Steven Sundberg is the founder and sole advisor at Wood River Consulting, an independent registered investment adviser based in Hailey, Idaho. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to establishing Wood River Consulting in 2018, Sundberg was self-employed for two years. He is also the founder of Snake River Venture Partner, a defense technology and national security venture firm, and is involved with WYO-VC, a venture capital firm focused on networking and investor introductions. Wood River Consulting serves individuals, high-net-worth clients, and pension/profit-sharing plans, offering discretionary portfolio management and pension consulting services. The firm employs strategic asset allocation with mutual funds and ETFs, incorporating fundamental analysis, modern portfolio theory, and technical analysis in its investment approach.

Carson Simpson is a financial advisor at C.S Wealth LLC with two years of industry experience. He holds a Series 65 designation and has prior work experience at C.S Investments LLC, Dusty's Electric, Inc., Simpson Brothers LLC, and Carey Public Schools. Outside of advising, he works part-time as a CDL driver and a ranch manager. C.S Wealth LLC offers investment management, financial planning, business consulting, and retirement plan advisory services to individuals, high-net-worth clients, business owners, and plan sponsors. The firm employs a long-term investment approach based on fundamental analysis, utilizing low-cost diversified mutual funds and ETFs alongside individual securities when appropriate, and incorporates third-party artificial intelligence tools for research and risk monitoring.

Lauren Davis is the sole advisor at Davis Investment Group, Ltd., an independent firm based in Hailey, Idaho. She holds Series 63 and Series 65 licenses and has 15 years of industry experience. Davis has been with her firm since its founding in 1996. Davis Investment Group provides investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental-analysis approach with a long-term orientation, focusing on diversified portfolios that primarily use low-cost mutual funds and ETFs, supplemented by individual securities when appropriate.

Jason Parrish is a financial advisor at Redpoint Investment Advisors with five years of industry experience. He holds a Series 65 designation and has previously worked at Integrate, PayScale Inc, and SAP Concur. Redpoint Investment Advisors is an independent, state-registered firm serving individual clients with discretionary and non-discretionary portfolio management focused on domestic and international equities. The firm employs a long-term, buy-and-hold investment approach using proprietary financial models and provides regular performance reporting to clients.

Neil Jessen is a financial advisor at Sun Valley Advisors, Inc. in Hailey, ID, holding a Series 65 designation and with 14 years of industry experience. He has been with Sun Valley Advisors since 2011. Sun Valley Advisors provides discretionary portfolio management to individuals, pension and profit-sharing plans, ERISA accounts, trusts, estates, and business entities, focusing on a global balanced mandate. The firm primarily uses closed-end funds purchased at discounts to net asset value, supplemented by exchange-traded funds for diversification, and employs systematic analysis with proprietary software to guide investment decisions.

Stephen Banta is a financial advisor at Banta Asset Management LP with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Banta Asset Management since 2007. His prior experience includes roles at Wells Fargo Advisors and Citigroup Global Markets. Banta Asset Management serves individual and high-net-worth investors, trusts, estates, pension plans, charitable organizations, and businesses. The firm offers discretionary investment management and financial planning, focusing on customized portfolios primarily constructed with exchange-traded funds and managed on a discretionary basis.

Gregory Peterson is a PFS™ credentialed financial advisor with 19 years of industry experience. He is currently with Statheros Financial Solutions, Inc., where he has worked since 2019, and previously worked at Pgr Solutions, LLC and Lallman, Feltman, Peterson & Co, P.A. He also works part-time as an independent contractor for Lallman CPA & Advisors, a public accountancy firm. Statheros Financial Solutions, Inc. provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses globally diversified, primarily mutual fund and ETF portfolios with long-term strategies, supported by proprietary tools and third-party administrative and actuarial consulting services.

Brian Vander Wyst is a financial advisor at RW Investment Management LLC with one year of industry experience. He previously worked at Sun Valley Gold, LLC for 18 years. He serves as a board member of Syringa Mountain School, a local charter school. RW Investment Management serves individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and pension consulting. The firm employs an evidence-based investment approach combining passive and active funds, individual securities, and limited alternatives, with accounts monitored annually and technology-assisted rebalancing.

Chasen Ruth is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Empower Advisory Group and previously worked at Morgan Stanley and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated services emphasize long-term portfolio returns and rebalancing within plan lineups chosen by plan sponsors.

