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.

Nicholas Van Hulzen is a financial advisor with Van Hulzen Financial Advisors in Meridian, ID. He holds a Series 65 credential and has been with the firm since 2024. Prior to joining the firm, he worked at Boise State University, Visions EDU, and Capital Christian High School. Van Hulzen Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, small business owners, foundations, charitable organizations, private investment vehicles, and corporations. The firm offers wealth management, financial planning, and asset management across a range of strategies including covered-call, fixed income, US and global equities, ETFs, and alternative investments.

Kirk Stafford is a financial advisor at Desert Rose Capital Management, Inc. with 17 years of industry experience. He holds a Series 66 designation and has been with Desert Rose since 2010. In addition to his advisory role, Stafford is president of The Stafford Corporation, a flooring contracting business he has led since 1996. Desert Rose Capital Management serves individual clients, retirement plans, trusts, estates, and corporations, offering investment advice, portfolio management, and ancillary financial services. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage risk and capture market appreciation, and it also acts as a sub-advisor to other registered investment advisers.

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.

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, Idaho, holding a Series 66 designation and 24 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors and Piper Sandler & Co. RW Investment Management provides investment advisory and planning services to individuals, trusts, pension plans, and businesses. The firm employs an evidence-based investment approach overseen by an internal committee, utilizing model portfolios that combine passive and active funds, ETFs, and selective individual securities.

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.

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 Spillman is a CFP® with seven years of industry experience, currently serving at Perspective Wealth Partners, LLC since 2023. Her prior work includes roles at Dimensional Fund Advisors and Ernst & Young. Perspective Wealth Partners serves high-net-worth individuals, trusts, estates, and charitable organizations, 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 with fundamental analysis and diversified asset allocation, typically operating on a non-discretionary basis requiring client approval before trades.