Elizabeth Drennan is a financial advisor at Clear Creek Financial Management, LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at USA Financial Securities, Financial Ark Builders, and The Investment Center. Outside of her advisory role, she owns and operates Admiral Coffee House, a coffee training and brewing business, and is a certified life coach administering the Becoming You program. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers a range of services including asset management, financial planning, pension consulting, and algorithmic consulting through Helios Quantitative Research, employing a mix of fundamental, technical, and cyclical analysis alongside algorithm-based modeling.

Brian Wiley is a financial advisor with Apollon Wealth Management, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked with Apollon Wealth Management since 2022 and is also associated with Freedom Folios LLC and Tree City Advisors, LLC. Wiley hosts and manages a radio program called The Real Money Pros, where he serves as host, managing director, and oversees business development and production activities. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and pooled investment vehicles. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services including financial planning, discretionary portfolio management, retirement plan advisory, and sub-advisory roles, investing across multiple asset classes with tailored client solutions.

Joseph Escujuri is a financial advisor with Legacy Wealth Management, LLC in Boise, ID, holding a Series 65 designation and seven years of industry experience. He is also a licensed attorney and maintains a law practice focused on family law, criminal defense, and estate planning, working part-time outside of his advisory role. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a broad range of investment options through a multi-team platform.

Scott Betschel is a Series 65-licensed financial advisor with five years of industry experience, currently with Inspire Advisors, LLC. His prior work includes roles at Bluebird and Inspire Investing, LLC, as well as five years at Lompoc Foursquare Church. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, charitable organizations, and broker-dealers. The firm incorporates Biblically Responsible Investing principles through its proprietary Inspire Impact Score™ and uses a combination of quantitative, fundamental, technical, and modern portfolio theory analyses to implement discretionary portfolio management and financial planning services.

Bruno Marques is a CFP® professional with 22 years of industry experience. He has been with Clear Creek Financial Management, LLC since 2016. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division, using a range of investment strategies combined with continuous and individualized account supervision.

Andrew Elison is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Tucker Asset Management since 2018 and has operated Elison Financial Group since 1991. Outside of his advisory work, he is employed as a mortgage loan officer and manages a farm where he runs cattle. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach and integrates alternative investments, including private and non-liquid opportunities, in its portfolio management.

Scott Summerlin is a financial advisor with PFG Advisors, holding a Series 66 credential and 19 years of industry experience. He has previously worked at firms including Securities America, Principal Securities, and Principal Life Insurance Company. Summerlin is also a community board member of the Jayden DeLuca Foundation. PFG Advisors provides fee-based investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and financial institutions. The firm’s investment approach combines model portfolios and third-party managers, emphasizing macro allocation through index-based ETFs alongside fundamental, technical, and cyclical analysis.

Jaime Redfern is a Series 65-licensed financial advisor with Legacy Wealth Management, LLC, where he has worked since 2017. He has six years of industry experience and previously worked at Jim Geddings CPA LLP. Outside of advising, Jaime is a partner at LEDJR Tax, providing income tax preparation and bookkeeping services. He also contributes to business development and tax strategy through Legacy Integrated, a related business offering coaching and bookkeeping services. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies, continuous account monitoring, and access to a broad investment menu including equities, fixed income, options, and alternative investments.

Taylor Davis is a financial advisor at HBW Advisory Services LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at HomeMaker, CUI, DCH Ford, and USC. Outside of his advisory role, Davis is the owner and CEO of Total Resource Development Inc., which provides insurance, tax, and investment advisory services along with administrative support for investment advisor representatives. HBW Advisory Services manages approximately $1.75 billion in client assets and offers discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach, utilizing third-party money managers and model portfolios, and serves a large client base across retail, institutional, and intermediary segments.

Ryan Landvatter is a financial advisor with B.O.S.S. Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with B.O.S.S. Retirement Advisors since 2018 and previously worked at B.O.S.S. Retirement Solutions from 2015 to 2018. Outside of his advisory role, he creates and sells personal artwork through a website. B.O.S.S. Retirement Advisors provides investment advisory services and financial planning to individuals, high-net-worth clients, and various entities. The firm utilizes co-managed arrangements and third-party managers to construct diversified portfolios while offering supplemental planning and ongoing oversight.

