Lauren Strobel is a financial advisor at Retire Sensibly LLC with a Series 65 designation and two years of industry experience. Prior to joining Retire Sensibly, she worked in engineering and consulting roles at Horrocks Engineers, Shannon & Wilson Inc., and Landau Associates Inc. Retire Sensibly provides investment management and financial planning services to individuals, families, retirees, trusts, high-net-worth clients, and employer plan sponsors. The firm primarily uses a passive investment approach based on Modern Portfolio Theory and offers educational seminars and speaking engagements on financial topics.

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 a financial advisor at Mcmillen & Company, Inc. in Boise, ID, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Mcmillen & Company since 2006, following prior roles at The Caprock Group, LLC and Piper Sandler & Co. Mcmillen & Company provides investment advisory and portfolio management services primarily to individual and high-net-worth clients. The firm serves a small client base, focusing on individualized planning and direct portfolio oversight, with backgrounds in legal training and public-sector leadership influencing its regulatory and planning approach.

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.

Robert Baker is a ChFC® with 28 years of industry experience, currently serving as an advisor at Wismar Financial since 2016. Prior to joining Wismar Financial, he spent 12 years at Thrivent Investment Management. Wismar Financial provides ongoing portfolio management and individualized financial planning to individuals, families, trusts, estates, and small businesses. The firm tailors portfolios to client objectives, employing both technical and fundamental analysis, and offers discretionary trading along with a variety of investment strategies including long-term investing and short-term trading.

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.

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 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.

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.