Alexandra Lundgren is a financial advisor at Apollon Wealth Management, LLC with 27 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Apollon since 2022, previously serving at Tree City Advisors, LLC and American United Life. Outside of her advisory role, she is part owner of a health and beauty products business focused on essential oils and owns a self-development company. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, businesses, and institutional clients. The firm combines centrally managed investment models with locally managed portfolios and offers a broad range of services including financial planning, portfolio management, and retirement plan advisory.

Acen Hansen is a financial advisor at Legacy Wealth Management, LLC with nine years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. He is also involved with Dynamic IQ, LLC, a business coaching company, where he serves as a salesman. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm employs customized and model-based investment strategies, including alternatives and illiquid direct participation programs, and offers negotiated performance-based fee arrangements for qualified clients.

Tracy Baggerly is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with American Independent Securities Group since 2005. Outside of her advisory role, she serves as a director for the Eagle Rodeo and its associated nonprofit, Eagle Assisted Growth and Learning Environment Inc. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach and offers both discretionary and non-discretionary portfolio management.

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.

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 two years of industry experience. Prior to joining Principal, he worked for Equitable Advisors for two years and spent seventeen years at Chevron. He holds a Series 66 designation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager 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.