Nathaniel Guthrie is a Series 65-licensed financial advisor at Pinkerton Wealth Partners with one year of industry experience. Prior to joining Pinkerton Wealth Partners, he worked in education and fitness-related roles over several years. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm uses a disciplined, formula-driven investment process called “Advance and Protect,” integrating active, passive, and tactical strategies across approximately 70 model portfolios.

Ronald Glendening is a CFP® professional with 24 years of industry experience, currently serving as a wealth advisor and COO at Pinkerton Retirement Specialists, LLC. His prior roles include positions at Triad Advisors, Inc. and True Freedom Investing, LLC. He is also a co-successor trustee for the Daniel W. Pinkerton Living Trust. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm employs a disciplined, formula-driven investment process that combines technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Jeffrey Newton is a financial advisor at Alliant Securities, Inc. Turner, Nord, Kienbaum with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Alliant Securities since 2009. Alliant Securities, Inc. Turner, Nord, Kienbaum is a six-adviser team managing approximately $300 million for around 700 clients. The firm provides discretionary and non-discretionary portfolio management and advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations, employing a combined fundamental and technical investment approach tailored to client objectives and risk profiles.

Steve Haug is a financial advisor at Pinnacle Wealth Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and spent 23 years at IMS Capital Management before joining Pinnacle Wealth Advisors in 2026. Outside of his financial advisory role, he owns a fitness center in Rathdrum, Idaho. Pinnacle Wealth Advisors is an independent, SEC-registered, team-based investment advisory firm serving individuals, including high-net-worth clients, and qualified retirement plans. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing diversified portfolios tailored to each client’s investor profile and monitored on an ongoing basis.

Joseph Lee is a financial advisor with Madison Avenue Securities, LLC, holding the Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Madison Avenue Securities since 2012 and serves as Vice President of Schrette & Lee Financial Services, Inc. dba Schrette & Lee Wealth Management, a role he has held since 2002. Madison Avenue Securities provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management, financial planning, and consulting services through various account platforms and employs multiple investment strategies.

Michael Wofsey is a financial advisor with Financial & Tax Architects, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Financial & Tax Architects, Inc. since 2020, previously at Money Concepts Capital Corp for seven years, and at Summer Associates, Inc. for 18 years. Outside of his advisory role, he is an independent insurance agent selling life, health, and annuity products. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm employs proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, with most client relationships managed on a discretionary basis.

Paul Schrette is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Madison Avenue Securities since 2012 and also owns Schrette & Lee Wealth Management, where he serves as president. Outside of his advisory work, he is involved in managing his own wealth management firm. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and employer-sponsored retirement plans. The firm manages approximately $2.0 billion in assets and offers a range of portfolio management, financial planning, and consulting services through a network of investment adviser representatives.

Boris Desancic is a financial advisor at Clear Creek Financial Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Clear Creek since 2019, following prior roles at PCG Wealth Advisors and Waddell & Reed. He is chairman of the board for Redeeming Soles, a nonprofit organization. Clear Creek Financial Management serves a range of clients including individuals, employer retirement plans, and trusts, providing asset management, financial planning, and consulting. The firm utilizes fundamental, technical, and cyclical analysis across diverse investment strategies and offers algorithmic research through its Helios Quantitative Research division.

Misty Stoddart is a financial advisor at CreativeOne Wealth, LLC with two years of industry experience. She holds a Series 65 designation and has prior experience in mortgage lending and financial services, including roles at Clarity Capital Partners LLC and several mortgage companies. Stoddart is also involved in a mortgage referral business through Coeur Principle LLC. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individuals, corporations, and other advisory firms, managing primarily discretionary accounts through a combination of proprietary models and third-party managers.

Brittany Slater Gautreau is a financial advisor at CreativeOne Wealth, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including American Trust Investment Services, WestPark Capital, Niagara International Capital, and Clarity Capital Partners. She serves as Secretary of the Board for the Mountain States Policy Center, a nonprofit organization. CreativeOne Wealth provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and other advisory firms. The firm manages primarily discretionary accounts using a range of investment strategies that incorporate proprietary models and third-party managers, offering a variety of investment options including ETFs, mutual funds, and private investments.

