. He is also the owner of Financial Ark Builders, an insurance and annuities sales business. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management, access to third-party managers, and estate-planning services.

Matthew Maxcy is a financial advisor at Venturi Private Wealth in Boise, ID, with six years of industry experience. He holds a Series 65 designation and previously served nine years in the U.S. Army. Maxcy also completed an MBA at the University of Texas before joining Venturi in 2020. Venturi Private Wealth offers investment management, 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 employs a tailored, holistic approach to portfolio management and provides both discretionary and non-discretionary services, supplemented by private fund management and family office capabilities.

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.

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.