Kevin Tucker is a financial advisor at Verify Wealth with a Series 65 credential and one year of industry experience. His background includes roles at several companies including InMoment, Inc. and Wolters Kluwer, Inc. Prior to his advisory career, he spent five years involved with Craftsman Woodfired Pizza. Verify Wealth provides investment management and financial planning services on a fee-only basis, emphasizing asset allocation using Modern Portfolio Theory alongside a blend of passive and active strategies. The firm serves individuals, high-net-worth clients, and charitable organizations, and may incorporate alternative investments such as cryptocurrency when appropriate.

Barry Drogy is a financial advisor at Pendragon Capital Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Pendragon Capital Management since 2010. Outside of his advisory role, he is a managing partner at Whitehaven Associates, providing financial and business consulting to medical and business professionals, and he also offers consulting services to hearing aid professionals through the American Hearing Aid Association. Pendragon Capital Management is a small-team investment adviser serving individuals, families, pension, and corporate clients, managing approximately $40 million across about 52 client relationships. The firm employs a value-oriented investment approach and offers discretionary portfolio management through separately managed accounts alongside access to third-party money managers.

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.

Bryce Valles is a financial advisor at Mustard Seed Financial in Meridian, ID, holding a Series 65 license with two years of industry experience. Before joining Mustard Seed Financial, he worked in various roles including at T-Mobile and The Grove Hotel, and was a full-time student for several years. Mustard Seed Financial serves individuals, families, trusts, estates, corporations, and non-profits by providing financial planning, investment management, consulting, and estate-planning support. The firm manages approximately $109 million in client assets using proprietary allocation models based on Modern Portfolio Theory combined with tactical positioning, and offers access to traditional and alternative investments, including a specialty 1031 exchange service through its EquiShield 1031 division.

Jessy Gilger is a CFP® with 11 years of industry experience, currently serving as an advisor at Verify Wealth. Before joining Verify Wealth, Gilger held roles at several firms including Sound Advisory LLC, Eagle Island Financial LLC, and Statheros Financial Solutions, Inc. Verify Wealth is a fee-only firm that offers investment management and financial planning services, coordinating tax preparation as part of its client offerings. The firm’s investment approach combines passive and active strategies with an emphasis on asset allocation based on Modern Portfolio Theory and can include alternative investments such as cryptocurrency when appropriate.

Welcome! I’m Ron Strobel, CFP®, founder of Retire Sensibly LLC. I began my career working as a financial advisor for several large wealth management firms. The focus on commissions, hidden fees, and other unethical behavior left me dismayed and looking for a better alternative. I quit my job shortly after earning my CERTIFIED FINANCIAL PLANNER™ designation and launched Retire Sensibly LLC. I help my clients: 1. Organize their finances 2. Invest intelligently 3. Feel more confident about their retirement plan I serve clients in Boise, Meridian, Caldwell, Nampa, and the surrounding areas. I offer a no-cost, no-obligation introductory appointment that begins with a 15-minute phone call followed by an in-person meeting in which we focus on establishing your family’s goals, values, and attitude toward investing. In my personal life, I enjoy working on home improvement projects, fishing from my kayak, and exploring Idaho’s outdoors.

Lauren Strobel is a financial advisor at Retire Sensibly LLC with a Series 65 designation and two years of industry experience. Prior to joining Retire Sensibly, she worked in engineering and consulting roles at Horrocks Engineers, Shannon & Wilson Inc., and Landau Associates Inc. Retire Sensibly provides investment management and financial planning services to individuals, families, retirees, trusts, high-net-worth clients, and employer plan sponsors. The firm primarily uses a passive investment approach based on Modern Portfolio Theory and offers educational seminars and speaking engagements on financial topics.

Melissa Lowther is a financial advisor at Alturas Wealth Management, LLC with eight years of industry experience. She holds the PFS™ and Series 66 designations. In addition to her advisory role, Lowther is a member of the board and treasurer for the Xi House Corporation of Gamma Phi Beta and serves on the Boise LPGA Amateur Golf Association board as records director. She is also an executive board member of the University of Idaho Alumni Association. Alturas Wealth Management provides discretionary asset management and financial planning to individual and high-net-worth clients, integrating fundamental, technical, charting, and cyclical analysis with regular portfolio monitoring and rebalancing. The firm operates an affiliated CPA practice, offering tax and accounting services alongside investment management.

Robert Baker is a ChFC® with 28 years of industry experience, currently serving as an advisor at Wismar Financial since 2016. Prior to joining Wismar Financial, he spent 12 years at Thrivent Investment Management. Wismar Financial provides ongoing portfolio management and individualized financial planning to individuals, families, trusts, estates, and small businesses. The firm tailors portfolios to client objectives, employing both technical and fundamental analysis, and offers discretionary trading along with a variety of investment strategies including long-term investing and short-term trading.

Dylan Burks is a financial advisor at Mustard Seed Financial with a Series 65 credential and one year of industry experience. He has served in the U.S. Army with the Department of Defense since 2016. Mustard Seed Financial provides financial planning, investment management, consulting, and estate-planning support to individuals, families, trusts, estates, corporations, and non-profits. The firm manages approximately $109 million in client assets and offers access to both traditional and alternative investments, including Delaware Statutory Trusts and Opportunity Zone investments through its EquiShield 1031 division.

