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.

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. in Caldwell, Idaho. He holds Series 63, Series 65, and Series 66 licenses and has 26 years of industry experience, all with Continental Investors Services since 2000. Outside of his advisory role, he is president and owner of Dan Martin Investments LLC, a holding company for Redlight Photography, a portrait photography business. Continental Investors Services provides investment advisory and portfolio management services primarily to individual retail clients, focusing on fixed income and municipal markets with discretionary and non-discretionary account management. The firm operates as a registered investment adviser in all 50 states and maintains affiliated broker-dealer activities.

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.

Jacob McCarney is a CFP® with 22 years of industry experience, currently serving at Next Level Wealth Planning, LLC since 2023. He previously worked at Raymond James Financial for 16 years and has operated McCarney Financial Group, LLC since 2007. Outside of advising, he is a partner in 3 & 3 Property, LLC, a real estate brokerage business. Next Level Wealth Planning, LLC provides portfolio management and financial planning primarily for individual and high-net-worth clients, using a variety of analysis methods and investment strategies. The firm manages both discretionary and non-discretionary accounts and maintains consulting relationships with broker/dealers to serve their customers.

Matthew Brassfield is a financial advisor with Continental Investors Services, Inc. in Caldwell, Idaho. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Continental Investors Services in 2023, he worked for Gooding Farms Inc for ten years. Continental Investors Services, Inc. provides investment advisory and portfolio management services primarily to individual retail clients across all 50 states. The firm focuses on discretionary and non-discretionary investment account management with an emphasis on securities management and trading, including fixed income and municipal markets.

Kellie Miller is a financial advisor at Delta Investment Management, LLC with four years of industry experience. She holds the Series 65 designation and has previously worked with OMF International and Modular Study Groups. Kellie took a year as a homemaker before joining Delta in 2021. Delta Investment Management provides discretionary investment management and consulting services to individuals, institutions, trusts, and pension plans, and also acts as a subadvisor to other advisory firms. The firm offers a range of strategies including systematic ETF-based tactical rotation, a diversified core equity approach, concentrated stock-picking, and access to alternative investments, integrating financial planning into its asset management services.

Travis Schaat is a Series 65 licensed advisor with seven years of industry experience, currently with Perspective Wealth Partners, LLC since 2018. He previously worked at Schaat Financial Solutions and Athlos Academies. Schaat is also a licensed Certified Public Accountant in Idaho. Perspective Wealth Partners serves individuals, including high-net-worth clients, as well as trusts, estates, and charitable organizations, offering investment management, financial planning, and specialized planning services. The firm employs a documented, diversified investment approach with an emphasis on small-cap, value, and emerging markets exposures, and is notable for its predominantly non-discretionary management model and affiliation with an affiliated tax preparation entity.

James Bailey is a financial advisor with Perspective Wealth Partners, LLC in Boise, ID, holding a Series 65 designation and 19 years of industry experience. He has been with Perspective Wealth Partners since 2006. Perspective Wealth Partners serves individuals, trusts, estates, and charitable organizations by providing investment management, financial planning, advanced planning, and employee stock option planning. The firm emphasizes a documented investment policy tailored to each client, using fundamental analysis, diversified asset allocation, and a structured indexing approach, with portfolios typically managed on a non-discretionary basis.

Matthew Lindstrom is a financial advisor at Mountain Pacific Investment Advisers, LLC with nine years of industry experience. He holds a Series 65 designation and previously worked at Suncor Energy from 2013 to 2017 before joining Mountain Pacific in 2017. Mountain Pacific Investment Advisers serves individual, high-net-worth, and institutional clients, including pensions, profit-sharing plans, corporations, and charitable organizations. The firm employs a bottom-up fundamental analysis and growth-at-a-reasonable-price approach to equity selection, alongside the use of broad-based index mutual funds and ETFs, managing approximately $1.75 billion across five advisors.

