Reuben Mason is a CFP® with 18 years of experience in the financial services industry. He is currently with Doceo Wealth, LLC, where he also serves as an insurance broker through Doceo Life, LLC. Prior to joining Doceo Wealth, he held roles at MML Investors Services LLC, MassMutual Life Insurance Company, Desert Rose Capital Management, and Beacon Rock Investment Advisors. Outside of his advisory work, Mason is an author who sells books on Kindle and Amazon. Doceo Wealth provides investment advisory and financial planning services primarily to individuals, trustees, and business retirement plans. The firm’s investment approach blends actively managed liquid portfolios, third-party separately managed account strategies, and customized “Household Endowment” allocations combining liquid securities with illiquid direct participation programs.

Richard Durham is a financial advisor with Doceo Wealth, LLC in Meridian, Idaho, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Doceo Wealth since 2020 and previously held roles at Legacy Wealth Management and Northwestern Mutual. Outside of advisory duties, Durham provides consulting and due diligence services through Doceo Capital, LLC and is an insurance broker and owner of Doceo Life, LLC. Doceo Wealth provides investment advisory and financial planning services primarily to individuals, trustees, and business retirement plans, combining actively managed liquid portfolios with illiquid direct participation programs. The firm employs a multi-strategy approach including fundamental, technical, and cyclical analysis, and manages a range of investment vehicles including third-party separately managed accounts.

Harold Porter III is a financial advisor with Summit Wealth and Retirement Partners, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Summit Wealth since 2012 and previously spent seven years at Mutual Securities, Inc. Outside of his advisory role, he is a passive owner of a tax preparation and bookkeeping service. Summit Wealth and Retirement Partners is a team of seven professionals managing approximately $978 million in client assets. The firm serves individuals, business entities, and charitable organizations with investment management, financial planning, third-party adviser selection, and pension consulting, typically implementing risk-based, diversified portfolios using no-load mutual funds and ETFs.

Matthew Jones is a CFP® with two years of industry experience, currently serving at Treasure Valley Financial Planning in Meridian, ID. He has worked with several firms since 2023, including Adams Wealth Advisors and Spring Source Wealth Advisors, before joining Treasure Valley Financial Planning. Treasure Valley Financial Planning is a team-based firm providing discretionary investment management and ongoing financial planning to individual clients, including high-net-worth individuals. The firm employs a mix of passive index funds, ETFs, and active analysis techniques, tailoring recommendations to client suitability and risk tolerance while utilizing third-party managers and institutional platforms.

Kendell Frye is a CFP® professional with five years of industry experience, currently advising at Treasure Valley Financial Planning in Meridian, ID. Prior to joining Treasure Valley Financial Planning, Frye held positions at Clear Creek Financial Management, Falcon Wealth Planning, Pacific Advisors, and worked in roles outside finance including Honda Motor Company and Chipotle Mexican Grille. Treasure Valley Financial Planning provides discretionary investment management and ongoing financial planning for individual and high-net-worth clients, addressing retirement, estate, tax-planning, and wealth-protection needs. The firm typically uses passive index funds and ETFs complemented by fundamental, technical, and cyclical analysis, while tailoring recommendations to client suitability and risk tolerance.

Melissa Jenkins is a financial advisor with RW Investment Management LLC in Eagle, Idaho. She holds the Series 66 designation and has 16 years of industry experience. Prior to joining RW Investment Management, she worked at Wells Fargo Clearing for four years. Outside of advisory work, she owns and manages a property management business. 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 overseen by an internal committee and offers comprehensive portfolio management, standalone financial planning, and pension consulting.

Nicholas Van Hulzen is a financial advisor with Van Hulzen Financial Advisors in Meridian, ID. He holds a Series 65 credential and has been with the firm since 2024. Prior to joining the firm, he worked at Boise State University, Visions EDU, and Capital Christian High School. Van Hulzen Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, small business owners, foundations, charitable organizations, private investment vehicles, and corporations. The firm offers wealth management, financial planning, and asset management across a range of strategies including covered-call, fixed income, US and global equities, ETFs, and alternative investments.

Kirk Stafford is a financial advisor at Desert Rose Capital Management, Inc. with 17 years of industry experience. He holds a Series 66 designation and has been with Desert Rose since 2010. In addition to his advisory role, Stafford is president of The Stafford Corporation, a flooring contracting business he has led since 1996. Desert Rose Capital Management serves individual clients, retirement plans, trusts, estates, and corporations, offering investment advice, portfolio management, and ancillary financial services. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage risk and capture market appreciation, and it also acts as a sub-advisor to other registered investment advisers.

Stephen Larson is a financial advisor with Grow Rasmussen Consulting LLC in Boise, ID, holding a Series 65 designation and 27 years of industry experience. He is also a CPA and partner in Grow Rasmussen LLP, a full-service accounting firm. Larson’s professional activities include ownership and management of this accounting firm alongside his advisory role. Grow Rasmussen Consulting provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach with documented investment policies and primarily implements portfolios through no-load mutual funds and ETFs, supported by its affiliation with an accounting and consulting practice staffed by licensed CPAs.

