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.

Phillip Harris is a financial advisor at Clear Creek Financial Management, LLC with 25 years of industry experience. He holds a Series 66 credential and previously worked at Arbor Point Advisors, Securities America Advisors, Securities America, Inc., and Kms Financial Services, Inc. Clear Creek Financial Management serves high-net-worth individuals, employer retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division, using a range of investment strategies and regular portfolio reviews.

Anthony Higgins is a financial advisor at Clear Creek Financial Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at RW Investment Management, LLC and ExxonMobil Corporation, where he spent over two decades. Clear Creek Financial Management serves a diverse client base including individuals, employer retirement plans, trusts, estates, and business entities. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis, with an emphasis on individualized account supervision and a quantitative consulting arm that provides algorithmic research and implementation support.

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.

Dustin Michaelson is a financial advisor at Clear Creek Financial Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Wells Fargo Advisors. Outside of his advisory role, he owns Michaelson Group, a financial consulting business serving clients independently. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities by offering asset management, financial planning, and pension consulting. The firm utilizes a multi-strategy investment approach, combining fundamental, technical, and cyclical analysis with algorithmic consulting through its Helios Quantitative Research division.

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 financial advisor at Badgley Phelps Wealth Managers in Boise, ID, holding the CFP® designation along with Series 66 and Series 63 licenses. He has 11 years of industry experience, including roles at Charles Schwab and Charles Schwab Bank from 2015 to 2023 and at IFP Securities, LLC since 2023. Badgley Phelps Wealth Managers provides personalized wealth and investment management and financial planning services to individuals, families, corporations, retirement plans, endowments, and foundations. The firm uses a disciplined asset allocation and multi-strategy portfolio construction approach, offering discretionary portfolio management across equity, fixed income, and alternatives, as well as coordinating tax, insurance, and credit/cash management solutions through affiliated and third-party providers.

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.