George Berridge is a financial advisor with RFG Advisory, LLC who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He previously worked at Nuveen Investments for 15 years and held roles at Citigroup Global Markets, Valley Club, and Wells Fargo Clearing. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm offers portfolio management, financial planning, retirement plan consulting, and access to both proprietary and third-party model strategies, serving individuals, high-net-worth households, trusts, retirement plans, and institutional accounts.

John Gilligan is a CFA® charterholder with 16 years of industry experience. He is currently with Robertson Stephens Wealth Management and previously worked at Mercer Global Advisors and Clearrock Capital. Outside of his advisory role, he coaches the Sun Valley Freeride Team, a youth ski team, on weekends during the winter season. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines individualized advice with model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets as of the end of 2024.

Eric Kiel is a Series 65 licensed advisor at Robertson Stephens Wealth Management with three years of industry experience. He has been with Robertson Stephens since 2022 and also owns a commercial photography business, Eric Kiel Photography, which he has operated since 2000. He dedicates about four weeks annually to this non-investment-related business, working with creative agencies on campaign photography. Robertson Stephens Wealth Management serves individual clients, families, trusts, estates, family offices, charitable organizations, and retirement plans. The firm offers comprehensive advisory services including portfolio management, financial and tax planning, and access to public and private funds, combining personalized advice with model portfolios and oversight from an Investment Committee.

John Murray is a financial advisor with Robertson Stephens, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Robertson Stephens entities since 2016, currently serving in roles at Robertson Stephens Capital Markets, LLC and Robertson Stephens Wealth Management, LLC. Outside of his advisory work, he serves on the board of MSCL House, a nonprofit men's second chance living organization in Hailey, Idaho. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans, managing $8.76 billion in assets as of December 31, 2025. The firm offers discretionary and non-discretionary portfolio management, consulting, and planning services, utilizing in-house model portfolios and third-party managers across a broad range of investment types.

Chasen Ruth is a CFP® with eight years of industry experience, currently serving as a financial advisor at Empower Advisory Group. He previously worked at Morgan Stanley and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.

Richard Schwartzbard is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He has been with Commonwealth since 2005 and previously worked at AFS Financial Group. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while supporting affiliated advisors with operations, compliance, and technology.

Mark Eshman is a financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ClearRock Capital for 13 years before joining Mercer Global Advisors. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options including ETFs, mutual funds, and separate accounts.

Vicki Mcconnell is a financial advisor with Mercer Global Advisors Inc. in Ketchum, ID, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked with Mercer Global Advisors since 2025 and concurrently with Purshe Kaplan Sterling Investments since 2015. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, and nonprofit organizations. The firm follows a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing a range of portfolio management and financial planning solutions.

Peder Schmitz is a financial advisor at Corient with 25 years of industry experience. He holds a Series 66 designation and has worked at Corient and its related entities since 2022, previously spending 12 years at Columbia Pacific Wealth Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, and offers specialized capabilities such as private fund platforms and affiliated trust services.

Douglas Fabian is a financial advisor with Mercer Global Advisors Inc. in Ketchum, ID, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously founded and operated Fabian Wealth Strategies, Inc. for 15 years before joining Mercer Global Advisors in 2017. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s approach is based on Modern Portfolio Theory, offering globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options, alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Yuri Mc Clure is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments. Outside of his advisory role, he coaches alpine ski for the Sun Valley Ski Education Foundation’s U12 Travel Team and provides ski tuning and waxing services. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and savings rates within plan lineups chosen by plan sponsors.

Stephen White is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and Rockefeller Capital Management prior to his current role. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through a combination of in-house and third-party managers.

Kelly Palmer is a CFP® and ChFC® with 29 years of experience in the financial services industry. She has been with Mercer Global Advisors Inc. since 2015 and is based in Ketchum, Idaho. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement plan consulting, tax planning support, and estate-planning coordination.

James Everitt is a financial advisor with Mercer Global Advisors Inc. in Ketchum, Idaho, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He previously worked at Clearrock Capital, LLC for 13 years before joining Mercer Global Advisors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options such as ETFs and separate accounts.

Katherine Fincher is a CFP® professional with 13 years of industry experience, currently with Mercer Global Advisors Inc. She previously worked at Mason Investment Advisory Services, Inc., Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and CETERA Advisor Networks LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and employs a variety of investment vehicles and platforms.

John Van Donge is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he serves as chairman of the board for Alliloop, a company connecting service sector employees to employers, and holds leadership positions with the Santa Barbara County Search & Rescue and the Santa Barbara Police Foundation. Stifel serves a broad range of clients, including individual, institutional, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology to provide asset allocation and financial planning analyses, with clients retaining discretion over implementation.

John Kendall is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with LPL Financial since 2006. Outside of his advisory work, he has a management role in a family business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions, offering a variety of advisory and brokerage services with both discretionary and non-discretionary management options.

Michael Minervini is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning from 2012 to 2021. Outside of his advisory work, Minervini serves as a part-time CFO for Socorro in Hailey, Idaho. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

Jacob Watson is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at MC Credit Partners LP for five years. His background also includes service at the United States Military Academy and involvement with Gravity Fitness and Tennis. Stifel serves a broad range of clients, including individuals, institutional accounts, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology for investment analysis and allocation guidance developed by its Investment Strategy Group.

Noah Levine is a financial advisor with UBS Financial Services in Ketchum, Idaho, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Mr. Levine serves on the board of the Sahm Family Foundation and is chair of the finance committee for the Park City Historical Society and Museum. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and asset allocation models.