Michael Aboussie is a CFP® professional with 16 years of industry experience. He is currently with Next Level Wealth Planning, LLC and has previously worked at Raymond James Financial Services, MFA Wealth Management LLC, and Jackson National Life Distributors. Outside of his advisory role, he is the controlling officer of a real estate business. Next Level Wealth Planning serves individual and high-net-worth clients, offering portfolio management, financial planning, and consulting services. The firm uses a combination of fundamental, quantitative, and technical analysis within a modern portfolio theory framework and maintains broker-dealer consulting arrangements with specified custodians.

Brandon Richins is a CFP® professional with six years of experience at Millington & Company PLLC and prior experience at Deloitte Tax LLP. He is currently associated with Next Level Wealth Planning, LLC in Meridian, ID. Next Level Wealth Planning, LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients, along with investment consulting for broker/dealer customers. The firm employs a variety of analytical methods and offers a range of investment strategies, managing both discretionary and non-discretionary accounts.

Amity Raia is a financial advisor at AdviceOne Advisory Services, LLC with a Series 65 credential and two years of industry experience. Her prior roles include positions at Brigham Young University - Idaho, Caliber Smart, Fox Peterson, and Melaleuca. AdviceOne Advisory Services, LLC provides discretionary investment advisory and financial planning services to individuals, high-net-worth clients, and nonprofit organizations. The firm manages over $2 billion in assets using proprietary asset-allocation models focused on diversification and conducts ongoing portfolio reviews, serving as an ERISA/IRA fiduciary in retirement advice.

Slater Heim is a financial advisor with Continental Investors Services, Inc. holding a Series 66 designation and beginning his advisory career in 2025. Prior to this role, he worked at Caldwell Luxe from 2023 to 2025 and at Costco starting in 2025. Continental Investors Services, Inc. provides investment advisory and portfolio management services primarily to individual retail clients. The firm focuses on discretionary and non-discretionary investment account management, emphasizing securities management and trading coverage, including fixed income and municipal markets.

Julie Cassatt Olsen is a financial advisor at Doceo Wealth, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Doceo Wealth since 2020. Her prior experience includes roles at Altruist Advisors Group and Legacy Wealth Management. Outside of her advisory work, she is a licensed beauty consultant with Mary Kay Cosmetics. Doceo Wealth provides investment advisory and financial planning services to individuals, trustees, and business retirement plans. The firm combines actively managed liquid portfolios with third-party separately managed accounts and illiquid direct participation programs, using fundamental, technical, and cyclical analysis to manage and rebalance client portfolios.

Patrick Collins is a financial advisor at Treasure Valley Financial Planning with 16 years of industry experience. He holds a Series 66 designation and has worked at Treasure Valley Financial Planning since 2026, following nine years at Clear Creek Financial Management and four years at Ameriprise Financial Services. Collins is also the managing member of Ortigara LLC, a financial services management firm he established in 2011. Treasure Valley Financial Planning serves individual clients, including high-net-worth individuals, providing discretionary investment management and comprehensive financial planning across retirement, estate, tax, and wealth-protection needs. The firm typically uses passive index funds and ETFs alongside fundamental, technical, and cyclical analysis, tailoring investment recommendations to client suitability and risk tolerance.

Colton Jackson is a financial advisor at Aspen Creek Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked previously at Tyler Wealth Management LLC and Desert Rose Capital Management, Inc. Outside of his advisory role, he owns Jackson Financial Inc, a financial consulting and insurance payment company, and Timber and Slate LLC, an investment and business acquisition entity. Aspen Creek Wealth Management serves individuals, high-net-worth clients, business owners, and employer-sponsored retirement plans with discretionary portfolio management, financial planning, and investment consulting. The firm operates as an eight-advisor team managing approximately $38.5 million and offers structured investment products and alternative investments to eligible clients.

Jeffery Herbek is a financial advisor with Good Life Advisors, LLC in Boise, ID, holding a Series 66 designation and 18 years of industry experience. His career includes roles at LPL Financial, The Grotto Group LLC, and Waddell & Reed Inc. He also operates Herbek LLC, a pass-through entity for tax and investment purposes. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach with multiple analytical methods and continuous account supervision to align asset allocation with client objectives, offering access to various programmatic solutions and educational resources.

Jeremy Guay is a financial advisor at Clear Creek Financial Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Clear Creek since 2019, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic consulting through Helios Quantitative Research, using a variety of investment strategies and regular portfolio reviews.

