Kevin Jordan is a Series 66 licensed advisor at American Independent Securities Group, LLC with two years of industry experience. Prior to his current role, he worked at Cole Chevrolet for seven years and Nissan Kia for three years. He is also involved with Rockwood Stone Wealth Management, LLC as a director and partner. American Independent Securities Group, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management, access to third-party managers, and additional services such as estate planning through external providers.

Jason Childers is a financial advisor at Clear Creek Financial Management, LLC with 13 years of industry experience. He holds the Series 66 designation and has been with Clear Creek since 2017. Outside of his advisory role, he serves as chairman of Ducks Unlimited and is involved in executive search and placement as well as real estate sales. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division, applying a range of strategies from fundamental and technical analysis to option writing and short sales.

Lydon Crane is a Series 65 licensed advisor with Legacy Wealth Management, LLC, based in Boise, ID, with seven years of industry experience. He has been with Legacy Wealth Management since 2019 and also maintains a role at LT Grigotts PC, an accounting business, where he serves as president. Outside of his financial advisory work, Crane is involved in several non-investment related businesses, including accounting and property development ventures. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm offers customized strategies using model portfolios, sub-advisers, and a broad investment menu that includes alternative and illiquid investments.

Brian Deely is a financial advisor with Clear Creek Financial Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with Clear Creek Financial Management since 2014. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities with asset management, financial planning, consulting, and algorithmic research through its Helios Quantitative Research division. The firm employs a range of strategies across various asset classes and emphasizes continuous, individualized account supervision and regular portfolio reviews.

Dirk Wall is a financial advisor at Bison Wealth, LLC with 14 years of industry experience. He holds a Series 65 credential and has worked previously with Truadvice, LLC and Global Financial Private Capital, LLC. In addition to his advisory role, he owns and operates a life insurance agency under Solid Wealth Company. Bison Wealth serves a diverse client base including individuals, high net worth clients, and institutions, offering financial planning, portfolio management, and ERISA retirement plan services. The firm’s investment approach emphasizes outcome-focused, multi-manager model portfolios that combine tactical and strategic allocations across liquid and private-market strategies.

Elizabeth Williams is a Series 65-licensed financial advisor with five years of industry experience. She joined Clear Creek Financial Management, LLC in 2026 after working at USA Financial Securities and Financial Ark Builders. Outside of finance, she is the owner of Admiral Coffee House, a coffee training and brewing business, and a certified Becoming You life coach incorporating coaching tools into financial planning. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities with asset management, financial planning, pension consulting, and algorithmic research. The firm emphasizes individualized account supervision and a diverse investment approach, including fundamental, technical, and cyclical analysis, supplemented by algorithmic modeling through its Helios Quantitative Research division.

Joseph Escujuri is a financial advisor with Legacy Wealth Management, LLC in Boise, ID, holding a Series 65 designation and seven years of industry experience. He is also a licensed attorney and maintains a law practice focused on family law, criminal defense, and estate planning, working part-time outside of his advisory role. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a broad range of investment options through a multi-team platform.

Scott Betschel is a Series 65-licensed financial advisor with five years of industry experience, currently with Inspire Advisors, LLC. His prior work includes roles at Bluebird and Inspire Investing, LLC, as well as five years at Lompoc Foursquare Church. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing principles through its proprietary Inspire Impact Score™ and uses a combination of quantitative, fundamental, technical, and modern portfolio theory analyses to implement discretionary portfolio management and financial planning services.

Bruno Marques is a CFP® professional with 22 years of industry experience. He has been with Clear Creek Financial Management, LLC since 2016. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, using a range of investment strategies combined with continuous and individualized account supervision.

Andrew Elison is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Tucker Asset Management since 2018 and has operated Elison Financial Group since 1991. Outside of his advisory work, he is employed as a mortgage loan officer and manages a farm where he runs cattle. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach and integrates alternative investments, including private and non-liquid opportunities, in its portfolio management.

