Lyndsay Goody is a financial advisor at Onyx Financial Advisors, LLC with 15 years of industry experience. She holds the PFS™ designation and Series 65 license. In addition to her advisory role, she works as a staff accountant at Parry, Roe & Company, where she dedicates a portion of her time. Onyx Financial Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and charitable organizations. The firm employs an academically grounded, market-efficient investment approach with diversified asset allocation primarily using no-load mutual funds and ETFs.

Olin Barkdull is a CFP® with 12 years of experience at Preferred Retirement Options, Inc. and over four decades in the financial services industry. He has also operated Barkdull Financial Group LLC since 2008. Barkdull is licensed as an insurance agent and spends a significant portion of his time selling life, health, and mutual fund products. Preferred Retirement Options serves individual clients and corporate retirement plan sponsors, providing personalized financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which manages discretionary investment activities while Preferred Retirement Options focuses on client relationships and annual reviews.

James Hancock is a Series 65-licensed financial advisor with Preferred Retirement Options, Inc., based in Ammon, Idaho, and has 13 years of industry experience. He has been with Preferred Retirement Options since 2012 and is also a partner in the East Idaho Flag Football League, a local sports organization. Additionally, he operates a life and health insurance business. Preferred Retirement Options primarily serves individual clients and corporate retirement plan sponsors, providing financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which manages investments while Preferred Retirement Options maintains client relationships and conducts reviews.

Makenna Rasmussen is a financial advisor at Journey Retirement Planning and Investment Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked previously at Capita Financial Network, Clark Rasmussen Taylor Accounting, and America First Credit Union, among other organizations. Journey Retirement Planning and Investment Management, LLC serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services. The firm manages approximately $187.3 million in discretionary assets and uses a tailored investment approach that includes third-party model portfolios and sub-advisers.

Cody Daniels is a CFP® with nine years of industry experience, currently serving as an advisor at Onyx Financial Advisors, LLC. His prior work history includes roles at Fidelity Investments, Sigma Planning Corporation, and Parkland Securities Company. Onyx Financial Advisors provides investment management, financial planning, and ERISA retirement-plan services to a diverse client base including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm employs an investment approach based on academic efficient-market principles, utilizing broadly diversified no-load mutual funds and ETFs with tax-aware portfolio construction and regular portfolio reviews.

James Hancock is a financial advisor with Preferred Retirement Options, Inc. in Idaho Falls, Idaho, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Preferred Retirement Options since 2009. Hancock also holds a licensed insurance agent designation and dedicates a significant portion of his time to insurance-related activities. Preferred Retirement Options serves individual clients and sponsors of corporate retirement plans, providing personalized financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which manages discretionary investment activities while Preferred Retirement Options maintains client relationships and conducts annual reviews.

Terry Roe is a financial advisor with Onyx Financial Advisors, LLC, holding the PFS™ designation and Series 65 license, with 19 years of industry experience. He has worked at TD Financial Inc., Onyx Financial Consulting, LLC, Onyx Financial Advisors, LLC, and Parry, Roe & Company since 1991. Outside of his advisory role, he is a partner and CPA at Parry, Roe & Company, a certified public accounting firm. Onyx Financial Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, businesses, and charitable organizations. The firm employs an academically grounded, market-efficient investment approach focused on diversified asset allocation using primarily no-load mutual funds and ETFs.

Jordan Anderson is a financial advisor at Journey Retirement Planning and Investment Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at several firms including Townsquare Capital, LLC and Allegis Investment Advisors, LLC. Outside of his advisory role, Anderson serves on the board of Champ's Heart, a nonprofit organization providing equine encounters for special needs children, where he is involved in marketing and website management. Journey Retirement Planning and Investment Management, LLC offers discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $161.1 million in discretionary assets and utilizes strategies such as modern portfolio theory, fundamental and charting analysis to tailor investment advice based on clients’ objectives and risk tolerance.

Jennifer Landon is a financial advisor with Journey Retirement Planning and Investment Management, LLC, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. She has worked at several firms, including TownSquare Capital, LLC and Allegis Investment Advisors, LLC, and has been involved with Journey Financial Services since 2007. She also serves as President and Agent at Journey Financial Services, which offers annuities and life and health insurance products. Journey Retirement Planning and Investment Management, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm manages approximately $161.1 million in discretionary assets and employs a variety of investment strategies tailored to clients’ objectives, risk tolerance, and time horizons.

Orrin Cellan is a CFP® with three years of industry experience, currently serving as an advisor at Onyx Financial Advisors, LLC. He has worked at Parry, Roe & Company, PLLC, Cooper Norman, PLLC, and Eide Bailly, LLP. Onyx Financial Advisors is a fee-only registered investment adviser managing approximately $427 million for 241 clients. The firm offers financial planning, discretionary wealth management, and ERISA plan services to individuals, high-net-worth clients, trusts, businesses, and charitable organizations, using an academically grounded, market-efficient approach focused on diversified asset allocation with primarily no-load mutual funds and ETFs.

