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.

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.

Jonathan Warner is a financial advisor at Continuum Advisory, LLC with four years of industry experience. He holds a Series 65 credential and has worked at IG Advisory, LLC and also operates John R Warner CPA PC, where he has been a CPA since 2008. Warner is a member and owner of Isler Group LLC, a CPA firm unrelated to investment activities. Continuum Advisory serves individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm provides financial planning, consulting, and discretionary portfolio management, using a range of investment vehicles and offering retirement plan consulting with the capability to serve in ERISA fiduciary roles.

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.

Kent Owings is a financial advisor with Clear Creek Financial Management, LLC in Meridian, ID, holding Series 63 and Series 66 licenses with 12 years of industry experience. His prior roles include positions at Tree City Advisors, LLC and Thrivent Financial, where he worked from 2014 to 2020. Outside of his advisory work, he owns a hobby business called Made for Lacey, through which he creates and sells stone jewelry. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers asset management, financial planning, and consulting services, emphasizing continuous account supervision and a diverse investment approach that includes fundamental, technical, and quantitative strategies.

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.

Shay Nelson is a Series 65-licensed financial advisor with B.O.S.S. Retirement Advisors, LLC, based in Meridian, ID. He has three years of industry experience and has been with B.O.S.S. Retirement Advisors since 2021. Prior to his financial advisory role, he held positions at OrangeTheory, Treehouse PR, and The Rochester Hotel & Leland House. B.O.S.S. Retirement Advisors provides investment advisory services and supplemental financial planning to individuals, high-net-worth clients, and various entities. The firm manages approximately $1.38 billion in discretionary assets, primarily through co-managed arrangements with AE Wealth Management and referrals to third-party money managers.

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.

Jacob Williams is a CFP® with nine years of industry experience. He currently works at Becker Capital Management, Inc. and has previously been affiliated with The Helmstar Group and several academic institutions, including Boise State University, where he also teaches and manages classroom experiences. Becker Capital Management provides discretionary investment management and wealth advisory services to a diverse client base, including high-net-worth individuals, trusts, endowments, foundations, and nonprofit organizations. The firm combines bottom-up security selection with top-down portfolio construction, offering tailored portfolios managed by investment teams using proprietary research and comprehensive monitoring.

Timothy Abernathy is a financial advisor at Inspire Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Primerica Advisors and PFS Investments Inc., as well as entrepreneurial ventures in pool service and related businesses. 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 incorporates Biblically Responsible Investing using proprietary tools and employs a variety of investment strategies, including index-based and tactical allocations.

Donovan Shekhdar is a financial advisor at Venturi Private Wealth in Boise, ID, holding a Series 65 designation. He joined Venturi Wealth Management in 2024 and has prior experience at Kestra Financial and other roles outside the industry. Venturi Private Wealth offers investment management, financial planning, and family office services to individuals, high-net-worth families, trusts, and various institutions. The firm employs a tailored investment approach with oversight from an internal Investment Committee and provides both discretionary portfolio management and comprehensive advisory solutions.

Kevin Andrews is a CFP® with 22 years of industry experience, currently serving at American Independent Securities Group, LLC since 2006. He holds Series 63 and Series 65 licenses and is based in Eagle, Idaho. Outside of his advisory role, Andrews coaches a competitive youth soccer team and is a partner and director at Eagle Financial Group, where he is involved in fixed insurance products. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach, managing accounts on both discretionary and non-discretionary bases, and offers access to various custodial and advisory platforms.

Eric Schindler is a ChFC® credentialed financial advisor with 39 years of industry experience. He has worked at Momentum Independent Network Inc. since 2025 and previously spent nine years at LPL Financial, LLC. Momentum Independent Network Inc. serves individual, corporate, and institutional clients through investment advisory, portfolio management, financial planning, and brokerage services. The firm offers a range of managed account programs and combines asset allocation, quantitative, fundamental, and technical analysis within both discretionary and non-discretionary structures.

Shawn Webb is a CFP® professional with 27 years of industry experience, currently serving at IP Financial Advisory Services LLC. He has held roles at multiple firms over his career, including Cetera Advisors LLC and Pacific Crest Wealth Management. Webb is the owner and CEO of Pacific Crest Services, an insurance business he manages daily. IP Financial Advisory Services LLC primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm employs a variety of analytical approaches and offers discretionary portfolio management, including third-party managed account programs, with an emphasis on non-high-net-worth investors and retirement plan participants.