Rachel Lysne is a financial advisor at Aspen Capital Management, LLC in Boise, ID, with seven years of industry experience. She holds a Series 65 designation and has been with Aspen Capital Management since 2018, except for a one-year period of extended travel and a prior role at Elevate Publishing. 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, focusing on strategic asset allocation using global equity, REIT exposure, multi-sector bond funds, and primarily no-load mutual funds and ETFs.

Kaitlyn Fajardo is a financial advisor at RW Investment Management LLC with one year of industry experience. She holds a Series 65 credential and has prior experience at Mountain West Bank and Because International. Outside of finance, she has been involved with the Northwest Nazarene University Lacrosse Team and worked with The Bean. 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 combining passive and active funds, with accounts monitored regularly and tailored to client needs.

Theodore Armstrong is a financial advisor at BR Wealth Management in Boise, ID, with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Armstrong also serves as a trustee for family revocable trusts. BR Wealth Management provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, partnerships, and businesses. The firm emphasizes tailored portfolio strategies using model allocations, third-party managers, and automated platforms, focusing on asset allocation, rebalancing, and long-term holding.

Eugene Delarosa is a CFP® with 21 years of experience in the financial services industry. He has been with Treasure Valley Financial Planning since 2026, following six years at Clear Creek Financial Management and eleven years at Ameriprise Financial Services. Treasure Valley Financial Planning is a team-based firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm typically builds portfolios using passive index funds and ETFs while integrating fundamental, technical, and cyclical analysis, and may recommend alternative investments and derivatives for qualified clients.

Maranda Barnhart is a financial advisor at Aspen Capital Management, LLC in Boise, ID. She holds a Series 65 credential and has one year of industry experience. Her prior work includes roles in education at the College of Western Idaho and other positions before joining Aspen Capital Management. Aspen Capital Management provides personalized, fee-only financial planning and investment management primarily to individuals and families. The firm manages approximately $1.1 billion using strategic asset allocation focused on global equities, REITs, and multi-sector bond funds, employing no-load mutual funds and ETFs.

Ryan Warwick is a financial advisor with RW Investment Management LLC in Eagle, Idaho, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with RW Investment Management since 2014. Outside of advisory work, he owns Hope Devices, a developmental disability services organization, where he provides board-level oversight. RW Investment Management serves individuals, trusts, retirement plans, and business entities with comprehensive 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 committee.

Jason Peery is a PFS™ credentialed financial advisor with 24 years of industry experience. He has been with Grow Rasmussen Consulting LLC since 2001 and is also the managing partner of Grow Rasmussen LLP, a full-service accounting firm. Grow Rasmussen Consulting provides personalized financial planning and investment management to individuals, pension plans, trusts, estates, charitable organizations, and small businesses. The firm uses a strategic asset allocation approach and collaborates closely with its affiliated accounting practice, employing licensed CPAs among its advisory personnel.

Chad Majors is a financial advisor at Next Level Wealth Planning, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Raymond James Financial Services, Inc. from 2005 to 2023, alongside his ongoing role at Majors Financial Group since 2005. Outside of advising, he owns and manages a property rental business operating daily rentals through platforms such as VRBO and Airbnb. Next Level Wealth Planning serves individuals and high-net-worth clients, providing portfolio management, financial planning, and consulting services. The firm combines fundamental, quantitative, and technical analysis within a modern portfolio theory framework and offers discretionary account management along with broker-dealer consulting arrangements.

Roger Nicholls is a financial advisor at Best Life Infinity, LLC with 29 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at Investment Advisor Group, H & H Retirement Design & Management, Arbor Point Advisors, KMS Financial, Echelon Group, RAN Consulting, and Legacy Wealth Management. Best Life Infinity, LLC is a six-advisor firm providing investment management and comprehensive financial planning to individual and high-net-worth clients, including families of fallen service members and combat veterans. The firm manages approximately $48 million across about 110 client relationships, employing diversified portfolios with both passive and active strategies, options, and third-party model portfolios.

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.