Jonathan Belnap is a financial advisor with Treasure Valley Financial Planning in Meridian, ID, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at Treasure Valley Financial Planning since 2026 and previously at Clear Creek Financial Management, LLC, and Waddell & Reed Inc. Belnap is also president of Belnap Enterprises, LLC, an outside business activity he has maintained since 2015. Treasure Valley Financial Planning provides discretionary investment management and ongoing financial planning to individual clients, including high-net-worth individuals, addressing retirement, estate, tax-planning, and wealth-protection needs. The firm typically uses passive index funds and ETFs while incorporating fundamental, technical, and cyclical analysis as appropriate, and may include alternative investments and derivatives for qualified clients.

Sherika Ralliford is a financial advisor at Desert Rose Capital Management, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at several firms including Merrill Lynch and New York Life Insurance Co. Ralliford is also appointed as an insurance broker with outside carriers for non-registered products. Desert Rose Capital Management provides investment advice and portfolio management to individuals, 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 seek lower portfolio risk and incorporates private investment opportunities and ongoing due diligence for qualified investors.

Travis Higgins is a financial advisor with Doceo Wealth, LLC in Meridian, ID, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Doceo Wealth since 2020 and is involved in consulting through Doceo Capital, LLC, providing due diligence services to family offices and sponsors. Additionally, he is a licensed insurance agent offering life insurance products. Doceo Wealth serves individuals, high-net-worth clients, trustees, and business retirement plans, specializing in discretionary portfolio management, financial planning, and consulting on qualified plan investments. The firm’s approach integrates actively managed liquid portfolios, third-party separately managed accounts, and illiquid direct participation programs, using fundamental, technical, and cyclical analysis with quarterly portfolio reviews.

Charles Copeland is a financial advisor at Elevage Partners, LLC with 25 years of industry experience. He holds the Series 65 designation and has been with Elevage Partners since 2011, as well as operating Copeland Wealth Management since 1998. Elevage Partners serves individual clients, including high-net-worth households, providing discretionary portfolio management and comprehensive financial planning. The firm also manages held-away retirement accounts and acts as adviser to private pooled investment vehicles, employing a customized investment approach that combines economic and fundamental analysis with long-term holdings and opportunistic short-term trades.

Rachel Songer is a CERTIFIED FINANCIAL PLANNER™ and holds a Series 65 license with 11 years of industry experience. She has been with Keener Financial Planning since 2016, working as part of a 10-advisor team in Kuna, Idaho. Keener Financial Planning serves individuals, trusts, small businesses, and retirement plans by providing modular financial planning and investment management services. The firm emphasizes retirement planning and uses a fee-only structure based on hourly, flat fees, or retainers, employing a long-term, cost-conscious investment approach focused on low-cost index funds and diversified portfolios.

Ethan Farar is a financial advisor at Treasure Valley Financial Planning in Meridian, ID, holding a Series 65 credential. He has one year of experience and has previously worked at Cetera Wealth Services, Renaissance Financial, and several other firms. Treasure Valley Financial Planning provides discretionary investment management and ongoing financial planning to individual clients, including high-net-worth individuals. The firm typically builds portfolios using passive index funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, and tailors recommendations based on client suitability and risk tolerance.

Gilbert Wiseman is a financial advisor at Strait & Sound with five years of industry experience. He holds a Series 65 designation and has worked at Farmer's Insurance before joining Strait & Sound Wealth Management LLC in 2021. Strait & Sound is a registered investment adviser serving individual, high-net-worth, and business clients with discretionary wealth management, financial planning, and investment consulting. The firm uses a mosaic investment approach that combines valuation metrics, behavioral and technical analysis, and household-level portfolio construction, emphasizing diversification and capital preservation.

David Morrison is a CFP® with 18 years of experience in financial advising. He is currently with Treasure Valley Financial Planning, where he has worked since 2026 following nine years at Clear Creek Financial Management and four years at Ameriprise Financial Services. Outside of advising, he owns Idaho Brewing Company, a brewing supply business that is not currently operational. Treasure Valley Financial Planning provides discretionary investment management and ongoing financial planning services primarily to individual and high-net-worth clients, addressing retirement, estate, tax, and wealth-protection needs. The firm typically constructs portfolios using passive index funds and ETFs while incorporating fundamental, technical, and cyclical analysis as appropriate.

David Johan is a financial advisor with Doceo Wealth, LLC, holding a Series 65 designation and 13 years of industry experience. He has held roles at several firms including Legacy Wealth Management and Desert Rose Capital Management. Outside of advisory work, he is a managing partner at Doceo Capital, LLC, which provides consulting and due diligence services to family offices and sponsors. Doceo Wealth serves individuals, high-net-worth clients, trustees, and businesses with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a combination of actively managed model portfolios, quantitative overlays, and fundamental analysis to set tactical asset allocations and also offers specialized services such as 1031 exchange consulting.

