Suzanne Hazlett is a CFP® with 28 years of experience in financial advising. She is the principal of Hazlett Wealth Management LLC in Ketchum, ID, and previously worked at Raymond James under the same business name. Outside of finance, she owns Suzanne Hazlett Art, a fine art business. Hazlett Wealth Management provides financial planning and portfolio management services primarily to high-net-worth individuals. The firm employs a diverse investment approach that includes cyclical, fundamental, quantitative, and technical analysis, using both long- and short-term strategies.

Peter McRae is the sole advisor at McRae Capital Management L.L.C. in Ketchum, Idaho, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has operated McRae Capital Management since 1998. McRae Capital Management is an independent advisory firm serving high-net-worth individuals, trusts, ERISA accounts, and corporate clients. The firm offers discretionary portfolio management along with retirement and estate planning, using institutional mutual funds and ETFs, and provides financial plans at no additional charge.

Gregory Lyle is the sole advisor at Gregory Lyle & Co. in Sun Valley, ID, with 37 years of industry experience. He holds a Series 63 designation and has a legal background, serving as an attorney since 1977 and operating a tax preparation partnership. He is also president of Ballard Canal Company, Inc. The firm offers personalized investment supervisory services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. It focuses on fundamental analysis and long-term common equity investments in concentrated portfolios, managing approximately $192 million across a small client base.

Warren Schliiter is a financial advisor at Sila Financial, LLC with 55 years of industry experience. He holds the Series 63 and Series 66 designations. His career includes long tenures at Kms Financial Services, Inc. and a self-employed insurance brokerage, with his current role at Sila Financial beginning in 2020. Sila Financial provides fee-based portfolio management and comprehensive wealth management services to individuals, businesses, qualified retirement plans, trusts, estates, and non-profit organizations. The firm constructs customized portfolios using a mix of mutual funds, ETFs, REITs, and individual securities, emphasizing low-cost index options and selective active management.

Thomas Nelson III is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Sky-Mountain Capital Management since 2021, following roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Merrill. Sky-Mountain Capital Management serves individuals, families, high-net-worth clients, trusts, estates, businesses, and retirement plans with investment management, financial planning, consulting, and retirement plan advisory services. The firm employs a strategic asset allocation approach with diversified mutual funds and ETFs, incorporating Modern Portfolio Theory, Fundamental Analysis, and Cyclical Analysis in its process.

Jason Williams is a financial advisor at Pinyon Pine Capital LLC in Ketchum, Idaho, with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Pinyon Pine Capital since 2010. Since March 2024, Dr. Williams has also served as principal and chief investment officer of Pios Capital, LLC, an Idaho exempt reporting adviser managing a pooled investment vehicle. Pinyon Pine Capital LLC provides discretionary equity portfolio management to individuals, trusts, family offices, and institutional investors. The firm employs a fundamental, research-driven investment process focused on companies with high free cash flow yields and manages concentrated portfolios with multi-year holding horizons to emphasize tax efficiency across several separately managed strategies.

Robin Robertson is a financial advisor with Pacific Peak Advisors, LLC, holding a Series 63 designation and with 41 years of industry experience. His work history includes roles at Trumark Financial, TLG Advisors, and The Leaders Group, Inc. Outside of advisory services, Robertson is the owner and president of RJR Insurance and Financial Services, an insurance agency specializing in life and health insurance. Pacific Peak Advisors serves individuals, high-net-worth clients, families, corporations, estates, and trusts by providing discretionary investment management and integrated financial planning. The firm employs an active, asset-allocation focused approach with diversified portfolios including equities, ETFs, mutual funds, and fixed income, tailoring strategies to clients’ profiles and investment plans.

Brandon Davis is a financial advisor at Pinyon Pine Capital LLC with a Series 65 designation and three years of industry experience. He previously worked at TBG Equity from 2016 to 2018 before joining Pinyon Pine Capital, where he has been since 2019. Pinyon Pine Capital LLC provides discretionary equity portfolio management to individuals, trusts, family offices, and institutional investors through several separately managed strategies. The firm employs a fundamental, research-driven investment process focused on companies with high free cash flow yields and emphasizes concentrated portfolios with multi-year holding horizons aimed at tax efficiency.

Sean Kovich is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Pacific Peak Advisors, LLC and has held roles at Trumark Financial and TLG Advisors, Inc. Outside of advising, he performs as a bass player in a 1990s cover band and volunteers as a firefighter in Sun Valley, Idaho. Pacific Peak Advisors serves individuals, families, corporations, estates, and trusts by providing discretionary investment management and integrated financial planning. The firm employs an active, asset-allocation centered approach with diversified portfolios tailored to each client’s written profile and investment plan.

