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.

Eric Tarver is a financial advisor at Wood Tarver Financial in Boise, Idaho, holding a Series 65 designation with seven years of industry experience. His prior experience includes two years at KPMG and early work with Wood Financial Group, LLC. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting services to individuals, employer-sponsored plans, foundations, trusts, and charitable organizations. The firm manages approximately $489 million in discretionary assets across about 575 client relationships, using a portfolio construction approach guided by Modern Portfolio Theory and offering a wrap-fee program and plan-sponsor consulting services.

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.

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.

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.

David Tarver is a financial advisor at Wood Tarver Financial in Boise, ID, holding Series 63 and Series 65 licenses with 35 years of industry experience. He worked at UBS Financial Services for 25 years before joining Wood Tarver Financial in 2026. Wood Tarver Financial provides wealth management, financial planning, and retirement consulting to individuals, including high-net-worth clients, as well as employer-sponsored plans, foundations, trusts, and charitable organizations. The firm manages approximately $489 million in discretionary assets across about 575 client relationships, typically using Modern Portfolio Theory to tailor portfolios according to clients’ goals and risk tolerance.

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.

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.

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.

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.