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.

Timothy Brown is a financial advisor at Montis Financial, LLC with 22 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at 360 Family Office and 360 Wealth Resources. In addition to his advisory role, he is a licensed insurance agent. Montis Financial serves individual and high-net-worth clients as well as institutional plan sponsors, offering comprehensive financial planning, asset management, and retirement plan consulting. The firm combines discretionary portfolio management with the use of unaffiliated managers and employs a diverse investment approach that includes mutual funds, separate accounts, private funds, and select strategies such as options and interval funds.

Benjamin Boettcher is a CFP®, ChFC®, and Series 66-registered financial advisor with 18 years of industry experience. He has been with The Helmstar Group since 2007 and is a 50% owner of the firm. In addition to his advisory role, he acts as an insurance agent for multiple companies. Helmstar Wealth Management serves both individual and institutional clients, offering comprehensive financial planning, discretionary portfolio management, and pension consulting. The firm employs a disciplined investment process focused on asset allocation, tax management, and manager selection, utilizing mutual funds, ETFs, and approved asset-management programs.

Danielle Beasley is a financial advisor at Berkeley, Inc. in Boise, ID, holding Series 63 and Series 65 licenses with nine years of industry experience. Her prior roles include positions at Thrivent Financial, LPL Financial, and Redwood Credit Union. Berkeley, Inc. provides personalized financial planning and discretionary investment management to a diverse client base, including high-net-worth individuals, trusts, and small businesses. The firm uses a tactical asset-allocation approach combining passive and active management with global diversification and employs a range of analytical methods to guide investment decisions.

John Mcentire is a CFA® charterholder with 14 years of experience in the financial industry. He has worked at Venturi Private Wealth since 2018 and previously held roles at J.P. Morgan Securities and JPMorgan Chase & Co. from 2008 to 2018. 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 both discretionary and non-discretionary portfolio management, employing a wide range of investment vehicles and conducting ongoing due diligence through an internal Investment Committee.

Jeffery Herbek is a financial advisor with Good Life Advisors, LLC in Boise, ID, holding a Series 66 designation and 18 years of industry experience. His career includes roles at LPL Financial, The Grotto Group LLC, and Waddell & Reed Inc. He also operates Herbek LLC, a pass-through entity for tax and investment purposes. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm employs a team approach with multiple analytical methods and continuous account supervision to align asset allocation with client objectives, offering access to various programmatic solutions and educational resources.

Cameron Swindler is a financial advisor at Clear Creek Financial Management, LLC with two years of industry experience. He holds a Series 65 designation and has a background that includes multiple periods of work with Alliance Defending Freedom. Outside of his advisory role, he plays the bagpipes professionally and serves in a non-voting advisory capacity on the investment and finance committee of The Schreckengost Future of Care Foundation. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other advisers, and business entities. The firm provides asset management, financial planning, pension consulting, and algorithm-driven research, emphasizing individualized portfolio construction and a mix of fundamental, technical, and cyclical analysis.

Michael Gunckel is a financial advisor with Archer Investment Corporation in Boise, ID, holding a Series 65 license and one year of industry experience. He has worked with Eagle Forest Products since 2025 and has owned and operated Succentrix Business Advisors LLC, an accounting and tax firm, since 2020. Gunckel also served as controller at Four Winds Holdings from 2016 to 2025. Archer Investment Corporation provides advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies, managing approximately $900 million primarily on a discretionary basis. The firm offers customized portfolio management and model-based strategies across a range of asset classes, with an investment process that incorporates cash flow, tax considerations, and risk tolerance.

Alexandru Bistriceanu is a financial advisor at American Independent Securities Group, LLC with three years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at PFS Investments Inc. and Primerica Financial Services. Outside of his advisory roles, he has experience working in assisted living and education. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm offers portfolio management through both discretionary and non-discretionary arrangements and provides access to third-party managers and estate-planning services.

Alec Kelso Capili is a financial advisor at Apollon Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at The Real Money Pros LLC, operated as a sole proprietor, and held roles at Cumulus Media and The Evergreen State College. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services with a combination of centrally managed strategies and local portfolio decision-making, employing both fundamental and tactical investment approaches alongside tax-aware tools and independent sub-manager engagement.

Nicholas Daniels is a financial advisor at Apollon Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has prior experience with firms including Thrivent Financial and Creative Financial Designs, Inc. He is also registered as an investment adviser representative of Tree City Advisors, LLC for transition purposes. Apollon Wealth Management serves individuals, families, businesses, and charitable organizations with services including investment management, financial planning, and retirement plan advisory. The firm combines centrally managed and locally managed strategies, uses fundamental analysis and tactical allocations, and offers ESG risk-based models and tax management tools.

John Lane is a CFP® with 14 years of industry experience, currently serving as an advisor at Legacy Wealth Management, LLC. His prior roles include positions at Lion Street Advisors, Delgado Lane, and Ameritas Investment Corp. Outside of his advisory work, he is the author of the book *How to Graduate from College Debt Free* and is involved in a basketball skills program called Gem State Hoopes 1. Legacy Wealth Management is a multi-advisor firm offering discretionary portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm provides tailored investment strategies with access to a broad range of asset classes and utilizes sub-advisers and third-party money managers when appropriate.

Ryan Deamicis is a financial advisor at Creative Financial Designs, Inc. in Boise, ID, holding a Series 66 designation with 11 years of industry experience. Prior to his advisory role, he worked at American Pizza from 2019 to 2021. Outside of finance, he serves as a worship leader contractor, helping with worship activities and teaching worship music lessons. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients with a range of investment management and financial planning services. The firm employs a research-driven investment process across multiple strategies, including Biblical Responsible Investing, and offers both discretionary and non-discretionary management options.

Brian Crook is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Rocky Mountain Wealth Management LLC and Commonwealth Financial Network, where he worked for 12 years. Brian is based in Eagle, Idaho. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm uses a team approach and multiple methods of analysis to tailor advice, offering discretionary and non-discretionary portfolio management alongside educational seminars and access to various programmatic investment solutions.

Kimberly Harris is a financial advisor at Clear Creek Financial Management, LLC with 25 years of industry experience. She holds the Series 66 designation and has worked previously at Arbor Point Advisors, Securities America Advisors, Inc., Securities America, Inc., and Kms Financial Services, Inc. Harris serves as the treasurer and board member of the Idaho Women's Financial Conference Inc., which focuses on educating women in financial matters. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities. The firm offers asset management, financial planning, pension consulting, and algorithm-driven research, emphasizing individualized portfolio construction with a blend of fundamental, technical, and cyclical analysis.

Christopher Maxey is a financial advisor at Continuum Advisory, LLC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Mosaic Financial Group and Kalos Management. In addition to his advisory role, he is a licensed insurance agent providing various insurance products such as term life and indexed universal life insurance. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management services through a network of independent advisors and manages over $1.4 billion in assets.

Justin Aulds is a Series 66-registered advisor at AssuredPartners Investment Advisors with two years of industry experience. He has worked in various roles at AssuredPartners and Kestra Advisory and has also been an independent contractor for DoorDash. He serves as an associate advisor at FSM Wealth, assisting senior advisors with client service. AssuredPartners Investment Advisors provides portfolio management, financial planning, pension consulting, and employee benefit plan advisory services to individuals, trusts, retirement plans, and other entities. The firm manages several billion in discretionary assets and offers both discretionary and non-discretionary management through model and custom portfolios, while also providing ERISA fiduciary plan services and participant education.