Melissa Davis is a financial advisor at Straight Line Investment Group, LLC in Idaho Falls, ID, holding a Series 66 designation with 15 years of industry experience. She has been with Straight Line Investment Group since 2013. Straight Line Investment Group is an independent, single-adviser registered investment adviser serving individuals and high-net-worth clients with discretionary portfolio management. The firm employs proprietary investment models incorporating fundamental, technical, and cyclical analysis, primarily using a long-term trading approach while maintaining discretion for short-term trades and short sales.

Dirk Murray is the sole advisor at Sentinel Wealth Strategies in Idaho Falls, ID, holding Series 63 and Series 66 designations with 21 years of industry experience. He has been with Sentinel Wealth Strategies since 2014 and previously worked at Sowell Management Services from 2014 to 2017. Sentinel Wealth Strategies provides portfolio management, financial planning, and consulting services to individual and business clients, including some high-net-worth individuals. The firm employs a combination of fundamental and technical analysis, charting, and modern portfolio theory, and offers both discretionary and non-discretionary services through a wrap fee program on Charles Schwab’s institutional platform.

Alan Campbell is a CFP® professional with 19 years of industry experience. He has been with Spinnaker Financial Advisors, LLC since 2014 and holds a Series 65 license. Spinnaker Financial Advisors provides investment management and financial planning services to individuals, high-net-worth individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, emphasizing diversified, long-term portfolios with a focus on downside protection and value- and small/medium-cap equities.

In a world filled with endless financial choices, we guide you in distinguishing between what's merely good and what's genuinely the best for your family's future. Our approach is anchored in values-based planning, a strategy that goes beyond mere numbers to incorporate your core beliefs and life goals. This methodology ensures that your financial decisions not only bring stability but also resonate with what you hold dear. Why settle for good when you can aim for the best? Let's simplify the complexities and focus on what truly matters for your family's journey toward financial freedom and lasting prosperity.

Naumdar Akhavan is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He is the sole advisor at Valkyrie Private Wealth Management and has previously worked with Mutual Securities, Inc. and Summit Wealth and Retirement Partners. Akhavan is also engaged as a registered representative of Mutual Securities, Inc. Valkyrie Wealth LLC provides portfolio management and integrated financial planning services to individual and high-net-worth clients, using a combination of fundamental and technical analysis alongside options strategies. The firm maintains discretionary authority over accounts and emphasizes documented investment policy statements to align portfolios with clients’ goals and risk tolerances.

Dale Norton Jr. is the sole advisor at Asset & Retirement Management in Rigby, ID, with 43 years of industry experience. He holds a Series 63 designation and has been with Asset & Retirement Management since 2005, following five years at Independent Financial Group. Additionally, he owns an accounting and tax preparation business that he operates alongside his advisory work. Asset & Retirement Management serves retail clients, managing individual accounts, trusts, retirement plans, and business accounts through discretionary portfolio management and financial planning. The firm primarily implements client portfolios via a third-party turnkey asset management platform, complemented by select use of Guggenheim mutual funds and Prudential annuity programs.

Benjamin Fuhriman is a Certified Financial Planner® with eight years of industry experience, currently operating as the sole advisor at Teton Crest Wealth Planning in Idaho Falls, Idaho. He has previously worked at Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. Outside of financial advising, Fuhriman serves as a precinct committeeman in Bingham County and is a candidate for the Idaho State House of Representatives. Teton Crest Wealth Planning provides portfolio management and comprehensive financial planning services primarily to individuals, trusts, and business entities. The firm’s approach includes fundamental analysis, quarterly reviews, and client reporting enabled by technology, with discretion offered in investment management and a planning process aligned with CFP® standards.

Christian Moon is a CFP® and CFA® with 10 years of experience in financial advisory. He is currently at Snake River Investment Counsel LLC, where he has worked since 2017 through its predecessor entities. His previous roles include positions at Onyx Financial Advisors, Sanctuary Wealth, Kalos Capital, and MRA Associates. Snake River Investment Counsel provides advisory services to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs an asset allocation approach based on modern portfolio theory, utilizing mutual funds and ETFs, and offers discretionary management, financial planning, and consulting services.

Shane Hill is a financial advisor at 3 Peaks Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with LPL Financial and Independent Financial Partners. Outside of his advisory work, he is the founder and owner of a musical group and is involved with Lucky Disc Golf. 3 Peaks Financial Advisors serves individual and high-net-worth clients as well as charitable organizations, offering portfolio management, financial planning, and referrals to third-party money managers. The firm emphasizes asset allocation and periodic account monitoring, combining various analysis methods to tailor investment strategies.

Joseph Maddux Jr. is a CFP® with five years of industry experience, currently serving as a financial advisor at Cooper Norman Wealth, LLC. He previously worked at Butterfield Associates Inc and Strada Financial Group. In addition to his advisory role, Maddux is a tax manager at Cooper Norman, PLLC, a CPA firm. Cooper Norman Wealth, LLC provides discretionary investment management, retirement plan advisory, and standalone financial planning services. The firm serves a small client roster and integrates accounting expertise from its affiliated CPA firm into its investment process.

