Robert Shappee is a financial advisor at Harris Wealth Management, LLC in Meridian, Idaho, holding the PFS™ designation along with Series 63 and 65 licenses. He has two years of industry experience and also has a long-standing role at Harris & Co PLLC, an accounting firm, where he is significantly involved. Harris Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a diversified, buy-and-hold investment strategy grounded in Modern Portfolio Theory and market efficiency, utilizing primarily passively managed mutual funds and conservative fixed income.

Eric Fredback is a Series 65-credentialed financial advisor at Pacific Value, LLC with nine years of industry experience. He has been with Pacific Value since 2015. Pacific Value, LLC provides discretionary asset management and investment advice to individuals, families, retirement plans, trusts, and small corporations, tailoring services to client investment objectives and risk profiles. The firm follows a value-oriented, fundamental analysis approach and employs a range of trading strategies, including the use of derivatives and formal controls around personal trading, while emphasizing operational and cybersecurity controls.

Scott Ferguson is a CFA® charterholder with 24 years of industry experience. He has worked at Pacific Value, LLC since 2008 and previously spent 10 years at D.A. Davidson & Co. Pacific Value, LLC provides discretionary asset management and investment advice to individuals, families, retirement plans, trusts, and small corporations. The firm follows a value-oriented, fundamental analysis approach and employs various trading strategies, including the use of derivatives, while maintaining formal controls on trading and emphasizing operational and cybersecurity measures.

Mike Mcmillen is the sole advisor at GEM STATE Investment Advisors in Boise, ID, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has led Mcmillen & Company, Inc. since 2006. Mike has an academic teaching background and the firm offers client educational seminars and workshops. GEM STATE Investment Advisors serves individuals, families, corporations, non-profits, plan administrators, and investment committees by providing portfolio management and financial planning tailored through client-specific Investment Policy Statements. The firm follows a Prudent Investor standard with an emphasis on asset allocation, ongoing monitoring, and quarterly reviews, operating as a fee-only fiduciary adviser.

Matthew Wideman is a financial advisor at Accord Capital Management, Ltd. He holds a Series 65 designation and has two years of industry experience. Prior to joining Accord Capital Management, he worked at Pacific Road Capital Management and has held positions at Boise State University and the U.S. Forest Service McCall Smokejumpers. Accord Capital Management provides discretionary portfolio management to individuals, families, and business entities, managing approximately $40 million in assets. The firm uses fundamental and technical analysis and employs a range of investment strategies, including long-term and short-term purchases as well as more active trading techniques.

Trevor Teutsch is a financial advisor at Arcadia Investment Advisors, LLC with three years of industry experience and holds a Series 65 designation. He has worked at several firms including Grow Rasmussen Consulting, Continuum Global Solutions, and has been involved with RescueStat LLC since 2021. Arcadia Investment Advisors serves individual investors, families, trusts, pension plans, and non-profits by providing discretionary portfolio management, retirement planning, and ongoing financial analysis. The firm employs an investment approach driven by academic theory, focusing on strategic asset allocation, low-cost funds, and tax-aware portfolio construction tailored to clients’ cash-flow needs and risk tolerance.

Melissa Lowther is a financial advisor at Alturas Wealth Management, LLC with eight years of industry experience. She holds the PFS™ and Series 66 designations. In addition to her advisory role, Lowther is a member of the board and treasurer for the Xi House Corporation of Gamma Phi Beta and serves on the Boise LPGA Amateur Golf Association board as records director. She is also an executive board member of the University of Idaho Alumni Association. Alturas Wealth Management provides discretionary asset management and financial planning to individual and high-net-worth clients, integrating fundamental, technical, charting, and cyclical analysis with regular portfolio monitoring and rebalancing. The firm operates an affiliated CPA practice, offering tax and accounting services alongside investment management.

Marisa Shalz is a financial advisor at Figure 8 Investment Strategies LLC with a Series 65 designation and one year of industry experience. She has held various roles across multiple sectors, including hospitality and education, prior to joining Figure 8. Figure 8 Investment Strategies serves individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses with discretionary investment management and financial planning. The firm’s approach emphasizes sustainable and impact investing, incorporating social and environmental factors into portfolio construction and ongoing management.

Edward Bondy is a financial advisor with Craig Verdi Investments, LLC in Boise, ID, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include work at PlanMember Securities Corporation for three years and self-employment under his own name for two years. He also maintains a minimal insurance sales agent role with Aviara Wealth Advisors. Craig Verdi Investments provides discretionary investment management primarily to individuals and high-net-worth clients, focusing on portfolio construction, asset allocation, and monitoring using computer models and economic research. The firm serves a small number of clients with personalized management and offers diversified portfolios including domestic and international stocks and bonds, mutual funds, ETFs, and alternative investments.

Benjamin Warren is a CFA® charterholder with 18 years of industry experience. He is the sole advisor at Tumwater Wealth Management, LLC, where he has worked since 2019. Prior to that, he was with Rathbone Warwick Investment Management LLC from 2014 to 2018. He serves as a board member for Northwest Christian Credit Union. Tumwater Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and pension consulting. The firm employs a long-term, buy-and-hold investment approach using modern portfolio theory, fundamental and cyclical analysis, and quantitative models.

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.

Michael Mann is a financial advisor at ProfitScore Capital Management, Inc. with six years of industry experience. He holds a Series 65 designation and has worked at ProfitScore since 2017, following a 13-year tenure at The Mann Corporation. ProfitScore Capital Management serves institutional clients, other registered investment advisers as a sub-adviser, commodity pools, and a limited number of direct retail clients. The firm employs quantitative, model-driven investment strategies executed through the AXOS platform and offers commodity trading advisor services while focusing primarily on institutional and sub-advisory relationships.

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.

Richard Levenson is a financial advisor with Western Financial Corporation, holding a Series 66 designation and 39 years of industry experience. He has worked at Western Financial Corporation since 1987. Outside of his advisory role, he manages an online retail apparel business, Levenson Apparel, LLC, operating as RSL Western Wear. Western Financial Corporation is an SEC-registered investment adviser that provides customized portfolio management, retirement-plan consulting, and financial planning to individuals, trusts, charitable organizations, and small businesses. The firm uses a systematic, rules-based investment process combining equity selection with diversified fixed-income and ETF strategies, offering both discretionary and non-discretionary services.

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.

Jordan Freiburghaus is a financial advisor at RW Investment Management LLC with three years of industry experience. He holds the Series 65 designation and previously worked at the University of Idaho College of Law. Freiburghaus has been involved with Crossroads Community Church since 2011. RW Investment Management provides investment advisory and planning services to individuals, trusts, pension plans, and businesses. The firm employs a long-term, evidence-based investment approach that blends passive and active strategies, offering comprehensive portfolio management and financial planning to a diverse client base.

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 financial advisor at Doceo Wealth, LLC in Meridian, Idaho, with six years of industry experience. He holds a Series 65 designation and has worked at Doceo Wealth since 2020. His prior roles include positions at Altruist Advisors, SeaQuest, and Boise State University. Doceo Wealth provides investment advisory and financial planning services primarily to individuals, trustees, and business retirement plans. The firm combines actively managed liquid portfolios with illiquid direct participation programs and third-party separately managed accounts, employing a mix of fundamental, technical, and cyclical analysis in its investment approach.

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.