Brian Crane is a financial advisor at Legacy Wealth Management, LLC in Boise, ID, with seven years of industry experience. He holds a Series 65 credential and has worked at Legacy Wealth Management and Legacy Peak Insurance since 2019. Outside of advisory services, he is separately licensed as an independent insurance agent through Legacy Peak Insurance. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by offering portfolio management, financial planning, and consulting services. The firm uses a combination of in-house model allocations, sub-advisers, and a broad investment menu that includes alternative and illiquid investments, tailoring strategies to client objectives and risk tolerances.

Gregory Mayes is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at Planners Alliance LLC and AlphaStar Capital Management and owns Mayes Financial, LLC. Mayes serves as a board member of the Better Business Bureau Northwest + Pacific. Advisory Alpha is an SEC-registered advisory firm managing over $4.3 billion for individual and high-net-worth clients. The firm uses a centralized Investment Team to implement a fund-of-funds approach across multiple portfolio strategies and provides financial planning, specialty retirement-plan solutions, and subadvisory services to other registered investment advisers.

Sarah Linder is a financial advisor at HBW Advisory Services LLC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at HBW Advisory Services since 2021, following prior roles at Cetera Advisor Networks LLC, HBW Securities LLC, and HBW Insurance & Financial Services, Inc. Outside of financial advising, she is a wellness advocate for doTERRA, assisting friends and family with essential oils. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and emphasizes a high client load per advisor alongside institutional and intermediary services.

Sarah Hodges is a financial advisor at Legacy Wealth Management, LLC with four years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., and has a background that includes a role at Fast Eddy's. Hodges is also a mobile notary public in Idaho and operates Delphia LLC, a graphic design business focusing on print-on-demand products. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm tailors portfolios through in-house models, sub-advisers, and a broad investment menu that includes alternative and illiquid investments.

David James is a financial advisor with Coastal Bridge Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Coastal Bridge Advisors since 2016. Outside of his advisory role, he serves as a trustee for an insurance trust established in 2006. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized services including retirement plan consulting, HSA investment management, and access to various lending solutions.

Lisa Adams is a Series 66 licensed advisor with American Independent Securities Group, LLC, where she has worked since 2015. She has nine years of industry experience. Outside of her advisory role, Adams co-founded and serves as president of the Business Women of Pocatello, a nonprofit organization. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, and charitable organizations. The firm uses an open architecture approach to portfolio management, offering discretionary and non-discretionary account options and access to multiple custodial and advisory platforms.

Jeff Crawford is a financial advisor with HBW Advisory Services LLC in Boise, ID, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with several firms, including Cetera and CETERA Advisor Networks LLC, and has led HBW Crawford & Associates, Inc. as President and CEO since 2006. Outside of advisory roles, he is a licensed insurance agent involved in life insurance and annuities and is also active in real estate referral services on a limited basis. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, nonprofits, businesses, and retirement plans through discretionary and non-discretionary asset management and comprehensive financial planning. The firm employs a blended investment approach combining tactical asset allocation and multi-manager strategies, offers sub-advisory and co-advisor services, and maintains a notable client servicing model characterized by a high client-to-advisor ratio and diverse institutional relationships.

Austin Cunningham is a CFP® professional with 11 years of industry experience. He is currently with Northwest Asset Management, where he has worked since 2022. Prior to that, he was with LPL Financial LLC and Edward Jones. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary approach with customized portfolio strategies based on Modern Portfolio Theory, combining fundamental and technical analysis alongside periodic rebalancing.

Janene Warren is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Advisory Services Network and previously worked at Fidelity Brokerage Services and Anchor Private Planning. Outside of her advisory work, she is the president and owner of Resolute, Inc., a service company focused on business tax and income for wages and expenses. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent representatives. The firm offers a range of portfolio management and financial planning services, utilizing a variety of securities and third-party managers to develop strategies based on client objectives and risk tolerances.

