Debbra Dillon is a CERTIFIED FINANCIAL PLANNER™ professional with seven years of industry experience. She is the sole advisor at Dillon Financial Planning, Inc., where she has worked since 2005. The firm offers fee-only, as-needed financial planning and investment advice primarily to individuals, families, high-net-worth individuals, trusts, estates, and business entities. Dillon Financial Planning, Inc. follows a long-term, buy-and-hold investment philosophy emphasizing asset allocation and low-cost, no-load investments, delivering services on an hourly or flat-fee basis without ongoing discretionary portfolio management.

James Liotta is a CFP® professional with 19 years of industry experience. He has been with Prominence Capital since 2012 and previously worked at Wells Fargo Investments, Merrill, and UBS Financial Services. Prominence Capital provides discretionary portfolio management and standalone financial planning services for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs multiple analytical methods and trading strategies, including derivatives and leveraged positions, catering to institutional-style clients and tailoring each portfolio to client objectives.

Andrew Katzenberger is the sole advisor at Katz Capital Advisors in Caldwell, Idaho. He holds Series 63 and Series 66 licenses and has one year of industry experience, including roles at Northwestern Mutual Wealth Management Company and its related entities. Outside of financial advising, he is a 33% owner of Analytics Computers. Katz Capital Advisors provides financial planning and discretionary portfolio management primarily for individuals and small businesses in early to mid stages of wealth accumulation. The firm uses fundamental security analysis and strategic asset allocation to build diversified portfolios, offering services such as retirement planning, cash-flow analysis, and rollover/IRA guidance.

Kody Williams is a financial advisor at Madrone Financial Planning in Boise, ID, holding the CFP®, ChFC®, and Series 63 designations with six years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2018 to 2026 and has experience with H&R Block and BYU-Idaho. Madrone Financial Planning provides investment management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of active and passive strategies tailored to client-specific investment policies and offers specialized retirement plan advisory services, including acting in ERISA fiduciary or 3(38)-style investment manager roles.

Andrew Joski is the sole advisor at Joski Financial with four years of industry experience holding Series 65 and Series 66 designations. His prior roles include positions at U.S. Bancorp Investments and service in the Army National Guard. He is also involved with Joski Insurance, a licensed insurance agency. Joski Financial is a state-registered investment adviser offering financial planning, portfolio management, and retirement plan consulting primarily to individuals, families, retirees, and small business owners. The firm employs a planning-first approach integrating retirement income, cash flow, insurance review, and tax considerations into diversified portfolios using ETFs, mutual funds, and third-party managed strategies.

Patrick Davidson is the sole advisor at First Security Capital, LLC in Nampa, Idaho. He holds Series 63 and Series 65 licenses and has over 40 years of experience in insurance sales and related financial services, alongside one year of formal experience as an investment advisor. His career includes longstanding roles at Ameritas Investment Corp. and Amerus Life Insurance Co., as well as service with the Idaho Air National Guard. In addition to his advisory work, he owns and operates a life insurance business and serves as president of a corporation underwriting real estate-collateralized bridge loans. First Security Capital is a state-registered investment adviser providing portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with diversified holdings and conducts regular account reviews, offering both discretionary and non-discretionary services.

Joseph Freeman is the sole advisor at Private Wealth Advisors in Boise, ID, holding a Series 66 designation with 17 years of industry experience. He has been with Private Wealth Advisors since 2009. Outside of his advisory work, Freeman is also a part-time real estate agent. Private Wealth Advisors provides portfolio management, investment consulting, and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, charitable organizations, and corporations. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis, offering strategies that include large-cap core equity and active fixed income, with both discretionary and non-discretionary account management.

Terry Hershey is the principal of Integrated Advisors in Boise, ID, with 28 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Since founding Integrated Advisors in 2016, he has managed client relationships while also offering fixed life and health insurance products as a licensed insurance agent since 2002. Hershey spends time assisting Kitty Hawk Technology, a software developer owned by his son that creates proprietary financial planning software for his firm. Integrated Advisors is an independent, fee-based firm serving individuals and small businesses through non-discretionary asset management, ongoing financial planning, and project-based consulting. The firm employs a proprietary TimeLine Integrated Portfolio (TIP) approach focused on long-term, passive buy-and-hold strategies tailored to client objectives.