Cameron Swindler is a financial advisor with Clear Creek Financial Management, LLC, holding a Series 65 credential and two years of industry experience. Before joining Clear Creek in 2023, he worked at Alliance Defending Freedom across multiple periods between 2018 and 2023. Outside of his advisory role, he plays the bagpipes for tips and serves in a non-voting advisory capacity on the investment and finance committee for The Schreckengost Future of Care Foundation. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities, providing asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division. The firm employs a range of investment strategies with ongoing, individualized supervision and offers educational resources as well as referral services.

Jacob Nye is a financial advisor at Clear Creek Financial Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked in roles spanning financial planning and automation since 2020. Prior to his advisory career, he served as a missionary for two years. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis, and provides algorithmic consulting through its Helios Quantitative Research division.

John Lane is a CFP® with 14 years of industry experience, currently serving as an advisor at Legacy Wealth Management, LLC. His prior roles include positions at Lion Street Advisors, Delgado Lane, and Ameritas Investment Corp. Outside of his advisory work, he is the author of the book *How to Graduate from College Debt Free* and is involved in a basketball skills program called Gem State Hoopes 1. Legacy Wealth Management is a multi-advisor firm offering discretionary portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm provides tailored investment strategies with access to a broad range of asset classes and utilizes sub-advisers and third-party money managers when appropriate.

Kimberly Harris is a financial advisor at Clear Creek Financial Management, LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at multiple firms, including Kms Financial Services, Inc. and Arbor Point Advisors. Harris serves as treasurer on the board of the Idaho Women's Financial Conference Inc., an organization focused on educating women about financial matters. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm offers a range of services including asset management, financial planning, and algorithmic consulting through its quantitative research arm, Helios Quantitative Research.

Lydon Crane is a Series 65 licensed advisor with Legacy Wealth Management, LLC, based in Boise, ID, with seven years of industry experience. He has been with Legacy Wealth Management since 2019 and also maintains a role at LT Grigotts PC, an accounting business, where he serves as president. Outside of his financial advisory work, Crane is involved in several non-investment related businesses, including accounting and property development ventures. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm offers customized strategies using model portfolios, sub-advisers, and a broad investment menu that includes alternative and illiquid investments.

Elizabeth Williams is a Series 65-licensed financial advisor with five years of industry experience. She joined Clear Creek Financial Management, LLC in 2026 after working at USA Financial Securities and Financial Ark Builders. Outside of finance, she is the owner of Admiral Coffee House, a coffee training and brewing business, and a certified Becoming You life coach incorporating coaching tools into financial planning. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities with asset management, financial planning, pension consulting, and algorithmic research. The firm emphasizes individualized account supervision and a diverse investment approach, including fundamental, technical, and cyclical analysis, supplemented by algorithmic modeling through its Helios Quantitative Research division.

Richard Johannsen is a financial advisor at CoreCap Advisors with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CoreCap Advisors and CoreCap Investments since 2016. Johannsen also owns Johannsen and Company CPAs, a tax preparation and accounting firm. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach across various asset classes and provides oversight of sub-advisors alongside tax-efficient services.

Joseph Escujuri is a financial advisor with Legacy Wealth Management, LLC in Boise, ID, holding a Series 65 designation and seven years of industry experience. He is also a licensed attorney and maintains a law practice focused on family law, criminal defense, and estate planning, working part-time outside of his advisory role. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a broad range of investment options through a multi-team platform.

Scott Betschel is a Series 65-licensed financial advisor with five years of industry experience, currently with Inspire Advisors, LLC. His prior work includes roles at Bluebird and Inspire Investing, LLC, as well as five years at Lompoc Foursquare Church. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing principles through its proprietary Inspire Impact Score™ and uses a combination of quantitative, fundamental, technical, and modern portfolio theory analyses to implement discretionary portfolio management and financial planning services.

Bruno Marques is a CFP® professional with 22 years of industry experience. He has been with Clear Creek Financial Management, LLC since 2016. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, using a range of investment strategies combined with continuous and individualized account supervision.

Andrew Elison is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Tucker Asset Management since 2018 and has operated Elison Financial Group since 1991. Outside of his advisory work, he is employed as a mortgage loan officer and manages a farm where he runs cattle. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach and integrates alternative investments, including private and non-liquid opportunities, in its portfolio management.