Ramtin Mofid is the sole advisor at Fourthrock Financial Corporation and holds a Series 65 designation. He has experience in property management since 2014 but is new to the financial advisory industry. Fourthrock Financial Corporation is an advice-only investment adviser providing tailored hourly advisory services and investment planning to individual and institutional clients. The firm focuses on a research-driven approach combining macroeconomic analysis and sector selection, specializing in complex and leveraged products without managing client assets or charging asset-based fees.

Kim Miller is the sole advisor at Viewpoint Advisory, LLC in Meridian, Idaho, holding Series 65 and Series 63 licenses with 12 years of industry experience. Prior to founding Viewpoint Advisory in 2019, Kim worked at Vestory, LLC for six years and operated a business under the name Ideatrac from 2003 to 2018. Viewpoint Advisory is an independent, fee-only firm providing discretionary portfolio management and financial planning services to individuals, families, trusts, and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing diversified allocations across global equity and fixed-income mutual funds and ETFs.

Tyson Forbush is a financial advisor at Batholith Wealth Management & Insurance in Boise, ID, holding Series 63 and Series 65 registrations with one year of industry experience. He has previously worked at Rangefront Consulting, Northwestern Mutual, Konnex Resources, Avalon Development, and Alaska Airlines. Outside of financial advising, he owns a small geological consulting firm, GeoTech LLC, and provides seasonal consulting services to the minerals industry. Batholith Wealth Management & Insurance offers portfolio management, financial planning, and physical precious metals research for individual and high-net-worth clients. The firm employs a multi-method analysis framework and a range of strategies, combining discretionary portfolio management with detailed client goal documentation.

David Tidwell is a financial advisor at Interwest Investment Advisors, Inc. based in Boise, ID, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Interwest Investment Advisors since 2006. Outside of his advisory role, he is involved in several non-investment activities including managing agricultural operations and serving as president of a management company. Interwest Investment Advisors provides personalized financial planning and discretionary portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to guide asset allocation and security selection and offers services such as ERISA plan consulting and co-advisor managed solutions.

Alex Hansen is a CFP® with 10 years of industry experience, currently serving as an advisor at Arrian Investments, Inc. He previously worked at Cetera Advisors, LLC for seven years. Hansen is also a licensed independent insurance agent, offering life, disability, annuity, and long-term care insurance products to clients. Arrian Investments provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and businesses. The firm manages portfolios that include a range of securities and insurance products, typically on a discretionary basis with regular account reviews.

Justin Lunt is a financial advisor at Scratch Capital with a Series 65 credential and two years of industry experience. He has worked at Scratch Capital since 2023 and is also active as a licensed realtor with eXp Realty. Scratch Capital provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, managing approximately $141 million in discretionary assets. The firm uses a combination of fundamental, technical, charting, and cyclical analysis and may engage sub-advisors, while also offering ERISA 3(38) retirement-plan services and affiliated accounting practices.

Bradley Christensen is a Series 65-licensed financial advisor with 19 years of industry experience, currently with Ascent Retirement Advisors in Boise, ID. He has held roles at firms including TownSquare Capital, Allegis Investment Advisors, and Yellowstone Partners. Christensen serves on the board of the Make-A-Wish Foundation and is involved with Cicero Corporation, providing speechwriting and political advisory services. Ascent Retirement Advisors serves individual clients, pension and profit-sharing plans, corporations, and government entities with discretionary portfolio management and pension consulting. The firm employs a blend of fundamental analysis, modern portfolio theory, and quantitative methods, focusing notably on pension clients including state and municipal governments.

Hannah Leingang is a financial advisor at Ascent Retirement Advisors with one year of industry experience. She holds a Series 65 designation and has worked with firms including Global Retirement Partners, LLC and HUB International. Outside of advising, she has experience in several small business ventures such as The TK Bar and The Royal Cocktail Company. Ascent Retirement Advisors serves individuals, pension and profit-sharing plans, corporations, and government entities by providing discretionary portfolio management and pension consulting. The firm employs a combined investment approach using fundamental analysis, modern portfolio theory, and quantitative methods, focusing notably on pension clients including state and municipal entities.

Mark George is a financial advisor at Accord Capital Management, Ltd. in Boise, ID, holding Series 63 and Series 66 credentials with 12 years of industry experience. He has worked at Accord Capital Management since 2016 and has been associated with Capital Markets IQ, LLC since 2014. Accord Capital Management, Ltd. provides discretionary portfolio management services to individuals, high net worth clients, families, and business entities, typically requiring a $50,000 minimum account. The firm employs both fundamental and technical analysis and uses a variety of investment strategies, including advanced trading tools and block trading practices, to manage approximately $40 million in discretionary assets.

Christopher Hersh is a financial advisor at Tumwater Wealth Management, LLC with Series 63 and Series 65 licenses. He has been with Tumwater Wealth Management since 2026 and has previous experience with UCLA Athletics and Golf Galaxy. Tumwater Wealth Management provides portfolio management, financial planning, and pension consulting to individual and institutional clients. The firm combines long-term, buy-and-hold investment strategies with pension consulting and manages approximately $407 million across about 284 client accounts.

