Trevor Teutsch is a financial advisor at Arcadia Investment Advisors, LLC with three years of industry experience and holds a Series 65 designation. He has worked at several firms including Grow Rasmussen Consulting, Continuum Global Solutions, and has been involved with RescueStat LLC since 2021. Arcadia Investment Advisors serves individual investors, families, trusts, pension plans, and non-profits by providing discretionary portfolio management, retirement planning, and ongoing financial analysis. The firm employs an investment approach driven by academic theory, focusing on strategic asset allocation, low-cost funds, and tax-aware portfolio construction tailored to clients’ cash-flow needs and risk tolerance.

Melissa Lowther is a financial advisor at Alturas Wealth Management, LLC with eight years of industry experience. She holds the PFS™ and Series 66 designations. In addition to her advisory role, Lowther is a member of the board and treasurer for the Xi House Corporation of Gamma Phi Beta and serves on the Boise LPGA Amateur Golf Association board as records director. She is also an executive board member of the University of Idaho Alumni Association. Alturas Wealth Management provides discretionary asset management and financial planning to individual and high-net-worth clients, integrating fundamental, technical, charting, and cyclical analysis with regular portfolio monitoring and rebalancing. The firm operates an affiliated CPA practice, offering tax and accounting services alongside investment management.

Robert Baker is a ChFC® with 28 years of industry experience, currently serving as an advisor at Wismar Financial since 2016. Prior to joining Wismar Financial, he spent 12 years at Thrivent Investment Management. Wismar Financial provides ongoing portfolio management and individualized financial planning to individuals, families, trusts, estates, and small businesses. The firm tailors portfolios to client objectives, employing both technical and fundamental analysis, and offers discretionary trading along with a variety of investment strategies including long-term investing and short-term trading.

Michael Mann is a financial advisor at ProfitScore Capital Management, Inc. with six years of industry experience. He holds a Series 65 designation and has worked at ProfitScore since 2017, following a 13-year tenure at The Mann Corporation. 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 executed through the AXOS platform and offers commodity trading advisor services while focusing primarily on institutional and sub-advisory relationships.

Dylan Burks is a financial advisor at Mustard Seed Financial with a Series 65 credential and one year of industry experience. He has served in the U.S. Army with the Department of Defense since 2016. Mustard Seed Financial provides financial planning, investment management, consulting, and estate-planning support to individuals, families, trusts, estates, corporations, and non-profits. The firm manages approximately $109 million in client assets and offers access to both traditional and alternative investments, including Delaware Statutory Trusts and Opportunity Zone investments through its EquiShield 1031 division.

Brian Burks is a financial advisor at Mustard Seed Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has operated Burks Wealth Management, doing business as Mustard Seed Financial, since 2002. In addition to his advisory role, Burks is an independent life insurance agent licensed in Idaho, providing life insurance services as an extension of his financial planning offerings. Mustard Seed Financial is a state-registered investment adviser serving individuals, families, trusts, estates, foundations, businesses, and non-profits. The firm manages approximately $108.5 million in assets using proprietary, globally diversified allocation models that combine passive and active investments, as well as illiquid and alternative instruments tailored to client objectives.

Richard Levenson is a financial advisor with Western Financial Corporation, holding a Series 66 designation and 39 years of industry experience. He has worked at Western Financial Corporation since 1987. Outside of his advisory role, he manages an online retail apparel business, Levenson Apparel, LLC, operating as RSL Western Wear. Western Financial Corporation is an SEC-registered investment adviser that provides customized portfolio management, retirement-plan consulting, and financial planning to individuals, trusts, charitable organizations, and small businesses. The firm uses a systematic, rules-based investment process combining equity selection with diversified fixed-income and ETF strategies, offering both discretionary and non-discretionary services.

Jordan Freiburghaus is a financial advisor at RW Investment Management LLC with three years of industry experience. He holds the Series 65 designation and previously worked at the University of Idaho College of Law. Freiburghaus has been involved with Crossroads Community Church since 2011. RW Investment Management provides investment advisory and planning services to individuals, trusts, pension plans, and businesses. The firm employs a long-term, evidence-based investment approach that blends passive and active strategies, offering comprehensive portfolio management and financial planning to a diverse client base.

Mark Blaser is a Series 65-registered advisor with Doceo Wealth, LLC in Meridian, Idaho, where he has worked since 2020. He has a total of five years of industry experience, including prior roles at Altruist Advisors, LLC and SeaQuest, as well as a four-year tenure at Boise State University. Doceo Wealth provides investment advisory and financial planning services primarily to individuals, trustees, and business retirement plans, with a distinctive approach that combines actively managed liquid portfolios, third-party separately managed accounts, and bespoke allocations including illiquid direct participation programs.

Antonio Flores is a financial advisor with Atlas Capital Management Corp and holds a Series 65 designation. He has experience at Cedar Grove Financial Associates, where he is also the owner and provides business development and insurance sales services. His background includes roles at Cedar Grove Financial Associates dating back to 2015 and a brief tenure at Lyft in 2021. Atlas Capital Management Corp offers discretionary portfolio management and non-discretionary consulting to individuals, families, trusts, estates, and family businesses through proprietary asset-management programs and strategy options. The firm manages thousands of client accounts with a focus on active, macro-oriented investment processes utilizing proprietary indicators and a range of named strategies.

