James Weeks is a CFP® professional with nine years of experience in financial planning. He is the principal at Allegiance Financial Planning in Eagle, Idaho, and previously worked at Tapfin/EY and The Trading Block. In addition to financial planning, he provides tax preparation services for individuals and small businesses through his firm. Allegiance Financial Planning offers fee-only financial planning, investment consultation, and tax-preparation services to individual investors, trusts, estates, foundations, and businesses. The firm emphasizes long-term, buy-and-hold investment strategies using fundamental analysis and low-cost passive vehicles, and operates without discretionary portfolio management or percentage-of-assets billing.

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.

Robert Falco is a financial advisor at Stewardship Asset Management LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Wells Fargo Bank for 17 years. Outside of his advisory role, he owns Falconium Capital LLC and Falconium Investments LLC, which he uses for personal investment and trading activities. Stewardship Asset Management serves individual investors, including high-net-worth individuals, and charitable organizations by providing portfolio management, financial planning, and access to estate-planning tools through the Wealth.com platform. The firm employs a range of analysis methods and strategies, including options and derivative trading, and offers a monthly newsletter and an estate-planning workflow leveraging advisor read-only visibility.

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.

Steven Levenson is a financial advisor at Western Financial Corporation with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Western Financial Corporation in multiple periods since 2017, with prior roles at Clearwater Analytics, YCharts, Inc., and Northern Arizona University. Western Financial Corporation is an SEC-registered investment adviser offering customized portfolio management, retirement-plan consulting, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm uses a systematic, rules-based investment approach combining relative-strength equity selection with diversified fixed-income and ETF strategies, and provides both discretionary and non-discretionary investment arrangements.

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.

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.

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.

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.

John Mcclure is a financial advisor at ProfitScore Capital Management, Inc. with 16 years of industry experience. He holds a Series 65 designation and has been with ProfitScore since 1998. ProfitScore Capital Management serves institutional clients, other registered investment advisers as a sub-adviser, commodity pools, and a limited number of direct retail clients. The firm employs quantitative, model-driven investment strategies and offers sub-advisory portfolio management, proprietary index licensing, and commodity trading advisor services.

Gregory Rice is a CFP® professional with 23 years of experience in the financial industry. He currently leads Enduring Wealth Management, LLC, having 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 mainly for individual and high-net-worth clients, as well as employer-sponsored retirement plans, corporate clients, and charitable organizations. The firm employs a goal-focused, long-term equity investment approach guided by Modern Portfolio Theory and offers continuous supervision along with specialized planning for retirement, charitable giving, and business financial needs.

Jacob Davelaar is a financial advisor at Tadman Financial with a Series 65 designation and two years of industry experience. His prior work includes positions at Cooper McManus and Legacy Wealth Management, as well as eight years at Younglife. Tadman Financial is a state-registered investment adviser providing portfolio management and financial planning to individuals, foundations, trusts, estates, corporations, and non-profit organizations. The firm employs a multifaceted investment approach that includes fundamental, technical, cyclical, and economic analysis, offering both long- and short-term strategies with discretionary account management.

David Wilhite is a CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant with 32 years of experience in the financial services industry. He has been with Advanced Financial Solutions, Inc. since 1994, where he serves as President and focuses primarily on financial planning and fee-based money management. In addition to his advisory role, he is also an independent insurance agent specializing in fixed life and health insurance products. Advanced Financial Solutions, Inc. provides comprehensive and limited financial planning and investment management to individuals, pension plans, trusts, estates, charitable organizations, and businesses. The firm employs a proprietary S.T.A.Y.™ investment approach, which is a rule-based, absolute-return strategy combining strategic passive allocation with tactical re-allocations driven by mathematical algorithms and volatility filters.

What does wealth mean to me? Wealth to me means freedom. Specifically, I believe that you are “free” when the cash flow from your investments is enough to cover all your essential expenses. When you reach that point, you have the freedom to choose how you want to spend your time. Maybe it is going on a family vacation, or perhaps it is pursuing a passion project; whatever drives you and energizes you, you are now able to pursue that without having to think about the financial implications of a particular decision. In my mind that is freedom. What inspires me about the work I do? Ever since I was a child, I have been fascinated by investing and the markets. My mother joined an investment club when I was 13 years old, and I have been immersing myself in information ever since. My experience was unique, and unfortunately, most people never learn about finance or investing. Our schools fail to teach this critical skill. I have a passion for investing and for teaching people about the markets. I get inspired by being able to share a new way of investing, focusing on cash flow, that many people have never experienced. I believe this empowers people and makes them better overall investors. Why do I work with business owners? Entrepreneurs and business owners think differently. They are go-getters and calculated risk-takers. They have different needs than other individuals. Different needs require different guidance. My father ran his own lifestyle business for many years, and it allowed him to live a comfortable life. However, when he was ready to exit no one was there to guide him through the process. Most financial advisors get paid by managing assets, yet most business owners have most of their wealth tied up in their business. The traditional advisory model is broken. I have worked tirelessly to create a new model that allows me to work side by side with business owners. The result is creating a more resilient company that allows the owner to maximize the value of their company and to exit confidently, whether it is in 1 year or 20 years. Fun fact most people may not know about me: I enjoy hiking and traveling and try to visit at least one new national park every year.

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.

Robert Shappee is a financial advisor at Harris Wealth Management, LLC in Meridian, Idaho, holding the PFS™ designation along with Series 63 and 65 licenses. He has two years of industry experience and also has a long-standing role at Harris & Co PLLC, an accounting firm, where he is significantly involved. Harris Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a diversified, buy-and-hold investment strategy grounded in Modern Portfolio Theory and market efficiency, utilizing primarily passively managed mutual funds and conservative fixed income.

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.