Samuel Dotters Katz is an investment adviser representative at Mcmillen & Company, Inc. He holds a Series 65 designation and has prior experience with Bevis, Thiry, Henson & Katz as well as Ludwig, Shoufler, Miller & Johnson. His background also includes a role with the City of Boise, Office of the Mayor. Mcmillen & Company, Inc. provides investment advisory and portfolio management services to a small number of individual clients, including high-net-worth households. The firm focuses on individualized planning and direct oversight of client portfolios through a compact advisory team.

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.

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.

Gregory Rice is a CFP® professional with 23 years of experience in the financial industry. He currently leads Enduring Wealth Management, LLC, having previously worked at Raymond James & Associates, UBS Financial Services, and U.S. Bancorp Piper Jaffray Inc. Enduring Wealth Management provides asset management, financial planning, and consulting services mainly for individual and high-net-worth clients, as well as employer-sponsored retirement plans, corporate clients, and charitable organizations. The firm employs a goal-focused, long-term equity investment approach guided by Modern Portfolio Theory and offers continuous supervision along with specialized planning for retirement, charitable giving, and business financial needs.

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 financial advisor at Tadman Financial with a Series 65 designation and two years of industry experience. His prior work includes positions at Cooper McManus and Legacy Wealth Management, as well as eight years at Younglife. Tadman Financial is a state-registered investment adviser providing portfolio management and financial planning to individuals, foundations, trusts, estates, corporations, and non-profit organizations. The firm employs a multifaceted investment approach that includes fundamental, technical, cyclical, and economic analysis, offering both long- and short-term strategies with discretionary account management.

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.

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.

Bryce Valles is a financial advisor at Mustard Seed Financial in Meridian, ID, holding a Series 65 license with two years of industry experience. Before joining Mustard Seed Financial, he worked in various roles including at T-Mobile and The Grove Hotel, and was a full-time student for several years. Mustard Seed Financial serves individuals, families, trusts, estates, corporations, and non-profits by providing financial planning, investment management, consulting, and estate-planning support. The firm manages approximately $109 million in client assets using proprietary allocation models based on Modern Portfolio Theory combined with tactical positioning, and offers access to traditional and alternative investments, including a specialty 1031 exchange service through its EquiShield 1031 division.

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.

Robert Shappee is a financial advisor at Harris Wealth Management, LLC in Meridian, Idaho, holding the PFS™ designation along with Series 63 and 65 licenses. He has two years of industry experience and also has a long-standing role at Harris & Co PLLC, an accounting firm, where he is significantly involved. Harris Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a diversified, buy-and-hold investment strategy grounded in Modern Portfolio Theory and market efficiency, utilizing primarily passively managed mutual funds and conservative fixed income.

Eric Fredback is a Series 65-credentialed financial advisor at Pacific Value, LLC with nine years of industry experience. He has been with Pacific Value since 2015. Pacific Value, LLC provides discretionary asset management and investment advice to individuals, families, retirement plans, trusts, and small corporations, tailoring services to client investment objectives and risk profiles. The firm follows a value-oriented, fundamental analysis approach and employs a range of trading strategies, including the use of derivatives and formal controls around personal trading, while emphasizing operational and cybersecurity controls.

Welcome! I’m Ron Strobel, CFP®, founder of Retire Sensibly LLC. I began my career working as a financial advisor for several large wealth management firms. The focus on commissions, hidden fees, and other unethical behavior left me dismayed and looking for a better alternative. I quit my job shortly after earning my CERTIFIED FINANCIAL PLANNER™ designation and launched Retire Sensibly LLC. I help my clients: 1. Organize their finances 2. Invest intelligently 3. Feel more confident about their retirement plan I serve clients in Boise, Meridian, Caldwell, Nampa, and the surrounding areas. I offer a no-cost, no-obligation introductory appointment that begins with a 15-minute phone call followed by an in-person meeting in which we focus on establishing your family’s goals, values, and attitude toward investing. In my personal life, I enjoy working on home improvement projects, fishing from my kayak, and exploring Idaho’s outdoors.