Sean West is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Clear Creek Financial Management, LLC since 2019. He previously worked at LPL Financial for eight years. In addition to his advisory role, West prepares tax returns for a small group of clients as an enrolled agent. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities, offering a range of services including asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division.

Derek Williams is a financial advisor at Savvy with 18 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at True Harvest Wealth Management, Raymond James Financial Services Advisors, and his own firm, Derek Williams Financial Services, Inc. Outside of advisory work, he is involved in strategic planning and business development for a private equity fund managed by Baynes Capital LLC. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party tools.

Ryan Carlson is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with American Independent Securities Group since 2004. He also works as a health insurance agent on a commission basis. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses an open-architecture approach to portfolio management, offering discretionary and non-discretionary account management with access to multiple custodial and advisory platforms.

Anthony Rubino Jr. is a financial advisor with AdvisorNet Wealth Partners and holds a Series 66 designation. He has 19 years of industry experience and has worked at firms including Edward Jones and Roehl & Yi Investment Advisors. Outside of his advisory roles, he is also licensed as an insurance agent in Montana, focusing on health, life, and fixed annuities. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, utilizing both internal and external managers to implement client objectives.

Kevin Lewin is a financial advisor at Creative Financial Designs, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked in printing services before joining the financial sector. In addition to his advisory role, Lewin is involved in independent insurance sales and represents LegalShield, offering legal and identity insurance services. Creative Financial Designs serves individual clients, charitable organizations, businesses, and retirement plans with investment management and financial planning services. The firm employs a research-driven investment process featuring model portfolios and offers a range of strategies including Biblical Responsible Investing, with flexible billing options and specialized management programs.

Scott Davis is a financial advisor with Portside Wealth Group, LLC in Meridian, Idaho. He holds a Series 65 credential and has one year of industry experience. Prior to joining Portside, he worked in various accounting and tax preparation roles, including founding Scott Davis CPA, LLC, where he provides tax preparation services. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management and financial planning, using a blend of fundamental, technical, and modern portfolio theory approaches, alongside affiliated legal and accounting expertise.

Scott Swanson is a financial advisor at B.O.S.S. Retirement Advisors, LLC with four years of industry experience. He holds a Series 66 designation and has held positions at several firms including Northwestern Mutual Wealth Management Company and LPL Financial. B.O.S.S. Retirement Advisors provides investment advisory and supplemental financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $1.38 billion on a discretionary basis, focusing on diversified allocations through model portfolios and external managers while offering ongoing oversight and client support.

Eugene Oswald is a financial advisor at HBW Advisory Services LLC in Boise, ID, holding a Series 65 designation with one year of industry experience. Prior to joining HBW, he has been the owner of Perfect Pages since 2006, a business focused on the sales of remanufactured toners and printer/copier repair. HBW Advisory Services manages approximately $1.75 billion in client assets and provides asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and emphasizes a high client load per advisor along with institutional and intermediary services, including sub-advisory arrangements and retirement-plan subscription services.

Kevin Andrews is a CFP® with 22 years of industry experience, currently serving at American Independent Securities Group, LLC since 2006. He holds Series 63 and Series 65 licenses and is based in Eagle, Idaho. Outside of his advisory role, Andrews coaches a competitive youth soccer team and is a partner and director at Eagle Financial Group, where he is involved in fixed insurance products. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach, managing accounts on both discretionary and non-discretionary bases, and offers access to various custodial and advisory platforms.

Shawn Webb is a CFP® professional at IP Financial Advisory Services LLC with 26 years of industry experience. He has held roles at Pacific Crest Wealth Management and Cetera Advisors LLC, among others. Webb is the owner and president/CEO of Pacific Crest Services, an insurance business he manages daily. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm constructs customized portfolios using various analyses and also facilitates client referrals to third-party investment advisors.

Russell Paskett is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with the firm since 2007. Outside of his advisory role, he is involved in health insurance sales and acts as an independent agent referring Medicare supplement business, as well as networking with other agents related to a Christian Health Sharing Ministry. American Independent Securities Group, LLC provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers and estate-planning services.