Kevin Arrien is a financial advisor with Arrian Investments, Inc. in Boise, ID, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has worked with Arrian Investments since 1998 and Joyce Capital, Inc. since 2006, where he also serves as owner of a loan agency consulting for agricultural businesses. Additionally, he is a licensed notary public and an independent insurance agent. Arrian Investments provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and businesses. The firm manages approximately $189.4 million in discretionary assets and offers tailored portfolio management combining strategic and tactical asset allocation, with regular account reviews.

Carolyn Parkinson is a Series 65-licensed financial advisor at Pinnacle Portfolio Advisors with one year of industry experience. Prior to joining Pinnacle Portfolio Advisors, she was involved with Twisted Ewe LLC for 14 years. She also serves as finance chair and board member for S-Sixteen LLC, a family-owned investment-related company. Pinnacle Portfolio Advisors is an SEC-registered investment adviser managing discretionary portfolios for individual, high-net-worth, pension, charitable, and corporate clients. The firm follows Modern Portfolio Theory through written investment policies, asset allocation, and periodic rebalancing using mutual funds, ETFs, individual securities, and REITs.

Travis Stright is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has worked at Figure 8 Investment Strategies LLC since 2021 and previously spent eight years at U.S. Bancorp. Outside of his advisory role, he serves on finance and audit committees for nonprofit organizations including the ACLU of Idaho, Idaho Law Foundation, and Boise Public Schools Foundation. 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 emphasizes sustainable, responsible, and impact investing, integrating social and environmental factors into portfolio construction and monitoring.

Dylan Burks is a financial advisor at Mustard Seed Financial with a Series 65 credential and one year of industry experience. He has served in the U.S. Army with the Department of Defense since 2016. Mustard Seed Financial provides financial planning, investment management, consulting, and estate-planning support to individuals, families, trusts, estates, corporations, and non-profits. The firm manages approximately $109 million in client assets and offers access to both traditional and alternative investments, including Delaware Statutory Trusts and Opportunity Zone investments through its EquiShield 1031 division.

Brian Burks is a financial advisor at Mustard Seed Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has operated Burks Wealth Management, doing business as Mustard Seed Financial, since 2002. In addition to his advisory role, Burks is an independent life insurance agent licensed in Idaho, providing life insurance services as an extension of his financial planning offerings. Mustard Seed Financial is a state-registered investment adviser serving individuals, families, trusts, estates, foundations, businesses, and non-profits. The firm manages approximately $108.5 million in assets using proprietary, globally diversified allocation models that combine passive and active investments, as well as illiquid and alternative instruments tailored to client objectives.

Matthew Bishop is a Series 65 credentialed advisor with The Archer Consulting Group, LLC in Boise, ID. He has one year of industry experience and previously worked with Theodore John, LLC, Iron Mule, Inc., and Wompus, LLC DBA Cage Mule. The Archer Consulting Group provides advisory services to individuals, including high-net-worth clients, and institutional clients such as corporate pension and profit-sharing plans, foundations, endowments, and trusts. The firm uses a systematic, scientific approach to investment management, financial planning, and retirement plan consulting, managing assets primarily through a wrap fee program while offering specialized services like expert-witness work related to special-needs planning.

Matthew Gjevre is a financial advisor at Howe and Rusling, Inc. in Boise, ID, holding a Series 65 designation. He has been in the industry since 2025 and previously worked at Berkeley Inc and Clearwater Analytics. Howe and Rusling primarily serves individual and high-net-worth clients, as well as insurance companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management focused on large-cap equity and intermediate fixed-income strategies, alongside financial planning, estate-planning coordination, access to third-party managers, and tax-preparation services through a wholly owned subsidiary.

Mark Blaser is a Series 65-registered advisor with Doceo Wealth, LLC in Meridian, Idaho, where he has worked since 2020. He has a total of five years of industry experience, including prior roles at Altruist Advisors, LLC and SeaQuest, as well as a four-year tenure at Boise State University. Doceo Wealth provides investment advisory and financial planning services primarily to individuals, trustees, and business retirement plans, with a distinctive approach that combines actively managed liquid portfolios, third-party separately managed accounts, and bespoke allocations including illiquid direct participation programs.

Bradly Wilfong is a financial advisor at BR Wealth Management in Boise, ID, with 14 years of industry experience. He has held Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network, LLC for seven years. Wilfong is also licensed as an insurance agent. BR Wealth Management provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, partnerships, and businesses. The firm emphasizes tailored strategies using model portfolios, third-party money managers, and automated platforms to support long-term investment goals.

Bruce Reeder is a financial advisor at Mountain Pacific Investment Advisers, LLC in Boise, ID, with 25 years of industry experience. He has been with Mountain Pacific since 1999. Mountain Pacific serves individual and high-net-worth clients as well as institutional accounts, including pensions, profit-sharing plans, corporations, charitable organizations, and foundations. The firm provides discretionary investment management, financial planning, and periodic advice, using a bottom-up fundamental analysis and a growth-at-a-reasonable-price approach to equity selection, while favoring broad-based index mutual funds and ETFs for pooled vehicles.

