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 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.

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.

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.

Matthew Jones is a CFP® with two years of industry experience, currently serving at Treasure Valley Financial Planning in Meridian, ID. He has worked with several firms since 2023, including Adams Wealth Advisors and Spring Source Wealth Advisors, before joining Treasure Valley Financial Planning. Treasure Valley Financial Planning is a team-based firm providing discretionary investment management and ongoing financial planning to individual clients, including high-net-worth individuals. The firm employs a mix of passive index funds, ETFs, and active analysis techniques, tailoring recommendations to client suitability and risk tolerance while utilizing third-party managers and institutional platforms.

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.

Kendell Frye is a CFP® professional with five years of industry experience, currently advising at Treasure Valley Financial Planning in Meridian, ID. Prior to joining Treasure Valley Financial Planning, Frye held positions at Clear Creek Financial Management, Falcon Wealth Planning, Pacific Advisors, and worked in roles outside finance including Honda Motor Company and Chipotle Mexican Grille. Treasure Valley Financial Planning provides discretionary investment management and ongoing financial planning for individual and high-net-worth clients, addressing retirement, estate, tax-planning, and wealth-protection needs. The firm typically uses passive index funds and ETFs complemented by fundamental, technical, and cyclical analysis, while tailoring recommendations to client suitability and risk tolerance.

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.

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.

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.