Eric Udvari is a Certified Financial Planner (CFP®) with 11 years of industry experience. He currently works at Howe and Rusling, Inc., where he has been since 2019, following prior roles at TIAA-CREF and Charles Schwab. Howe and Rusling primarily serves individual and high-net-worth clients, as well as insurance companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs a combination of top-down macroeconomic forecasting and tactical sector allocation with bottom-up fundamental research to manage discretionary portfolios focused on large-cap equity and intermediate fixed-income strategies.

Julie Cassatt Olsen is a financial advisor at Doceo Wealth, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Doceo Wealth since 2020. Her prior experience includes roles at Altruist Advisors Group and Legacy Wealth Management. Outside of her advisory work, she is a licensed beauty consultant with Mary Kay Cosmetics. Doceo Wealth provides investment advisory and financial planning services to individuals, trustees, and business retirement plans. The firm combines actively managed liquid portfolios with third-party separately managed accounts and illiquid direct participation programs, using fundamental, technical, and cyclical analysis to manage and rebalance client portfolios.

Taj Pereira is a CFP® with three years of industry experience currently at Aspen Capital Management, LLC. He previously worked at Fidelity Investments and has a varied background including roles with the SWOG Cancer Research Network and Southern Utah University. Aspen Capital Management serves individuals, families, trusts, estates, and small businesses with fee-only financial planning and investment management. The firm focuses on strategic asset allocation using global equity, REITs, multi-sector bond funds, and primarily no-load mutual funds and ETFs, and manages over $1.3 billion in client assets.

Briggs Andreasen is a financial advisor with Helmstar Wealth Management in Boise, ID. He holds Series 65 and Series 66 credentials and has one year of industry experience. Prior to his current role, he provided management consulting and bookkeeping services for a medical practice. Helmstar Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, typically working with accounts at or above $500,000. The firm employs a disciplined, multi-manager investment approach focused on asset allocation, portfolio structure, tax management, and ongoing monitoring, often managing client accounts on a discretionary basis.

Mike Mers is a financial advisor at Aspen Capital Management, LLC in Boise, ID, holding a Series 65 designation with 21 years of industry experience. He has been with Aspen Capital Management since 2002. 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 and focuses on strategic asset allocation using global equity, REITs, multi-sector bond funds, and predominantly no-load mutual funds and ETFs.

William Palumbo is a financial advisor at Mountain Pacific Investment Advisers, LLC, holding a Series 65 designation and with 29 years of industry experience. He has been with Mountain Pacific Investment Advisers since 1983. Mountain Pacific Investment Advisers provides discretionary investment management and financial planning to individual clients, including high-net-worth individuals, as well as institutional clients such as trusts, estates, pensions, and charitable organizations. The firm employs a bottom-up, fundamental investment approach with a growth-at-a-reasonable-price bias for equities and offers customized portfolio management with regular reviews and rebalancing.

Patrick Collins is a financial advisor at Treasure Valley Financial Planning with 16 years of industry experience. He holds a Series 66 designation and has worked at Treasure Valley Financial Planning since 2026, following nine years at Clear Creek Financial Management and four years at Ameriprise Financial Services. Collins is also the managing member of Ortigara LLC, a financial services management firm he established in 2011. Treasure Valley Financial Planning serves individual clients, including high-net-worth individuals, providing discretionary investment management and comprehensive financial planning across retirement, estate, tax, and wealth-protection needs. The firm typically uses passive index funds and ETFs alongside fundamental, technical, and cyclical analysis, tailoring investment recommendations to client suitability and risk tolerance.

Brooke Ramstad is a CFP® with nine years of industry experience, currently serving at BR Wealth Management since 2025. Prior to this, she worked at Whole Foods and Hendershott Wealth Management, and has held roles at Rathbone Warwick Investment Management LLC and Gudrid Saga, LLC. 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, and automated platforms to implement asset allocation, rebalancing, and long-term holding approaches.

Colton Jackson is a financial advisor at Aspen Creek Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked with Tyler Wealth Management LLC and Desert Rose Capital Management, Inc. Outside of his advisory role, he owns Jackson Financial Inc., a financial consulting and insurance business, and is a partner in OmniCrete LLC. Aspen Creek Wealth Management provides discretionary portfolio management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs a variety of investment analysis methods and collaborates with third-party managers while retaining final responsibility for client portfolios.

