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 at IP Financial Advisory Services LLC with 26 years of industry experience. He has held roles at Pacific Crest Wealth Management and Cetera Advisors LLC, among others. Webb is the owner and president/CEO of Pacific Crest Services, an insurance business he manages daily. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analyses and also facilitates client referrals to third-party investment advisors.

Amanda Reynolds is a financial advisor at Apollon Wealth Management, LLC with three years of industry experience. She holds a Series 65 credential and has prior experience working at Tree City Advisors. Outside of advising, she owns Calliope Skies Solutions LLC, where she provides writing, editing, and document organization services, including unpaid nonprofit grant writing. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive financial planning and portfolio management services, combining centrally managed model strategies with locally managed portfolios, and employs diverse investment approaches including ESG models and alternative vehicles.

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, holding Series 63, Series 65, and Series 66 licenses and 12 years of industry experience. His prior work includes roles at Axa Advisors, Park Avenue Securities, Guardian Life Insurance Company, GWN Securities, and Pacific Advisors. Additionally, he is involved with Mosaic Health and Life, focusing on Medicare Supplement and Medicare Advantage plans for individuals approaching Medicare eligibility. Interactive Financial Advisors provides financial planning and discretionary portfolio management to individuals, retirement plans, and institutional clients. The firm employs fundamental analysis and Modern Portfolio Theory to construct diversified ETF and mutual fund portfolios, and it operates a large multi-advisor network with a variety of service offerings including third-party advisory selections and proprietary reporting tools.

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 CFP® professional with 27 years of industry experience, currently serving at Ausdal Financial Partners, Inc. since 2011. In addition to her financial advisory role, she is an attorney active in legal services through Exceed Legal, PLLC and Burgoyne Law, PLLC. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing approximately $2.13 billion in client assets. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations, offering a range of investment advisory programs, retirement plan services, and financial planning with both discretionary and non-discretionary strategies.

Aaron Briggs is a CFP® professional with 16 years of industry experience, currently affiliated with ON Investment Management Company in Boise, ID. His prior and concurrent roles include positions at The O.N. Equity Sales Company, Ohio National Financial Services, Bank of America, N.A., and Merrill. Outside of his advisory work, he is involved as a limited partner in a real estate entity. ON Investment Management Company provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers both discretionary and non-discretionary investment management, utilizing a range of third-party programs and maintains a dual-registration model that includes broker-dealer activity.

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.

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.