Joan Lamb is a Series 65-licensed financial advisor at Rutherford Investment Management with 12 years of industry experience. She has worked with Rutherford since 2014 and has been self-employed since 1990. Lamb serves as a board member of the College of the Desert Foundation, where she contributes to overseeing the foundation’s investment management. Rutherford Investment Management is a fee-only, SEC-registered advisory firm that provides discretionary portfolio management and investment services to individuals and institutional clients, including retirement plans. The firm manages portfolios using a combination of fundamental and technical analysis and acts as Investment Manager to a collective investment trust for qualified employer-sponsored defined contribution plans.

Jeffrey Camps is a financial advisor with M Holdings Securities, Inc. and Lindberg & Ripple, holding a ChFC® designation and Series 63 and 65 licenses. He has 46 years of industry experience. He is a managing member of Lost River Classic Car LLC, which maintains a vintage car collection, and serves as a board member and finance chairman for the Wood River YMCA. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, combining in-house portfolio management with third-party sub-advisors and platform providers.

Erik Boe is a financial advisor with Robertson Stephens, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at Robertson Stephens Capital Markets, LLC and Robertson Stephens Wealth Management, LLC since 2019, and previously spent 11 years with RBC Capital Markets Corporation. Outside of his advisory role, Boe serves as Treasurer for the Sun Valley Community Foundation, a nonprofit focused on facilitating charitable giving in the Sun Valley, Idaho community. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, estates, charitable organizations, and retirement plans. The firm combines advisor-driven advice with centralized model portfolios and oversight, managing both discretionary and non-discretionary assets across a range of public and private investment options.

Julie Steinman is a CFP® with 38 years of industry experience. She is currently with Robertson Stephens Wealth Management, where she has worked since 2019, and has held roles at Robertson Stephens Capital Markets and RBC Capital Markets. Steinman is based in Ketchum, ID. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers a range of portfolio management and planning services, utilizing both in-house model portfolios and third-party managers.

Jack Donnelly is a financial advisor at Robertson Stephens with one year of industry experience. He holds a Series 65 designation and previously worked at TalentLink Solutions LLC and was associated with San Diego State University and Tamalpais High School during his early career. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management, investment consulting, and planning services, managing $8.76 billion in assets as of December 31, 2025.

George Berridge is a financial advisor with RFG Advisory, LLC in Ketchum, Idaho, holding Series 63 and Series 65 registrations and 20 years of industry experience. His prior experience includes roles at Nuveen Investments and Wells Fargo Clearing. Berridge operates under the Blue Sands Wealth DBA as part of his advisory activities. RFG Advisory serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm primarily delivers discretionary portfolio management using various model strategies and third-party platforms, and it acts as a sub-adviser to multiple ETFs while offering access to alternative investments and retirement technology solutions.

John Gilligan is a CFA® charterholder with 16 years of industry experience. He is currently with Robertson Stephens Wealth Management and previously worked at Mercer Global Advisors and Clearrock Capital. Outside of his advisory role, he coaches the Sun Valley Freeride Team, a youth ski team, on weekends during the winter season. Robertson Stephens Wealth Management provides investment advisory services to individuals, families, trusts, charitable organizations, and retirement plans. The firm combines individualized advice with model portfolios and oversight by an Investment Committee, managing over $7 billion in client assets as of the end of 2024.

Eric Kiel is a financial advisor with Robertson Stephens Wealth Management, LLC, holding a Series 65 designation and four years of industry experience. He also owns and operates a commercial photography business, Eric Kiel Photography, which he has managed since 2000 and devotes part-time to shooting campaigns for creative agencies. Robertson Stephens serves individuals, families, trusts, charitable organizations, and retirement and profit-sharing plans, offering discretionary and non-discretionary portfolio management alongside tax and estate planning services. The firm manages $8.76 billion in assets and utilizes a range of investment strategies including in-house model portfolios and third-party managers.

John Murray is a financial advisor with Robertson Stephens, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Robertson Stephens entities since 2016, currently serving in roles at Robertson Stephens Capital Markets, LLC and Robertson Stephens Wealth Management, LLC. Outside of his advisory work, he serves on the board of MSCL House, a nonprofit men's second chance living organization in Hailey, Idaho. Robertson Stephens provides investment advisory services to individuals, families, trusts, family and multi-family offices, charitable organizations, and retirement plans, managing $8.76 billion in assets as of December 31, 2025. The firm offers discretionary and non-discretionary portfolio management, consulting, and planning services, utilizing in-house model portfolios and third-party managers across a broad range of investment types.

Richard Schwartzbard is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. He has been with Commonwealth since 2005 and previously worked at AFS Financial Group. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment options, while supporting affiliated advisors with operations, compliance, and technology.

Mark Eshman is a financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at ClearRock Capital for 13 years before joining Mercer Global Advisors. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, using a variety of implementation options including ETFs, mutual funds, and separate accounts.