Harmony Smith is a CFP® and holds a Series 66 license with seven years of industry experience. She is currently an advisor at Advisors Capital Management, LLC, joining the firm in 2026. Her prior experience includes roles at Ameriprise Financial Services, Springbrook Wealth Advisors, Bank of America, Merrill, and Baird Private Wealth Management. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans. The firm combines top-down macro analysis with bottom-up security selection across fundamental, quantitative, and qualitative approaches and manages over $8 billion in discretionary assets, emphasizing a scalable intermediary role.

Thomas Kerfoot is a financial advisor with The AmeriFlex Group, holding CFP® and ChFC® designations and over 16 years of industry experience. His prior roles include founding Kerfoot Wealth Management and working at Northwestern Mutual Investment Management. He also conducts insurance sales under Kerfoot Financial Services. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, and retirement consulting solutions, utilizing model asset allocations and various manager relationships to meet client needs.

Jacob Richards is a financial advisor with Sequent Planning, LLC in Coeur d'Alene, ID, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include positions at Nationwide Investment Services Corporation and The Retirement Solution. 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 multi-team structure that employs diversified investment models and tax-aware strategies.

Kevin Glynn is a financial advisor at Northwest Asset Management with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Northwest Asset Management since 2018. Glynn also has experience with Merriman Wealth Management. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and institutional clients. The firm employs strategic asset allocation and Modern Portfolio Theory in its investment approach, offering customized investment management, retirement and financial planning, consulting, tax preparation, and back-office services.

Richard Van Zandt is a financial advisor at Wealthcare Capital Management LLC with 19 years of industry experience. He holds the PFS™ designation and Series 66 license and has been with Wealthcare Capital Management since 2011. He also operates VAN ZANDT FINANCIAL SERVICES PLLC, providing tax preparation, accounting, and bookkeeping services. Wealthcare Capital Management LLC is a multi-team SEC-registered investment adviser managing approximately $3.93 billion for over 5,600 clients through a team of 33 advisors. The firm offers comprehensive financial planning and discretionary portfolio management for individual and high-net-worth clients, as well as retirement plan advisory and investment strategist/model services to intermediaries, utilizing a long-term, evidence-based investment approach.

David Eck is a financial advisor with Inspire Advisors, LLC in Liberty Lake, WA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Inspire Advisors since 2019 and previously at Cambridge Investment Research Advisors and other firms. Eck is also an owning member of Awesometown LLC dba Oakstreet Financial, where he operates as an independent insurance agent. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets, serving individuals, high-net-worth clients, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a combination of fundamental, technical, quantitative analysis, and modern portfolio theory to construct portfolios, often delegating management to sub-advisors and providing tax-mitigation services.

Salvador Martinez is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He previously worked at Mariner Independent Advisor Network, LLC for 13 years and has been affiliated with LPL Financial for 14 years. Martinez operates Martinez Financial Group and the Sal Martinez Insurance Agency as additional business activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to a variety of advisory programs and managed account solutions. The firm employs a fiduciary-based advisory model that combines client goal assessment with selecting portfolio managers and model portfolios from recognized strategists.

Cortino Garcia is a financial advisor at Centaurus Financial, Inc. with 13 years of industry experience. He holds a Series 66 credential and previously worked at Independent Financial Group, LLC. Outside of his advisory role, Garcia serves as treasurer for the Southwest Idaho Cycling Association and coaches endurance sport athletes through his own business, Citius Sport, LLC. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, employing a mix of fundamental and technical analysis, and provides specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Abigail Allsup is a Series 66-licensed financial advisor with six years of industry experience. She has worked at Sanctuary Advisors, LLC and Sanctuary Securities, Inc. since 2026, following an 11-year tenure at UBS Financial Services. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and adviser selection through a network of over 400 independent investment adviser representatives.

Todd Banducci is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Ameritas Advisory Services since 2021 and also serves as president and owner of Falcon Investments and Insurance, Inc., a firm he founded in 1996. His work history includes roles with the Washington Air National Guard and the U.S. Air Force Reserve Personnel Center. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of portfolio management options and leverages multiple program platforms and third-party technology to deliver customized investment solutions.