Timothy Brown is a financial advisor at Montis Financial, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at 360 Family Office and 360 Wealth Resources. In addition to his advisory role, he is a licensed insurance agent. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm combines discretionary portfolio management with the use of unaffiliated managers and employs a diverse investment approach that includes mutual funds, separate accounts, private funds, and select strategies such as options and interval funds.

Benjamin Boettcher is a CFP®, ChFC®, and Series 66-registered financial advisor with 19 years of industry experience. He has been with The Helmstar Group since 2007 and is a 50% owner of the firm. In addition to his advisory role, he is an insurance agent representing multiple companies. Helmstar Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, typically managing accounts with a minimum of $500,000. The firm employs a multi-manager investment process focused on asset allocation, tax management, and ongoing portfolio monitoring, and offers customized pension consulting services for state and municipal government plan sponsors.

John Mcentire is a CFA® charterholder with 14 years of experience in the financial industry. He has worked at Venturi Private Wealth since 2018 and previously held roles at J.P. Morgan Securities and JPMorgan Chase & Co. from 2008 to 2018. Venturi Private Wealth provides investment management, financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers both discretionary and non-discretionary portfolio management, employing a wide range of investment vehicles and conducting ongoing due diligence through an internal Investment Committee.

Jeremy Guay is a financial advisor at Clear Creek Financial Management, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Clear Creek since 2019, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. 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 consulting through Helios Quantitative Research, using a variety of investment strategies and regular portfolio reviews.

Cameron Swindler is a financial advisor with Clear Creek Financial Management, LLC, holding a Series 65 credential and two years of industry experience. Before joining Clear Creek in 2023, he worked at Alliance Defending Freedom across multiple periods between 2018 and 2023. Outside of his advisory role, he plays the bagpipes for tips and serves in a non-voting advisory capacity on the investment and finance committee for The Schreckengost Future of Care Foundation. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities, providing asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division. The firm employs a range of investment strategies with ongoing, individualized supervision and offers educational resources as well as referral services.

Jacob Nye is a financial advisor at Clear Creek Financial Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked in roles spanning financial planning and automation since 2020. Prior to his advisory career, he served as a missionary for two years. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis, and provides algorithmic consulting through its Helios Quantitative Research division.

Michael Gunckel is a financial advisor with Archer Investment Corporation in Boise, ID, holding a Series 65 license and one year of industry experience. He has worked with Eagle Forest Products since 2025 and has owned and operated Succentrix Business Advisors LLC, an accounting and tax firm, since 2020. Gunckel also served as controller at Four Winds Holdings from 2016 to 2025. Archer Investment Corporation provides advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies across a range of asset classes, with an investment process that incorporates cash flow, tax considerations, and risk tolerance.

Alec Kelso Capili is a financial advisor at Apollon Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Real Money Pros LLC, operated as a sole proprietor, and held roles at Cumulus Media and The Evergreen State College. Apollon Wealth Management is an SEC-registered multi-team adviser serving a broad range of clients including individuals, high-net-worth families, trusts, businesses, and charitable organizations. The firm offers financial planning and portfolio management through both centralized model strategies and locally managed portfolios, investing across multiple asset types and providing specialized services such as ESG models and sub-advisory support for pooled funds.

Nicholas Daniels is a financial advisor at Apollon Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Tree City Advisors and Thrivent Financial. Daniels is registered as an investment adviser representative of Tree City Advisors, LLC for transition purposes. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers financial planning, portfolio management, retirement plan advisory, and sub-advisory services, combining centrally managed model strategies with locally managed portfolios and utilizing a range of investment vehicles including ESG models and tax-managed direct indexing.

Ryan Deamicis is a financial advisor at Creative Financial Designs, Inc. in Boise, ID, holding a Series 66 designation with 11 years of industry experience. Prior to his advisory role, he worked at American Pizza from 2019 to 2021. Outside of finance, he serves as a worship leader contractor, helping with worship activities and teaching worship music lessons. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs a research-driven investment process across multiple strategies, including Biblical Responsible Investing, and offers both discretionary and non-discretionary management options.

Kimberly Harris is a financial advisor at Clear Creek Financial Management, LLC with 25 years of industry experience. She holds a Series 66 designation and has worked at multiple firms, including Kms Financial Services, Inc. and Arbor Point Advisors. Harris serves as treasurer on the board of the Idaho Women's Financial Conference Inc., an organization focused on educating women about financial matters. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities. The firm offers a range of services including asset management, financial planning, and algorithmic consulting through its quantitative research arm, Helios Quantitative Research.