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 a financial advisor with Viewpoint Advisory, LLC, holding Series 63 and Series 65 registrations and 12 years of industry experience. Prior to founding Viewpoint Advisory in 2019, Miller worked at Vestory, LLC and operated a business under the name Ideatrac for 15 years. Viewpoint Advisory is an independent, fee-only firm providing discretionary portfolio management and financial planning to individuals, families, trusts, and retirement plans. The firm employs a long-term, buy-and-hold strategy based on Modern Portfolio Theory, emphasizing diversified global equity and fixed-income allocations with regular reviews and rebalancing, and manages approximately $103 million in discretionary assets.

Tyson Forbush is a financial advisor at Batholith Wealth Management & Insurance with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Rangefront Consulting, Northwestern Mutual, Konnex Resources, Avalon Development, and Alaska Airlines. In addition to his advisory role, he owns a geological consulting firm, GeoTech LLC, providing seasonal consulting services to the minerals industry, and serves as an officer of a family trust, STEMA LLC. 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 variety of investment strategies documented in client-specific Investment Policy Statements and typically operates with discretionary trading authority.

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. in Boise, Idaho, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes founding and managing various businesses, including roles in insurance and agricultural ventures. Tidwell is the managing member of a farming LLC and is involved in insurance and annuity sales through Legacy Financial Advisors, Inc. Interwest Investment Advisors, Inc. provides personalized financial planning and discretionary investment management to individuals and institutional clients, offering tailored portfolios that incorporate fundamental, technical, and cyclical analysis. The firm also provides retirement plan consulting and operates a co-advisor relationship with Gradient Investments, LLC.

Daniel Lewis is a CFP® professional with 13 years of industry experience. He has worked at Firm Foundation Wealth Management, LLC since 2018 and previously spent three years at Tradewinds Capital Management, LLC. Lewis holds the Series 66 license and is based in Caldwell, Idaho. Firm Foundation Wealth Management, LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines macroeconomic and technical analysis to manage portfolios on a discretionary basis and offers specialized ERISA plan services, including acting as a 3(38) investment manager and providing participant education.

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.

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.

Mark George is a financial advisor at Accord Capital Management, Ltd. in Boise, ID, with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Accord Capital Management since 2012, including prior roles at Capital Markets IQ, LLC. Accord Capital Management provides discretionary portfolio management to individuals, high net worth families, and business entities, managing approximately $40 million in discretionary assets. The firm uses fundamental and technical analysis and offers customized and model portfolios with a range of investment strategies, including advanced trading techniques.

Christopher Hersh is a financial advisor with Tumwater Wealth Management, LLC in Boise, ID. He holds Series 63 and Series 65 licenses and has one year of industry experience, starting at Tumwater in 2026. Prior to advising, he worked in athletics and education, including roles at UCLA Athletics and Saint Francis High School. Tumwater Wealth Management provides portfolio management, financial planning, and pension consulting services to individual and institutional clients. The firm employs a long-term, buy-and-hold investment approach and manages approximately $407 million across about 284 accounts.

Martin Tadman is an investment advisor at Tadman Financial with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cambridge Investment Research and Cooper McManus. Outside of advising, he is an independent insurance agent for various companies. Tadman Financial is a state-registered investment adviser providing portfolio management and financial planning services to individuals, foundations, trusts, estates, corporations, and non-profit organizations. The firm employs a disciplined investment process that incorporates fundamental, technical, cyclical, and economic analysis, offering both discretionary portfolio management and access to independent subadvisors.

Russell Dygert is a financial advisor at Everbridge Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with firms including Finalis Securities, LLC. Outside of his advisory role, he manages a third-party logistics company, Intermountain Express LLC. Everbridge Advisors is a registered investment adviser providing discretionary portfolio management and institutional consulting services, serving institutional clients and high-net-worth individuals. The firm employs a blend of fundamental, technical, and cyclical analysis with active trading strategies and operates an affiliated capital-funding business that offers funding solutions for acquisitions and growth.

Matthew Hollands is a CFA® charterholder with three years of industry experience. He is currently with Figure 8 Investment Strategies LLC, where he has worked since 2024. Prior to that, he was employed at Wells Fargo Investment Institute and Wells Fargo Bank from 2013 to 2024. Figure 8 Investment Strategies serves individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses with discretionary investment management and financial planning services. The firm specializes in sustainable, responsible, and impact investing, incorporating social-impact factors into portfolio management across equity and fixed-income strategies.

Jason Hawke is a financial advisor with Hawke Financial Group in Meridian, ID, holding Series 63, 65, and 66 licenses and 25 years of industry experience. He has worked at D.H. Hill Securities, LLLP, National Securities Corp, National Asset Management, Inc., and Integrated Wealth Concepts LLC. Outside of his advisory role, he is involved in a livestock cattle business and serves as treasurer for a local homeowners association. Hawke Financial Group serves individuals, families, business entities, and retirement plans by providing portfolio management, pension and 401(k) consulting, and financial planning. The firm customizes portfolios using a combination of fundamental, technical, and cyclical analysis, emphasizing active, tactical management and employing mutual funds, ETFs, and other instruments.

Andressa Warn is a financial advisor at Arrien Investments, Inc. in Boise, ID, holding a Series 65 designation. She has been with Arrien Investments since 2023 and has prior experience in the mortgage industry and higher education. Arrien Investments provides investment advisory and financial planning services to individuals, including high net worth clients, as well as business entities. The firm manages approximately $226.6 million through a mix of strategic and tactical asset allocation, offering discretionary asset management, stand-alone planning, and consulting services.

Bert Ellis is a financial advisor at Pinnacle Portfolio Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Bank of America. Outside of his advisory work, he serves as an advisory board member for the Boise Public Schools Foundation. Pinnacle Portfolio Advisors is an SEC-registered investment adviser managing discretionary portfolios for individual and high-net-worth clients, pension plans, charitable organizations, and corporate accounts. The firm employs a written investment policy for each client and generally follows Modern Portfolio Theory, utilizing asset allocation, rebalancing, and a combination of mutual funds, ETFs, individual securities, and REITs.