Kenneth Winder is a financial advisor at Sequent Planning, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sequent Planning since 2018. He is also involved in insurance sales through Bankers Life and Casualty. Sequent Planning, LLC serves individuals, including high-net-worth clients, retirement plan sponsors, small and medium-sized businesses, endowments, and nonprofit organizations. The firm offers asset management, financial planning, and retirement-plan services through a network of investment adviser representatives using a structured risk framework and diversified investment strategies.

Blayne Andersen is a CFP® with 16 years of industry experience, currently serving with Arkadios Wealth Advisors and Arkadios Capital since 2020. He previously worked at Parkland Securities and Spc. Andersen is co-owner of Advanced Planning Educational Group, Inc., where he is involved in management and teaches courses for financial professionals. He also holds ownership in several non-investment-related businesses including auto sales and repair, RV sales and repair, and a ceramic coating service. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a range of managed account options, financial planning, and portfolio reporting services. The firm uses a combination of fundamental, technical, and cyclical analysis and offers fiduciary retirement plan consulting with access to third-party managers.

Dillon Lenon is a financial advisor at Portside Wealth Group, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Suncrest Advisors and Riverbend Management. Dillon is also licensed as an insurance producer offering fixed life insurance and annuities. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management and financial planning using a blend of fundamental, technical, and modern portfolio theory approaches.

Brady Dayton is a financial advisor at Calton & Associates, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has been with Calton & Associates since 2024. Outside of his advisory role, he owns and operates a business selling home security alarm systems. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple investment program structures and utilizes a range of analytic approaches tailored to client goals and risk tolerance.

Christopher Kunz is a financial advisor with Global View Capital Management LLC based in Idaho Falls, ID. He holds a Series 65 credential and has three years of industry experience, including roles at Cetera Investment Services LLC and DL Evans Bank. Kunz is also involved in marketing and sales of advisory and insurance services through affiliated firms. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm utilizes technical and quantitative investment strategies supported by an in-house research platform and offers a range of managed account options, including personalized models and an ETF-only solution.

Dalton Richards is a financial advisor at Balefire, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Visionpoint Advisory Group, LLC and LPL Financial, LLC. Outside of his advisory role, he serves as an agent for fixed/traditional insurance products with Lion Street Insurance. Balefire serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, trusts, and business entities. The firm offers discretionary asset management, financial planning, and ERISA-focused corporate solutions through a team-based investment process that utilizes model portfolios, third-party research, and sub-advisors.

Garth Hassel is a financial advisor at Global View Capital Management LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with various entities including Sound Mind Care, LLC, where he authors and promotes books related to long-term care planning for women. Hassel also participates in nonprofit organizations providing financial education and community support. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm uses a quantitative and technical investment approach supported by an in-house research platform, offering a range of managed account programs that include SMA, mutual funds, ETFs, and third-party manager access.

Jarom Abel is a financial advisor with United Advisor Group, holding a Series 65 credential and four years of industry experience. Prior to joining United Advisor Group in 2024, he worked at Gradient Securities, LLC and has a diverse background including roles in healthcare and transportation services. He is a member of a local business networking group’s membership committee. United Advisor Group provides investment management, financial planning, consulting, and family office services to individuals, small businesses, trusts, and charities. The firm serves both non‑high‑net‑worth and high‑net‑worth clients, managing assets through discretionary portfolios that combine strategic and tactical asset allocation with value investing and various analytical methods.

Dallin Myers is a financial advisor at Arkadios Wealth Advisors in Idaho Falls, ID. He holds a Series 65 designation and has been in the industry since 2025. Prior to his current role, he worked at Rowley White RV and has experience in various other fields, including business law and service industries. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of fundamental, technical, and cyclical analysis, deploying strategies through various managed accounts and third-party managers.

Steven Sorensen is a financial advisor at Global View Capital Management LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Global View Capital Management since 2014. Outside of his advisory work, Sorensen is also a musician, performing as a singer and songwriter. Global View Capital Management provides discretionary investment management and financial planning to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm uses a quantitative, model-based investment approach driven by proprietary algorithmic research covering thousands of mutual funds and ETFs.

