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.

Nathaniel Stoddard is a financial advisor at Desert Rose Capital Management, Inc. with 19 years of industry experience. He holds the Series 66 and Series 63 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Nathaniel is also a licensed life insurance agent. Desert Rose Capital Management provides portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other advisers, focusing on strategies that include exchange-traded options combined with income-producing assets for downside mitigation and market participation. The firm also manages a pooled investment vehicle and facilitates access to private placements and alternative investments.

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.

Rohit Jahagirdar is a financial advisor at Desert Rose Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at Piramal Critical Care, Ziggurat Technologies, Temple University, Esquire Capital Advisors, and Mumbai University. Desert Rose Capital Management provides investment advice and portfolio management to individual clients, 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 manage portfolio risk while seeking market appreciation, and it also manages a pooled investment vehicle focused on permanent life insurance policies and collateralized loans.

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.

Nathaniel Holden is a financial advisor with Core Wealth Partners LLC in Meridian, ID, holding a Series 65 designation and nine years of industry experience. His prior work includes roles at HAC Certified Public Accountants, Inc., Holden Hall LLC, and Holden & Company LLP. Core Wealth Partners LLC provides discretionary investment management to pooled investment vehicles and separately managed accounts, focusing on sector-specific long/short and event-driven equity strategies in technology, clean energy, and industrials. The firm acts as general partner and co-investor in its funds, employing a proprietary real-time risk management system and performance-based allocations.

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.

Spencer Anderson is a Series 65-licensed financial advisor at Desert Rose Capital Management, Inc. with two years of industry experience. Prior to joining Desert Rose, he worked at Legacy Wealth Management LLC and served in the United States Army Reserves. He has also held roles with The Church of Jesus Christ of Latter-day Saints and Packaging Corporation of America. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations, and acts as a sub-advisor to other registered investment advisers. The firm focuses on combining exchange-traded options with conservative income-producing assets to manage portfolio risk while seeking market appreciation, and it offers specialized strategies including private investment opportunities and management of a pooled investment vehicle focused on permanent life insurance policies.

Jon Hendrickson is a financial advisor at Berkeley, Inc. in Boise, ID, holding Series 63 and Series 65 credentials with 23 years of industry experience. He has been with Berkeley, Inc. since 2004. Berkeley, Inc. provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a tactical asset-allocation approach combining passive index funds and ETFs with selected active funds and individual securities, serving clients with globally diversified portfolios through both long-term and shorter-term strategies.

Reuben Mason is a CFP® professional with 18 years of industry experience. He is currently with Doceo Wealth, LLC in Meridian, ID, where he has worked since 2025. Prior to that, he spent 11 years at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, Mason is an author of books available on Kindle and Amazon. Doceo Wealth, LLC provides investment advisory and financial planning services to individuals, trustees, business retirement plans, and entities managing qualified plans. The firm integrates actively managed liquid portfolios with third-party separately managed accounts and illiquid direct participation programs, employing fundamental, technical, and cyclical analysis with at least quarterly portfolio reviews.

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.

Benson Laing is a financial advisor at BR Wealth Management in Boise, ID, holding a Series 65 designation with one year of industry experience. Prior to joining BR Wealth, he worked briefly at Capital Eleven and has held various positions outside the financial sector, including roles at Fox Pest Control and Helix Solar. BR Wealth Management provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, partnerships, and businesses. The firm employs tailored strategies typically implemented through model allocations, third-party money managers, mutual funds, and ETFs, with an emphasis on asset allocation, periodic rebalancing, and long-term holding strategies.

Richard Lee is a Series 65 licensed advisor at TrueNorth Wealth in Boise, ID, with five years of industry experience. Prior to his financial advisory career, he worked at St. Luke's Health Systems for 20 years. TrueNorth Wealth serves individual and high-net-worth clients—including physicians, surgeons, business owners, and retirees—as well as corporate retirement plans and institutional clients. The firm provides comprehensive financial planning, investment supervisory services, ERISA plan services, and institutional consulting, using a combination of traditional and wrap fee asset management strategies.

Christopher Moore is a financial advisor with Fiduciary Financial Group, LLC in Boise, ID. He holds a Series 65 credential and has eight years of industry experience, including prior roles at RW Investment Management LLC and Rathbone Warwick Investment Management. Fiduciary Financial Group is a fee-based advisory firm managing over $1 billion for individuals, high-net-worth households, and retirement plan sponsors. The firm utilizes a research-driven approach incorporating fundamental, technical, and cyclical analysis, offering discretionary asset management, financial planning, and ERISA plan services through model portfolios and individually managed accounts.

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.

Brian Randolph is a financial advisor at BR Wealth Management in Boise, ID, holding Series 63 and Series 65 licenses with 20 years of industry experience. His prior experience includes nine years at Wells Fargo Advisors Financial Network LLC. He serves on the board of the Arid Club, a social organization in Boise, where he assists with budgeting and financial matters. 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, mutual funds, and ETFs, incorporating asset allocation, periodic rebalancing, and long-term holding approaches.