Rachel Ludlow is a financial advisor with Journey Retirement Planning and Investment Management, LLC and holds a Series 65 credential. She has been with the firm since 2025 and has experience managing office operations and special projects at Journey Financial Services Inc., an affiliated licensed insurance agency. Journey Retirement Planning and Investment Management, LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $161 million in assets across about 570 client relationships. The firm employs a range of investment strategies and conducts ongoing account monitoring with regular reviews.

Nathan Riggs is a CFP® professional with one year of experience in financial advising, currently with Oak Lane Advisors. He has previously worked at Cooper Norman and operates his own CPA firm, Nathan Riggs, CPA, PLLC, where he provides accounting and tax services. He is also involved with Edge Financial Group, LLC, focusing on accounting, bookkeeping, and tax return services. Oak Lane Advisors is a team advisory firm managing approximately $367 million for around 764 clients, including individuals, trusts, estates, nonprofits, and business entities. The firm emphasizes diversified, asset-allocation driven portfolios and offers discretionary portfolio management, comprehensive financial planning, and access to separately managed accounts.

Porter Clayton is a CFP® professional with two years of industry experience, currently serving at Oak Lane Advisors in Idaho Falls, ID. His prior work includes roles at Wealth Navigation, LLC, Edge Financial Group LLC, Edge Financial Advisors LLC, Advanced Profit Analysis PA, Cooper Norman, and the Tampa Bay Rays. Outside of advising, he is a partner in a restaurant business, Smitty's Pancake & Stake House. Oak Lane Advisors is a team-based firm managing approximately $367 million for around 764 clients. The firm serves individuals, trusts, estates, nonprofits, and business entities, offering discretionary portfolio management, comprehensive financial planning, and access to separately managed accounts with a focus on diversified, asset-allocation driven portfolios.

Benson Packer is a financial advisor at Onyx Financial Advisors, LLC in Idaho Falls, ID, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Amicus Financial Advisors, Texas Tech University, Brigham Young University - Idaho, and the Church of Jesus Christ of Latter Day Saints. Onyx Financial Advisors is a fee-only registered investment adviser managing approximately $427 million for about 241 clients through a team of six advisors. The firm offers financial planning, discretionary wealth management, and ERISA plan services using an academically grounded, market-efficient approach focused on diversified asset allocation with primarily no-load mutual funds and ETFs.

Tyson McDonald is a financial advisor with Oak Lane Advisors and holds a Series 65 credential. He has two years of industry experience, including roles at Wealth Navigation, LLC and Edge Financial Group, LLC. In addition to his advisory work, he provides accounting, bookkeeping, and tax preparation services through Edge Financial Group. Oak Lane Advisors manages approximately $446 million for a diverse client base, including individuals, trusts, and nonprofit entities. The firm offers discretionary asset management, comprehensive financial planning, and access to alternative investments, employing diversified portfolios with mutual funds, ETFs, and individual securities.

Paul Mc Hugh is a financial advisor at Journey Retirement Planning and Investment Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms including Porter House Inc. and State Farm Insurance. Mc Hugh is also an independent licensed insurance agent in Idaho. Journey Retirement Planning and Investment Management, LLC serves individual and high-net-worth clients by providing discretionary portfolio management and financial planning services, managing approximately $187 million in assets. The firm customizes investments according to clients’ objectives and risk tolerance, often utilizing third-party model portfolios and sub-advisers.

Jonathan Petersen is a Certified Financial Planner (CFP®) with nine years of experience in the financial services industry. He has worked with Onyx Financial Advisors, LLC since 2020 and previously held roles at Cornerstone Financial Advisors, LLC and Cetera Advisors, LLC. Petersen holds a Series 66 license. Onyx Financial Advisors provides investment management, financial planning, and ERISA retirement-plan services to individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm employs an investment approach based on academic, efficient-market principles, emphasizing broadly diversified portfolios with primarily no-load mutual funds and ETFs, supported by documented client objectives and regular portfolio reviews.

Daniel Mcpherson is a CFP® with 20 years of industry experience, currently serving as a financial advisor at CG Advisory Services. His prior roles include positions at Capital Asset Advisory Services and Cetera Advisors LLC, and he has a longstanding relationship with Minnesota Life Insurance Co. Outside of his advisory work, he owns and operates Claymore Tactical LLC, a sporting goods sales business. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base including individuals, pension plans, and charitable organizations. The firm offers discretionary portfolio management and financial planning through proprietary model portfolios and bespoke account structures, supported by an Investment Committee and advanced technology platforms.

Brennen Baker is a financial advisor with Global View Capital Management LLC, holding a Series 65 designation and two years of industry experience. Prior to his advisory role, he has worked in various capacities at Camping World since 2016, currently managing warranty claims and accounts receivable. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans, using a model-based investment approach driven by technical and quantitative research through its proprietary algorithmic platform.

Russell Slack is a CFP® and Series 66-licensed financial advisor with nine years of industry experience. He is currently with Portside Wealth Group, LLC and Guided Seasons Wealth Advisors, where he handles office operations as well as life insurance underwriting and sales. His prior experience includes roles at Capital Asset Advisory Services, Strategic Wealth Concepts, and Cetera Advisors. Slack also serves as an insurance agent specializing in fixed life and disability insurance. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management and financial planning, utilizing a blend of fundamental, technical, and modern portfolio theory approaches, and offers affiliated legal and accounting services alongside its advisory practices.