John Fahnestock is a financial advisor at Q3 Asset Management Corporation with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities, Inc. since 2016 and The Mutual Life Insurance Company of New since 1985. Q3 Asset Management Corporation provides portfolio management services to individual and high-net-worth clients, as well as investment company clients, managing over $727 million in assets. The firm employs a discretionary portfolio management approach that combines strategic allocation with tactical elements and offers a variety of billing and service options, including subscription and performance-based fee arrangements.

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.

Devin Geddings is a CFP®-certified advisor at RW Investment Management LLC with 10 years of industry experience. He has been with RW Investment Management since 2017. Geddings volunteers as a pro-bono financial planner with Advisers Give Back and Wings for Widows, and 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. The firm manages over $1.7 billion in assets and follows a long-term, evidence-based investment approach combining passive and active strategies overseen by an internal investment committee.

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.

Ethan Farar is a financial advisor at Treasure Valley Financial Planning in Meridian, ID, holding a Series 65 credential. He has one year of experience and has previously worked at Cetera Wealth Services, Renaissance Financial, and several other firms. Treasure Valley Financial Planning provides discretionary investment management and ongoing financial planning to individual clients, including high-net-worth individuals. The firm typically builds portfolios using passive index funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, and tailors recommendations based on client suitability and risk tolerance.

Matthew Mcneal is a CFA® charterholder with 16 years of industry experience, currently serving at American Capital Advisory, LLC since 2012. He holds a Series 65 license and is based in Ketchum, Idaho. Outside of his advisory role, Mcneal is a board director at Argent Development Corp. of Virginia and participates in private restaurant investment through DS Group, LLC. American Capital Advisory provides discretionary investment management to individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, and financial institutions. The firm manages approximately $255 million for around 348 clients using a global asset allocation approach primarily implemented with low-cost ETFs and mutual funds, supplemented by tax-sensitive direct indexing and a broader trading toolkit tailored to client objectives.

Gilbert Wiseman is a financial advisor at Strait & Sound with five years of industry experience. He holds a Series 65 designation and has worked at Farmer's Insurance before joining Strait & Sound Wealth Management LLC in 2021. Strait & Sound is a registered investment adviser serving individual, high-net-worth, and business clients with discretionary wealth management, financial planning, and investment consulting. The firm uses a mosaic investment approach that combines valuation metrics, behavioral and technical analysis, and household-level portfolio construction, emphasizing diversification and capital preservation.

Maunsel Hickey is a financial advisor at American Capital Advisory, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Mercer Global Advisors, ClearRock Capital, and Seaport Global Securities. American Capital Advisory is a seven-advisor team that provides discretionary investment management and financial planning to individuals, corporations, trusts, and financial institutions. The firm emphasizes global asset allocation using low-cost ETFs and mutual funds, supplemented by direct indexing and distinct strategies, and manages approximately $333 million in client assets.

David Morrison is a CFP® with 18 years of experience in financial advising. He is currently with Treasure Valley Financial Planning, where he has worked since 2026 following nine years at Clear Creek Financial Management and four years at Ameriprise Financial Services. Outside of advising, he owns Idaho Brewing Company, a brewing supply business that is not currently operational. Treasure Valley Financial Planning provides discretionary investment management and ongoing financial planning services primarily to individual and high-net-worth clients, addressing retirement, estate, tax, and wealth-protection needs. The firm typically constructs portfolios using passive index funds and ETFs while incorporating fundamental, technical, and cyclical analysis as appropriate.

David Johan is a financial advisor with Doceo Wealth, LLC, holding a Series 65 designation and 13 years of industry experience. He has held roles at several firms including Legacy Wealth Management and Desert Rose Capital Management. Outside of advisory work, he is a managing partner at Doceo Capital, LLC, which provides consulting and due diligence services to family offices and sponsors. Doceo Wealth serves individuals, high-net-worth clients, trustees, and businesses with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a combination of actively managed model portfolios, quantitative overlays, and fundamental analysis to set tactical asset allocations and also offers specialized services such as 1031 exchange consulting.

Daniel Wells is a financial advisor with Continental Investors Services, Inc. in Caldwell, Idaho. He holds Series 63, Series 65, and Series 66 licenses and has 26 years of industry experience, all with Continental Investors Services since 2000. Outside of his advisory role, he is president and owner of Dan Martin Investments LLC, a holding company for Redlight Photography, a portrait photography business. Continental Investors Services provides investment advisory and portfolio management services primarily to individual retail clients, focusing on fixed income and municipal markets with discretionary and non-discretionary account management. The firm operates as a registered investment adviser in all 50 states and maintains affiliated broker-dealer activities.

Jacob McCarney is a CFP® with 22 years of industry experience, currently serving at Next Level Wealth Planning, LLC since 2023. He previously worked at Raymond James Financial for 16 years and has operated McCarney Financial Group, LLC since 2007. Outside of advising, he is a partner in 3 & 3 Property, LLC, a real estate brokerage business. Next Level Wealth Planning, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, using a variety of analysis methods and investment strategies. The firm manages both discretionary and non-discretionary accounts and maintains consulting relationships with broker/dealers to serve their customers.

Matthew Brassfield is a financial advisor at Continental Investors Services, Inc. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Continental Investors Services, he worked for Gooding Farms Inc. for ten years. Continental Investors Services is a team-based firm that provides investment advisory and portfolio management services primarily to individual retail clients. The firm emphasizes securities management and trading, including fixed income and municipal markets, with a focus on discretionary and non-discretionary investment account management.

Jennifer Butler is a CFP® with 13 years of industry experience, currently serving at Summit Wealth and Retirement Partners since 2016. Her background includes a tenure at Mutual Securities, Inc. She is also a professional cellist who performs as a freelance musician. Summit Wealth and Retirement Partners is an SEC-registered advisory 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 services, using risk-based, diversified portfolios and fundamental analysis.

Michael Fitzgerald is a financial advisor at RW Investment Management LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at RW Investment Management since 2020, following an 11-year tenure at Clearwealth Independent Fiduciaries, LLC. RW Investment Management serves individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and pension consulting. The firm manages approximately $1.47 billion in assets and uses an evidence-based investment approach that combines passive and active strategies overseen by an in-house investment committee.

Kimberly Jaques is a CFP® professional with 29 years of industry experience, currently serving at RW Investment Management LLC since 2020. Her prior experience includes roles at Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. She is also a trustee for the Perpetua Group 401(k) plan and holds an insurance producer license in Idaho. RW Investment Management serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and pension consulting. The firm manages approximately $1.47 billion in assets using an evidence-based investment approach that combines passive and active strategies overseen by an in-house investment committee.

Mi Kenna Fogle is a financial advisor at Desert Rose Capital Management, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Desert Rose Capital Management, she held positions at The Stafford Corporation and various other organizations in non-financial roles. Desert Rose Capital Management offers discretionary and non-discretionary portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other registered investment advisers. The firm’s investment approach uses exchange-traded options combined with income-producing, lower-volatility assets, supported by proprietary algorithms, and integrates private investments and alternative strategies within client portfolios.

Paul White is a CFA® charterholder and holds a Series 65 license, with 25 years of experience in the financial industry. He has been with Berkeley, Inc. since 2003, where he is part of a four-advisor team based in Boise, Idaho. Berkeley, Inc. offers personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a tactical asset-allocation approach combining passive index funds and ETFs with selective active funds and individual securities, managing over $570 million in discretionary assets while employing AI tools and offering alternative investments to qualified clients.