Aaron Freeman is a CFP® with two years of industry experience, currently serving as an advisor at Snake River Investment Counsel LLC. He previously worked with KFG, LLC, Kahler Financial Group, Inc., and Perspective Wealth Partners, among other roles. Outside of his advisory work, Freeman is involved with Consumer Direct, providing services to older adults and individuals with disabilities to help maintain their independence. Snake River Investment Counsel offers advisory services to individuals, trusts, estates, business entities, charitable organizations, and pension plans. The firm emphasizes an asset allocation approach aligned with modern portfolio theory, utilizing mutual funds and ETFs, and provides both discretionary and non-discretionary investment management alongside comprehensive financial planning services.

Bryce Anderson is a financial advisor at Intermountain Wealth Management, Inc. in Idaho Falls, ID, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Intermountain Wealth Management since 2009. Anderson is also a licensed insurance agent in certain states and may sell life insurance and specialized insurance products. Intermountain Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm uses model portfolios across a range of risk profiles and combines technical and fundamental analysis with a long-term trend-following tool called the Hurricane Indicator® to manage equity exposure.

Ryan Coiner is a financial advisor with Integrity Financial Group in Idaho Falls, ID, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior work includes roles at American United Life and OneAmerica Securities. Outside of advising, he owns and operates Coiner Land & Livestock, LLC, an agriculture and livestock business, as well as a motel in Chama, NM. Integrity Financial Group serves individuals, including high-net-worth clients, and business entities by providing discretionary portfolio management, financial planning, and access to various investment solutions. The firm employs a multi-method investment approach and manages approximately $33 million in discretionary assets through a small advisory team.

Jessica Smith is a CFP® and Series 65-registered financial advisor with three years of industry experience. She is currently a principal at Vitality Wealth, where she has worked since 2024. Her previous experience includes roles at Perspective Wealth Partners and American Tax and Financial Planners. Vitality Wealth is a fee-only registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a largely passive, asset-allocation investment approach grounded in modern portfolio theory and offers comprehensive financial planning and ongoing discretionary investment management.

Connor Dye is a financial advisor at 3 Peaks Financial with five years of industry experience. He holds a Series 65 designation and previously worked at Mountain America Credit Union. Dye is also a licensed insurance producer, offering life, disability, long-term care, and Medicare supplement insurance products through LPL-affiliated companies. 3 Peaks Financial Advisors serves individual and high-net-worth clients and charitable organizations, providing portfolio management, financial planning, and referrals to third-party money managers. The firm’s investment approach emphasizes asset allocation, regular account monitoring, and a combination of model and customized recommendations.

Jackson Murray is a financial advisor at Intermountain Wealth Management, Inc. in Idaho Falls, ID, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Lawrence Financial Planning and Merrill. Intermountain Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm employs model portfolios across a range of risk profiles and integrates financial planning within client relationships, using a combination of technical and fundamental analysis alongside proprietary tools like the Hurricane Indicator® to manage equity exposure.

James Smith is a CFP® with five years of industry experience, currently serving as a financial advisor at Vitality Wealth. His prior roles include positions at Aspen Capital Management, Level Financial Advisors, and Family First Financial Planning. Vitality Wealth is a fee-only registered investment adviser managing approximately $9.1 million in discretionary assets for a limited client base. The firm offers comprehensive wealth management services that combine financial planning and discretionary portfolio management, primarily using a fiduciary, planning-centered approach with passive asset allocation.

Nathan Rydalch is a financial advisor at Cooper Norman Wealth, LLC with 21 years of industry experience. His prior roles include positions at Idaho Central Credit Union, Fall River Financial, and Allegis Advisor Group. He holds Series 63 and Series 66 licenses. Cooper Norman Wealth, LLC provides discretionary investment management, retirement plan advisory, and standalone financial planning, serving a small client base with a focus on allocation across equities, fixed income, mutual funds, ETFs, and select alternative investments. The firm is noted for its affiliation with an accounting firm and the integration of CPA services.

Colter Yde is a financial advisor at The Norden Group LLC with seven years of industry experience. He holds the Series 65 designation and previously worked at TownSquare Capital and Bander Investments. Outside of advising, he has been involved with Fall Pest Services since 2017. The Norden Group LLC provides investment advisory and financial planning services to individuals, charitable organizations, and businesses. The firm manages approximately $1.97 billion in discretionary assets and primarily implements client strategies through model portfolios, third-party sub-advisers, and a turnkey asset management platform.

Aaron Sautter is a financial advisor with Onyx Financial Advisors, LLC in Idaho Falls, ID. He holds the PFS™ designation and Series 65 license and has 16 years of industry experience. He has been with Onyx Financial Advisors since 2007. Onyx Financial Advisors is a fee-only registered investment adviser managing approximately $427 million for around 241 clients through a team of six advisors. The firm serves individuals, high-net-worth clients, trusts, businesses, and charitable organizations, using an academically grounded, market-efficient approach focused on diversified asset allocation with primarily no-load mutual funds and ETFs.