Ben Duncanson is a CFP® certificant with 12 years of industry experience. He is currently with Badgley Phelps Wealth Managers and has previously worked at Charles Schwab and Charles Schwab Bank. Badgley Phelps Wealth Managers provides personalized wealth management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm uses a disciplined investment process that includes equity selection, ETF/model portfolios, fixed income, and liquid alternatives, and offers both discretionary portfolio management and stand-alone financial planning.

Matthew Koehler is a financial advisor at Clear Creek Financial Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Burks Wealth Management for 13 years. Koehler is also involved in insurance sales. Clear Creek Financial Management serves a diverse client base including high-net-worth individuals, employer retirement plans, and trusts. The firm offers a range of services such as asset management, financial planning, and algorithmic consulting through its Helios Quantitative Research division, employing various investment strategies supported by regular portfolio reviews.

Mason Craig is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds a Series 65 credential and has prior roles including work at Western Seminary and Living Water Church. Outside of advising, he is involved with Nicene Media, providing media project management and digital marketing services. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets, primarily serving individual and high-net-worth clients, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a variety of analytical methods to construct portfolios, often using sub-advisors and affiliated managers.

Jeff Crawford is a financial advisor with HBW Advisory Services LLC in Boise, ID, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with HBW Advisory Services and related entities since 2004 and has held roles including President and CEO of HBW Crawford & Associates, Inc. In addition to his advisory duties, he holds an active real estate license and assists clients with property transactions on a referral basis. HBW Advisory Services manages approximately $1.75 billion in client assets and provides financial planning, asset management, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a risk-tolerance based approach that combines tactical asset allocation, fixed income, and multi-manager diversification, and it serves a large client base through institutional, intermediary, and retail channels.

Mitchell Oldewurtel is a financial advisor at Private Client Services, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Raymond James & Associates and J.P. Morgan Securities. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of about 50 advisors and manages over $1 billion in client assets.

Matthew Reynolds is a financial advisor at Calton & Associates, Inc. in Boise, ID, holding a Series 66 designation. He has experience working at Calton & Associates since 2025 and previously at Reynolds Financial, Mid-America Christian University, and Northwest Nazarene University. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, fee-based financial planning, and retirement plan consulting. The firm offers both advisory and brokerage services, tailoring investment recommendations to client goals and providing multiple program structures including firm-managed wrap programs and third-party money manager options.

Austin Cunningham is a CFP® professional with 12 years of experience in the financial advisory industry. He is currently with Northwest Asset Management, where he has worked since 2022. Prior to that, he held positions at LPL Financial and Edward Jones. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm provides customized investment management and financial planning services, employing strategies based on strategic asset allocation and Modern Portfolio Theory.

Janene Warren is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Advisory Services Network and previously worked at Fidelity Brokerage Services and Anchor Private Planning. Outside of her advisory work, she is the president and owner of Resolute, Inc., a service company focused on business tax and income for wages and expenses. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent representatives. The firm offers a range of portfolio management and financial planning services, utilizing a variety of securities and third-party managers to develop strategies based on client objectives and risk tolerances.

Sean West is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Clear Creek Financial Management, LLC since 2019. He previously worked at LPL Financial for eight years. In addition to his advisory role, West prepares tax returns for a small group of clients as an enrolled agent. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities, offering a range of services including asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division.

Matthew Gustafson is a financial advisor at Coppell Advisory Solutions LLC with a Series 65 credential and one year of industry experience. His prior work includes positions at Freedom Private Wealth, Lululemon, and Victra: Verizon Authorized Retailer. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses an open-architecture platform and combines tailor-made asset allocation models with fundamental and technical analysis to implement strategies consistent with client objectives.

Andrew Van Dyke is a financial advisor with PFG Advisors in Boise, ID, holding Series 63 and Series 65 licenses. He has five years of industry experience and has previously worked at firms including United Planners, OSAIC, Securities America, and MWA Financial Services. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and financial institutions. The firm’s investment approach uses firm-developed model portfolios and third-party managers, focusing on top-down macro allocation with index-based ETFs and regular portfolio monitoring and rebalancing.

Melissa Hassler is a CFP® and Series 65-licensed financial advisor with five years of industry experience. She is currently with Modern Wealth Management, LLC and has previously worked at several firms including Petso Financial Consultants LLC and Echelon Group. Outside of financial advising, she operates a marketing services business focused on writing, editing, and creating promotional materials. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management model with oversight from an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan consulting.

Nicholas Zinsmeyer is a financial advisor at Venturi Private Wealth with a Series 65 designation and one year of industry experience. His prior background includes work at the University of Texas and San Antonio Christian School. Venturi Private Wealth offers investment management, comprehensive financial planning, family office, and business advisory services to a diverse client base, including individuals and high-net-worth families. The firm employs a tailored investment approach supported by an internal Investment Committee and also operates a private-fund platform integrated with The Caprock Group’s platform.

Ryan Carlson is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with American Independent Securities Group since 2004. He also works as a health insurance agent on a commission basis. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses an open-architecture approach to portfolio management, offering discretionary and non-discretionary account management with access to multiple custodial and advisory platforms.

Anthony Rubino Jr. is a financial advisor with AdvisorNet Wealth Partners and holds a Series 66 designation. He has 19 years of industry experience and has worked at firms including Edward Jones and Roehl & Yi Investment Advisors. Outside of his advisory roles, he is also licensed as an insurance agent in Montana, focusing on health, life, and fixed annuities. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, utilizing both internal and external managers to implement client objectives.

Kevin Lewin is a financial advisor at Creative Financial Designs, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked in printing services before joining the financial sector. In addition to his advisory role, Lewin is involved in independent insurance sales and represents LegalShield, offering legal and identity insurance services. Creative Financial Designs serves individual clients, charitable organizations, businesses, and retirement plans with investment management and financial planning services. The firm employs a research-driven investment process featuring model portfolios and offers a range of strategies including Biblical Responsible Investing, with flexible billing options and specialized management programs.

Scott Davis is a financial advisor with Portside Wealth Group, LLC in Meridian, Idaho. He holds a Series 65 credential and has one year of industry experience. Prior to joining Portside, he worked in various accounting and tax preparation roles, including founding Scott Davis CPA, LLC, where he provides tax preparation services. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management and financial planning, using a blend of fundamental, technical, and modern portfolio theory approaches, alongside affiliated legal and accounting expertise.

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.