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, with 23 years of experience in financial advising. She has been with Bahr Financial Planning Network, Inc. since 2010, where she is the sole advisor. Bahr Financial Planning Network provides ongoing portfolio management and written financial planning for individuals, high-net-worth clients, and businesses. The firm offers client-specific Investment Policy Statements, portfolio monitoring, and advice across a range of investment products, managing accounts on a non-discretionary basis with financial planning available on fixed-fee or hourly terms.

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.

Michael Bisbee is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Enduro Wealth Management, LLC. His prior experience includes roles at Enduro Financial and Edward Jones & Co LP. He is also the founder and tax advisor of Enduro Tax Advisory. 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 combines passive portfolio construction with fundamental and technical analysis and integrates tax planning through its affiliated accounting practice.

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.

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.

Steven Levenson is a financial advisor at Western Financial Corporation with eight years of industry experience. He holds Series 63 and Series 65 credentials and has held multiple roles at Western Financial Corporation since 2017, with additional experience at Clearwater Analytics and YCharts, Inc. Western Financial Corporation is a privately owned registered investment adviser that provides customized portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm serves both individual and high-net-worth clients, focusing on long-term asset allocation and diversification through a combination of fundamental research and technical analysis.

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.

William Overton is a CFP® with seven years of experience, currently serving as an advisor at Advanced Financial Solutions, Inc. in Boise, ID. Before joining the firm, he was involved with organizations such as Solid Rock Climbers for Christ and Young Life. Advanced Financial Solutions, Inc. is a small registered investment adviser serving individual clients, trusts, retirement plans, and business entities. The firm utilizes a proprietary rule-based S.T.A.Y.™ framework that combines passive and active allocation using low-cost index funds and ETFs, with a focus on risk management through algorithmic strategies developed internally.

Roberta Newhouse is a financial advisor with Alturas Wealth Management, LLC in Eagle, Idaho. She holds the PFS™ designation and Series 66 license and has 20 years of industry experience. Prior to her current role, she worked at 1st Global Advisors, Inc. and 1st Global Capital Corp. for 13 years. She is also a member of the University of Idaho College of Business & Economics Advisory Board. Alturas Wealth Management provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm integrates tax and accounting services through an affiliated CPA practice while managing portfolios with a combination of fundamental, technical, charting, and cyclical analysis.

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.