Justin Egbert is a CFP® with three years of industry experience, currently serving at Treasure Valley Financial Planning in Meridian, ID. Prior to joining Treasure Valley Financial Planning, he was involved with Clear Creek Financial Management, LLC operating under the same brand. Outside of his financial advisory role, he owns and operates a men’s retail business, More Than Suites, LLC. Treasure Valley Financial Planning provides discretionary investment management and ongoing financial planning to individual clients, including high-net-worth individuals. The firm typically uses passive index funds and ETFs alongside fundamental, technical, and cyclical analysis, tailoring recommendations to client suitability and risk tolerance.

Aurelie Bayer Boloix is a CFP® and Series 65 credentialed financial advisor with one year of industry experience. She is currently with American Capital Advisory, LLC and has prior experience at 12 Peaks Financial LLC, Idaho First Bank, and Becker, Chambers & Co. P.A. She also owns an accounting and consulting business serving individuals and businesses. 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 about 348 clients through a team of seven advisors, using a global asset allocation approach with low-cost ETFs and mutual funds, supplemented by tax-sensitive direct indexing and a broader trading toolkit tailored to client objectives.

Scott Lake is an advisor with Grow Rasmussen Consulting LLC in Boise, ID. He holds a Series 65 credential and has one year of industry experience. Before joining Grow Rasmussen Consulting, Scott worked at Millington & Co. and has work experience in the restaurant and retail sectors. Grow Rasmussen Consulting LLC provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach and typically invests through SEI Private Trust Company, focusing on no-load mutual funds and ETFs while conducting ongoing portfolio reviews.

Kaitlyn Fajardo is a financial advisor at RW Investment Management LLC with one year of industry experience. She holds a Series 65 credential and has prior experience at Mountain West Bank and Because International. Outside of finance, she has been involved with the Northwest Nazarene University Lacrosse Team and worked with The Bean. 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 combining passive and active funds, with accounts monitored regularly and tailored to client needs.

Eugene Delarosa is a CFP® with 21 years of experience in the financial services industry. He has been with Treasure Valley Financial Planning since 2026, following six years at Clear Creek Financial Management and eleven years at Ameriprise Financial Services. Treasure Valley Financial Planning is a team-based firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm typically builds portfolios using passive index funds and ETFs while integrating fundamental, technical, and cyclical analysis, and may recommend alternative investments and derivatives for qualified clients.

Ryan Warwick is a financial advisor with RW Investment Management LLC in Eagle, Idaho, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with RW Investment Management since 2014. Outside of advisory work, he owns Hope Devices, a developmental disability services organization, where he provides board-level oversight. RW Investment Management serves individuals, trusts, retirement plans, and business entities with comprehensive 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 committee.

Jason Peery is a PFS™ credentialed financial advisor with 24 years of industry experience. He has been with Grow Rasmussen Consulting LLC since 2001 and is also the managing partner of Grow Rasmussen LLP, a full-service accounting firm. Grow Rasmussen Consulting provides personalized financial planning and investment management to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach and collaborates closely with its affiliated accounting practice, employing licensed CPAs among its advisory personnel.

Chad Majors is a financial advisor at Next Level Wealth Planning, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Raymond James Financial Services, Inc. from 2005 to 2023, alongside his ongoing role at Majors Financial Group since 2005. Outside of advising, he owns and manages a property rental business operating daily rentals through platforms such as VRBO and Airbnb. Next Level Wealth Planning serves individuals and high-net-worth clients, providing portfolio management, financial planning, and consulting services. The firm combines fundamental, quantitative, and technical analysis within a modern portfolio theory framework and offers discretionary account management along with broker-dealer consulting arrangements.

Scott Terry is a CFP® with 36 years of industry experience, currently serving at Summit Wealth and Retirement Partners since 2019. He previously worked at Lincoln Financial Advisors Corporation for 30 years and Mutual Securities, Inc. for four years. Outside of financial advising, he operates a small farm supplying produce to local restaurants and has published a book as well as written for newspapers and online publications. Summit Wealth and Retirement Partners serves individuals, high-net-worth households, business entities, and charitable organizations with investment management, financial planning, and pension consulting. The firm’s approach combines fundamental analysis with risk-based asset allocation, focusing on long-term investing and ongoing account monitoring.

Megan Parrish is a CFP® professional with two years of industry experience, currently serving as an advisor at Berkeley, Inc. in Boise, ID. She has been with Berkeley, Inc. since 2015, a firm that operates as a team of three advisors. Berkeley, Inc. provides personalized financial planning and discretionary investment management to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a tactical asset-allocation approach that combines passive index funds and ETFs with selected actively managed funds and individual securities, employing both long-term and shorter-term strategies.

