Matthew Hollands is a CFA® charterholder with three years of industry experience. He is currently with Figure 8 Investment Strategies LLC, where he has worked since 2024. Prior to that, he was employed at Wells Fargo Investment Institute and Wells Fargo Bank from 2013 to 2024. Figure 8 Investment Strategies serves individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses with discretionary investment management and financial planning services. The firm specializes in sustainable, responsible, and impact investing, incorporating social-impact factors into portfolio management across equity and fixed-income strategies.

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.

Andressa Warn is a financial advisor at Arrien Investments, Inc. in Boise, ID, holding a Series 65 designation. She has been with Arrien Investments since 2023 and has prior experience in the mortgage industry and higher education. Arrien Investments provides investment advisory and financial planning services to individuals, including high net worth clients, as well as business entities. The firm manages approximately $226.6 million through a mix of strategic and tactical asset allocation, offering discretionary asset management, stand-alone planning, and consulting services.

Bert Ellis is a financial advisor at Pinnacle Portfolio Advisors with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill Lynch and Bank of America. Outside of his advisory work, he serves as an advisory board member for the Boise Public Schools Foundation. Pinnacle Portfolio Advisors is an SEC-registered investment adviser managing discretionary portfolios for individual and high-net-worth clients, pension plans, charitable organizations, and corporate accounts. The firm employs a written investment policy for each client and generally follows Modern Portfolio Theory, utilizing asset allocation, rebalancing, and a combination of mutual funds, ETFs, individual securities, and REITs.

Samuel Dotters Katz is a financial advisor at McMillen & Company, Inc. He holds a Series 65 designation and has been in the financial industry since 2026. Prior to joining McMillen & Company, he worked at Bevis, Thiry, Henson & Katz and Ludwig, Shoufler, Miller & Johnson, among other roles. McMillen & Company provides discretionary capital management and portfolio oversight for individuals, charitable organizations, and business entities. The firm customizes portfolios using stocks, bonds, ETFs, mutual funds, and third-party sub-advisors, focusing on tailored allocations and regular reviews to align with clients’ objectives and risk tolerance.

Lisa Cooper is a CFP® and CFA® with 14 years of industry experience. She has worked at Figure 8 Investment Strategies LLC since 2016 and was previously with Mofi from 2019 to 2024. Lisa is based in Boise, ID, and holds Series 63 and Series 65 licenses. Figure 8 Investment Strategies LLC serves individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses with discretionary investment management and financial planning services. The firm focuses on sustainable, responsible, and impact investing, integrating social-impact factors into portfolio construction and management.

Craig Verdi is a financial advisor with Craig Verdi Investments, LLC in Boise, ID, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes roles at Trail Creek Advisors, Verdi Wealth Management, and Commonwealth Financial Network. Outside of advising, he is an author and operates a sole proprietorship, Verdi Promotions, focused on marketing for artists and arranging speaking engagements related to his book. Craig Verdi Investments provides discretionary investment management primarily to individuals and high-net-worth clients, focusing on portfolio construction, asset allocation, and ongoing monitoring. The firm employs a combination of computer models, economic research, and multiple indicators to guide risk management, managing a selective client base with personalized oversight.

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.

Daniel Weeder is a financial advisor at Arrian Investments, Inc. with one year of industry experience. He holds a Series 65 credential and has worked at Arrian Investments since 2024. Outside of his advisory role, he is an independent licensed insurance agent, providing clients with recommendations on life, accident, and health insurance products. Arrian Investments, Inc. offers investment advisory and financial planning services to individuals, partnerships, corporations, and other business entities. The firm manages approximately $226.6 million across about 442 clients, using a combination of strategic and tactical asset allocation with portfolios that include equities, bonds, mutual funds, ETFs, and REITs.

Landon Mance is a financial advisor at Backbone Planning Partners LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for eight years. Outside of his advisory role, Mance co-hosts a radio show called Tycoons of SmallBiz and manages a tree service business. Backbone Planning Partners provides wealth management and planning services primarily to family-owned and closely held businesses, business owners, and high-net-worth individuals. The firm offers financial planning, asset management, business strategic planning, and business succession planning, managing client accounts with individualized investment policies across a range of asset classes.

