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.

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 with one year of industry experience. He holds a Series 65 designation and has prior work experience at the College of Western Idaho, Boise State University, Arizona State University, and the University of Washington. Outside of advising, he owns a vending machine business in Boise, Idaho. Aspen Capital Management serves individuals, families, trusts, estates, and small businesses with fee-only financial planning and discretionary and non-discretionary investment management. The firm emphasizes strategic asset allocation using global equity, REITs, multi-sector bond funds, and predominately no-load mutual funds and ETFs, while providing tailored investment policy statements and periodic portfolio reviews.

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.

Renee Faltings is a financial advisor at American Capital Advisory, LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Clearrock Capital, LLC. Outside of her advisory role, she is involved in retail sales through PK's Sports. American Capital Advisory provides discretionary investment management to individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, and financial institutions. The firm employs a global asset allocation strategy primarily using low-cost ETFs and mutual funds, supplemented by tax-sensitive direct indexing and a range of trading tools tailored to client objectives.

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.

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.

Melissa Jenkins is a financial advisor at RW Investment Management LLC with 15 years of industry experience. She holds a Series 66 designation and has been with RW Investment Management since 2014. Outside of her advisory role, she is the owner of RWIM Properties, LLC, a property management business based in Eagle, Idaho. RW Investment Management serves individuals, trusts, retirement plans, and business entities by providing 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, with oversight from an in-house investment committee.

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.

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.

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.

Benjamin Fookes is a Series 65-credentialed advisor with Fiduciary Financial Group, LLC in Boise, ID, where he has worked since 2020. He has four years of industry experience and was a full-time student for ten years prior to joining the firm. Fiduciary Financial Group is a fee-based advisory firm managing approximately $865 million for individual clients, high-net-worth individuals, and retirement plans. The firm offers discretionary asset management, financial planning, ERISA plan advisory, and access to private placements, employing a range of investment strategies including ETFs, mutual funds, individual securities, and options.

Ian Jameson is a financial advisor with American Capital Advisory, LLC in Ketchum, ID, holding a Series 65 designation and 17 years of industry experience. He has been with American Capital Advisory since 2012. Outside of his advisory role, he serves as board chair of Idaho's Bounty Cooperative, a food cooperative where he is involved in strategy, finance, and nonprofit relationships. 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 through a team of seven advisors, employing a global asset allocation approach with low-cost ETFs, mutual funds, and tax-sensitive direct indexing, supplemented by a range of trading strategies tailored to client objectives.

Trevor Hotmer is a financial advisor at Aspen Capital Management, LLC in Boise, ID, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Boise State University, Golf Galaxy, Western Express Lending, and Domino's. Aspen Capital Management provides personalized, fee-only financial planning and investment management primarily to individuals and families. The firm manages approximately $1.1 billion on a discretionary basis, focusing on strategic asset allocation with global equity, REITs, and multi-sector bond funds, and utilizes no-load mutual funds and ETFs.

Amanda Writer is a Series 65-licensed financial advisor with nine years of industry experience. She currently works at Wood Tarver Financial in Boise, ID, where she has been since 2021. Previously, she was employed at Rathbone Warwick Investment Management for five years. Wood Tarver Financial is a team-based firm serving individuals, including high-net-worth clients, employer-sponsored plans, foundations, trusts, and charitable organizations. The firm manages approximately $489 million in discretionary assets across about 575 client relationships, using a portfolio approach guided by Modern Portfolio Theory and offering a sponsored wrap-fee program along with retirement plan consulting and participant education.