Randall Taylor is a financial advisor with Ascend Wealth Management LLC in Eagle, Idaho. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Prior to his current role, he worked at Interwest Investment Advisors, Inc. and JT Financial, Inc. He is also involved with Ascend Financial Advisors, a fixed business based in Eagle. Ascend Wealth Management provides discretionary asset management, financial planning, and consulting services to individual investors and retirement plans, including ERISA 3(21) fiduciary services. The firm utilizes model-based portfolio management with ongoing monitoring and serves a high client load with a focus on both smaller accounts and pension consulting.

Blenda Raynor is a CFP® and holds a Series 66 license, serving as the sole advisor at Bahr Financial Planning Network, Inc. in Eagle, Idaho. She has 24 years of industry experience and has been with the firm since 2010. Bahr Financial Planning Network provides portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, and business entities. The firm manages client portfolios on a non-discretionary basis using a combination of charting and fundamental analysis, and requires clients to use Charles Schwab Institutional for account execution and reporting.

Richard Marcoux is the principal of Foothills Capital Management, LLC in Eagle, Idaho, with 21 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Atlas Financial Advisors, Inc. and Metlife Securities Inc. In addition to his advisory role, he is a licensed insurance agent who occasionally offers insurance and annuity products. Foothills Capital Management serves individuals, high-net-worth clients, corporations, charitable organizations, and pension or profit-sharing plans, providing portfolio management, financial planning, and pension consulting services. The firm uses a combination of analytical methods and model allocations to build portfolios aligned with client goals and risk tolerances, offering both discretionary and non-discretionary management.

Boise River Financial Planning is an independent, fee only fiduciary firm dedicated to providing objective, client focused financial planning and investment management. The fee only structure ensures financial advice and recommendations are objective and serve the client’s best interest. Our financial planning services are designed to help clients clarify their goals, make informed financial decisions, and adapt strategies as circumstances change. Whether addressing retirement planning, investment management, or other complex financial needs, Boise River Financial Planning applies a client-centered process to creating strategies tailored to the individual. At the heart of our work is a simple mission: to help clients live their life, supported by a financial strategy that reflects their values and goals. Boise River Financial Planning measures success by the clarity, confidence, and long term stability it helps clients achieve.

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.

Michael Bisbee is a CFP® professional and Series 66 license holder with 12 years of industry experience. He is the founder of Enduro Wealth Management, LLC in Eagle, ID, where he has worked since 2025, following prior roles at Enduro Financial and Morgan Stanley. Bisbee also founded Enduro Tax Advisory, where he serves as a tax advisor. Enduro Wealth Management serves individuals, including high-net-worth clients, and small-business plan sponsors by providing discretionary investment management, financial coaching, retirement-plan education, and pension consulting. The firm integrates tax planning services through its affiliated accounting practice and employs a passive portfolio construction approach supplemented by fundamental and technical analysis.

James Weeks is a CFP® professional with nine years of experience in financial planning. He is the principal at Allegiance Financial Planning in Eagle, Idaho, and previously worked at Tapfin/EY and The Trading Block. In addition to financial planning, he provides tax preparation services for individuals and small businesses through his firm. Allegiance Financial Planning offers fee-only financial planning, investment consultation, and tax-preparation services to individual investors, trusts, estates, foundations, and businesses. The firm emphasizes long-term, buy-and-hold investment strategies using fundamental analysis and low-cost passive vehicles, and operates without discretionary portfolio management or percentage-of-assets billing.

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.

Richard Smith is a financial advisor at Protected Capital Management in Boise, ID, with 33 years of industry experience. He holds a Series 63 designation and has been associated with ProEquities, Inc. since 1989. Protected Capital Management serves conservative pre-retirees and retirees, managing retirement and taxable accounts on a fee-only basis. The firm employs a multi-factor investment approach combining fundamental and technical analysis and emphasizes written client communications and education, including a Retirement Income Workshop developed by its founder.

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.

Robert Falco is a financial advisor at Stewardship Asset Management LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Wells Fargo Bank for 17 years. Outside of his advisory role, he owns Falconium Capital LLC and Falconium Investments LLC, which he uses for personal investment and trading activities. Stewardship Asset Management serves individual investors, including high-net-worth individuals, and charitable organizations by providing portfolio management, financial planning, and access to estate-planning tools through the Wealth.com platform. The firm employs a range of analysis methods and strategies, including options and derivative trading, and offers a monthly newsletter and an estate-planning workflow leveraging advisor read-only visibility.