Scott Davis is a financial advisor with Portside Wealth Group, LLC in Meridian, Idaho. He holds a Series 65 credential and has one year of industry experience. Prior to joining Portside, he worked in various accounting and tax preparation roles, including founding Scott Davis CPA, LLC, where he provides tax preparation services. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management and financial planning, using a blend of fundamental, technical, and modern portfolio theory approaches, alongside affiliated legal and accounting expertise.

Garland Risner is a financial advisor at Kingswood Wealth Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Paradigm Wealth Services, Inc. for 17 years. Outside of advising, he has ownership interests in several businesses, including a storage rental LLC and other equipment holdings. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions. The firm offers portfolio management, financial planning, ERISA plan advisory, and consulting services, delivering tailored investment advice through an open-architecture platform and working with both affiliated and unaffiliated third-party managers.

Randy Hyer is a financial advisor at Portside Wealth Group, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Hurst Financial Consulting, First Community Bank, US Bank, Primary Residential Mortgage, and Mountain America Credit Union. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management and financial planning using tailored investment mandates and a blend of fundamental, technical, and modern portfolio theory approaches.

Troy Thompson is a financial advisor at Transce3nd LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Realta Equities, Elite Assurance Team, Symmetry Financial Group, American Money Group, and Immigration and Customs Enforcement. Outside of his advisory work, he owns an e-commerce business selling products on Amazon. Transce3nd LLC serves a diverse client base that includes individuals, foundations, trusts, estates, and retirement plans. The firm’s investment approach emphasizes strategic asset allocation using fundamental, technical, and quantitative analysis, often implementing portfolios through third-party models and managers while also offering financial planning, retirement consulting, and a wrap fee program.

Kyler Burke is a Series 65-licensed financial advisor at Clear Creek Financial Management, LLC with three years of industry experience. Prior to joining Clear Creek, he held roles in various aviation and real estate businesses. Outside of financial advising, Kyler is involved as a helicopter pilot, aviation consultant, realtor, web developer, graphic designer, and marketing consultant. Clear Creek Financial Management serves a diverse client base including individuals, retirement plans, trusts, and business entities. The firm provides asset management, financial and pension consulting, and algorithmic research through its Helios Quantitative Research arm, employing a range of investment strategies with continuous account supervision.

Jeffrey Hurst is a financial advisor at Portside Wealth Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including DFPG Investments, Inc and Allegis Investment Advisors LLC. In addition to his advisory role, he is owner and CPA of Hurst Tax Service, providing tax preparation and advice. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management and financial planning, utilizing a blend of fundamental, technical, and modern portfolio theory in its investment approach and integrating related legal and accounting services through affiliated professionals.

Easton Napiontek is a financial advisor with Savvy in Eagle, Idaho. He holds a Series 65 designation and has been with Savvy since 2025. Outside of his advisory role, he has ten years of experience as a real estate agent with Aspire Realty Group, actively selling and listing properties. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized, primarily index-based investment plans alongside active equity portfolios and tax-aware direct indexing, integrating third-party fintech tools and sub-adviser strategies.

Deborah Jessee is a financial advisor at Berthel, Fisher & Company Financial Services, Inc. with 25 years of industry experience. She holds the Series 66 designation and has been with Berthel Fisher since 2010, serving as part of their team of 26 advisors. Outside of her advisory role, she is a board member of New Horizons Inc., a humanitarian non-profit organization. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets through a variety of investment platforms and delivery models tailored to client needs.

Bret Loftis is a financial advisor at Fortis Capital Advisors, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at Axim Planning & Wealth and Colburn Financial. Outside of his advisory role, he owns Loftis Retirement Solutions, LLC, an insurance planning business. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, and retirement-plan consulting. The firm offers customized advice using a range of investment strategies, including ESG options, and manages $1.615 billion in discretionary assets as of December 31, 2025.

Darla Serrano is a CFP® and ChFC® with 13 years of experience in the financial services industry. She is currently with Independent Advisor Alliance, LLC and Revant Wealth Management Group and has previously worked at firms including LPL Financial, Guardian Life Insurance, and Park Avenue Securities. Serrano provides investment advisory services through multiple independent firms. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm combines a network of independent advisory representatives with access to brokerage services through LPL Financial and utilizes technology platforms for asset aggregation and digital estate planning.

Michael Fong is a financial advisor at Principal Financial Services with two years of industry experience. Prior to joining Principal, he worked for Equitable Advisors for two years and spent seventeen years at Chevron. He holds a Series 66 designation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Kevin Divecha is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at AE Wealth Management since 2023 and previously at Wealth Watch Advisors and Wealth Financial Advisory Services, LLC. Divecha is also president of DIVECHA Financial, LLC, where he is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Alexandra Belden is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Gwfs Equities, Inc. and Tree City Advisors LLC. Outside of her advisory role, she assists with marketing and accounting at 12B Capital, a credit card and business lending company co-owned with her husband. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its financial planning approach.

Abraham Cecena is a financial advisor with OSAIC Institutions, Inc. and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including prior roles at Ameriprise, PFG Advisors, Securities America, Equitable Advisors, Axa Advisors, and Primerica. In addition to advising, he is involved in independent insurance brokering focused on health. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a platform that includes lending solutions and third-party asset managers.

David Fullmer is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with AE Wealth Management since 2016 and has worked at Premier Alliance Financial Companies since 1999. Outside of his advisory role, he is involved with Premier Alliance Retirement Solutions, focusing on fixed insurance sales, and Premier Alliance Property & Casualty, which provides referral services. AE Wealth Management offers fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements, managing approximately $49.8 billion for over 127,000 clients.

Clayton De Haas is a financial advisor at Empower Advisory Group with Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at RW Investment Management, Bank of America, Merrill, and Charles Schwab. Outside of financial services, he has been involved with The Collector's Outpost for six years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns through integrated services linked to Empower’s administrative platforms.

Bruce Singkhaophet is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at GWFS Equities, Nationwide Investment Services Corp, Key Investment Services, KeyBank, and Transamerica. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Steven Alderete is a financial advisor with Principal Financial Services in Meridian, ID, holding a Series 66 designation and three years of industry experience. He previously worked at Thrivent Financial and Thrivent Investment Management. Outside of his advisory role, he serves as a worship minister at Eagle Christian Church, leading music and worship for public services. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions through advisory programs and promoter arrangements.

Jason Persinger is a CFP® and ChFC® with 23 years of industry experience. He is currently with OSAIC Institutions, INC. and has held previous roles at Infinex Investments, Inc., After School Athletics Corp, CUNA Brokerage Services, Inc., Schools First Federal Credit Union, and LPL Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a combination of discretionary and non-discretionary client arrangements.

Kurt Witzleben is a financial advisor at GWN Securities Inc. with 25 years of industry experience. He holds a Series 66 designation and has been with GWN Securities since 2016. He also operates the Witzleben Agency, providing insurance products including life, health, long-term care, disability, and fixed annuities. GWN Securities serves individual and corporate clients through managed account programs and financial planning, offering discretionary portfolio management and model portfolios based on asset allocation and Modern Portfolio Theory. The firm is noted for its use of market-timing and momentum-based trading strategies in certain legacy programs.