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 a financial advisor at OnePoint BFG Wealth Partners with two years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Dalton’s background also includes non-financial experience at Laser Land Leveling and entrepreneurial involvement with Max Wilson. 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 uses a mix of third-party managers, custodian platforms, and proprietary investment models to tailor portfolios according to client objectives and risk tolerances.

Jalen Galvanoni Peatry is a financial advisor with Coppell Advisory Solutions LLC, holding Series 63 and Series 65 licenses and two years of industry experience. He has previously worked at KeyBank and is also an insurance agent at Freedom Private Wealth. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm uses both fundamental and technical analysis within an open-architecture platform to implement tailored investment strategies across a broad range of asset classes.

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 at Continuum Advisory, LLC with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at Edward Jones. Coleman is also associated with Wealth Management Associates. Continuum Advisory serves individual and institutional clients, including high-net-worth individuals and pension plans, providing financial planning, consulting, and portfolio management. The firm integrates services across multiple professionals and offers access to various investment options through a centralized platform.

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.

Teresa Yragui is a financial advisor at Continuum Advisory, LLC in Eagle, Idaho, with 25 years of industry experience. She holds the Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley, First Allied, Securities America, and Triad Advisors. Teresa serves as a trustee for the Yragui Family Trust. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management services to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans. The firm emphasizes integrated professional services and uses a range of investment vehicles, including mutual funds, ETPs, individual securities, model portfolios, and third-party asset managers.

Sarah Hodges is a financial advisor at Legacy Wealth Management, LLC with four years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., and has a background that includes a role at Fast Eddy's. Hodges is also a mobile notary public in Idaho and operates Delphia LLC, a graphic design business focusing on print-on-demand products. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm tailors portfolios through in-house models, sub-advisers, and a broad investment menu that includes alternative and illiquid investments.

Anthony Walker is a financial advisor at Inspire Advisors, LLC with Series 65 registration and one year of industry experience. Prior to joining Inspire Advisors, he worked in architecture and has been involved in entrepreneurial ventures including A. Walker Properties and Top One Fitness. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary client assets and serves individual clients, high-net-worth individuals, institutions, charitable organizations, broker-dealers, and other investment advisers. The firm integrates Biblically Responsible Investing using proprietary tools and employs a range of analytical methods to construct portfolios, frequently utilizing sub-advisors and proprietary ETFs.