Scott Summerlin is a financial advisor with PFG Advisors, holding a Series 66 credential and 19 years of industry experience. He has previously worked at firms including Securities America, Principal Securities, and Principal Life Insurance Company. Summerlin is also a community board member of the Jayden DeLuca Foundation. PFG Advisors provides fee-based investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm’s investment approach combines model portfolios and third-party managers, emphasizing macro allocation through index-based ETFs alongside fundamental, technical, and cyclical analysis.

Jaime Redfern is a Series 65-licensed financial advisor with Legacy Wealth Management, LLC, where he has worked since 2017. He has six years of industry experience and previously worked at Jim Geddings CPA LLP. Outside of advising, Jaime is a partner at LEDJR Tax, providing income tax preparation and bookkeeping services. He also contributes to business development and tax strategy through Legacy Integrated, a related business offering coaching and bookkeeping services. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies, continuous account monitoring, and access to a broad investment menu including equities, fixed income, options, and alternative investments.

Taylor Davis is a financial advisor at HBW Advisory Services LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at HomeMaker, CUI, DCH Ford, and USC. Outside of his advisory role, Davis is the owner and CEO of Total Resource Development Inc., which provides insurance, tax, and investment advisory services along with administrative support for investment advisor representatives. HBW Advisory Services manages approximately $1.75 billion in client assets and offers discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach, utilizing third-party money managers and model portfolios, and serves a large client base across retail, institutional, and intermediary segments.

Ryan Landvatter is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with B.O.S.S. Retirement Advisors since 2018 and previously worked at B.O.S.S. Retirement Solutions from 2015 to 2018. Outside of his advisory role, he creates and sells personal artwork through a website. B.O.S.S. Retirement Advisors provides investment advisory services and financial planning to individuals, high-net-worth clients, and various entities. The firm utilizes co-managed arrangements and third-party managers to construct diversified portfolios while offering supplemental planning and ongoing oversight.

Barnett Hellenbrand is a financial advisor at HBW Advisory Services LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera and AVIARA. Outside of advising, he is an author of books on investing in businesses and is involved in real estate referrals. HBW Advisory Services manages approximately $1.75 billion in client assets and provides asset management, financial planning, and consulting to individuals, families, charitable organizations, and institutional clients. The firm uses a blended investment approach with third-party money managers and emphasizes risk-based asset allocation, offering a high client load per advisor and a mix of retail and institutional services.

Jack Trent is a financial advisor at Simplicity Wealth with one year of industry experience. He holds the Series 63 and Series 65 licenses and has worked in various business roles, including owning an accounting firm and managing a real estate investment company. Trent is also involved in managing holdings through a private holding company. Simplicity Wealth serves a diverse client base, including individuals, high-net-worth investors, retirement plans, corporate and institutional clients, as well as financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, independent managers, and model portfolios, while offering advisory services alongside technology and operational solutions for other advisors.

Randal Nelson is an advisor at PFG Advisors with Series 65 and Series 63 credentials. He has one year of industry experience and previously worked at Better Business Bureau GW+P, Capitol Distributing, and several other companies. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm offers discretionary and non-discretionary portfolio management, financial and retirement planning, and access to third-party money managers, utilizing model portfolios and a combination of index-based ETFs with fundamental, technical, and cyclical analysis.

Ernest Csak is a CFP® professional with 29 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2021. He previously worked at Bank of America and Merrill Lynch from 2011 to 2021. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset investment approach that emphasizes low-cost passive ETFs alongside actively managed funds and individualized securities, tailoring portfolios to clients' objectives and risk profiles.

Andrew Daudt is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Edward Jones for 14 years before joining his current firm in 2017. In addition to his advisory role, he operates an independent insurance agency focused on life insurance and annuities. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management through discretionary and non-discretionary arrangements, access to third-party managers, and estate-planning services, with a majority of assets managed on a non-discretionary basis.

Steven Roll is a financial advisor at HBW Advisory Services LLC with four years of industry experience. He holds the Series 65 designation and previously worked for Novartis Pharmaceutical for 20 years. HBW Advisory Services manages approximately $1.75 billion in client assets and offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using risk tolerance assessments, third-party money managers, and multi-manager diversification, and serves a diverse client base including retail, charitable, and institutional relationships.