Amanda Writer is a Series 65-licensed financial advisor with nine years of industry experience. She currently works at Wood Tarver Financial in Boise, ID, where she has been since 2021. Previously, she was employed at Rathbone Warwick Investment Management for five years. Wood Tarver Financial is a team-based firm serving individuals, including high-net-worth clients, employer-sponsored plans, foundations, trusts, and charitable organizations. The firm manages approximately $489 million in discretionary assets across about 575 client relationships, using a portfolio approach guided by Modern Portfolio Theory and offering a sponsored wrap-fee program along with retirement plan consulting and participant education.

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.

Kaden Mc Carney is a financial advisor at Next Level Wealth Planning, LLC with one year of industry experience. He previously worked at the State of Idaho for one year and spent ten years at Sager CPA & Advisors. Next Level Wealth Planning, LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients, offering both discretionary and non-discretionary account management. The firm employs a variety of analytical methods and investment strategies, including long-term trading, margin, and options transactions, and maintains consulting relationships with broker/dealers to advise their customers.

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.

Jonathan Belnap is a financial advisor with Treasure Valley Financial Planning in Meridian, ID, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at Treasure Valley Financial Planning since 2026 and previously at Clear Creek Financial Management, LLC, and Waddell & Reed Inc. Belnap is also president of Belnap Enterprises, LLC, an outside business activity he has maintained since 2015. Treasure Valley Financial Planning provides discretionary investment management and ongoing financial planning to individual clients, including high-net-worth individuals, addressing retirement, estate, tax-planning, and wealth-protection needs. The firm typically uses passive index funds and ETFs while incorporating fundamental, technical, and cyclical analysis as appropriate, and may include alternative investments and derivatives for qualified clients.

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.

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.

Devin Geddings is a CFP®-certified advisor at RW Investment Management LLC with 10 years of industry experience. He has been with RW Investment Management since 2017. Geddings volunteers as a pro-bono financial planner with Advisers Give Back and Wings for Widows, and serves on the board of the Boise Estate Planning Council. RW Investment Management provides investment advisory and planning services to individuals, trusts, pension plans, and businesses. The firm manages over $1.7 billion in assets and follows a long-term, evidence-based investment approach combining passive and active strategies overseen by an internal investment committee.

Jordan Boyd is a Series 65-licensed financial advisor with Wood Tarver Financial in Boise, ID, where he has worked since 2019. He has two years of industry experience and previously held roles at Paylocity and Boise State University. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs a Modern Portfolio Theory framework combined with multiple analytical approaches and offers portfolio management through a wrap fee program.

Ella Yanzuk is a financial advisor at RW Investment Management LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked at Boise State University and the Boise Art Museum. RW Investment Management serves individuals, trusts, retirement plans, and business entities by providing portfolio management, financial planning, and pension consulting. The firm uses an evidence-based investment approach managed by an in-house committee, combining passive and active funds, ETFs, individual securities, and limited alternatives.

Ethan Farar is a financial advisor at Treasure Valley Financial Planning in Meridian, ID, holding a Series 65 credential. He has one year of experience and has previously worked at Cetera Wealth Services, Renaissance Financial, and several other firms. Treasure Valley Financial Planning provides discretionary investment management and ongoing financial planning to individual clients, including high-net-worth individuals. The firm typically builds portfolios using passive index funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, and tailors recommendations based on client suitability and risk tolerance.

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.

Nathan Tarver is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Wood Tarver Financial since 2023 and previously spent four years at PricewaterhouseCoopers followed by three years at Paladini Financial Advisors LLC. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to individuals, employer-sponsored plans, foundations, trusts, and charitable organizations. The firm manages approximately $489 million in discretionary assets across 575 client relationships, employing Modern Portfolio Theory and utilizing third-party sub-advisors and a sponsored wrap-fee program to tailor portfolios according to client goals and risk tolerance.

Rod Ehrlich is a financial advisor with Investor Fan, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been involved with RIA Systems, LLC and Investor's Fiduciary Advisor Network, LLC since 2012, spending most of his time working with RIA Systems, which provides back-office services for other registered investment advisors. Investor Fan offers investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored retirement plans, foundations, trusts, and estates. The firm employs a diversified investment approach incorporating Modern Portfolio Theory and various analytical methods, tailoring portfolios to client goals and coordinating with other professionals such as CPAs and estate attorneys.

David Morrison is a CFP® with 18 years of experience in financial advising. He is currently with Treasure Valley Financial Planning, where he has worked since 2026 following nine years at Clear Creek Financial Management and four years at Ameriprise Financial Services. Outside of advising, he owns Idaho Brewing Company, a brewing supply business that is not currently operational. Treasure Valley Financial Planning provides discretionary investment management and ongoing financial planning services primarily to individual and high-net-worth clients, addressing retirement, estate, tax, and wealth-protection needs. The firm typically constructs portfolios using passive index funds and ETFs while incorporating fundamental, technical, and cyclical analysis as appropriate.