Ellen Fisher is a financial advisor at Severin Investments LLC with four years of industry experience. She holds a Series 66 designation and has previously worked at Edward Jones, Valeant Pharmaceuticals, Eversana, and NextGen Laboratories. Severin Investments serves individual and high-net-worth clients, trustees, defined contribution plans, other advisors, and institutional retirement programs. The firm uses proprietary model portfolios and an investment policy statement process to provide discretionary portfolio management, 401(k) consulting, financial planning, and estate-planning support.

Daniel Pinkerton is a CFP® with 35 years of experience in the financial industry. He is managing member of Pinkerton Retirement Specialists, LLC since 1996 and of Sherman Portfolios, LLC since 2022. Pinkerton previously worked at Triad Advisors, Inc. from 2016 to 2020. Outside of his advisory work, he serves on the elder board of Grace Bible Church and co-founded the Idaho Character Foundation. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a customized, disciplined investment process combining technical, quantitative, and fundamental analysis through both active and passive strategies, and provides comprehensive asset management, financial planning, and fiduciary services.

Benjamin Glendening is a CFP® with six years of industry experience, currently serving as an advisor at Pinkerton Wealth Partners. He previously worked at Triad Advisors for four years and has been affiliated with Pinkerton Retirement Specialists since 2010. Pinkerton Wealth, LLC provides asset management and financial planning services to individuals, families, foundations, and institutional clients. The firm uses a disciplined, formula-driven investment approach combining active, passive, and tactical strategies and operates multiple offices while sponsoring educational seminars and client conferences.

Nicholas Helgeson is a CFP® with 17 years of industry experience, currently serving as an advisor at Pinkerton Wealth Partners in Coeur D'Alene, ID. He has worked with Triad Advisors, Inc. since 2016 and has been involved with Pinkerton Retirement Specialists, LLC since 2009. Outside of his advisory work, he owns and operates Ronan Ventures, LLC, an e-commerce business. Pinkerton Wealth Partners serves individuals, families, foundations, and institutional clients, offering asset management, financial planning, estate planning coordination, and ERISA/401(k) consulting. The firm employs a disciplined, formula-driven investment process called “Advance and Protect,” combining technical, quantitative, and fundamental analysis across active and passive strategies.

Joshua Brands is a financial advisor at Pinkerton Wealth Partners in Coeur D'alene, ID, holding a Series 65 designation with one year of industry experience. Prior to joining Pinkerton Wealth Partners in 2023, he worked at Moss Adams LLP from 2017 to 2023 and was affiliated with the University of Idaho from 2014 to 2016. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm uses a disciplined, formula-driven investment process called “Advance and Protect,” which combines technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Nathaniel Collier is a financial advisor at Pinkerton Wealth Partners in Coeur D'alene, ID, with seven years of industry experience. He holds a Series 66 designation and has worked at Triad Advisors and Pinkerton Retirement Specialists, LLC. Outside of his advisory work, he volunteers with the Prairie Cardinals Baseball Club, a nonprofit youth sports organization. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm uses a customized, formula-driven investment process combining technical, quantitative, and fundamental analysis, offering a range of active, passive, and tactical strategies.

Nathaniel Guthrie is a Series 65-licensed financial advisor at Pinkerton Wealth Partners with one year of industry experience. Prior to joining Pinkerton Wealth Partners, he worked in education and fitness-related roles over several years. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm uses a disciplined, formula-driven investment process called “Advance and Protect,” integrating active, passive, and tactical strategies across approximately 70 model portfolios.

Ronald Glendening is a CFP® professional with 24 years of industry experience, currently serving as a wealth advisor and COO at Pinkerton Retirement Specialists, LLC. His prior roles include positions at Triad Advisors, Inc. and True Freedom Investing, LLC. He is also a co-successor trustee for the Daniel W. Pinkerton Living Trust. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a disciplined, formula-driven investment process that combines technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Steve Haug is a financial advisor at Pinnacle Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and spent 23 years at IMS Capital Management before joining Pinnacle Wealth Advisors in 2026. Outside of his financial advisory role, he owns a fitness center in Rathdrum, Idaho. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based investment advisory firm serving individuals, including high-net-worth clients, and qualified retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing diversified portfolios tailored to each client’s investor profile and monitored on an ongoing basis.

