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.

Mark Johnson is a financial advisor with Trek Financial in Boise, ID, holding Series 63 and Series 65 licenses and having 43 years of industry experience. He has worked at Trek Financial since 2003 and previously spent four years with World Equity Group, Inc. Outside of his advisory work, he serves as Secretary/Treasurer of the Safari Club Treasure Valley Chapter and is the Investment Advisor Committed Chairman for the Ore-Ida Council of Boy Scouts of America. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm employs a blend of strategic and tactical portfolio approaches, incorporating AI tools, a variety of systematic and alternative strategies, and specialized hedging and indexing options.

Jacob Coleman is a financial advisor with Continuum Advisory, LLC in Eagle, Idaho, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked at Edward Jones since 2015 and is also associated with Wealth Management Associates. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans with financial planning, consulting, and portfolio management services. The firm manages over $1.4 billion in assets and offers tailored investment solutions through a network of independent advisors operating under separate DBAs.

Stanley Mock is a CFP® professional with 54 years of industry experience, affiliated with ON Investment Management Company in Boise, ID. He has been associated with The O.N. Equity Sales Company and Ohio National Life since 1978. Outside of his advisory role, he is engaged in insurance sales focusing on long-term care, life insurance, and fixed annuities. ON Investment Management Company is a SEC-registered adviser providing financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm offers a range of services including comprehensive and modular financial plans and access to third-party investment programs through a dual-registration and broker-dealer activity model.

Timothy Smith is a financial advisor at American Independent Securities Group, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including USA Financial Securities and IC Advisory Services, Inc. He is also the owner of Financial Ark Builders, an insurance and annuities sales business. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary portfolio management, access to third-party managers, and estate-planning services.

Seth Elison is a financial advisor at Tucker Asset Management LLC with five years of industry experience. He holds a Series 65 designation and has been involved with Elison Financial Group since 2013, where he focuses on retirement planning and insurance. Outside of his advisory work, he operates a truck wash business in Emmett, Idaho. 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. The firm uses a top-down, macroeconomic asset-allocation process and offers access to a range of investment strategies, including alternative investments and third-party managers.

Dustin Lloyd is a financial advisor at Legacy Wealth Management, LLC in Meridian, ID, holding a Series 65 designation with six years of industry experience. He has worked at Legacy Wealth Management and its affiliated entity Legacy Investment Solutions, LLC for the past several years. Prior to his financial advisory roles, he held positions at Mailtime Inc, Aptive Environmental, and BYU Idaho. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers customized investment strategies using in-house model allocations, third-party sub-advisers, and a wide range of investment options including alternative and illiquid assets.

Elizabeth Skoglund is a financial advisor at Advisory Alpha, LLC with 16 years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Planners Alliance LLC and Alphastar Capital Management, LLC. Outside of her advisory role, she is a licensed insurance agent involved in insurance sales and financial education. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and manages a diverse range of managed portfolio series using primarily fund-of-funds strategies.

Michael Linder is a Series 65-licensed advisor with HBW Advisory Services LLC in Middleton, Idaho, and has three years of industry experience. He has been affiliated with HBW Insurance and Financial Services since 1995, where he also works as an insurance agent selling fixed products. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach with third-party money managers and offers sub-advisory, co-advisor, and subscription services, including a wrap-fee portfolio option through Betterment Institutional.

Jason Weaver is a CFP® with six years of industry experience, currently serving at B.O.S.S. Retirement Advisors, LLC. He previously led Weaver Wealth Management for 17 years before joining B.O.S.S. Retirement Solutions and B.O.S.S. Retirement Advisors in 2024. Outside of financial advising, he is co-owner and president of DELux Energy, Inc., an electrical business based in Boise, ID. B.O.S.S. Retirement Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and businesses. The firm manages approximately $1.38 billion on a discretionary basis, primarily utilizing model portfolios and third-party managers to deliver diversified allocations and ongoing oversight.

Brian Crane is a financial advisor at Legacy Wealth Management, LLC in Boise, ID, with seven years of industry experience. He holds a Series 65 credential and has worked at Legacy Wealth Management and Legacy Peak Insurance since 2019. Outside of advisory services, he is separately licensed as an independent insurance agent through Legacy Peak Insurance. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by offering portfolio management, financial planning, and consulting services. The firm uses a combination of in-house model allocations, sub-advisers, and a broad investment menu that includes alternative and illiquid investments, tailoring strategies to client objectives and risk tolerances.

Gregory Mayes is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at Planners Alliance LLC and AlphaStar Capital Management and owns Mayes Financial, LLC. Mayes serves as a board member of the Better Business Bureau Northwest + Pacific. Advisory Alpha is an SEC-registered advisory firm managing over $4.3 billion for individual and high-net-worth clients. The firm uses a centralized Investment Team to implement a fund-of-funds approach across multiple portfolio strategies and provides financial planning, specialty retirement-plan solutions, and subadvisory services to other registered investment advisers.

Sarah Linder is a financial advisor at HBW Advisory Services LLC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at HBW Advisory Services since 2021, following prior roles at Cetera Advisor Networks LLC, HBW Securities LLC, and HBW Insurance & Financial Services, Inc. Outside of financial advising, she is a wellness advocate for doTERRA, assisting friends and family with essential oils. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and emphasizes a high client load per advisor alongside institutional and intermediary services.

Phillip Harris is a financial advisor at Clear Creek Financial Management, LLC with 25 years of industry experience. He holds a Series 66 credential and previously worked at Arbor Point Advisors, Securities America Advisors, Securities America, Inc., and Kms Financial Services, Inc. Clear Creek Financial Management serves high-net-worth individuals, employer retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithmic research through its Helios Quantitative Research division, using a range of investment strategies and regular portfolio reviews.

Anthony Higgins is a financial advisor at Clear Creek Financial Management, LLC with three years of industry experience. He holds a Series 65 designation and previously worked at RW Investment Management, LLC and ExxonMobil Corporation, where he spent over two decades. Clear Creek Financial Management serves a diverse client base including individuals, employer retirement plans, trusts, estates, and business entities. The firm employs a range of investment strategies supported by fundamental, technical, and cyclical analysis, with an emphasis on individualized account supervision and a quantitative consulting arm that provides algorithmic research and implementation support.