Rebekah Adams is a financial advisor at Perspective Wealth Partners, LLC in Boise, ID, with four years of industry experience. She holds a Series 65 designation and previously worked at Johnson, Glaze & Co., PC and JGC Wealth Management LLC. Perspective Wealth Partners serves individuals, including high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm provides investment management, financial and advanced planning, and employee stock option planning, using a written Investment Policy Statement and a structured indexing-oriented approach that includes diversified asset allocation and fundamental analysis.

Johann Simpson is an advisor at Aspen Capital Management, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Digestive Health Clinic LLC, Apex Leaders LLC, Visit Pay, and Boise State University. Outside of financial advising, he serves as a part-time bookkeeper for a water rights law practice. Aspen Capital Management serves individuals, families, trusts, estates, and small businesses with fee-only financial planning and investment management. The firm manages over $1.3 billion in client assets and employs a strategic asset allocation approach using global equities, REITs, multi-sector bond funds, and primarily no-load mutual funds and ETFs.

Antonio Flores is a financial advisor with Atlas Capital Management Corp and holds a Series 65 designation. He has experience at Cedar Grove Financial Associates, where he is also the owner and provides business development and insurance sales services. His background includes roles at Cedar Grove Financial Associates dating back to 2015 and a brief tenure at Lyft in 2021. Atlas Capital Management Corp offers discretionary portfolio management and non-discretionary consulting to individuals, families, trusts, estates, and family businesses through proprietary asset-management programs and strategy options. The firm manages thousands of client accounts with a focus on active, macro-oriented investment processes utilizing proprietary indicators and a range of named strategies.

Nathaniel Stoddard is a financial advisor at Desert Rose Capital Management, Inc. with 19 years of industry experience. He holds the Series 66 and Series 63 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Nathaniel is also a licensed life insurance agent. Desert Rose Capital Management provides portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other advisers, focusing on strategies that include exchange-traded options combined with income-producing assets for downside mitigation and market participation. The firm also manages a pooled investment vehicle and facilitates access to private placements and alternative investments.

Lavea Thomas is a CFP® with 20 years of industry experience. She is currently with Aspen Capital Management, LLC, where she has worked since 2021. Her prior roles include positions at Legacy Wealth Management, LLC, Waypoint Direct Investments, LLC, Megatel Capital Investment, and Emerson Equity LLC. Aspen Capital Management serves individuals, families, trusts, estates, and small businesses with fee-only financial planning and both discretionary and non-discretionary investment management. The firm focuses on strategic asset allocation using global equity and REIT exposure, multi-sector bond funds, and primarily no-load mutual funds and ETFs, providing clients with tailored investment policy statements and periodic performance reporting.

Skyler Eubank is a financial advisor at Perspective Wealth Partners, LLC with three years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates Inc. and Bank of America, N.A. prior to joining Perspective Wealth Partners. Perspective Wealth Partners serves individuals, including high-net-worth clients, as well as trusts, estates, and charitable organizations by providing investment management, financial planning, advanced planning, and employee stock option planning. The firm uses a written Investment Policy Statement tailored to each client and employs a structured indexing-oriented approach with diversified asset allocation.

Rohit Jahagirdar is a financial advisor at Desert Rose Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at Piramal Critical Care, Ziggurat Technologies, Temple University, Esquire Capital Advisors, and Mumbai University. Desert Rose Capital Management provides investment advice and portfolio management to individual clients, retirement plans, trusts, estates, and corporations, and serves as a sub-advisor to other registered investment advisers. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage portfolio risk while seeking market appreciation, and it also manages a pooled investment vehicle focused on permanent life insurance policies and collateralized loans.

Tara Newton is a financial advisor with Perspective Wealth Partners, LLC in Boise, ID, holding a Series 65 designation and four years of industry experience. Prior to joining Perspective Wealth Partners in 2022, she worked at HP, Inc. for ten years. Perspective Wealth Partners serves individuals, including high-net-worth clients, trusts, estates, and charitable organizations, offering investment management, financial planning, and specialized planning services such as employee stock option planning. The firm uses client-specific Investment Policy Statements and a structured indexing approach focused on diversification and fundamental analysis, with a non-discretionary trading model and affiliation with a tax preparation service.

Nathan Burman is a Series 65-credentialed advisor with Aspen Capital Management, LLC in Boise, ID, where he has worked since 2022. He has three years of industry experience, following a decade in full-time education. Aspen Capital Management provides fee-only financial planning and investment management primarily to individuals and families, offering services such as asset management, retirement and education planning, and investment tax guidance. The firm manages approximately $1.1 billion with a focus on strategic asset allocation including global equities, REITs, and multi-sector bond funds.

Nathaniel Holden is a financial advisor with Core Wealth Partners LLC in Meridian, ID, holding a Series 65 designation and nine years of industry experience. His prior work includes roles at HAC Certified Public Accountants, Inc., Holden Hall LLC, and Holden & Company LLP. Core Wealth Partners LLC provides discretionary investment management to pooled investment vehicles and separately managed accounts, focusing on sector-specific long/short and event-driven equity strategies in technology, clean energy, and industrials. The firm acts as general partner and co-investor in its funds, employing a proprietary real-time risk management system and performance-based allocations.