Scott Terry is a CFP® with 36 years of industry experience, currently serving at Summit Wealth and Retirement Partners since 2019. He previously worked at Lincoln Financial Advisors Corporation for 30 years and Mutual Securities, Inc. for four years. Outside of financial advising, he operates a small farm supplying produce to local restaurants and has published a book as well as written for newspapers and online publications. Summit Wealth and Retirement Partners serves individuals, high-net-worth households, business entities, and charitable organizations with investment management, financial planning, and pension consulting. The firm’s approach combines fundamental analysis with risk-based asset allocation, focusing on long-term investing and ongoing account monitoring.

Vincent Donivan is a financial advisor with Investor Fan, holding a Series 66 designation and 15 years of industry experience. He has worked at Investor's Fiduciary Advisor Network, LLC since 2017 and previously spent three years at LPL Financial. Outside of advising, he is involved in real estate investment and development through several holding companies. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, employer-sponsored plans, foundations, trusts, and estates. The firm employs a portfolio construction approach based on Modern Portfolio Theory and various analytical methods, tailoring strategies to client goals and coordinating with other professional advisors.

Megan Parrish is a CFP® professional with two years of industry experience, currently serving as an advisor at Berkeley, Inc. in Boise, ID. She has been with Berkeley, Inc. since 2015, a firm that operates as a team of three advisors. Berkeley, Inc. provides personalized financial planning and discretionary investment management to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a tactical asset-allocation approach that combines passive index funds and ETFs with selected actively managed funds and individual securities, employing both long-term and shorter-term strategies.

Matthew Grow is a financial advisor at Grow Rasmussen Consulting LLC in Boise, ID, holding a Series 65 credential with 23 years of industry experience. He is also a CPA and partner at Grow Rasmussen LLP, a full-service accounting firm he has been involved with since 2001. Grow Rasmussen Consulting provides personalized financial planning and investment management services to individuals, trusts, small businesses, and charitable organizations. The firm utilizes a strategic asset allocation approach with portfolios primarily composed of no-load mutual funds and ETFs, and its advisory personnel include licensed CPAs who also provide accounting services.

Joseph Piscione is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of industry experience, currently serving as a principal at Helmstar Wealth Management. He has been with The Helmstar Group since 2013 and previously worked with several insurance companies. Piscione is also principal of Piscione & Associates, LLC, a financial planning firm based in Boise, ID. Helmstar Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, typically with account minimums around $500,000. The firm employs a multi-manager investment process focused on asset allocation, tax management, and ongoing portfolio monitoring, offering discretionary management and customized pension consulting services.

Michael Aboussie is a CFP® professional with 16 years of industry experience. He is currently with Next Level Wealth Planning, LLC and has previously worked at Raymond James Financial Services, MFA Wealth Management LLC, and Jackson National Life Distributors. Outside of his advisory role, he is the controlling officer of a real estate business. Next Level Wealth Planning serves individual and high-net-worth clients, offering portfolio management, financial planning, and consulting services. The firm uses a combination of fundamental, quantitative, and technical analysis within a modern portfolio theory framework and maintains broker-dealer consulting arrangements with specified custodians.

Gavin Gamboa is a financial advisor at Fiduciary Financial Group, LLC in Boise, ID, holding a Series 65 credential with five years of industry experience. His prior roles include positions at RW Investment Management, LLC and Perpetua Group, and he worked at Bodybuilding.com before entering the financial sector. Fiduciary Financial Group manages approximately $865 million for individual clients, high-net-worth individuals, and retirement plans, offering discretionary asset management, financial planning, ERISA plan advisory, and access to private placements. The firm utilizes a combination of model portfolios and individualized accounts with a diverse range of investment vehicles and incorporates fundamental, technical, and cyclical analysis as part of its approach.

Katherena Weyand is a CFP® with five years of experience, currently serving as an advisor at Helmstar Wealth Management in Boise, ID. She has worked at The Helmstar Group since 2018 and has prior experience with Strive and the Granbury Theater Company. Outside of her advisory role, she is an actor with the Alley Repertory Theater, a semi-professional company. Helmstar Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, typically onboarding accounts at or above $500,000. The firm employs a disciplined, multi-manager investment process focused on asset allocation, portfolio structure, tax management, and continuous monitoring, often managing client accounts on a discretionary basis.

Peter Butler is a CFA® charterholder with 13 years of industry experience. He currently works at Helmstar Wealth Management and has held prior roles at Pensionmark Financial Group and Valtrend LLC. Butler is the principal and owner of Valtrend LLC, a business appraisal firm specializing in the valuation of privately held companies, and is the owner and inventor of the Butler Pinkerton Calculator, a software tool used for private company valuation. He is also involved in a family LLC that conducts financial analysis related to alternative investments in solar energy. Helmstar Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, focusing on accounts typically at or above $500,000. The firm offers comprehensive financial planning, discretionary portfolio management, pension consulting, and education services, utilizing a disciplined, multi-manager investment process with an emphasis on asset allocation, tax management, and continuous monitoring.

Gregory Mc Call is a CFP® and ChFC® with six years of industry experience. He has worked with Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Eagle Financial Planning, LLC. He has prior experience in sports-related roles with organizations including the Milwaukee Brewers and Tacoma Rainiers. He is part of the Fiduciary Financial Planning Network, a six-advisor team that provides financial planning and portfolio management for individuals and small businesses. The firm emphasizes index-based, long-term buy-and-hold portfolios, tax-efficient strategies, and comprehensive client education.

Brandon Richins is a CFP® professional with six years of experience at Millington & Company PLLC and prior experience at Deloitte Tax LLP. He is currently associated with Next Level Wealth Planning, LLC in Meridian, ID. Next Level Wealth Planning, LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients, along with investment consulting for broker/dealer customers. The firm employs a variety of analytical methods and offers a range of investment strategies, managing both discretionary and non-discretionary accounts.

Rashe Elliott is a financial advisor at Mountain Pacific Investment Advisers, LLC with one year of industry experience. Prior to joining Mountain Pacific, Elliott worked at The JR Simplot Company and Northrop Grumman. Mountain Pacific serves individual and high-net-worth clients as well as institutional accounts, offering discretionary investment management, financial planning, and non-continuous advisory services. The firm’s investment approach combines bottom-up fundamental analysis and a growth-at-a-reasonable-price equity strategy with the use of broad-based index funds and laddered fixed-income positions.

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.

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.

Huntley Davenport Jr. is a financial advisor at American Capital Advisory, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with American Capital Advisory since 2014. Outside of his advisory role, he is a limited partner investor in restaurant startups and franchise businesses, including Krispy Kreme doughnut stores and Wicked Taco. American Capital Advisory provides discretionary investment management to individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, and financial institutions. The firm employs a global asset allocation approach using primarily low-cost ETFs and mutual funds, with additional strategies such as tax-sensitive direct indexing and option writing, tailored to client objectives and risk tolerance.

Owen Tennyson is a financial advisor at Motiv8 Investments LLC in Boise, ID, holding a Series 65 designation with six years of industry experience. His prior roles include positions at Foundations Investment Advisors LLC, Silver Key Benefits, and American Senior Benefits. He is also an independent insurance agent and broker for multiple life and health companies. Motiv8 Investments LLC provides discretionary and non-discretionary portfolio management and comprehensive financial planning services to individuals, retirement plan participants, trusts, estates, charitable organizations, and business entities. The firm employs a range of investment strategies including fundamental, technical, and cyclical analysis, focusing on asset allocation, continuous monitoring, and periodic rebalancing.

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.

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.