Nathaniel Stoddard is a financial advisor at Desert Rose Capital Management, Inc. with 19 years of industry experience. He holds the Series 66 and Series 63 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Nathaniel is also a licensed life insurance agent. Desert Rose Capital Management provides portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other advisers, focusing on strategies that include exchange-traded options combined with income-producing assets for downside mitigation and market participation. The firm also manages a pooled investment vehicle and facilitates access to private placements and alternative investments.

Robert Rasmussen is a financial advisor at Grow Rasmussen Consulting LLC with 27 years of industry experience. He holds the PFS™ designation and has been a partner and CPA at Grow Rasmussen LLP, a full-service accounting firm, since 1981. Rasmussen combines his financial advisory role with extensive accounting expertise through his partnership in the accounting firm. Grow Rasmussen Consulting provides personalized financial planning and investment management to individuals, trusts, small businesses, and charitable organizations. The firm uses a strategic asset allocation approach with portfolios primarily composed of no-load mutual funds and ETFs, supported by a close affiliation with an accounting and consulting practice staffed by licensed CPAs.

Rohit Jahagirdar is a financial advisor at Desert Rose Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at Piramal Critical Care, Ziggurat Technologies, Temple University, Esquire Capital Advisors, and Mumbai University. Desert Rose Capital Management provides investment advice and portfolio management to individual clients, retirement plans, trusts, estates, and corporations, and serves as a sub-advisor to other registered investment advisers. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage portfolio risk while seeking market appreciation, and it also manages a pooled investment vehicle focused on permanent life insurance policies and collateralized loans.

Robert Flagler is a financial advisor at RW Investment Management LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at firms including The Helmstar Group, LLC, Clear Creek Financial Management, LLC, and Treasure Valley Financial Planning. RW Investment Management provides investment advisory and planning services to individuals, trusts, pension plans, and businesses. The firm employs a long-term, evidence-based investment approach overseen by an internal committee and offers comprehensive portfolio management and financial planning services.

Raleigh Vachek is a CFP® professional with 24 years of industry experience, currently with RW Investment Management LLC since 2020. He previously worked at Wells Fargo Advisors and related entities from 2009 to 2019. He serves on the board and finance committee of the Boise Public Schools Foundation, where he assists with budgeting and investment oversight. RW Investment Management serves individuals, trusts, retirement plans, and business entities with comprehensive portfolio management, financial planning, and pension consulting. The firm employs an evidence-based investment approach combining passive and active strategies, supported by an in-house investment committee.

Trace Tucker is a financial advisor at RW Investment Management LLC with a Series 65 designation and one year of industry experience. Prior to joining RW Investment Management, he held positions at Tamarack Grove Engineering, Sherwin-Williams, George Fox University, and several other firms. RW Investment Management provides investment advisory and planning services to individuals, trusts, pension plans, and businesses. The firm uses a long-term, evidence-based investment approach informed by Modern Portfolio Theory and offers model portfolios that incorporate both passive and active strategies.

Nathaniel Holden is a financial advisor with Core Wealth Partners LLC in Meridian, ID, holding a Series 65 designation and nine years of industry experience. His prior work includes roles at HAC Certified Public Accountants, Inc., Holden Hall LLC, and Holden & Company LLP. Core Wealth Partners LLC provides discretionary investment management to pooled investment vehicles and separately managed accounts, focusing on sector-specific long/short and event-driven equity strategies in technology, clean energy, and industrials. The firm acts as general partner and co-investor in its funds, employing a proprietary real-time risk management system and performance-based allocations.

Spencer Anderson is a financial advisor at Desert Rose Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked with The Stafford Corporation, Legacy Wealth Management LLC, and has service experience in the United States Army Reserves. Desert Rose Capital Management provides portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other registered investment advisers. The firm emphasizes the use of exchange-traded options combined with income-producing, lower-volatility assets and integrates private investments into client portfolios through proprietary algorithms and detailed due diligence.

Reuben Mason is a CFP® professional with 18 years of industry experience. He is currently with Doceo Wealth, LLC in Meridian, ID, where he has worked since 2025. Prior to that, he spent 11 years at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, Mason is an author of books available on Kindle and Amazon. Doceo Wealth, LLC provides investment advisory and financial planning services to individuals, trustees, business retirement plans, and entities managing qualified plans. The firm integrates actively managed liquid portfolios with third-party separately managed accounts and illiquid direct participation programs, employing fundamental, technical, and cyclical analysis with at least quarterly portfolio reviews.

Richard Durham is a financial advisor with Doceo Wealth, LLC in Meridian, Idaho, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Doceo Wealth since 2020 and previously held roles at Legacy Wealth Management and Northwestern Mutual. Outside of advisory duties, Durham provides consulting and due diligence services through Doceo Capital, LLC and is an insurance broker and owner of Doceo Life, LLC. Doceo Wealth provides investment advisory and financial planning services primarily to individuals, trustees, and business retirement plans, combining actively managed liquid portfolios with illiquid direct participation programs. The firm employs a multi-strategy approach including fundamental, technical, and cyclical analysis, and manages a range of investment vehicles including third-party separately managed accounts.