Barnett Hellenbrand is a financial advisor at HBW Advisory Services LLC with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cetera and AVIARA. Outside of advising, he is an author of books on investing in businesses and is involved in real estate referrals. HBW Advisory Services manages approximately $1.75 billion in client assets and provides asset management, financial planning, and consulting to individuals, families, charitable organizations, and institutional clients. The firm uses a blended investment approach with third-party money managers and emphasizes risk-based asset allocation, offering a high client load per advisor and a mix of retail and institutional services.

Jack Trent is a financial advisor at Simplicity Wealth with one year of industry experience. He holds the Series 63 and Series 65 licenses and has worked in various business roles, including owning an accounting firm and managing a real estate investment company. Trent is also involved in managing holdings through a private holding company. Simplicity Wealth serves a diverse client base, including individuals, high-net-worth investors, retirement plans, corporate and institutional clients, as well as financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, independent managers, and model portfolios, while offering advisory services alongside technology and operational solutions for other advisors.

Lucas Meyer is a financial advisor at Legacy Wealth Management, LLC in Boise, ID. He holds a Series 65 designation and has been with Legacy Wealth Management since 2026. Prior to that, he worked at Legacy Investment Solutions, LLC d.b.a. Ancorato. Before entering the financial industry, his background includes several years in the food service sector and employment with Idaho Whitewater Unlimited. Legacy Wealth Management serves individual clients across different wealth levels, as well as charitable organizations and business entities. The firm offers portfolio management, financial planning, and consulting services, utilizing in-house models, sub-advisers, and a wide range of investment options including alternative and illiquid investments.

Jeremiah Bates is an investment adviser representative at Apollon Wealth Management, LLC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including J.P. Morgan Securities and Tree City Advisors. Bates also co-hosts a Saturday radio program called The Real Money Pros. Apollon Wealth Management is an SEC-registered multi-team adviser serving a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm offers financial planning, portfolio management, and consulting services, combining centrally managed models with locally managed portfolios and utilizing a range of investment vehicles and strategies.

Randal Nelson is an advisor at PFG Advisors with Series 65 and Series 63 credentials. He has one year of industry experience and previously worked at Better Business Bureau GW+P, Capitol Distributing, and several other companies. PFG Advisors provides fee-based investment advisory services to a diverse client base, including individuals, retirement plans, trusts, charitable organizations, and financial institutions. The firm offers discretionary and non-discretionary portfolio management, financial and retirement planning, and access to third-party money managers, utilizing model portfolios and a combination of index-based ETFs with fundamental, technical, and cyclical analysis.

Ernest Csak is a CFP® professional with 29 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2021. He previously worked at Bank of America and Merrill Lynch from 2011 to 2021. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset investment approach that emphasizes low-cost passive ETFs alongside actively managed funds and individualized securities, tailoring portfolios to clients' objectives and risk profiles.

Andrew Daudt is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 credentials and 26 years of industry experience. He previously worked at Edward Jones for 14 years before joining his current firm in 2017. In addition to his advisory role, he operates an independent insurance agency focused on life insurance and annuities. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm offers portfolio management through discretionary and non-discretionary arrangements, access to third-party managers, and estate-planning services, with a majority of assets managed on a non-discretionary basis.

Steven Roll is a financial advisor at HBW Advisory Services LLC with four years of industry experience. He holds the Series 65 designation and previously worked for Novartis Pharmaceutical for 20 years. HBW Advisory Services manages approximately $1.75 billion in client assets and offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using risk tolerance assessments, third-party money managers, and multi-manager diversification, and serves a diverse client base including retail, charitable, and institutional relationships.

Dalton Turrentine is an advisor at OnePoint BFG Wealth Partners in Eagle, Idaho, holding Series 65 and Series 63 licenses with two years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of his financial advisory roles, he has experience with Laser Land Leveling. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management strategies that integrate proprietary models and third-party platforms, supported by technology and operational outsourcing.

Jalen Galvanoni Peatry is a financial advisor at Coppell Advisory Solutions LLC with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at KeyBank and Freedom Private Wealth, where he is also an insurance agent. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and business entities. The firm manages over $1.1 billion in client assets and offers an open-architecture platform that employs both fundamental and technical analysis with a broad investment toolkit.