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 at Western Financial Corporation with 39 years of industry experience. He holds a Series 66 designation and has been with Western Financial Corporation since 1987. In addition to his advisory role, he manages an online retail apparel business, Levenson Apparel, LLC, operating as RSL Western Wear. Western Financial Corporation is a privately owned registered investment adviser that offers customized portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm emphasizes long-term asset allocation and diversification, combining fundamental and technical analysis to manage discretionary client portfolios.

Jordan Freiburghaus is a financial advisor with RW Investment Management LLC, holding a Series 65 designation and two years of industry experience. Prior to joining RW Investment Management in 2023, he worked at the University of Idaho College of Law and has been involved with Crossroads Community Church since 2011. RW Investment Management serves individuals, trusts, retirement plans, and business entities, offering comprehensive portfolio management, financial planning, and pension consulting. The firm manages approximately $1.47 billion in assets and employs an evidence-based investment approach combining passive and active funds, with oversight by an in-house investment committee.

Matthew Gjevre is a financial advisor at Howe and Rusling, Inc. in Boise, ID. He holds a Series 65 designation and has experience working at Berkeley Inc and Clearwater Analytics. Prior to entering the financial industry, he worked in education at Boise State University and Coeur d'Alene High School. Howe and Rusling primarily serves individual and high-net-worth clients, as well as institutional clients such as insurance companies and pension plans. The firm utilizes a combination of top-down macroeconomic forecasting and bottom-up fundamental research to manage discretionary portfolios focused on large-cap equity and intermediate fixed-income strategies, alongside offering planning and tax-preparation services.

Mark Blaser is a Series 65-registered advisor with Doceo Wealth, LLC in Meridian, Idaho, where he has worked since 2020. He has a total of five years of industry experience, including prior roles at Altruist Advisors, LLC and SeaQuest, as well as a four-year tenure at Boise State University. Doceo Wealth provides investment advisory and financial planning services primarily to individuals, trustees, and business retirement plans, with a distinctive approach that combines actively managed liquid portfolios, third-party separately managed accounts, and bespoke allocations including illiquid direct participation programs.

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.

Antonio Flores is a financial advisor with Atlas Capital Management Corp and holds a Series 65 designation. He has experience at Cedar Grove Financial Associates, where he is also the owner and provides business development and insurance sales services. His background includes roles at Cedar Grove Financial Associates dating back to 2015 and a brief tenure at Lyft in 2021. Atlas Capital Management Corp offers discretionary portfolio management and non-discretionary consulting to individuals, families, trusts, estates, and family businesses through proprietary asset-management programs and strategy options. The firm manages thousands of client accounts with a focus on active, macro-oriented investment processes utilizing proprietary indicators and a range of named strategies.

Lavea Thomas is a CFP® with 20 years of industry experience. She is currently with Aspen Capital Management, LLC, where she has worked since 2021. Her prior roles include positions at Legacy Wealth Management, LLC, Waypoint Direct Investments, LLC, Megatel Capital Investment, and Emerson Equity LLC. Aspen Capital Management serves individuals, families, trusts, estates, and small businesses with fee-only financial planning and both discretionary and non-discretionary investment management. The firm focuses on strategic asset allocation using global equity and REIT exposure, multi-sector bond funds, and primarily no-load mutual funds and ETFs, providing clients with tailored investment policy statements and periodic performance reporting.

Skyler Eubank is a financial advisor at Perspective Wealth Partners, LLC with three years of industry experience. He holds the Series 66 designation and has worked previously at Raymond James & Associates Inc. and Bank of America, N.A. prior to joining Perspective Wealth Partners. Perspective Wealth Partners serves individuals, including high-net-worth clients, as well as trusts, estates, and charitable organizations by providing investment management, financial planning, advanced planning, and employee stock option planning. The firm uses a written Investment Policy Statement tailored to each client and employs a structured indexing-oriented approach with diversified asset allocation.

Robert Rasmussen is a financial advisor at Grow Rasmussen Consulting LLC with 27 years of industry experience. He holds the PFS™ designation and has been a partner and CPA at Grow Rasmussen LLP, a full-service accounting firm, since 1981. Rasmussen combines his financial advisory role with extensive accounting expertise through his partnership in the accounting firm. Grow Rasmussen Consulting provides personalized financial planning and investment management to individuals, trusts, small businesses, and charitable organizations. The firm uses a strategic asset allocation approach with portfolios primarily composed of no-load mutual funds and ETFs, supported by a close affiliation with an accounting and consulting practice staffed by licensed CPAs.

Robert Flagler is a financial advisor at RW Investment Management LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at firms including The Helmstar Group, LLC, Clear Creek Financial Management, LLC, and Treasure Valley Financial Planning. 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 and financial planning services.

Raleigh Vachek is a CFP® professional with 24 years of industry experience, currently with RW Investment Management LLC since 2020. He previously worked at Wells Fargo Advisors and related entities from 2009 to 2019. He serves on the board and finance committee of the Boise Public Schools Foundation, where he assists with budgeting and investment oversight. RW Investment Management serves individuals, trusts, retirement plans, and business entities with comprehensive portfolio management, financial planning, and pension consulting. The firm employs an evidence-based investment approach combining passive and active strategies, supported by an in-house investment committee.

Trace Tucker is a financial advisor at RW Investment Management LLC with a Series 65 designation and one year of industry experience. Prior to joining RW Investment Management, he held positions at Tamarack Grove Engineering, Sherwin-Williams, George Fox University, and several other firms. RW Investment Management provides investment advisory and planning services to individuals, trusts, pension plans, and businesses. The firm uses a long-term, evidence-based investment approach informed by Modern Portfolio Theory and offers model portfolios that incorporate both passive and active strategies.

Tara Newton is a financial advisor with Perspective Wealth Partners, LLC in Boise, ID, holding a Series 65 designation and four years of industry experience. Prior to joining Perspective Wealth Partners in 2022, she worked at HP, Inc. for ten years. Perspective Wealth Partners serves individuals, including high-net-worth clients, trusts, estates, and charitable organizations, offering investment management, financial planning, and specialized planning services such as employee stock option planning. The firm uses client-specific Investment Policy Statements and a structured indexing approach focused on diversification and fundamental analysis, with a non-discretionary trading model and affiliation with a tax preparation service.

Nathan Burman is a Series 65-credentialed advisor with Aspen Capital Management, LLC in Boise, ID, where he has worked since 2022. He has three years of industry experience, following a decade in full-time education. Aspen Capital Management provides fee-only financial planning and investment management primarily to individuals and families, offering services such as asset management, retirement and education planning, and investment tax guidance. The firm manages approximately $1.1 billion with a focus on strategic asset allocation including global equities, REITs, and multi-sector bond funds.

Michael Keller is a financial advisor at Aspen Capital Management, LLC in Boise, ID, holding a Series 65 designation. He has experience working in higher education from 2012 to 2025 and has been with Aspen Capital Management since 2025. Outside of finance, he owns and operates a vending machine business in Boise. Aspen Capital Management provides fee-only financial planning and investment management services primarily to individuals and families, along with trusts, estates, small businesses, and nonprofits. The firm manages approximately $1.1 billion using strategic asset allocation focused on global equities, REITs, and multi-sector bond funds, employing no-load mutual funds and ETFs.