Trever Peterson is a financial advisor at IP Financial Advisory Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Equitable Advisors, Axa Advisors, LPL Financial, and East Idaho Credit Union. He is also approved to sell an outside insurance business separate from his advisory role. IP Financial Advisory Services primarily serves individual retail clients, focusing on those who are not high-net-worth individuals. The firm offers portfolio management, financial planning, managed account programs, and retirement-plan consulting, often using customized, discretionary portfolio strategies and referring clients to third-party investment advisors.

Charles Daugherty is a financial advisor at CG Advisory Services with one year of industry experience. He holds a Series 65 designation and has worked previously at Strategic Wealth Concepts and Cottonwood Capital Advisors. His background also includes roles at Brigham Young University and D.L. Evans Bank. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, and retirement services through proprietary model portfolios and bespoke account structures.

Jeremy Condie is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. His work history includes roles at Convergys and Hirning Buick GMC, and he also contributes periodically to his family farm in Idaho. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs a quantitative investment approach using technical signals across a broad universe of mutual funds and ETFs, supported by an in-house research platform that delivers daily rankings and buy/sell alerts.

Colby Smith is a financial advisor with CG Advisory Services, holding a Series 65 designation and one year of industry experience. Prior to joining CG Advisory Services, he has worked at Strategic Wealth Concepts and held roles at Brigham Young University - Idaho, Panda Express, and Idahoan Foods. CG Advisory Services is an SEC-registered firm managing approximately $4.02 billion for a diverse client base, including individuals, pension plans, charitable organizations, and corporate clients. The firm provides discretionary portfolio management, financial planning, retirement plan services, and consulting through proprietary model portfolios, third-party managers, and customized private equity and hedge fund access.

Shaylee Edgington is a financial advisor at Northwest Asset Management in Idaho Falls, ID, with four years of industry experience. She holds the Series 63 and Series 65 designations. Edgington is also the owner of Vine Ventures LLC, an online business selling decorative templates. Northwest Asset Management serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm provides customized investment management, retirement and financial planning, consulting, tax preparation, and sub-advisory and back-office services, using strategies based on strategic asset allocation and Modern Portfolio Theory.

Steven Gudmundson is a financial advisor with Global View Capital Management LLC, holding a Series 65 credential and nine years of industry experience. He has been with Global View Capital Management since 2017 and is also involved with affiliated entities Global View Capital Advisors, LLC and Global View Capital Insurance Services, LLC. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and employer-sponsored retirement plans. The firm employs a quantitative, model-driven investment approach using technical indicators and algorithmic research, and offers a range of managed account options including separate account programs and ETF-only portfolios.

Jonathan Cline is a financial advisor with Transamerica Financial Advisors in Idaho Falls, ID, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has held roles with multiple firms including Bell Financial and WealthWave, and serves in leadership positions with LeTrip International. Outside of finance, he is a spin instructor who leads and teaches exercise classes. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering a combination of advisory and broker-dealer services with proprietary and third-party investment programs.

Alex Purcell is a CFP® with 11 years of experience in the financial industry, currently serving at D.A. Davidson & Co. since 2014. He holds Series 66 registration and is based in Idaho Falls, ID. Outside of his advisory role, Purcell is involved in community service as president of the East Idaho Falls Rotary Club and serves on the boards of the Idaho Falls Youth Arts Center and as an assistant wrestling coach for Idaho Falls School District 91. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers comprehensive financial planning, retirement plan advisory, and specialized wealth management programs.

Shawn Mc Intier is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and eight years of industry experience. He also works as an independent contractor providing estate planning paperwork through Netlaw-Protect Wealth. In addition, he has over two decades of experience with Bechtel Marine Propulsion Corporation. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios, with a mix of discretionary and non-discretionary investment programs.

Richard Drisko is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 designations and over 40 years of industry experience. His prior work includes positions at EPlanning Advisors Inc, MSI Financial Services, Inc., and WS Griffith Securities, Inc. He is also a licensed insurance agent offering life, health, dental, vision, disability, and long-term care insurance. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm employs a combination of firm- and third-party investment models, offering a range of portfolio management and financial planning services supported by ongoing due diligence and monitoring.