Teresa Yragui is a financial advisor at Continuum Advisory, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Osaic Wealth, Inc. and Securities America Advisors, Inc. Teresa serves as a trustee of the Yragui Family Trust. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm employs a tailored investment approach using a range of securities and model portfolios, supported by affiliated professionals including attorneys and CPAs.

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.

David James is a financial advisor with Coastal Bridge Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Coastal Bridge Advisors since 2016. Outside of his advisory role, he serves as a trustee for an insurance trust established in 2006. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized services including retirement plan consulting, HSA investment management, and access to various lending solutions.

Donny Hopoi is a financial advisor with Continuum Advisory, LLC, holding a Series 65 license and two years of industry experience. His prior work includes roles at Wealth Management Associates, Osaic Wealth, The 401k Source, and American National Insurance. He also operates an insurance sales activity offering life and health insurance. Continuum Advisory serves individual and institutional clients, providing financial planning, consulting, and discretionary portfolio management. The firm integrates multiple professional disciplines and utilizes a centralized platform for portfolio management and reporting.

Dustin Michaelson is a financial advisor at Clear Creek Financial Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Thrivent Financial and Wells Fargo Advisors. Outside of his advisory role, he owns Michaelson Group, a financial consulting business serving clients independently. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities by offering asset management, financial planning, and pension consulting. The firm utilizes a multi-strategy investment approach, combining fundamental, technical, and cyclical analysis with algorithmic consulting through its Helios Quantitative Research division.

Lisa Adams is a Series 66 licensed advisor with American Independent Securities Group, LLC, where she has worked since 2015. She has nine years of industry experience. Outside of her advisory role, Adams co-founded and serves as president of the Business Women of Pocatello, a nonprofit organization. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, and charitable organizations. The firm uses an open architecture approach to portfolio management, offering discretionary and non-discretionary account options and access to multiple custodial and advisory platforms.

Mason Craig is a financial advisor at Inspire Advisors, LLC with one year of industry experience. He holds a Series 65 credential and has prior roles including work at Western Seminary and Living Water Church. Outside of advising, he is involved with Nicene Media, providing media project management and digital marketing services. Inspire Advisors, LLC manages approximately $1.33 billion in discretionary assets, primarily serving individual and high-net-worth clients, as well as institutions and charitable organizations. The firm integrates Biblically Responsible Investing through proprietary tools and employs a variety of analytical methods to construct portfolios, often using sub-advisors and affiliated managers.

Jeff Crawford is a financial advisor with HBW Advisory Services LLC in Boise, ID, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with several firms, including Cetera and CETERA Advisor Networks LLC, and has led HBW Crawford & Associates, Inc. as President and CEO since 2006. Outside of advisory roles, he is a licensed insurance agent involved in life insurance and annuities and is also active in real estate referral services on a limited basis. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, nonprofits, businesses, and retirement plans through discretionary and non-discretionary asset management and comprehensive financial planning. The firm employs a blended investment approach combining tactical asset allocation and multi-manager strategies, offers sub-advisory and co-advisor services, and maintains a notable client servicing model characterized by a high client-to-advisor ratio and diverse institutional relationships.

Matthew Reynolds is a financial advisor at Calton & Associates, Inc. in Boise, ID, holding a Series 66 designation. He has experience working at Calton & Associates since 2025 and previously at Reynolds Financial, Mid-America Christian University, and Northwest Nazarene University. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients with portfolio management, fee-based financial planning, and retirement plan consulting. The firm offers both advisory and brokerage services, tailoring investment recommendations to client goals and providing multiple program structures including firm-managed wrap programs and third-party money manager options.

Austin Cunningham is a CFP® professional with 11 years of industry experience. He is currently with Northwest Asset Management, where he has worked since 2022. Prior to that, he was with LPL Financial LLC and Edward Jones. Northwest Asset Management manages approximately $3.6 billion for nearly 3,000 clients, including individuals, pension plans, charities, and corporations. The firm employs a fiduciary approach with customized portfolio strategies based on Modern Portfolio Theory, combining fundamental and technical analysis alongside periodic rebalancing.