Russell Dygert is a financial advisor at Everbridge Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with firms including Finalis Securities, LLC. Outside of his advisory role, he manages a third-party logistics company, Intermountain Express LLC. Everbridge Advisors is a registered investment adviser providing discretionary portfolio management and institutional consulting services, serving institutional clients and high-net-worth individuals. The firm employs a blend of fundamental, technical, and cyclical analysis with active trading strategies and operates an affiliated capital-funding business that offers funding solutions for acquisitions and growth.

Matthew Hollands is a CFA® charterholder with three years of industry experience. He is currently with Figure 8 Investment Strategies LLC, where he has worked since 2024. Prior to that, he was employed at Wells Fargo Investment Institute and Wells Fargo Bank from 2013 to 2024. Figure 8 Investment Strategies serves individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses with discretionary investment management and financial planning services. The firm specializes in sustainable, responsible, and impact investing, incorporating social-impact factors into portfolio management across equity and fixed-income strategies.

Andressa Warn is a financial advisor at Arrien Investments, Inc. in Boise, ID, holding a Series 65 designation. She has been with Arrien Investments since 2023 and has prior experience in the mortgage industry and higher education. Arrien Investments provides investment advisory and financial planning services to individuals, including high net worth clients, as well as business entities. The firm manages approximately $226.6 million through a mix of strategic and tactical asset allocation, offering discretionary asset management, stand-alone planning, and consulting services.

Bert Ellis is a financial advisor at Pinnacle Portfolio Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Bank of America. Outside of his advisory work, he serves as an advisory board member for the Boise Public Schools Foundation. Pinnacle Portfolio Advisors is an SEC-registered investment adviser managing discretionary portfolios for individual and high-net-worth clients, pension plans, charitable organizations, and corporate accounts. The firm employs a written investment policy for each client and generally follows Modern Portfolio Theory, utilizing asset allocation, rebalancing, and a combination of mutual funds, ETFs, individual securities, and REITs.

Samuel Dotters Katz is a financial advisor at McMillen & Company, Inc. He holds a Series 65 designation and has been in the financial industry since 2026. Prior to joining McMillen & Company, he worked at Bevis, Thiry, Henson & Katz and Ludwig, Shoufler, Miller & Johnson, among other roles. McMillen & Company provides discretionary capital management and portfolio oversight for individuals, charitable organizations, and business entities. The firm customizes portfolios using stocks, bonds, ETFs, mutual funds, and third-party sub-advisors, focusing on tailored allocations and regular reviews to align with clients’ objectives and risk tolerance.

Lisa Cooper is a CFP® and CFA® with 14 years of industry experience. She has worked at Figure 8 Investment Strategies LLC since 2016 and was previously with Mofi from 2019 to 2024. Lisa is based in Boise, ID, and holds Series 63 and Series 65 licenses. Figure 8 Investment Strategies LLC serves individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses with discretionary investment management and financial planning services. The firm focuses on sustainable, responsible, and impact investing, integrating social-impact factors into portfolio construction and management.

Craig Verdi is a financial advisor with Craig Verdi Investments, LLC in Boise, ID, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes roles at Trail Creek Advisors, Verdi Wealth Management, and Commonwealth Financial Network. Outside of advising, he is an author and operates a sole proprietorship, Verdi Promotions, focused on marketing for artists and arranging speaking engagements related to his book. Craig Verdi Investments provides discretionary investment management primarily to individuals and high-net-worth clients, focusing on portfolio construction, asset allocation, and ongoing monitoring. The firm employs a combination of computer models, economic research, and multiple indicators to guide risk management, managing a selective client base with personalized oversight.

Daniel Weeder is a financial advisor at Arrian Investments, Inc. with one year of industry experience. He holds a Series 65 credential and has worked at Arrian Investments since 2024. Outside of his advisory role, he is an independent licensed insurance agent, providing clients with recommendations on life, accident, and health insurance products. Arrian Investments, Inc. offers investment advisory and financial planning services to individuals, partnerships, corporations, and other business entities. The firm manages approximately $226.6 million across about 442 clients, using a combination of strategic and tactical asset allocation with portfolios that include equities, bonds, mutual funds, ETFs, and REITs.

Gregory Rice is a CFP®-designated financial advisor with over 23 years of industry experience. He is the principal at Enduring Wealth Management, LLC, and has previously worked at Raymond James & Associates, UBS Financial Services, and U.S. Bancorp Piper Jaffray Inc. Enduring Wealth Management provides asset management, financial planning, and consulting services primarily for individual and high-net-worth clients, as well as employer-sponsored retirement plans, corporate clients, charitable organizations, and pooled investment vehicles. The firm employs a goal-focused, long-term equity investment approach and offers retirement plan consulting as a 3(38) fiduciary.

Landon Mance is a financial advisor at Backbone Planning Partners LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for eight years. Outside of his advisory role, Mance co-hosts a radio show called Tycoons of SmallBiz and manages a tree service business. Backbone Planning Partners provides wealth management and planning services primarily to family-owned and closely held businesses, business owners, and high-net-worth individuals. The firm offers financial planning, asset management, business strategic planning, and business succession planning, managing client accounts with individualized investment policies across a range of asset classes.