Jack Donnelly is a financial advisor at Robertson Stephens with one year of industry experience. He holds a Series 65 designation and previously worked at TalentLink Solutions LLC and was associated with San Diego State University and Tamalpais High School during his early career. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and planning services, managing $8.76 billion in assets as of December 31, 2025.

George Berridge is a financial advisor with RFG Advisory, LLC in Ketchum, Idaho, holding Series 63 and Series 65 registrations and 20 years of industry experience. His prior experience includes roles at Nuveen Investments and Wells Fargo Clearing. Berridge operates under the Blue Sands Wealth DBA as part of his advisory activities. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm primarily delivers discretionary portfolio management using various model strategies and third-party platforms, and it acts as a sub-adviser to multiple ETFs while offering access to alternative investments and retirement technology solutions.

John Gilligan is a CFA® charterholder with 16 years of industry experience. He is currently with Robertson Stephens Wealth Management and previously worked at Mercer Global Advisors and Clearrock Capital. Outside of his advisory role, he coaches the Sun Valley Freeride Team, a youth ski team, on weekends during the winter season. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines individualized advice with model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets as of the end of 2024.

Eric Kiel is a financial advisor with Robertson Stephens Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. He also owns and operates a commercial photography business, Eric Kiel Photography, which he has managed since 2000 and devotes part-time to shooting campaigns for creative agencies. Robertson Stephens serves individuals, families, trusts, charitable organizations, and retirement and profit-sharing plans, offering discretionary and non-discretionary portfolio management alongside tax and estate planning services. The firm manages $8.76 billion in assets and utilizes a range of investment strategies including in-house model portfolios and third-party managers.

John Murray is a financial advisor with Robertson Stephens, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Robertson Stephens entities since 2016, currently serving in roles at Robertson Stephens Capital Markets, LLC and Robertson Stephens Wealth Management, LLC. Outside of his advisory work, he serves on the board of MSCL House, a nonprofit men's second chance living organization in Hailey, Idaho. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans, managing $8.76 billion in assets as of December 31, 2025. The firm offers discretionary and non-discretionary portfolio management, consulting, and planning services, utilizing in-house model portfolios and third-party managers across a broad range of investment types.

Chasen Ruth is a CFP® with eight years of industry experience, currently serving as a financial advisor at Empower Advisory Group. He previously worked at Morgan Stanley and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.

Richard Schwartzbard is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He has been with Commonwealth since 2005 and previously worked at AFS Financial Group. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while supporting affiliated advisors with operations, compliance, and technology.

Mark Eshman is a financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ClearRock Capital for 13 years before joining Mercer Global Advisors. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options including ETFs, mutual funds, and separate accounts.

Vicki Mcconnell is a financial advisor with Mercer Global Advisors Inc. in Ketchum, ID, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked with Mercer Global Advisors since 2025 and concurrently with Purshe Kaplan Sterling Investments since 2015. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, and nonprofit organizations. The firm follows a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing a range of portfolio management and financial planning solutions.

Peder Schmitz is a financial advisor at Corient with 25 years of industry experience. He holds a Series 66 designation and has worked at Corient and its related entities since 2022, previously spending 12 years at Columbia Pacific Wealth Management. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, and offers specialized capabilities such as private fund platforms and affiliated trust services.

Douglas Fabian is a financial advisor with Mercer Global Advisors Inc. in Ketchum, ID, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously founded and operated Fabian Wealth Strategies, Inc. for 15 years before joining Mercer Global Advisors in 2017. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s approach is based on Modern Portfolio Theory, offering globally diversified, risk-appropriate portfolios with multi-factor tilts and a range of implementation options, alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Stephen White is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Financial since 2021, following a 13-year tenure at UBS Financial Services. His current role is within Rockefeller Capital Management since 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management with financial planning and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Kelly Palmer is a CFP® and ChFC® with 29 years of experience in the financial services industry. She has been with Mercer Global Advisors Inc. since 2015 and is based in Ketchum, Idaho. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement plan consulting, tax planning support, and estate-planning coordination.

James Everitt is a financial advisor with Mercer Global Advisors Inc. in Ketchum, Idaho, holding Series 63 and Series 66 licenses and having 18 years of industry experience. He previously worked at Clearrock Capital, LLC for 13 years before joining Mercer Global Advisors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios with multi-factor tilts and a range of implementation options such as ETFs and separate accounts.

Katherine Fincher is a CFP® professional with 13 years of industry experience, currently with Mercer Global Advisors Inc. She previously worked at Mason Investment Advisory Services, Inc., Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and CETERA Advisor Networks LLC. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and employs a variety of investment vehicles and platforms.

John Van Donge is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he serves as chairman of the board for Alliloop, a company connecting service sector employees to employers, and holds leadership positions with the Santa Barbara County Search & Rescue and the Santa Barbara Police Foundation. Stifel serves a broad range of clients, including individual, institutional, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment strategy methodology to provide asset allocation and financial planning analyses, with clients retaining discretion over implementation.

John Kendall is a financial advisor with LPL Financial in Hailey, Idaho, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he has a management position in a family LLC involved with real estate rental activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with an emphasis on combining scale and diverse financial products alongside its advisory services.

Michael Minervini is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, RBC Capital Markets, and Wells Fargo Clearing. He serves as a part-time CFO for SOCORRO, a non-investment related business based in Hailey, Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies delivered by its network of investment adviser representatives.

Jacob Watson is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and previously worked at MC Credit Partners LP for five years. His background also includes service at the United States Military Academy and involvement with Gravity Fitness and Tennis. Stifel serves a broad range of clients, including individuals, institutional accounts, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology for investment analysis and allocation guidance developed by its Investment Strategy Group.

Noah Levine is a financial advisor with UBS Financial Services in Ketchum, Idaho, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, Mr. Levine serves on the board of the Sahm Family Foundation and is chair of the finance committee for the Park City Historical Society and Museum. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial planning and portfolio management supported by proprietary research and asset allocation models.