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.

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.

Amanda Reynolds is a Series 65 licensed financial advisor at Apollon Wealth Management, LLC with three years of industry experience. She previously worked at Tree City Advisors for three years and has held various academic roles at multiple universities. Outside of advising, she is the owner of Calliope Skies Solutions LLC, focusing on writing, editing, and nonprofit grant work on a voluntary basis. Apollon Wealth Management is an SEC-registered multi-team firm serving individuals, families, trusts, businesses, charitable organizations, retirement plans, pooled vehicles, and insurance company clients. The firm combines centrally managed investment models with locally managed portfolios and employs a range of investment strategies, including ESG and direct indexing with tax management overlays.

Garland Risner is a financial advisor at Kingswood Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Paradigm Wealth Services, Inc. for 17 years. Outside of advising, he has ownership interests in several businesses, including a storage rental LLC and other equipment holdings. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, delivering tailored investment advice through an open-architecture platform and working with both affiliated and unaffiliated third-party managers.

Shawn Wheeler is a financial advisor at Legacy Wealth Management, LLC in Boise, ID, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Upson Company and Idahome Solar. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and third-party money manager selection across a multi-team platform.

Jevon Webster is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Inspire Advisors, LLC since 2019. He previously worked at Strategic Wealth Advisors Group and LPL Financial from 2010 to 2019. In addition to his advisory role, Webster is an independent licensed insurance agent specializing in life, accident, disability, and long-term care insurance. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing through proprietary tools and employs a mix of quantitative, fundamental, technical, and modern portfolio theory analyses across various portfolio strategies.

Heidi Burgoyne is a financial advisor at Ausdal Financial Partners, Inc. with 28 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Ausdal Financial Partners in 2011, she worked at QA3 Financial LLC for six years. Outside of her advisory role, she is also an attorney involved with legal services through Exceed Legal, PLLC and Burgoyne Law, PLLC. Ausdal Financial Partners serves a diverse client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm offers a wide range of services including advisor-managed and separately managed accounts, retirement-plan advisory, and financial planning, employing tailored investment strategies and multiple custodians to meet client needs.

Aaron Briggs is a CFP®-certified financial advisor with 16 years of industry experience. He is currently affiliated with ON Investment Management Company and has previously worked at Merrill and Morgan Stanley. Outside of his advisory role, Briggs serves as a limited partner in an investment-related real estate venture. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to a diverse client base including individuals, families, trusts, and businesses. The firm utilizes a dual-registration model, combining broker-dealer activity with advisory services and offering access to various third-party investment programs.

Kristen Cline is a CFP® with five years of industry experience, currently serving as a financial advisor at Trek Financial. She has been with Trek Financial since 2016 and previously worked at Boise State University. She holds life and health insurance licenses. 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 uses a combination of strategic and tactical investment approaches, integrating artificial intelligence tools and a wide range of model and alternative strategies.

Samuel Allman is a financial advisor with Legacy Wealth Management, LLC in Boise, ID, holding a Series 65 credential and five years of industry experience. Prior to joining Legacy Wealth Management in 2021, he worked at the Johnson County Sheriff's Office and the Kansas City Country Club. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers both discretionary and non-discretionary investment strategies, utilizing in-house models, sub-advisers, and a broad range of investment options including alternative and illiquid assets.

Nicolas Ramirez is a financial advisor at Venturi Private Wealth with one year of industry experience. He holds a Series 65 designation and previously worked at Northmarq and spent four years at Texas A&M University. Venturi Private Wealth offers investment management, financial planning, family office, and business advisory services to individuals, families, trusts, charitable organizations, and corporations. The firm employs a tailored investment approach overseen by an internal Investment Committee and provides discretionary portfolio management alongside comprehensive reporting and private fund advisory services.

Randy Hyer is a financial advisor at Portside Wealth Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Hurst Financial Consulting, First Community Bank, US Bank, Primary Residential Mortgage, and Mountain America Credit Union. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning using tailored investment mandates and a blend of fundamental, technical, and modern portfolio theory approaches.

Michael Reynolds is a financial advisor with Calton & Associates, Inc. in Boise, ID, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Calton & Associates in 2019, he worked for Capital Financial Services, Inc. from 2007 to 2019. Outside of his advisory role, Reynolds is an assistant high school baseball coach at Cole Valley Christian Schools. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, and retirement plan consulting. The firm provides tailored investment recommendations through multiple program structures and combines advisory and commission-based brokerage services.

Kyler Burke is a financial advisor at Clear Creek Financial Management, LLC with three years of industry experience. He holds a Series 65 designation and has a diverse work history that includes roles in aviation and real estate. In addition to his advisory work, Burke is a helicopter pilot and aviation consultant, as well as a web developer, graphic designer, and marketing consultant. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities by providing asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division. The firm employs a variety of investment strategies, including fundamental, technical, and cyclical analysis, and offers continuous, individualized account supervision.

Richard Petso is a financial advisor at Modern Wealth Management, LLC with 46 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Mutual Securities, Inc. and his own firm, Petso Financial Consultants, Inc. He is also an independent insurance agent. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including high net worth individuals, trusts, pension plans, and corporations. The firm employs a centralized portfolio management approach supported by an Investment Committee and offers a range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.