Joseph Lee is a financial advisor with Madison Avenue Securities, LLC, holding the Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Madison Avenue Securities since 2012 and serves as Vice President of Schrette & Lee Financial Services, Inc. dba Schrette & Lee Wealth Management, a role he has held since 2002. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management, financial planning, and consulting services through various account platforms and employs multiple investment strategies.

Michael Wofsey is a financial advisor with Financial & Tax Architects, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Financial & Tax Architects, Inc. since 2020, previously at Money Concepts Capital Corp for seven years, and at Summer Associates, Inc. for 18 years. Outside of his advisory role, he is an independent insurance agent selling life, health, and annuity products. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Paul Schrette is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Madison Avenue Securities since 2012 and also owns Schrette & Lee Wealth Management, where he serves as president. Outside of his advisory work, he is involved in managing his own wealth management firm. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Boris Desancic is a financial advisor with Clear Creek Financial Management, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Clear Creek since 2019 and previously worked at PCG Wealth Advisors and Waddell & Reed, Inc. Desancic also serves as chairman of the board for the nonprofit Redeeming Soles and works as a consultant coaching financial advisors. Clear Creek Financial Management serves a diverse client base, including individuals, trusts, pension plans, corporations, and other advisers. The firm offers asset management, financial planning, and consulting services, employing a mix of fundamental, technical, cyclical, and quantitative investment methods, and operates an in-house quantitative research business.

Misty Stoddart is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has prior experience in mortgage lending and financial services, including roles at Clarity Capital Partners LLC and several mortgage companies. Stoddart is also involved in a mortgage referral business through Coeur Principle LLC. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms, managing primarily discretionary accounts through a combination of proprietary models and third-party managers.

Harmony Smith is a CFP® and Series 66 designated advisor with seven years of industry experience. She is currently with Advisors Capital Management, LLC, having previously worked at firms including Ameriprise Financial Services, BANK of AMERICA, Merrill, and Baird Private Wealth Management. Outside of her primary role, she is also an associate financial advisor at a sole proprietorship advisory business. Advisors Capital Management serves a diverse client base including individuals, high-net-worth clients, employee benefit plans, and the clients of unaffiliated broker-dealers and registered investment advisers. The firm offers discretionary portfolio management with an investment process that combines top-down macro analysis and bottom-up security selection across a range of proprietary strategies and account types.

Jarrod Arnold is a financial advisor at Alphastar Capital Management with one year of industry experience. He holds a Series 65 designation and has previously worked at Altmeyer Financial Investments, LLC, as well as in various roles outside the financial sector. Arnold is also owner and president of Tier 1 Financial, LLC, an insurance agency. Alphastar Capital Management serves individual, corporate, and retirement plan clients with discretionary investment management, financial planning, and subadvisory services. The firm employs both strategic and tactical investment approaches, utilizing a range of investment vehicles and third-party portfolio construction technology.

Thomas Kerfoot is a CFP® and ChFC® with 16 years of industry experience. He is currently with The AmeriFlex Group and has operated Kerfoot Wealth Management, LLC, and Thomas P. Kerfoot dba Kerfoot Financial Services since 2012. Outside of advisory services, he is involved in insurance sales through his business, Kerfoot Financial Services. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, delivering services through a network of advisory affiliates and multiple program platforms.

Richard Van Zandt is a financial advisor at Wealthcare Capital Management LLC with 19 years of industry experience. He holds the PFS™ designation and Series 66 license and has been with Wealthcare Capital Management since 2011. He also operates VAN ZANDT FINANCIAL SERVICES PLLC, providing tax preparation, accounting, and bookkeeping services. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients through a team of 33 advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, as well as retirement plan advisory and investment strategist/model services to intermediaries, utilizing a long-term, evidence-based investment approach.

Cortino Garcia is a financial advisor at Centaurus Financial, Inc. with 13 years of industry experience. He holds a Series 66 credential and previously worked at Independent Financial Group, LLC. Outside of his advisory role, Garcia serves as treasurer for the Southwest Idaho Cycling Association and coaches endurance sport athletes through his own business, Citius Sport, LLC. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, employing a mix of fundamental and technical analysis, and provides specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Abigail Allsup is a Series 66-licensed financial advisor with six years of industry experience. She has worked at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. since 2026, following an 11-year tenure at UBS Financial Services. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and adviser selection through a network of over 400 independent investment adviser representatives.