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.

Jennifer Butler is a CFP® with 13 years of industry experience, currently serving at Summit Wealth and Retirement Partners since 2016. Her background includes a tenure at Mutual Securities, Inc. She is also a professional cellist who performs as a freelance musician. Summit Wealth and Retirement Partners is an SEC-registered advisory team of seven professionals managing approximately $978 million in client assets. The firm serves individuals, business entities, and charitable organizations with investment management, financial planning, third-party adviser selection, and pension consulting services, using risk-based, diversified portfolios and fundamental analysis.

Michael Fitzgerald is a financial advisor at RW Investment Management LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at RW Investment Management since 2020, following an 11-year tenure at Clearwealth Independent Fiduciaries, LLC. 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 uses an evidence-based investment approach that combines passive and active strategies overseen by an in-house investment committee.

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.

Kimberly Jaques is a CFP® professional with 29 years of industry experience, currently serving at RW Investment Management LLC since 2020. Her prior experience includes roles at Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. She is also a trustee for the Perpetua Group 401(k) plan and holds an insurance producer license in Idaho. RW Investment Management serves individuals, trusts, retirement plans, and business entities with 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 overseen by an in-house investment committee.

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.

Aurelie Bayer Boloix is a CFP® and Series 65 credentialed financial advisor with one year of industry experience. She is currently with American Capital Advisory, LLC and has prior experience at 12 Peaks Financial LLC, Idaho First Bank, and Becker, Chambers & Co. P.A. She also owns an accounting and consulting business serving individuals and businesses. American Capital Advisory provides discretionary investment management to individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, and financial institutions. The firm manages approximately $255 million for about 348 clients through a team of seven advisors, using a global asset allocation approach with low-cost ETFs and mutual funds, supplemented by tax-sensitive direct indexing and a broader trading toolkit tailored to client objectives.

Scott Lake is an advisor with Grow Rasmussen Consulting LLC in Boise, ID. He holds a Series 65 credential and has one year of industry experience. Before joining Grow Rasmussen Consulting, Scott worked at Millington & Co. and has work experience in the restaurant and retail sectors. Grow Rasmussen Consulting LLC provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach and typically invests through SEI Private Trust Company, focusing on no-load mutual funds and ETFs while conducting ongoing portfolio reviews.

Rachel Lysne is a financial advisor at Aspen Capital Management, LLC in Boise, ID, with seven years of industry experience. She holds a Series 65 designation and has been with Aspen Capital Management since 2018, except for a one-year period of extended travel and a prior role at Elevate Publishing. Aspen Capital Management serves individuals, families, trusts, estates, and small businesses with fee-only financial planning and discretionary and non-discretionary investment management. The firm manages over $1.3 billion in client assets, focusing on strategic asset allocation using global equity, REIT exposure, multi-sector bond funds, and primarily no-load mutual funds and ETFs.

Kaitlyn Fajardo is a financial advisor at RW Investment Management LLC with one year of industry experience. She holds a Series 65 credential and has prior experience at Mountain West Bank and Because International. Outside of finance, she has been involved with the Northwest Nazarene University Lacrosse Team and worked with The Bean. 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 uses an evidence-based investment approach combining passive and active funds, with accounts monitored regularly and tailored to client needs.

Theodore Armstrong is a financial advisor at BR Wealth Management in Boise, ID, with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Armstrong also serves as a trustee for family revocable trusts. BR Wealth Management provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, partnerships, and businesses. The firm emphasizes tailored portfolio strategies using model allocations, third-party managers, and automated platforms, focusing on asset allocation, rebalancing, and long-term holding.

Maranda Barnhart is a financial advisor at Aspen Capital Management, LLC in Boise, ID. She holds a Series 65 credential and has one year of industry experience. Her prior work includes roles in education at the College of Western Idaho and other positions before joining Aspen Capital Management. Aspen Capital Management provides personalized, fee-only financial planning and investment management primarily to individuals and families. The firm manages approximately $1.1 billion using strategic asset allocation focused on global equities, REITs, and multi-sector bond funds, employing no-load mutual funds and ETFs.

Ryan Warwick is a financial advisor with RW Investment Management LLC in Eagle, Idaho, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with RW Investment Management since 2014. Outside of advisory work, he owns Hope Devices, a developmental disability services organization, where he provides board-level oversight. RW Investment Management serves individuals, trusts, retirement plans, and business entities with comprehensive 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 overseen by an in-house committee.

Jason Peery is a PFS™ credentialed financial advisor with 24 years of industry experience. He has been with Grow Rasmussen Consulting LLC since 2001 and is also the managing partner of Grow Rasmussen LLP, a full-service accounting firm. Grow Rasmussen Consulting provides personalized financial planning and investment management to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach and collaborates closely with its affiliated accounting practice, employing licensed CPAs among its advisory personnel.

Chad Majors is a financial advisor at Next Level Wealth Planning, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Raymond James Financial Services, Inc. from 2005 to 2023, alongside his ongoing role at Majors Financial Group since 2005. Outside of advising, he owns and manages a property rental business operating daily rentals through platforms such as VRBO and Airbnb. Next Level Wealth Planning serves individuals and high-net-worth clients, providing portfolio management, financial planning, and consulting services. The firm combines fundamental, quantitative, and technical analysis within a modern portfolio theory framework and offers discretionary account management along with broker-dealer consulting arrangements.

Roger Nicholls is a financial advisor at Best Life Infinity, LLC with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Investment Advisor Group, H & H Retirement Design & Management, Arbor Point Advisors, KMS Financial, Echelon Group, RAN Consulting, and Legacy Wealth Management. Best Life Infinity, LLC is a six-advisor firm providing investment management and comprehensive financial planning to individual and high-net-worth clients, including families of fallen service members and combat veterans. The firm manages approximately $48 million across about 110 client relationships, employing diversified portfolios with both passive and active strategies, options, and third-party model portfolios.