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.

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.

Mark Blaser is a Series 65-registered advisor with Doceo Wealth, LLC in Meridian, Idaho, where he has worked since 2020. He has a total of five years of industry experience, including prior roles at Altruist Advisors, LLC and SeaQuest, as well as a four-year tenure at Boise State University. Doceo Wealth provides investment advisory and financial planning services primarily to individuals, trustees, and business retirement plans, with a distinctive approach that combines actively managed liquid portfolios, third-party separately managed accounts, and bespoke allocations including illiquid direct participation programs.

Antonio Flores is a financial advisor with Atlas Capital Management Corp and holds a Series 65 designation. He has experience at Cedar Grove Financial Associates, where he is also the owner and provides business development and insurance sales services. His background includes roles at Cedar Grove Financial Associates dating back to 2015 and a brief tenure at Lyft in 2021. Atlas Capital Management Corp offers discretionary portfolio management and non-discretionary consulting to individuals, families, trusts, estates, and family businesses through proprietary asset-management programs and strategy options. The firm manages thousands of client accounts with a focus on active, macro-oriented investment processes utilizing proprietary indicators and a range of named strategies.

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.

Robert Rasmussen is a financial advisor at Grow Rasmussen Consulting LLC with 27 years of industry experience. He holds the PFS™ designation and has been a partner and CPA at Grow Rasmussen LLP, a full-service accounting firm, since 1981. Rasmussen combines his financial advisory role with extensive accounting expertise through his partnership in the accounting firm. Grow Rasmussen Consulting provides personalized financial planning and investment management to individuals, trusts, small businesses, and charitable organizations. The firm uses a strategic asset allocation approach with portfolios primarily composed of no-load mutual funds and ETFs, supported by a close affiliation with an accounting and consulting practice staffed by licensed CPAs.

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.

Reuben Mason is a CFP® professional with 18 years of industry experience. He is currently with Doceo Wealth, LLC in Meridian, ID, where he has worked since 2025. Prior to that, he spent 11 years at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, Mason is an author of books available on Kindle and Amazon. Doceo Wealth, LLC provides investment advisory and financial planning services to individuals, trustees, business retirement plans, and entities managing qualified plans. The firm integrates actively managed liquid portfolios with third-party separately managed accounts and illiquid direct participation programs, employing fundamental, technical, and cyclical analysis with at least quarterly portfolio reviews.

Richard Durham is a financial advisor with Doceo Wealth, LLC in Meridian, Idaho, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Doceo Wealth since 2020 and previously held roles at Legacy Wealth Management and Northwestern Mutual. Outside of advisory duties, Durham provides consulting and due diligence services through Doceo Capital, LLC and is an insurance broker and owner of Doceo Life, LLC. Doceo Wealth provides investment advisory and financial planning services primarily to individuals, trustees, and business retirement plans, combining actively managed liquid portfolios with illiquid direct participation programs. The firm employs a multi-strategy approach including fundamental, technical, and cyclical analysis, and manages a range of investment vehicles including third-party separately managed accounts.

Matthew Jones is a CFP® with two years of industry experience, currently serving at Treasure Valley Financial Planning in Meridian, ID. He has worked with several firms since 2023, including Adams Wealth Advisors and Spring Source Wealth Advisors, before joining Treasure Valley Financial Planning. Treasure Valley Financial Planning is a team-based firm providing discretionary investment management and ongoing financial planning to individual clients, including high-net-worth individuals. The firm employs a mix of passive index funds, ETFs, and active analysis techniques, tailoring recommendations to client suitability and risk tolerance while utilizing third-party managers and institutional platforms.

Kendell Frye is a CFP® professional with five years of industry experience, currently advising at Treasure Valley Financial Planning in Meridian, ID. Prior to joining Treasure Valley Financial Planning, Frye held positions at Clear Creek Financial Management, Falcon Wealth Planning, Pacific Advisors, and worked in roles outside finance including Honda Motor Company and Chipotle Mexican Grille. Treasure Valley Financial Planning provides discretionary investment management and ongoing financial planning for individual and high-net-worth clients, addressing retirement, estate, tax-planning, and wealth-protection needs. The firm typically uses passive index funds and ETFs complemented by fundamental, technical, and cyclical analysis, while tailoring recommendations to client suitability and risk tolerance.

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.

Stephen Larson is a financial advisor with Grow Rasmussen Consulting LLC in Boise, ID, holding a Series 65 designation and 27 years of industry experience. He is also a CPA and partner in Grow Rasmussen LLP, a full-service accounting firm. Larson’s professional activities include ownership and management of this accounting firm alongside his advisory role. Grow Rasmussen Consulting provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach with documented investment policies and primarily implements portfolios through no-load mutual funds and ETFs, supported by its affiliation with an accounting and consulting practice staffed by licensed CPAs.

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.