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.

Mark Dougal is a financial advisor at Go Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including O'Connell Investments and Insurance Services, Trinity Group Resources, and World Financial Group. Outside of financial advising, he owns Mark Dougal Design, a jewelry repair business. Go Wealth Management serves individual and high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans. The firm emphasizes asset allocation and integrates financial planning with discretionary and non-discretionary portfolio management, utilizing a team-based research approach and sub-advisor relationships.

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.

Kaden Mc Carney is a financial advisor at Next Level Wealth Planning, LLC with a Series 65 designation and one year of industry experience. Prior to joining Next Level Wealth Planning, he worked at the State of Idaho and spent ten years at Sager CPA & Advisors. Next Level Wealth Planning serves individuals and high-net-worth clients, providing ongoing 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 manages accounts on a discretionary basis.

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.

Sherika Ralliford is a financial advisor at Desert Rose Capital Management, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at several firms including Merrill Lynch and New York Life Insurance Co. Ralliford is also appointed as an insurance broker with outside carriers for non-registered products. Desert Rose Capital Management provides investment advice and portfolio management to individuals, 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 seek lower portfolio risk and incorporates private investment opportunities and ongoing due diligence for qualified investors.

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.

Hannah Weaver is a CFP® professional with seven years of industry experience. She is currently with Perspective Wealth Partners, LLC, where she has worked since 2023. Her prior experience includes roles at Dimensional Fund Advisors and Ernst & Young. Perspective Wealth Partners serves individuals, including high-net-worth clients, as well as trusts, estates, and charitable organizations by providing investment management, financial planning, and advanced planning services. The firm uses a written Investment Policy Statement tailored to each client and employs a structured indexing-oriented approach emphasizing diversified asset allocation and fundamental analysis.

Rachel Songer is a CERTIFIED FINANCIAL PLANNER™ and holds a Series 65 license with 11 years of industry experience. She has been with Keener Financial Planning since 2016, working as part of a 10-advisor team in Kuna, Idaho. Keener Financial Planning serves individuals, trusts, small businesses, and retirement plans by providing modular financial planning and investment management services. The firm emphasizes retirement planning and uses a fee-only structure based on hourly, flat fees, or retainers, employing a long-term, cost-conscious investment approach focused on low-cost index funds and diversified portfolios.

Gilbert Wiseman is a financial advisor at Strait & Sound with five years of industry experience. He holds a Series 65 designation and has worked at Farmer's Insurance before joining Strait & Sound Wealth Management LLC in 2021. Strait & Sound is a registered investment adviser serving individual, high-net-worth, and business clients with discretionary wealth management, financial planning, and investment consulting. The firm uses a mosaic investment approach that combines valuation metrics, behavioral and technical analysis, and household-level portfolio construction, emphasizing diversification and capital preservation.

Rod Ehrlich is a financial advisor at Investor FAN with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with RIA Systems, LLC since 2012, where he spends the majority of his time providing back-office services to registered investment advisors. Investor FAN offers investment management, financial consulting, and retirement plan advisory services to individuals, employer-sponsored plans, trusts, foundations, and charitable organizations. The firm employs a diversified investment approach incorporating Modern Portfolio Theory and various analytical techniques, managing over $427 million in discretionary assets as of the end of 2024.

Andrew Waymire is a financial advisor at Perspective Wealth Partners, LLC in Boise, ID, holding a Series 65 designation. He has one year of industry experience, previously working at True North Advisors and having roles at Baylor University and a Christian high school prior to his advisory career. 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 emphasizes a written Investment Policy Statement and employs a diversified, indexing-oriented approach with fundamental analysis, while managing assets primarily on a non-discretionary basis.

David Johan is a financial advisor with Doceo Wealth, LLC, holding a Series 65 designation and 13 years of industry experience. He has held roles at several firms including Legacy Wealth Management and Desert Rose Capital Management. Outside of advisory work, he is a managing partner at Doceo Capital, LLC, which provides consulting and due diligence services to family offices and sponsors. Doceo Wealth serves individuals, high-net-worth clients, trustees, and businesses with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a combination of actively managed model portfolios, quantitative overlays, and fundamental analysis to set tactical asset allocations and also offers specialized services such as 1031 exchange consulting.

Daniel Wells is a financial advisor with Continental Investors Services, Inc., holding Series 63, 65, and 66 licenses and bringing 25 years of industry experience. He has been with Continental Investors Services since 2000. Outside of financial advising, Wells is president and owner of Dan Martin Investments LLC, which operates Redlight Photography, a portrait photography business. Continental Investors Services, Inc. provides SEC-registered investment advisory and portfolio management services primarily to individual clients, focusing on fixed-income and municipal securities. The firm combines discretionary portfolio management with brokered transactions and insurance sales through a team of licensed representatives.

Scott Warner is a financial advisor at Aspen Capital Management, LLC in Boise, ID. He holds a Series 65 designation and has one year of industry experience. His prior work history includes roles at Boise State University, Korn Ferry, Sonoma State University, and service in the United States Marine Corps. Outside of his advisory work, he is a general partner in the Warner Family Partnership, an investment-related business. 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, employing strategic asset allocation with a focus on global equity, REITs, and multi-sector bond funds.