Jenna Rodrigues is a CFP® and holds a Series 66 license with four years of industry experience. She has worked at Saltbox Financial LLC since 2025 and has prior experience at Illumination Wealth Management and Thrivent Financial. Saltbox Financial LLC provides financial planning, investment advisory, and portfolio management services to individuals, families, couples, and select charitable organizations. The firm customizes portfolios using mutual funds, ETFs, alternative investments, and fixed-income securities, with an investment process that includes direct manager engagement and consideration of socially responsible strategies.

Johanna Adleson is a financial advisor at Libra Wealth LLC in Boise, ID, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Vista Wealth Management, LLC, and Aspen Capital Management. Libra Wealth LLC serves individuals, high-net-worth clients, trusts, and estates, providing wealth management, discretionary portfolio management, financial planning, and donor-advised fund administration. The firm employs a long-term, diversified investment approach grounded in Modern Portfolio Theory and the Fama-French multi-factor framework, utilizing low-cost passive funds alongside select individual securities or Independent Managers.

Mi Kenna Fogle is a financial advisor at Desert Rose Capital Management, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Desert Rose Capital Management, she held positions at The Stafford Corporation and various other organizations in non-financial roles. Desert Rose Capital Management offers discretionary and non-discretionary portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other registered investment advisers. The firm’s investment approach uses exchange-traded options combined with income-producing, lower-volatility assets, supported by proprietary algorithms, and integrates private investments and alternative strategies within client portfolios.

Thomas Steelman is a financial advisor at Helmstar Wealth Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with The Helmstar Group since 2007. In addition to his advisory role, he is a 50% owner of the Helmstar Group and acts as an insurance agent for multiple companies. Helmstar Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, typically managing accounts above $500,000. The firm employs a disciplined, multi-manager investment approach focused on asset allocation, tax management, and ongoing monitoring, and provides customized pension consulting, notably working with state and municipal government plan sponsors.

Nathan Oakley is a CFA® charterholder with seven years of experience at Mountain Pacific Investment Advisers, LLC in Boise, ID. He previously worked for PNC Financial Services Group for 15 years. Outside of his advisory role, he is the sole member of Camas Capital LLC, a real estate investment company. Mountain Pacific Investment Advisers serves individual, high-net-worth, and institutional clients, offering discretionary investment management and financial planning. The firm emphasizes bottom-up fundamental analysis and a growth-at-a-reasonable-price approach to equity selection, managing approximately $1.75 billion across five advisors.

Paul White is a CFA® charterholder and holds a Series 65 license, with 25 years of experience in the financial industry. He has been with Berkeley, Inc. since 2003, where he is part of a four-advisor team based in Boise, Idaho. Berkeley, Inc. offers personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a tactical asset-allocation approach combining passive index funds and ETFs with selective active funds and individual securities, managing over $570 million in discretionary assets while employing AI tools and offering alternative investments to qualified clients.

Justin Egbert is a CFP® with three years of industry experience, currently serving at Treasure Valley Financial Planning in Meridian, ID. Prior to joining Treasure Valley Financial Planning, he was involved with Clear Creek Financial Management, LLC operating under the same brand. Outside of his financial advisory role, he owns and operates a men’s retail business, More Than Suites, LLC. Treasure Valley Financial Planning provides discretionary investment management and ongoing financial planning to individual clients, including high-net-worth individuals. The firm typically uses passive index funds and ETFs alongside fundamental, technical, and cyclical analysis, tailoring recommendations to client suitability and risk tolerance.

Jordan Haines is a CFP® with four years of industry experience, currently serving at Drucker Wealth. He has held roles at multiple firms including Dentist Advisors and Elements Technology, Inc. In addition to his advisory work, Haines is the founder of Scaling Motion, a consulting business. Drucker Wealth serves individuals, high-net-worth clients, mid-career professionals in technology and healthcare, and small business owners with comprehensive financial planning and discretionary portfolio management. The firm applies a combination of fundamental, technical, and tactical analysis along with behavioral finance considerations and incorporates technology such as artificial intelligence to support research and client service.