Mark Dougal is a financial advisor with Go Wealth Management in Nampa, Idaho, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His work history includes roles at O'Connell Investments and Insurance Services, Shared Resources, LLC, and Transamerica Financial Advisors, among others. Outside of finance, he owns Mark Dougal Design, a jewelry repair business. Go Wealth Management serves a broad client base including individuals, high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and fiduciary advisory services, employing a team-based research approach and utilizing sub-advisors and custodial relationships to support ongoing client monitoring and reporting.

Lisa Sievers is a financial advisor with RW Investment Management LLC in Eagle, Idaho, holding a Series 66 designation and 24 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors and Piper Sandler & Co. RW Investment Management provides investment advisory and planning services to individuals, trusts, pension plans, and businesses. The firm employs an evidence-based investment approach overseen by an internal committee, utilizing model portfolios that combine passive and active funds, ETFs, and selective individual securities.

Kaden Mc Carney is a financial advisor at Next Level Wealth Planning, LLC with one year of industry experience. He previously worked at the State of Idaho for one year and spent ten years at Sager CPA & Advisors. Next Level Wealth Planning, LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients, offering both discretionary and non-discretionary account management. The firm employs a variety of analytical methods and investment strategies, including long-term trading, margin, and options transactions, and maintains consulting relationships with broker/dealers to advise their customers.

John Fahnestock Jr. is a financial advisor at Q3 Asset Management Corporation with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at GWN Securities, Inc. for seven years and has been with The Mutual Life Insurance Company of New since 1985. Q3 Asset Management provides fee-based investment management, financial planning, and consultation services to individual investors, retirement plans, trusts, charitable organizations, and other financial professionals. The firm employs a quantitative, statistics-driven approach with actively managed, tactical strategies and manages multiple affiliated mutual funds and ETFs, serving approximately 2,900 accounts with $794.7 million in assets under management.

Jonathan Belnap is a financial advisor with Treasure Valley Financial Planning in Meridian, ID, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at Treasure Valley Financial Planning since 2026 and previously at Clear Creek Financial Management, LLC, and Waddell & Reed Inc. Belnap is also president of Belnap Enterprises, LLC, an outside business activity he has maintained since 2015. Treasure Valley Financial Planning provides discretionary investment management and ongoing financial planning to individual clients, including high-net-worth individuals, addressing retirement, estate, tax-planning, and wealth-protection needs. The firm typically uses passive index funds and ETFs while incorporating fundamental, technical, and cyclical analysis as appropriate, and may include alternative investments and derivatives for qualified clients.

Sherika Ralliford is a financial advisor at Desert Rose Capital Management, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at several firms including Merrill Lynch and New York Life Insurance Co. Ralliford is also appointed as an insurance broker with outside carriers for non-registered products. Desert Rose Capital Management provides investment advice and portfolio management to individuals, 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 seek lower portfolio risk and incorporates private investment opportunities and ongoing due diligence for qualified investors.

Travis Higgins is a financial advisor with Doceo Wealth, LLC in Meridian, ID, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Doceo Wealth since 2020 and is involved in consulting through Doceo Capital, LLC, providing due diligence services to family offices and sponsors. Additionally, he is a licensed insurance agent offering life insurance products. Doceo Wealth serves individuals, high-net-worth clients, trustees, and business retirement plans, specializing in discretionary portfolio management, financial planning, and consulting on qualified plan investments. The firm’s approach integrates actively managed liquid portfolios, third-party separately managed accounts, and illiquid direct participation programs, using fundamental, technical, and cyclical analysis with quarterly portfolio reviews.

Charles Copeland is a Series 65-licensed financial advisor with 26 years of industry experience. He has worked at Elevage Partners, LLC since 2011 and previously operated Copeland Wealth Management from 1998 to 2011. Elevage Partners serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a patient, customized investment approach focusing on long-term holdings complemented by opportunistic trades and manages approximately $154.6 million in assets across about 365 client relationships.

Rachel Songer is a CERTIFIED FINANCIAL PLANNER™ and holds a Series 65 license with 11 years of industry experience. She has been with Keener Financial Planning since 2016, working as part of a 10-advisor team in Kuna, Idaho. Keener Financial Planning serves individuals, trusts, small businesses, and retirement plans by providing modular financial planning and investment management services. The firm emphasizes retirement planning and uses a fee-only structure based on hourly, flat fees, or retainers, employing a long-term, cost-conscious investment approach focused on low-cost index funds and diversified portfolios.

Devin Geddings is a CFP® professional with ten years of industry experience, currently serving as an advisor at RW Investment Management LLC. He has been with RW Investment Management since 2017 and has prior experience at Cetera Advisors LLC and Capital Financial Group, Inc. Outside of his advisory role, Geddings volunteers as a pro-bono financial planner with Advisers Give Back and Wings for Widows, and he serves on the board of the Boise Estate Planning Council. RW Investment Management provides investment advisory and planning services to individuals, trusts, pension plans, and businesses, managing over $1.7 billion in assets. The firm employs a long-term, evidence-based investment approach guided by an internal committee and incorporates both passive and active strategies with disciplined portfolio rebalancing.

Ella Yanzuk is a financial advisor at RW Investment Management LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked at Boise State University and the Boise Art Museum. RW Investment Management serves individuals, trusts, retirement plans, and business entities by providing portfolio management, financial planning, and pension consulting. The firm uses an evidence-based investment approach managed by an in-house committee, combining passive and active funds, ETFs, individual securities, and limited alternatives.