Yuri Mc Clure is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments. Outside of his advisory role, he coaches alpine ski for the Sun Valley Ski Education Foundation’s U12 Travel Team and provides ski tuning and waxing services. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and savings rates within plan lineups chosen by plan sponsors.

Stephen White is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Financial since 2021, following a 13-year tenure at UBS Financial Services. His current role is within Rockefeller Capital Management since 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines discretionary and non-discretionary portfolio management with financial planning and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

John Kendall is a financial advisor with LPL Financial in Hailey, Idaho, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he has a management position in a family LLC involved with real estate rental activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, with an emphasis on combining scale and diverse financial products alongside its advisory services.

Michael Minervini is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, RBC Capital Markets, and Wells Fargo Clearing. He serves as a part-time CFO for SOCORRO, a non-investment related business based in Hailey, Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies delivered by its network of investment adviser representatives.

Rob Driemeyer is a financial advisor at Edward Jones in Hailey, Idaho, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Albertsons for 32 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary solutions, including tax-efficient services and proprietary investment options.

James Blandford is a financial advisor with Robert W. Baird & Co. in Bellevue, ID, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird since 2009 and has also maintained self-employment since 2000. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients by providing tailored financial planning and portfolio management services across a range of investment strategies.

Stephen Seiber is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 1989 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and research resources to its clients.

Mary Garrison is a Wealth Management Advisor and Senior Portfolio Manager at Merrill Lynch Wealth Management, where she has been since 2004. She co-leads the team of Garrison Swartz, focusing on customized wealth management and financial strategies for high net worth families and corporate executives. Mary began her career in financial services in 1981 and has held senior portfolio management roles at Northern Trust Bank and State Street Global Advisors, as well as positions at a life insurance company and other major banks. Mary holds a B.S. degree in Finance from the University of Nebraska and a Master's degree in Finance from Boston College. She is a Chartered Financial Analyst (CFA) Charterholder and a Certified Divorce Financial Analyst (CDFA). She also holds the CPFA designation for retirement plans. Mary is a member of the CFA Institute and the CFA Society of San Francisco, having served as its President from 2007 to 2008. She is involved with the National Charity League, Crystal Springs Chapter, and Wood River Women's Foundation. Outside of work, Mary enjoys spending time with her family, hiking, scuba diving, cooking, reading, and traveling. She has lived in London for two years and divides her time between Sausalito, California, and Sun Valley, Idaho with her husband, Kevin.

Wesley Wong is a financial advisor at LPL Financial with 34 years of industry experience. His prior roles include positions at Wells Fargo Advisors, UBS Financial Services, and Citigroup Global Markets. Outside of his advisory work, he is a business owner of two fruit companies in Bakersfield, California. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a notable scale of advisory and non-advisory financial activities.

Shelley Seibel is a financial advisor with Edward Jones in Hailey, Idaho, holding Series 66 and Series 63 designations and bringing 29 years of industry experience. She has been with Edward Jones since 1996. Outside of her advisory role, she serves on the boards of the Leidy Sampson Family Foundation and Make a Difference Now, where she provides guidance on investment accounts and participates in investment committee activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs. The firm is known for its extensive retail advisor and branch network, as well as its affiliated capabilities including trust services, mutual funds, and securities-based lending.

James Perkins II is a financial advisor with Robert Baird & Co. in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Robert Baird & Co. since 2014. Perkins serves as a trustee on the Herbert Templeton Foundation board. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Les Miller is a financial advisor with LPL Financial, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at U.S. Bancorp Investments and Edward Jones. Miller is based in Hailey, Idaho. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with investment strategies implemented through both discretionary and non-discretionary approaches.

Douglas Strand is a financial advisor with Morgan Stanley in Hailey, Idaho, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. In addition to his advisory role, he serves as an arbitration panelist and is a board member of a homeowners association in Portland, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee resources to support its advisory services.

Thomas Lenze is a financial advisor at Osaic with 52 years of industry experience. He holds a Series 63 designation and has worked at firms including FSC Securities Corporation, Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, Lenze owns and operates private aircraft and hangar facilities through separate LLCs. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and multiple program options delivered through a multi-advisor platform.

Jeffrey Neel is a financial advisor with LPL Financial and holds the Series 66 designation. He has 27 years of industry experience and operates a CPA and tax preparation business, J. Neel and Company, PA, since 2002. His prior experience includes roles at Avantax Advisory Services and Avantax Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a broad range of financial products and partnerships.