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.

Samuel Tidd is a financial advisor at Scratch Capital with a Series 65 credential and two years of industry experience. Prior to joining Scratch Capital, he worked at Teesnap and was a full-time student for eight years. Outside of his advisory role, he is involved in an affiliated tax and accounting practice, Scratch Accounting Services LLC. Scratch Capital provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, managing approximately $141 million in discretionary assets. The firm employs a combination of fundamental, technical, and cyclical analysis, and offers additional services including ERISA 3(38) retirement-plan management and accounting services through affiliated entities.

Amanda Rasberry is a financial advisor at Pinnacle Portfolio Advisors with six years of industry experience. She holds a Series 65 license and has worked at Pinnacle Portfolio Advisors and its related entities since 2017, including a prior role at IntegraFlex from 2012 to 2017. Pinnacle Portfolio Advisors is an SEC-registered investment adviser that manages approximately $171.3 million on a discretionary basis for individual and high-net-worth clients, pension plans, charitable organizations, and corporate accounts. The firm employs a written investment policy for each client, generally follows Modern Portfolio Theory, and uses both fundamental and technical analysis in portfolio management.

Owen Quast is a financial advisor at Tumwater Wealth Management, LLC, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Edward Jones, Ernst & Young, and Keenan and Associates. Tumwater Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and pension consulting. The firm employs a long-term, buy-and-hold investment approach using methods such as modern portfolio theory, fundamental and cyclical analysis, and quantitative models.

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.

Andrew Lunt is a Series 65 licensed advisor at Scratch Capital with seven years of industry experience. His prior roles include positions at RW Investment Management and ownership of several business ventures, including an accounting and tax services firm. He is based in Boise, ID. Scratch Capital serves individual and high-net-worth clients by providing discretionary asset management, financial planning, and retirement plan services with an integrated approach that includes an affiliated tax and accounting practice and ERISA 3(38) investment management.

Howard Teutsch is a Series 65-licensed advisor with 18 years of industry experience. He has been with Arcadia Investment Advisors, LLC since 2007. Arcadia Investment Advisors provides discretionary investment management and retirement-planning services primarily to individuals and families. The firm emphasizes asset allocation to build tax-efficient, low-cost, diversified portfolios using mutual funds and ETFs, and manages client assets at the household level to reduce trading and tax impact.

Mark Fredback is an advisor at Pacific Value, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Pacific Value in 2008, he worked at RBC Capital Markets Corporation. Pacific Value, LLC provides discretionary asset management and investment advice to individuals, families, retirement plans, trusts, and small corporations, tailoring services to clients’ investment objectives and risk profiles. The firm employs a value-oriented, fundamental analysis approach with a range of investment strategies and maintains formal controls around trading and cybersecurity.

Harrison Reed is a financial advisor at Reed Capital Management, LLC in Boise, ID, holding the ChFC® and Series 63 designations with 26 years of industry experience. He has operated Reed Capital Management since 2014 and also owns Reed Financial Services, an insurance business based in Boise. Reed Capital Management provides discretionary investment management primarily for individuals, high-net-worth clients, and charitable organizations. The firm constructs portfolios using modern portfolio theory and documented investment policy statements, managing accounts on a discretionary basis with regular reviews and occasionally engaging third-party money managers.

Derek Jones is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He is currently with Scratch Capital in Boise, ID, where he has worked since 2025. His prior experience includes roles at RW Investment Management and The Capital Group Companies. Outside of advisory services, he is involved with an affiliated tax and accounting practice. Scratch Capital provides discretionary asset management and financial planning primarily to individual and high-net-worth clients, managing approximately $141 million in discretionary assets. The firm employs a combination of fundamental, technical, charting, and cyclical analysis, and offers additional retirement-plan services and affiliated accounting support, which distinguishes it from many peers.