Janene Warren is a CFP®-certified financial advisor with 26 years of industry experience. She is currently with Advisory Services Network and previously worked at Fidelity Brokerage Services and Anchor Private Planning. Outside of her advisory work, she is the president and owner of Resolute, Inc., a service company focused on business tax and income for wages and expenses. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and employer-sponsored retirement plans through a network of independent representatives. The firm offers a range of portfolio management and financial planning services, utilizing a variety of securities and third-party managers to develop strategies based on client objectives and risk tolerances.

Sean West is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Clear Creek Financial Management, LLC since 2019. He previously worked at LPL Financial for eight years. In addition to his advisory role, West prepares tax returns for a small group of clients as an enrolled agent. Clear Creek Financial Management serves individuals, employer retirement plans, trusts, estates, and business entities, offering a range of services including asset management, financial planning, pension consulting, and algorithmic consulting through its Helios Quantitative Research division.

Matthew Gustafson is a financial advisor at Coppell Advisory Solutions LLC with a Series 65 credential and one year of industry experience. His prior work includes positions at Freedom Private Wealth, Lululemon, and Victra: Verizon Authorized Retailer. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses an open-architecture platform and combines tailor-made asset allocation models with fundamental and technical analysis to implement strategies consistent with client objectives.

Derek Williams is a financial advisor at Savvy with 18 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior roles include positions at True Harvest Wealth Management, Raymond James Financial Services Advisors, and his own firm, Derek Williams Financial Services, Inc. Outside of advisory work, he is involved in strategic planning and business development for a private equity fund managed by Baynes Capital LLC. Savvy provides customized discretionary and non-discretionary investment and wealth management services to individuals, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach combines an index-based core with tailored strategies such as direct indexing with tax-loss harvesting, active and passive stock portfolios, and ESG-focused models, supported by a proprietary technology platform and third-party tools.

Ryan Carlson is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has been with American Independent Securities Group since 2004. He also works as a health insurance agent on a commission basis. American Independent Securities Group provides investment advisory and financial planning services to individual investors, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses an open-architecture approach to portfolio management, offering discretionary and non-discretionary account management with access to multiple custodial and advisory platforms.

Jonathan Warner is a financial advisor at Continuum Advisory, LLC with three years of industry experience. He holds a Series 65 designation and has worked at IG Advisory, LLC since 2022. In addition to his advisory role, Warner is a member and owner of Isler Group LLC, where he practices as a CPA. Continuum Advisory is a multi-team SEC-registered investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management services, utilizing a range of investment products and institutional resources to tailor strategies to client objectives and needs.

Anthony Rubino Jr. is a financial advisor with AdvisorNet Wealth Partners and holds a Series 66 designation. He has 19 years of industry experience and has worked at firms including Edward Jones and Roehl & Yi Investment Advisors. Outside of his advisory roles, he is also licensed as an insurance agent in Montana, focusing on health, life, and fixed annuities. AdvisorNet Wealth Partners provides investment management, financial planning, retirement-plan consulting, and related services to individuals, trusts, corporations, and qualified plans. The firm constructs diversified portfolios using equities, fixed income, mutual funds, and ETFs, utilizing both internal and external managers to implement client objectives.

Kevin Lewin is a financial advisor at Creative Financial Designs, Inc. with five years of industry experience. He holds a Series 66 designation and has previously worked in printing services before joining the financial sector. In addition to his advisory role, Lewin is involved in independent insurance sales and represents LegalShield, offering legal and identity insurance services. Creative Financial Designs serves individual clients, charitable organizations, businesses, and retirement plans with investment management and financial planning services. The firm employs a research-driven investment process featuring model portfolios and offers a range of strategies including Biblical Responsible Investing, with flexible billing options and specialized management programs.

Scott Davis is a financial advisor with Portside Wealth Group, LLC in Meridian, Idaho. He holds a Series 65 credential and has one year of industry experience. Prior to joining Portside, he worked in various accounting and tax preparation roles, including founding Scott Davis CPA, LLC, where he provides tax preparation services. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management and financial planning, using a blend of fundamental, technical, and modern portfolio theory approaches, alongside affiliated legal and accounting expertise.