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.

Russell Paskett is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with the firm since 2007. Outside of his advisory role, he is involved in health insurance sales and acts as an independent agent referring Medicare supplement business, as well as networking with other agents related to a Christian Health Sharing Ministry. American Independent Securities Group, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers and estate-planning services.

Kenneth Winegar is a financial advisor with Interactive Financial Advisors and holds Series 63, 65, and 66 licenses. He has 12 years of industry experience and has worked at firms including Axa Advisors and Park Avenue Securities. Beyond his advisory work, he is involved with Mosaic Health and Life, focusing on Medicare Supplement and Medicare Advantage plans. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm uses fundamental analysis and Modern Portfolio Theory to build diversified ETF and mutual fund portfolios, operating a multi-advisor network with various branch offices and offering both recommending adviser and sub-advisor services.

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.

Brian Damiani is a CFP® with 26 years of experience in financial planning and investment management. He is a principal at Continuum Advisory, LLC, where he has worked since 2016, and has prior experience with Triad Advisors and Signator Investors. He also serves as president of Wealth Management Associates and offers life insurance services. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm integrates advisory services with complementary professional practices and utilizes a technology-driven platform for portfolio management and reporting.

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.

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.

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.

Hannah Katzenstein is a financial advisor at Venturi Private Wealth in Boise, ID, holding a Series 65 designation with one year of industry experience. She joined Venturi Private Wealth in 2024 after completing her studies at Tulane University. Venturi Private Wealth provides investment management, comprehensive financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm implements tailored portfolios and offers discretionary and non-discretionary portfolio management alongside CFO and consolidated reporting services.

Jack Thomas is a financial advisor with Clear Creek Financial Management, LLC in Boise, ID, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior work includes roles at Independent Financial Group and AFA Advisor Services LLC. He owns and operates Jack Thomas Financial, a marketing entity for his advisory services, and holds an insurance license covering multiple states. Clear Creek Financial Management serves a diverse client base including high-net-worth individuals, employer retirement plans, and business entities. The firm employs a comprehensive investment approach that incorporates fundamental, technical, and cyclical analysis across a variety of asset classes and strategies, supplemented by algorithmic consulting through its subsidiary Helios Quantitative Research.

Brandon Jones is a financial advisor with Continuum Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at RW Investment Management LLC and Wells Fargo Advisors. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management. The firm offers tailored portfolios using a range of investment products and integrates affiliated professional services such as legal and tax expertise.

Eric Dugan is a financial advisor at Clear Creek Financial Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual in various capacities from 2012 to 2023. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities with a comprehensive range of services including asset management, financial planning, and algorithmic consulting through Helios Quantitative Research. The firm employs a diverse investment approach incorporating fundamental, technical, and cyclical analysis, supported by regular portfolio reviews and rebalancing.

Andy Rad is a financial advisor at Legacy Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked at Legacy Wealth Management since 2015. In addition to his advisory role, Rad owns and operates LPM Insurance & Agency, an independent insurance agency. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary and non-discretionary portfolio management and financial planning. The firm offers tailored strategies through a multi-team platform and access to a broad range of investment options, including the use of third-party money managers.

Jared Reese is a financial advisor at Clear Creek Financial Management, LLC in Meridian, ID, with 15 years of industry experience. He has held his current position since 2015 and holds a Series 66 designation. Outside of advising, he is the owner of Strive Wealth & Protection Planning, LLC, which focuses on fixed life, fixed annuities, and health insurance sales, and he serves as a board member of the ARID Club. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm provides asset management, financial planning, pension consulting, algorithmic research through Helios Quantitative Research, and a public educational newsletter, employing a range of investment strategies with regular portfolio reviews.

Mark Schick is a Series 65-credentialed advisor at Creative Financial Designs, Inc. with one year of industry experience. He is also involved as an operating manager and financial coach at Christian Wealth Management. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers a range of strategies including Biblical Responsible Investing, with both discretionary and non-discretionary execution options.