Daniel Wells is a financial advisor with Continental Investors Services, Inc. in Caldwell, Idaho. He holds Series 63, Series 65, and Series 66 licenses and has 26 years of industry experience, all with Continental Investors Services since 2000. Outside of his advisory role, he is president and owner of Dan Martin Investments LLC, a holding company for Redlight Photography, a portrait photography business. Continental Investors Services provides investment advisory and portfolio management services primarily to individual retail clients, focusing on fixed income and municipal markets with discretionary and non-discretionary account management. The firm operates as a registered investment adviser in all 50 states and maintains affiliated broker-dealer activities.

Jacob McCarney is a CFP® with 22 years of industry experience, currently serving at Next Level Wealth Planning, LLC since 2023. He previously worked at Raymond James Financial for 16 years and has operated McCarney Financial Group, LLC since 2007. Outside of advising, he is a partner in 3 & 3 Property, LLC, a real estate brokerage business. Next Level Wealth Planning, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, using a variety of analysis methods and investment strategies. The firm manages both discretionary and non-discretionary accounts and maintains consulting relationships with broker/dealers to serve their customers.

Matthew Brassfield is a financial advisor at Continental Investors Services, Inc. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Continental Investors Services, he worked for Gooding Farms Inc. for ten years. Continental Investors Services is a team-based firm that provides investment advisory and portfolio management services primarily to individual retail clients. The firm emphasizes securities management and trading, including fixed income and municipal markets, with a focus on discretionary and non-discretionary investment account management.

Mi Kenna Fogle is a financial advisor at Desert Rose Capital Management, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Desert Rose Capital Management, she held positions at The Stafford Corporation and various other organizations in non-financial roles. Desert Rose Capital Management offers discretionary and non-discretionary portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other registered investment advisers. The firm’s investment approach uses exchange-traded options combined with income-producing, lower-volatility assets, supported by proprietary algorithms, and integrates private investments and alternative strategies within client portfolios.

Justin Egbert is a CFP® with three years of industry experience, currently serving at Treasure Valley Financial Planning in Meridian, ID. Prior to joining Treasure Valley Financial Planning, he was involved with Clear Creek Financial Management, LLC operating under the same brand. Outside of his financial advisory role, he owns and operates a men’s retail business, More Than Suites, LLC. Treasure Valley Financial Planning provides discretionary investment management and ongoing financial planning to individual clients, including high-net-worth individuals. The firm typically uses passive index funds and ETFs alongside fundamental, technical, and cyclical analysis, tailoring recommendations to client suitability and risk tolerance.

Jordan Haines is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Drucker Wealth, where he has worked since 2025. Prior to that, he held roles at Scaling Motions, which he founded and consults for, as well as at Dentist Advisors and Elements Technology, Inc. Drucker Wealth advises primarily pre-retirement and high-net-worth individuals, notably mid-career professionals in the technology and medical fields and small-business owners, offering comprehensive financial planning and discretionary portfolio management. The firm employs a combination of fundamental, technical, tactical, and behavioral analysis to build diversified portfolios and utilizes direct indexing, sub-advisors, and model trading platforms.

Scott Lake is an advisor with Grow Rasmussen Consulting LLC in Boise, ID. He holds a Series 65 credential and has one year of industry experience. Before joining Grow Rasmussen Consulting, Scott worked at Millington & Co. and has work experience in the restaurant and retail sectors. Grow Rasmussen Consulting LLC provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach and typically invests through SEI Private Trust Company, focusing on no-load mutual funds and ETFs while conducting ongoing portfolio reviews.

Eugene Delarosa is a CFP® with 21 years of experience in the financial services industry. He has been with Treasure Valley Financial Planning since 2026, following six years at Clear Creek Financial Management and eleven years at Ameriprise Financial Services. Treasure Valley Financial Planning is a team-based firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm typically builds portfolios using passive index funds and ETFs while integrating fundamental, technical, and cyclical analysis, and may recommend alternative investments and derivatives for qualified clients.

Jason Peery is a PFS™ credentialed financial advisor with 24 years of industry experience. He has been with Grow Rasmussen Consulting LLC since 2001 and is also the managing partner of Grow Rasmussen LLP, a full-service accounting firm. Grow Rasmussen Consulting provides personalized financial planning and investment management to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach and collaborates closely with its affiliated accounting practice, employing licensed CPAs among its advisory personnel.

Chad Majors is a financial advisor at Next Level Wealth Planning, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Raymond James Financial Services, Inc. from 2005 to 2023, alongside his ongoing role at Majors Financial Group since 2005. Outside of advising, he owns and manages a property rental business operating daily rentals through platforms such as VRBO and Airbnb. Next Level Wealth Planning serves individuals and high-net-worth clients, providing portfolio management, financial planning, and consulting services. The firm combines fundamental, quantitative, and technical analysis within a modern portfolio theory framework and offers discretionary account management along with broker-dealer consulting arrangements.

Matthew Grow is a financial advisor at Grow Rasmussen Consulting LLC in Boise, ID, holding a Series 65 credential with 23 years of industry experience. He is also a CPA and partner at Grow Rasmussen LLP, a full-service accounting firm he has been involved with since 2001. Grow Rasmussen Consulting provides personalized financial planning and investment management services to individuals, trusts, small businesses, and charitable organizations. The firm utilizes a strategic asset allocation approach with portfolios primarily composed of no-load mutual funds and ETFs, and its advisory personnel include licensed CPAs who also provide accounting services.