Matthew Grow is a financial advisor at Grow Rasmussen Consulting LLC in Boise, ID, holding a Series 65 credential with 23 years of industry experience. He is also a CPA and partner at Grow Rasmussen LLP, a full-service accounting firm he has been involved with since 2001. Grow Rasmussen Consulting provides personalized financial planning and investment management services to individuals, trusts, small businesses, and charitable organizations. The firm utilizes a strategic asset allocation approach with portfolios primarily composed of no-load mutual funds and ETFs, and its advisory personnel include licensed CPAs who also provide accounting services.

Michael Aboussie is a CFP® professional with 16 years of industry experience. He is currently with Next Level Wealth Planning, LLC and has previously worked at Raymond James Financial Services, MFA Wealth Management LLC, and Jackson National Life Distributors. Outside of his advisory role, he is the controlling officer of a real estate business. Next Level Wealth Planning serves individual and high-net-worth clients, offering portfolio management, financial planning, and consulting services. The firm uses a combination of fundamental, quantitative, and technical analysis within a modern portfolio theory framework and maintains broker-dealer consulting arrangements with specified custodians.

Gregory Mc Call is a CFP® and ChFC® with six years of industry experience. He has worked with Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Eagle Financial Planning, LLC. He has prior experience in sports-related roles with organizations including the Milwaukee Brewers and Tacoma Rainiers. He is part of the Fiduciary Financial Planning Network, a six-advisor team that provides financial planning and portfolio management for individuals and small businesses. The firm emphasizes index-based, long-term buy-and-hold portfolios, tax-efficient strategies, and comprehensive client education.

Brandon Richins is a CFP® professional with six years of experience at Millington & Company PLLC and prior experience at Deloitte Tax LLP. He is currently associated with Next Level Wealth Planning, LLC in Meridian, ID. Next Level Wealth Planning, LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients, along with investment consulting for broker/dealer customers. The firm employs a variety of analytical methods and offers a range of investment strategies, managing both discretionary and non-discretionary accounts.

Amity Raia is a financial advisor at AdviceOne Advisory Services, LLC with a Series 65 credential and two years of industry experience. Her prior roles include positions at Brigham Young University - Idaho, Caliber Smart, Fox Peterson, and Melaleuca. AdviceOne Advisory Services, LLC provides discretionary investment advisory and financial planning services to individuals, high-net-worth clients, and nonprofit organizations. The firm manages over $2 billion in assets using proprietary asset-allocation models focused on diversification and conducts ongoing portfolio reviews, serving as an ERISA/IRA fiduciary in retirement advice.

Slater Heim is a financial advisor with Continental Investors Services, Inc. holding a Series 66 designation and beginning his advisory career in 2025. Prior to this role, he worked at Caldwell Luxe from 2023 to 2025 and at Costco starting in 2025. Continental Investors Services, Inc. provides investment advisory and portfolio management services primarily to individual retail clients. The firm focuses on discretionary and non-discretionary investment account management, emphasizing securities management and trading coverage, including fixed income and municipal markets.

Julie Cassatt Olsen is a financial advisor at Doceo Wealth, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Doceo Wealth since 2020. Her prior experience includes roles at Altruist Advisors Group and Legacy Wealth Management. Outside of her advisory work, she is a licensed beauty consultant with Mary Kay Cosmetics. Doceo Wealth provides investment advisory and financial planning services to individuals, trustees, and business retirement plans. The firm combines actively managed liquid portfolios with third-party separately managed accounts and illiquid direct participation programs, using fundamental, technical, and cyclical analysis to manage and rebalance client portfolios.

Huntley Davenport Jr. is a financial advisor at American Capital Advisory, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with American Capital Advisory since 2014. Outside of his advisory role, he is a limited partner investor in restaurant startups and franchise businesses, including Krispy Kreme doughnut stores and Wicked Taco. 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 approach using primarily low-cost ETFs and mutual funds, with additional strategies such as tax-sensitive direct indexing and option writing, tailored to client objectives and risk tolerance.

Owen Tennyson is a financial advisor at Motiv8 Investments LLC in Boise, ID, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC, Silver Key Benefits, and American Senior Benefits. He is also an independent insurance agent and broker for multiple life and health companies. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning services to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, focusing on asset allocation, continuous monitoring, and periodic rebalancing.

Patrick Collins is a financial advisor at Treasure Valley Financial Planning with 16 years of industry experience. He holds a Series 66 designation and has worked at Treasure Valley Financial Planning since 2026, following nine years at Clear Creek Financial Management and four years at Ameriprise Financial Services. Collins is also the managing member of Ortigara LLC, a financial services management firm he established in 2011. Treasure Valley Financial Planning serves individual clients, including high-net-worth individuals, providing discretionary investment management and comprehensive financial planning across retirement, estate, tax, and wealth-protection needs. The firm typically uses passive index funds and ETFs alongside fundamental, technical, and cyclical analysis, tailoring investment recommendations to client suitability and risk tolerance.