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.

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.

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.

Paige Moon is a financial advisor at Perspective Wealth Partners, LLC with one year of industry experience. She holds a Series 65 designation. Her prior work includes roles at Goldman Sachs, Nordstrom, and various positions during her time at the University of Utah. Perspective Wealth Partners serves individuals, including high-net-worth clients, as well as trusts, estates, and charitable organizations, offering investment management, financial planning, and advanced planning services. The firm employs a structured indexing-oriented approach with tailored Investment Policy Statements and emphasizes a non-discretionary management style requiring client approval before trades are executed.

Lisa Sievers is a financial advisor with RW Investment Management LLC in Eagle, ID, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and affiliated entities from 2009 to 2019. 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 utilizes an evidence-based investment approach combining passive and active strategies, with oversight by an in-house investment committee.

Lance Chisum is a financial advisor at Sound Financial, LLC with one year of industry experience. Prior to joining Sound Financial, he worked at The Boeing Company for 18 years. He is a licensed insurance producer in Idaho, appointed with MassMutual for life and health insurance lines. Sound Financial serves individual and high-net-worth clients as well as business entities, providing financial planning and portfolio management through third-party advisers. The firm emphasizes model portfolios and modern portfolio theory, often directing assets to third-party managers and offering educational workshops and specialized consulting engagements.

Robb Schober is a CFP® with 22 years of industry experience, currently serving at Helmstar Wealth Management since 2009. He has prior experience with Beneficial Life dating back to 2004. Outside of his advisory role, Schober is a general partner in a family land management partnership. Helmstar Wealth Management serves both individual and institutional clients, offering comprehensive financial planning, discretionary portfolio management, and pension consulting. The firm employs a disciplined investment process focused on asset allocation, tax management, and the use of specialist managers.

Richard Davey is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Fiduciary Financial Group, LLC since 2016 and has prior experience as a sole proprietor and with Marin Wealth Advisors LLC. Outside of his advisory work, he is a partner in Marriage Money Bootcamp, an online personal finance course for couples. Fiduciary Financial Group is a fee-based advisory firm managing approximately $865 million for individuals, high-net-worth clients, and retirement plans. The firm offers discretionary asset management, financial planning, and ERISA plan advisory services, utilizing a range of investment strategies including ETFs, mutual funds, and options, supported by integrated tax planning and professional-services coordination.

John Fahnestock is a financial advisor at Q3 Asset Management Corporation with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GWN Securities, Inc. since 2016 and The Mutual Life Insurance Company of New since 1985. Q3 Asset Management Corporation provides portfolio management services to individual and high-net-worth clients, as well as investment company clients, managing over $727 million in assets. The firm employs a discretionary portfolio management approach that combines strategic allocation with tactical elements and offers a variety of billing and service options, including subscription and performance-based fee arrangements.

Darin Swall is a financial advisor with Go Wealth Management in Boise, ID, holding a Series 65 license and seven years of industry experience. He previously worked at O'Connell Investments and Insurance Services, LLC and The Leaders Group. Swall is also the owner of The Annuity Guys, a licensed insurance agency in Idaho offering wholesale annuities and life insurance products since 2008. Go Wealth Management serves individual and high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans with investment and wealth management services. The firm uses a team-based research approach and implements client-specific investment plans emphasizing asset allocation across multiple asset classes, while providing both discretionary and non-discretionary portfolio management.

Travis Higgins is a financial advisor with Doceo Wealth, LLC in Meridian, ID, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Doceo Wealth since 2020 and is involved in consulting through Doceo Capital, LLC, providing due diligence services to family offices and sponsors. Additionally, he is a licensed insurance agent offering life insurance products. Doceo Wealth serves individuals, high-net-worth clients, trustees, and business retirement plans, specializing in discretionary portfolio management, financial planning, and consulting on qualified plan investments. The firm’s approach integrates actively managed liquid portfolios, third-party separately managed accounts, and illiquid direct participation programs, using fundamental, technical, and cyclical analysis with quarterly portfolio reviews.