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.

Daniel Robertson is a financial advisor with Independent Financial Group, LLC in Boise, ID, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He worked for Allstate Insurance Co. for 20 years before joining Independent Financial Group in 2024. Independent Financial Group provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers comprehensive financial planning and portfolio management using both firm-developed and third-party models, combining strategic asset allocation with active and passive investment exposures.

Meghan Perry is a financial advisor at Creative Planning with 12 years of industry experience. She holds the Series 66 designation and has been with Creative Planning since 2013. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a range of supplemental approaches and affiliated non-investment businesses such as an estate law firm and a trust company.

Lorilee Jones is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She previously worked at Cetera Advisors LLC for five years before joining Integrity Alliance in 2018. Jones serves on the board of the Meridian Food Bank and participates in community and healthcare advisory councils in the Boise area. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm combines advisory and brokerage services, offering portfolio management, financial planning, and access to third-party managers through various platforms.

Richard Roby is a financial advisor with J. W. Cole Advisors, Inc. in Boise, ID, holding a Series 66 designation and over 20 years of industry experience. He has been with J. W. Cole Advisors since 2013 and has operated Roby Financial Group since 2005. Outside of his advisory work, he serves as treasurer for a political campaign for Idaho governor and as vice president of a local homeowners association board. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on discretionary or non-discretionary bases.

Joshua Crichton is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following six years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management supported by strategic allocation models, manager selections, and various implementation methods, leveraging resources across the Goldman Sachs ecosystem.

Michael Martin is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and seven years of industry experience. He has worked with Martin, Wardin & Eissner Financial Group and Groutsmith, and has provided tax preparation services through Martin, Wardin & Eissner Tax Service. Commonwealth Financial Network supports a national network of advisors by delivering operations, technology, investment management, and compliance services. The firm offers a variety of advisory programs and investment solutions, including discretionary model portfolios and personalized indexing options.

Michael Fong is a financial advisor at Principal Financial Services with one year of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors and Chevron. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm’s advisory services focus on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Tessa Price is a financial advisor at D.A. Davidson & Co. in Boise, ID, holding a Series 66 designation with six years of industry experience. She previously worked at Key Bank for six years before joining D.A. Davidson in 2019. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Brett Gallagher is a financial advisor with Principal Financial Services in Boise, ID, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with Principal Financial Services since 2016 and serves as President of Royal Truth Financial, LLC, where he provides financial advisory and consulting services to individuals and businesses. Gallagher also maintains an insurance agent role specializing in health, life, annuities, disability income, and long-term care insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions with a focus on ongoing client reviews and multiple promoter and referral arrangements.

Robert Reynolds is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked previously with Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of advisory services, he is involved in supported living services for individuals with developmental disabilities and owns an insurance agency focused on Medicare-related products. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and nonprofit organizations. The firm provides comprehensive investment management and financial planning services through multiple program models, utilizing both proprietary and third-party platforms.

John Gottschall is a financial advisor with Commonwealth Financial Network based in Boise, ID. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Since 2011, he has been a part owner of Verdi Wealth Management, where he dedicates most of his time during securities trading hours. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and back-office support including operations, trading, compliance, and practice management. The firm offers various investment solutions and model portfolios managed by its Investment Management and Research team.

Monte Gerlach is a financial advisor at Key Investment Services LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Key Investment Services and KeyBank since 2003. Outside of his advisory role, he is involved in a vacation rental business in McCall, Idaho. Key Investment Services LLC serves individuals, trusts, estates, and businesses through various advisory programs, model portfolios, and managed accounts. The firm offers client-directed model selection with ongoing monitoring and access to third-party discretionary managers, operating as part of the KeyCorp group with affiliations to KeyBank and KeyBanc Capital Markets.

John Corddry is a financial advisor with D.A. Davidson & Co. in Boise, ID, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with D.A. Davidson & Co. since 1996. Outside of his advisory role, he serves as co-trustee for the Corddry Dynasty Trust. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services ranging from ERISA retirement plan advisory to comprehensive financial planning and private wealth management.

Alexandra Belden is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Gwfs Equities, Inc. and Tree City Advisors LLC. Outside of her advisory role, she assists with marketing and accounting at 12B Capital, a credit card and business lending company co-owned with her husband. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.

Jacob Howard is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. He holds the Series 66 designation and has worked at UBS Financial Services, Merrill, and the University of Phoenix. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Jennifer Foster is a financial advisor with Osaic Institutions, Inc. She holds Series 63 and Series 65 credentials and has 25 years of industry experience. Her previous roles include positions at U.S. Bancorp Investments, Ameriprise, and Securities America. Foster also serves as a financial advisor for Idaho Central Credit Union. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser and broker-dealer structure.

Melody Royer is a financial advisor at OSAIC Institutions, Inc. with a Series 65 credential and one year of industry experience. Her prior roles include positions at ICCU, Sand Creek Capital, and various other organizations. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers a range of customized advisory services and operates with a hybrid adviser/broker-dealer structure that includes access to alternative investments and a lending marketplace.

Craig Spanton is a Series 66 registered advisor with Independent Financial Group, LLC in Boise, ID, bringing 27 years of industry experience. His prior roles include positions at Tricor Advisory Services, Merrill, and Wells Fargo Investments. Outside of his advisory work, he serves on the boards of several nonprofit organizations, including the Ada County Board of Community Guardians and Live Incorporated, and is President of his local Lions Club. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers diversified portfolio management and financial planning using both firm- and third-party models, combining passive and active investment strategies tailored to client risk profiles.