Martin Tadman is a financial advisor with Tadman Financial in Boise, ID, holding Series 63 and Series 66 credentials. He has 17 years of industry experience, including roles at Cambridge Investment Research, Securities America, and Cooper McManus. Tadman is also an independent insurance agent for various companies. Tadman Financial is a state-registered investment adviser that provides ongoing portfolio management and financial planning services to entities such as foundations, trusts, estates, corporations, and nonprofit organizations. The firm’s investment process incorporates fundamental, technical, cyclical, and economic analysis and includes strategic asset allocation, trading, and third-party subadvisors.

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.

Amanda Writer is a Series 65-credentialed financial advisor with eight years of industry experience. She has worked at Wood Tarver Financial since 2021 and previously spent five years at Rathbone Warwick Investment Management. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm uses a Modern Portfolio Theory framework combined with fundamental, technical, cyclical, and macroeconomic analysis to tailor portfolios according to clients’ risk tolerances and goals.

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.

Jordan Boyd is a Series 65-licensed financial advisor with Wood Tarver Financial in Boise, ID, where he has worked since 2019. He has two years of industry experience and previously held roles at Paylocity and Boise State University. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs a Modern Portfolio Theory framework combined with multiple analytical approaches and offers portfolio management through a wrap fee program.

Nathan Tarver is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Wood Tarver Financial since 2023 and previously spent four years at PricewaterhouseCoopers followed by three years at Paladini Financial Advisors LLC. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, foundations, trusts, and charitable organizations. The firm manages approximately $489 million in discretionary assets across 575 client relationships, employing Modern Portfolio Theory and utilizing third-party sub-advisors and a sponsored wrap-fee program to tailor portfolios according to client goals and risk tolerance.

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.

Barry Drogy is a financial advisor at Pendragon Capital Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Pendragon Capital Management since 2010. Outside of his advisory role, he is a managing partner at Whitehaven Associates, providing financial and business consulting to medical and business professionals, and he also offers consulting services to hearing aid professionals through the American Hearing Aid Association. Pendragon Capital Management is a small-team investment adviser serving individuals, families, pension, and corporate clients, managing approximately $40 million across about 52 client relationships. The firm employs a value-oriented investment approach and offers discretionary portfolio management through separately managed accounts alongside access to third-party money managers.

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.

Eric Tarver is a financial advisor at Wood Tarver Financial in Boise, Idaho, holding a Series 65 designation with seven years of industry experience. His prior experience includes two years at KPMG and early work with Wood Financial Group, LLC. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting services to individuals, employer-sponsored plans, foundations, trusts, and charitable organizations. The firm manages approximately $489 million in discretionary assets across about 575 client relationships, using a portfolio construction approach guided by Modern Portfolio Theory and offering a wrap-fee program and plan-sponsor consulting services.

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.

David Tarver is a financial advisor at Wood Tarver Financial in Boise, ID, holding Series 63 and Series 65 licenses with 35 years of industry experience. He worked at UBS Financial Services for 25 years before joining Wood Tarver Financial in 2026. Wood Tarver Financial provides wealth management, financial planning, and retirement consulting to individuals, including high-net-worth clients, as well as employer-sponsored plans, foundations, trusts, and charitable organizations. The firm manages approximately $489 million in discretionary assets across about 575 client relationships, typically using Modern Portfolio Theory to tailor portfolios according to clients’ goals and risk tolerance.

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.

Jacob Davelaar is a Series 65-licensed financial advisor at Tadman Financial with two years of industry experience. He previously worked at Cooper McManus and Legacy Wealth Management, and spent eight years with Younglife. Tadman Financial provides portfolio management and financial planning services primarily to foundations, trusts, estates, corporations, and nonprofit organizations. The firm uses a range of investment analyses and strategies and offers financial planning services that include cash-flow education and access to insurance consulting through third parties.

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.