Brian Burks is a financial advisor at Mustard Seed Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has operated Burks Wealth Management, doing business as Mustard Seed Financial, since 2002. In addition to his advisory role, Burks is an independent life insurance agent licensed in Idaho, providing life insurance services as an extension of his financial planning offerings. Mustard Seed Financial is a state-registered investment adviser serving individuals, families, trusts, estates, foundations, businesses, and non-profits. The firm manages approximately $108.5 million in assets using proprietary, globally diversified allocation models that combine passive and active investments, as well as illiquid and alternative instruments tailored to client objectives.

Richard Levenson is a financial advisor with Western Financial Corporation, holding a Series 66 designation and 39 years of industry experience. He has worked at Western Financial Corporation since 1987. Outside of his advisory role, he manages an online retail apparel business, Levenson Apparel, LLC, operating as RSL Western Wear. Western Financial Corporation is an SEC-registered investment adviser that provides customized portfolio management, retirement-plan consulting, and financial planning to individuals, trusts, charitable organizations, and small businesses. The firm uses a systematic, rules-based investment process combining equity selection with diversified fixed-income and ETF strategies, offering both discretionary and non-discretionary services.

Nathaniel Stoddard is a financial advisor at Desert Rose Capital Management, Inc. with 19 years of industry experience. He holds the Series 66 and Series 63 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Nathaniel is also a licensed life insurance agent. Desert Rose Capital Management provides portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other advisers, focusing on strategies that include exchange-traded options combined with income-producing assets for downside mitigation and market participation. The firm also manages a pooled investment vehicle and facilitates access to private placements and alternative investments.

Rohit Jahagirdar is a financial advisor at Desert Rose Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at Piramal Critical Care, Ziggurat Technologies, Temple University, Esquire Capital Advisors, and Mumbai University. Desert Rose Capital Management provides investment advice and portfolio management to individual clients, retirement plans, trusts, estates, and corporations, and serves as a sub-advisor to other registered investment advisers. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage portfolio risk while seeking market appreciation, and it also manages a pooled investment vehicle focused on permanent life insurance policies and collateralized loans.

Nathaniel Holden is a financial advisor with Core Wealth Partners LLC in Meridian, ID, holding a Series 65 designation and nine years of industry experience. His prior work includes roles at HAC Certified Public Accountants, Inc., Holden Hall LLC, and Holden & Company LLP. Core Wealth Partners LLC provides discretionary investment management to pooled investment vehicles and separately managed accounts, focusing on sector-specific long/short and event-driven equity strategies in technology, clean energy, and industrials. The firm acts as general partner and co-investor in its funds, employing a proprietary real-time risk management system and performance-based allocations.

Spencer Anderson is a financial advisor at Desert Rose Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked with The Stafford Corporation, Legacy Wealth Management LLC, and has service experience in the United States Army Reserves. Desert Rose Capital Management provides portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other registered investment advisers. The firm emphasizes the use of exchange-traded options combined with income-producing, lower-volatility assets and integrates private investments into client portfolios through proprietary algorithms and detailed due diligence.

Nicholas Van Hulzen is a financial advisor with Van Hulzen Financial Advisors in Meridian, ID. He holds a Series 65 credential and has been with the firm since 2024. Prior to joining the firm, he worked at Boise State University, Visions EDU, and Capital Christian High School. Van Hulzen Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, small business owners, foundations, charitable organizations, private investment vehicles, and corporations. The firm offers wealth management, financial planning, and asset management across a range of strategies including covered-call, fixed income, US and global equities, ETFs, and alternative investments.

Kirk Stafford is a financial advisor at Desert Rose Capital Management, Inc. with 17 years of industry experience. He holds a Series 66 designation and has been with Desert Rose since 2010. In addition to his advisory role, Stafford is president of The Stafford Corporation, a flooring contracting business he has led since 1996. Desert Rose Capital Management serves individual clients, retirement plans, trusts, estates, and corporations, offering investment advice, portfolio management, and ancillary financial services. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage risk and capture market appreciation, and it also acts as a sub-advisor to other registered investment advisers.

Mark Dougal is a financial advisor at Go Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including O'Connell Investments and Insurance Services, Trinity Group Resources, and World Financial Group. Outside of financial advising, he owns Mark Dougal Design, a jewelry repair business. Go Wealth Management serves individual and high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans. The firm emphasizes asset allocation and integrates financial planning with discretionary and non-discretionary portfolio management, utilizing a team-based research approach and sub-advisor relationships.

Kaden Mc Carney is a financial advisor at Next Level Wealth Planning, LLC with one year of industry experience. He previously worked at the State of Idaho for one year and spent ten years at Sager CPA & Advisors. Next Level Wealth Planning, LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients, offering both discretionary and non-discretionary account management. The firm employs a variety of analytical methods and investment strategies, including long-term trading, margin, and options transactions, and maintains consulting relationships with broker/dealers to advise their customers.