Lisa Adams is a Series 66 licensed advisor with American Independent Securities Group, LLC, where she has worked since 2015. She has nine years of industry experience. Outside of her advisory role, Adams co-founded and serves as president of the Business Women of Pocatello, a nonprofit organization. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, and charitable organizations. The firm uses an open architecture approach to portfolio management, offering discretionary and non-discretionary account options and access to multiple custodial and advisory platforms.

Ben Duncanson is a CFP® professional with 12 years of industry experience. He is currently with Badgley Phelps Wealth Managers and previously worked at Charles Schwab and Charles Schwab Bank. Badgley Phelps Wealth Managers provides wealth and investment management as well as financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm emphasizes disciplined asset allocation and multi-strategy portfolio construction, offering discretionary portfolio management across equity, fixed income, and alternatives.

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 38 years of industry experience. He has worked with several firms, including Cetera and CETERA Advisor Networks LLC, and has led HBW Crawford & Associates, Inc. as President and CEO since 2006. Outside of advisory roles, he is a licensed insurance agent involved in life insurance and annuities and is also active in real estate referral services on a limited basis. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, nonprofits, businesses, and retirement plans through discretionary and non-discretionary asset management and comprehensive financial planning. The firm employs a blended investment approach combining tactical asset allocation and multi-manager strategies, offers sub-advisory and co-advisor services, and maintains a notable client servicing model characterized by a high client-to-advisor ratio and diverse institutional relationships.

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.

Austin Cunningham is a CFP® professional with 11 years of industry experience. He is currently with Northwest Asset Management, where he has worked since 2022. Prior to that, he was with LPL Financial LLC and Edward Jones. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary approach with customized portfolio strategies based on Modern Portfolio Theory, combining fundamental and technical analysis alongside periodic rebalancing.

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.

Andrew Van Dyke is a financial advisor with PFG Advisors in Boise, ID, holding Series 65 and Series 63 registrations and five years of industry experience. His prior work includes roles at United Planners, OSAIC, Securities America, Inc., and MWA Financial Services Inc. PFG Advisors provides fee-based investment advisory services to a wide range of clients, including individuals, retirement plans, trusts, estates, and financial institutions. The firm’s investment approach combines firm-developed model portfolios and third-party managers, emphasizing top-down macro allocation with index-based ETFs alongside fundamental, technical, and cyclical analysis.

Derek Williams is a financial advisor at Savvy with 18 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at True Harvest Wealth Management, Raymond James Financial Services Advisors, and his own firm, Derek Williams Financial Services, Inc. Outside of advisory work, he is involved in strategic planning and business development for a private equity fund managed by Baynes Capital LLC. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach 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 proprietary technology platform and third-party tools.

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.

Jonathan Warner is a financial advisor at Continuum Advisory, LLC with three years of industry experience. He holds a Series 65 designation and has worked at IG Advisory, LLC since 2022. In addition to his advisory role, Warner is a member and owner of Isler Group LLC, where he practices as a CPA. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management services, utilizing a range of investment products and institutional resources to tailor strategies to client objectives and needs.

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.

Eugene Oswald is a financial advisor at HBW Advisory Services LLC in Boise, ID, holding a Series 65 designation with one year of industry experience. Prior to joining HBW, he has been the owner of Perfect Pages since 2006, a business focused on the sales of remanufactured toners and printer/copier repair. HBW Advisory Services manages approximately $1.75 billion in client assets and provides 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 along with institutional and intermediary services, including sub-advisory arrangements and retirement-plan subscription services.

Donald Tuttle is a Series 65-licensed financial advisor with Altitude Capital Management LLC in Eagle, Idaho. He has been with Altitude Capital since 2025 and has 16 years of experience running Tuttle Insurance & Financial Services. Outside of advisory work, he is also an insurance agent based in Meridian, Idaho, dedicating a significant portion of his time to insurance sales. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting without account minimums. The firm employs an individualized investment approach focused on client goals, risk tolerance, and time horizon, managing accounts primarily on a discretionary basis.

Trevor Miller is a financial advisor with Inspire Advisors, LLC and holds a Series 65 designation. He has one year of experience in the industry and previously worked in education and corporate roles, including positions at The Ambrose School and Cloudwords/Welocalize. 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 incorporates Biblically Responsible Investing through proprietary tools and employs a variety of investment methods, including fundamental and quantitative analysis, while offering discretionary and non-discretionary portfolio management, financial planning, and consulting services.