Amity Raia is a financial advisor at AdviceOne Advisory Services, LLC with a Series 65 credential and two years of industry experience. Her prior roles include positions at Brigham Young University - Idaho, Caliber Smart, Fox Peterson, and Melaleuca. AdviceOne Advisory Services, LLC provides discretionary investment advisory and financial planning services to individuals, high-net-worth clients, and nonprofit organizations. The firm manages over $2 billion in assets using proprietary asset-allocation models focused on diversification and conducts ongoing portfolio reviews, serving as an ERISA/IRA fiduciary in retirement advice.

Slater Heim is a financial advisor with Continental Investors Services, Inc. holding a Series 66 designation and beginning his advisory career in 2025. Prior to this role, he worked at Caldwell Luxe from 2023 to 2025 and at Costco starting in 2025. Continental Investors Services, Inc. provides investment advisory and portfolio management services primarily to individual retail clients. The firm focuses on discretionary and non-discretionary investment account management, emphasizing securities management and trading coverage, including fixed income and municipal markets.

Colton Jackson is a financial advisor at Aspen Creek Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Tyler Wealth Management LLC and Desert Rose Capital Management, Inc. Outside of his advisory role, he owns Jackson Financial Inc, a financial consulting and insurance payment company, and Timber and Slate LLC, an investment and business acquisition entity. Aspen Creek Wealth Management serves individuals, high-net-worth clients, business owners, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and investment consulting. The firm operates as an eight-advisor team managing approximately $38.5 million and offers structured investment products and alternative investments to eligible clients.

Jeremy Guay is a financial advisor at Clear Creek Financial Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Clear Creek since 2019, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic consulting through Helios Quantitative Research, using a variety of investment strategies and regular portfolio reviews.

Jacob Nye is a financial advisor at Clear Creek Financial Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked in roles spanning financial planning and automation since 2020. Prior to his advisory career, he served as a missionary for two years. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis, and provides algorithmic consulting through its Helios Quantitative Research division.

Richard Johannsen is a financial advisor at CoreCap Advisors with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CoreCap Advisors and CoreCap Investments since 2016. Johannsen also owns Johannsen and Company CPAs, a tax preparation and accounting firm. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach across various asset classes and provides oversight of sub-advisors alongside tax-efficient services.

Andrew Elison is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Tucker Asset Management since 2018 and has operated Elison Financial Group since 1991. Outside of his advisory work, he is employed as a mortgage loan officer and manages a farm where he runs cattle. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach and integrates alternative investments, including private and non-liquid opportunities, in its portfolio management.

Ernest Csak is a CFP® professional with 29 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2021. He previously worked at Bank of America and Merrill Lynch from 2011 to 2021. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset investment approach that emphasizes low-cost passive ETFs alongside actively managed funds and individualized securities, tailoring portfolios to clients' objectives and risk profiles.

Seth Elison is a financial advisor at Tucker Asset Management LLC with five years of industry experience. He holds a Series 65 designation and has been involved with Elison Financial Group since 2013, where he focuses on retirement planning and insurance. Outside of his advisory work, he operates a truck wash business in Emmett, Idaho. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory. The firm uses a top-down, macroeconomic asset-allocation process and offers access to a range of investment strategies, including alternative investments and third-party managers.

Elizabeth Skoglund is a financial advisor at Advisory Alpha, LLC with 16 years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Planners Alliance LLC and Alphastar Capital Management, LLC. Outside of her advisory role, she is a licensed insurance agent involved in insurance sales and financial education. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and manages a diverse range of managed portfolio series using primarily fund-of-funds strategies.

Michael Linder is a Series 65-licensed advisor with HBW Advisory Services LLC in Middleton, Idaho, and has three years of industry experience. He has been affiliated with HBW Insurance and Financial Services since 1995, where he also works as an insurance agent selling fixed products. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach with third-party money managers and offers sub-advisory, co-advisor, and subscription services, including a wrap-fee portfolio option through Betterment Institutional.

Gregory Mayes is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at Planners Alliance LLC and AlphaStar Capital Management and owns Mayes Financial, LLC. Mayes serves as a board member of the Better Business Bureau Northwest + Pacific. Advisory Alpha is an SEC-registered advisory firm managing over $4.3 billion for individual and high-net-worth clients. The firm uses a centralized Investment Team to implement a fund-of-funds approach across multiple portfolio strategies and provides financial planning, specialty retirement-plan solutions, and subadvisory services to other registered investment advisers.

Sarah Linder is a financial advisor at HBW Advisory Services LLC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at HBW Advisory Services since 2021, following prior roles at Cetera Advisor Networks LLC, HBW Securities LLC, and HBW Insurance & Financial Services, Inc. Outside of financial advising, she is a wellness advocate for doTERRA, assisting friends and family with essential oils. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and emphasizes a high client load per advisor alongside institutional and intermediary services.

Austin Cunningham is a CFP® professional with 11 years of industry experience. He is currently with Northwest Asset Management, where he has worked since 2022. Prior to that, he was with LPL Financial LLC and Edward Jones. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary approach with customized portfolio strategies based on Modern Portfolio Theory, combining fundamental and technical analysis alongside periodic rebalancing.

Janene Warren is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Advisory Services Network and previously worked at Fidelity Brokerage Services and Anchor Private Planning. Outside of her advisory work, she is the president and owner of Resolute, Inc., a service company focused on business tax and income for wages and expenses. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent representatives. The firm offers a range of portfolio management and financial planning services, utilizing a variety of securities and third-party managers to develop strategies based on client objectives and risk tolerances.

Sean West is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Clear Creek Financial Management, LLC since 2019. He previously worked at LPL Financial for eight years. In addition to his advisory role, West prepares tax returns for a small group of clients as an enrolled agent. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities, offering a range of services including asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division.

Derek Williams is a financial advisor at Savvy with 18 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at True Harvest Wealth Management, Raymond James Financial Services Advisors, and his own firm, Derek Williams Financial Services, Inc. Outside of advisory work, he is involved in strategic planning and business development for a private equity fund managed by Baynes Capital LLC. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party tools.

Ryan Carlson is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with American Independent Securities Group since 2004. He also works as a health insurance agent on a commission basis. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses an open-architecture approach to portfolio management, offering discretionary and non-discretionary account management with access to multiple custodial and advisory platforms.

Anthony Rubino Jr. is a financial advisor with AdvisorNet Wealth Partners and holds a Series 66 designation. He has 19 years of industry experience and has worked at firms including Edward Jones and Roehl & Yi Investment Advisors. Outside of his advisory roles, he is also licensed as an insurance agent in Montana, focusing on health, life, and fixed annuities. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, utilizing both internal and external managers to implement client objectives.

Kevin Lewin is a financial advisor at Creative Financial Designs, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked in printing services before joining the financial sector. In addition to his advisory role, Lewin is involved in independent insurance sales and represents LegalShield, offering legal and identity insurance services. Creative Financial Designs serves individual clients, charitable organizations, businesses, and retirement plans with investment management and financial planning services. The firm employs a research-driven investment process featuring model portfolios and offers a range of strategies including Biblical Responsible Investing, with flexible billing options and specialized management programs.