Robert Dwonch is a financial advisor with Calton & Associates, Inc. in Boise, ID, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Capital Financial Services, Inc. for 12 years before joining Calton & Associates in 2019. In addition to his advisory role, he is involved in fixed insurance sales through various insurance companies. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm combines commissionable brokerage and insurance products with tailored investment recommendations and multiple program structures, including firm-managed wrap programs and third-party money manager platforms.

Preston Pugmire is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He currently works at Modern Wealth Management, LLC and previously held a position at Arista Wealth Management. Before entering the financial advisory field, he spent two years as a missionary and five years involved with Vantage Marketing. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and charitable organizations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers a broad range of services such as discretionary investment management, tax and estate planning, and ERISA plan services.

Joseph Gates is a financial advisor with Clear Creek Financial Management, LLC in Boise, ID. He holds a Series 66 designation and has 18 years of industry experience, including 12 years at Clear Creek. Outside of advising, he owns Stack Rock Coffee, LLC, a business involved in reselling coffee. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other investment advisers, and business entities. The firm offers asset management, financial planning, consulting, and algorithmic research through its Helios Quantitative Research division, employing a range of investment strategies and conducting regular portfolio reviews.

Richard Banks is a CFA® charterholder with 10 years of experience in the financial industry. He has been with Venturi Wealth Management, LLC since 2016. Venturi Private Wealth provides investment management, financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management and utilizes a tailored investment approach overseen by an internal Investment Committee.

Elizabeth Williams is a Series 65-licensed financial advisor with five years of industry experience. She joined Clear Creek Financial Management, LLC in 2026 after working at USA Financial Securities and Financial Ark Builders. Outside of finance, she is the owner of Admiral Coffee House, a coffee training and brewing business, and a certified Becoming You life coach incorporating coaching tools into financial planning. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, other advisers, and business entities with asset management, financial planning, pension consulting, and algorithmic research. The firm emphasizes individualized account supervision and a diverse investment approach, including fundamental, technical, and cyclical analysis, supplemented by algorithmic modeling through its Helios Quantitative Research division.

Richard Johannsen is a financial advisor at CoreCap Advisors with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with CoreCap Advisors and CoreCap Investments since 2016. Johannsen also owns Johannsen and Company CPAs, a tax preparation and accounting firm. CoreCap Advisors serves individuals, self-directed retirement plans, and institutional clients, offering discretionary investment management, financial planning, and access to third-party sub-advisors. The firm emphasizes a relationship-oriented, long-term investment approach across various asset classes and provides oversight of sub-advisors alongside tax-efficient services.

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.

Thomas Brown is a CFP® with 20 years of industry experience, currently serving as an advisor at Modern Wealth Management, LLC since 2024. He previously worked at Petso Financial Consultants LLC for 15 years and Mutual Securities, Inc. for one year. Outside of advising, he owns Marathon Tax, LLC, a tax preparation business based in Boise, ID. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, pension and retirement plans, and charitable organizations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers specialized services such as ERISA plan management and estate-planning assistance.

Russell Norwood is a Certified Financial Planner (CFP®) with 34 years of industry experience and has been with Venturi Private Wealth since 2015. He is based in Boise, Idaho, and holds Series 63 and Series 65 licenses. Venturi Private Wealth provides investment management, comprehensive financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers tailored portfolios with ongoing due diligence and integrates family office and CFO services alongside traditional wealth management.

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.

Cole Edmiston is a Series 66-licensed financial advisor at Venturi Private Wealth with nine years of industry experience. He previously worked at Bank of America and Merrill Lynch from 2017 to 2019 and began his career after graduating from Baylor University. He has been with Venturi Wealth Management since 2019. Venturi Private Wealth provides investment management, comprehensive financial planning, family office, and business advisory services to individuals, high-net-worth families, trusts, estates, charitable organizations, and corporations. The firm combines discretionary and non-discretionary portfolio management with tailored investment strategies and offers an affiliated private-fund platform alongside consolidated reporting and CFO services.

Trevor Klugh is a financial advisor at Modern Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has worked at several firms, including Petso Financial Consultants LLC and Clearwater Analytics. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services for individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a range of investment tools.

Brandon Johns is a financial advisor at Trek Financial with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, World Equity Group, and Equitable Advisors. Outside of his advisory role, he is involved in insurance-related activities, including fixed insurance sales and health insurance referrals. 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 strategies, alternatives, and options-based overlays within its model management framework.

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.

Ronald Gambassi is a financial advisor at Modern Wealth Management, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked previously at McMillen & Company, Inc. and Gem State Investment Advisors, LLC. Outside of his advisory role, he operates 3033 Ranch, LLC, providing executive coaching to business owners and corporate executives through a peer advisory organization. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, employing a centralized Investment Committee and a mix of model portfolios, third-party managers, and strategic allocation approaches.

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.

Casey Blair is a financial advisor at OneAscent Financial Services LLC based in Boise, ID. He holds the Series 65 designation and has one year of industry experience. Prior to joining OneAscent, he worked at KCB Trading, LLC for 11 years. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions through multiple advisory teams. The firm offers a range of services including discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions, with investment programs tailored to individual asset-allocation guidelines.

Brian Post is a CFA® charterholder with 17 years of industry experience, currently serving as a Managing Director and Investment Adviser Representative at Robertson Stephens Wealth Management. His prior experience includes roles at RBC Capital Markets and Robertson Stephens Capital Markets. He serves as a volunteer director and tutor for The Learning Lab, a nonprofit organization promoting literacy for local children and adults. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines individualized advice with centrally developed model portfolios and oversight, offering a range of services including portfolio management, financial planning, and access to public and private funds.

Steve Caltagirone is a Certified Financial Planner (CFP®) with 20 years of industry experience. He has been with Mission Wealth Management, LLC since 2013. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm employs customized, long-term investment strategies across a range of asset classes and offers services including financial planning, portfolio management, and consulting through tiered service models.