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.

Jeffrey Hurst is a financial advisor at Portside Wealth Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including DFPG Investments, Inc and Allegis Investment Advisors LLC. In addition to his advisory role, he is owner and CPA of Hurst Tax Service, providing tax preparation and advice. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management and financial planning, utilizing a blend of fundamental, technical, and modern portfolio theory in its investment approach and integrating related legal and accounting services through affiliated professionals.

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.

Joseph Verissimo is a financial advisor with Creative Financial Designs, Inc. He holds a Series 66 designation and has 17 years of industry experience. His work history includes roles at Ethos Academy, Foreside Financial Services, and Inspire Investing. Outside of his advisory work, he teaches a Dave Ramsey Financial Peace class at a local hybrid school. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations supported by third-party research and offers strategies from passive to tactically managed portfolios, including Biblical Responsible Investing options.

Grant Kinchen is a financial advisor at Venturi Private Wealth with 10 years of industry experience. He has previously worked at Bank of America and Merrill. Kinchen holds a Series 66 designation and is based in Boise, ID. Venturi Private Wealth offers investment management, financial planning, family office, and business advisory services to a diverse client base, including individuals, high-net-worth families, trusts, and charitable organizations. The firm uses a tailored investment approach supported by an internal Investment Committee and provides discretionary and non-discretionary portfolio management, along with specialized services such as consolidated reporting and private fund management.

Jason Good is a financial advisor at Perennial Financial Services in Boise, ID, with 11 years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial and INVEST Financial Corporation. Perennial Financial Services provides investment advisory and consulting services to individual clients, trusts, retirement plans, and business entities. The firm offers fiduciary portfolio management with customized allocations and regularly monitors and rebalances investments, utilizing multiple platform relationships and third-party managers as part of its client strategies.

Douglas Hanson is a financial advisor with Creative Financial Designs, Inc., holding a Series 66 designation and seven years of industry experience. He previously worked at Thrivent Financial and teaches accredited Bible courses at the Biblical Studies Center. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies including Biblical Responsible Investing, with both discretionary and non-discretionary management options.

Peter Covino III is a financial advisor with Ancorato, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Elica Capital Investments, Legacy Investment Solutions, Legacy Peak Insurance Solutions, and Legacy Wealth Management. Outside of his advisory roles, he owns Blue Sky Tax Advisory, a CPA practice. Ancorato provides portfolio management and model-portfolio services primarily to other registered investment advisers, institutions, and family offices. The firm employs a combination of technical and fundamental investment methods and serves a large number of client accounts through intermediaries.

Zachary Tornquist is a financial advisor with Inspire Advisors, LLC in Meridian, ID, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at Charles Schwab, Robinhood Financial, Harbor Investment Advisors, and KeyBank. He is also a licensed insurance agent offering fixed and variable annuities and life insurance solutions. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets and serves individual clients, including high-net-worth individuals, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a mix of fundamental, technical, and quantitative methods in portfolio construction, often utilizing sub-advisors and proprietary ETFs.

Deborah Jessee is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 25 years of industry experience. She holds the Series 66 designation and has been with Berthel Fisher since 2010, serving as part of their team of 26 advisors. Outside of her advisory role, she is a board member of New Horizons Inc., a humanitarian non-profit organization. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of investment platforms and delivery models tailored to client needs.

Alexandra Lundgren is a financial advisor with Apollon Wealth Management, LLC, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Apollon since 2022 and previously at Tree City Advisors, LLC, and American United Life. Outside of finance, Lundgren is a part owner of Desert Gardens Essential Oils and owns a self-development business called Show Up Girl. Apollon Wealth Management is an SEC-registered multi-team advisor serving individuals, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, portfolio management, retirement plan advisory, and investment advisory to private funds.

Acen Hansen is a financial advisor with Legacy Wealth Management, LLC in Boise, ID, holding Series 63 and Series 65 licenses and nine years of industry experience. He worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company before joining Legacy Wealth Management in 2017. Hansen is also a salesman at Dynamic IQ, LLC, a business coaching company, where he spends approximately half of his time. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers customized investment strategies and model portfolios, including alternative investments, and utilizes a broad network of affiliated entities.

Bret Loftis is a financial advisor at Fortis Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Axim Planning & Wealth and Colburn Financial. Outside of his advisory role, he owns Loftis Retirement Solutions, LLC, an insurance planning business. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized advice using a range of investment strategies, including ESG options, and manages $1.615 billion in discretionary assets as of December 31, 2025.

Joshua Wind is a financial advisor at Inspire Advisors, LLC with nine years of industry experience. He previously worked at LPL Financial, LLC and U.S. Bancorp Investments, Inc., as well as U.S. Bank. Wind holds Series 63 and Series 65 licenses and is also an independent licensed insurance agent in Idaho, focusing on accident and health, life, variable life, and variable annuity products. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for about 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing through proprietary tools and employs a range of investment strategies, including index-based and tactical allocations, often utilizing model portfolios and affiliated proprietary ETFs.

Michael Jillson is a CFP® professional with nine years of experience in financial advising. He currently works at Modern Wealth Management, LLC and has prior experience at Petso Financial Consultants LLC, Cetera Advisor Networks, and Empower Retirement. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base including individuals, trusts, retirement plans, charitable organizations, broker-dealers, and corporations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers services such as discretionary investment management, tax and estate planning, and ERISA plan management.

Austin Walker is a financial advisor at Inspire Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked at firms including Brookdale Senior Living, AllianceBernstein, and UBS. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets, serving individual clients, institutions, charitable organizations, and broker-dealers. The firm integrates Biblically Responsible Investing into its portfolio management and offers a range of services including discretionary and non-discretionary management, financial planning, and consulting.

Darla Serrano is a CFP® and ChFC® with 13 years of experience in the financial services industry. She is currently with Independent Advisor Alliance, LLC and Revant Wealth Management Group and has previously worked at firms including LPL Financial, Guardian Life Insurance, and Park Avenue Securities. Serrano provides investment advisory services through multiple independent firms. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to brokerage services through LPL Financial and utilizes technology platforms for asset aggregation and digital estate planning.