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.

Greg Bitter is a financial advisor with Hawke Financial Group in St. Anthony, Idaho, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Hawke Financial Group since 2019 and previously was associated with National Securities Corp and National Asset Management, Inc. Outside of his advisory role, he is involved in an ATV/UTV and motorbike aftermarket manufacturing business as an owner/partner. Hawke Financial Group serves individuals, families, business entities, and retirement plans by providing portfolio management, pension and 401(k) consulting, and financial planning. The firm customizes portfolios using active, tactical management strategies and employs a combination of fundamental, technical, and cyclical analysis.

Eric Story is a financial advisor with Cooper Norman Wealth, LLC and holds the PFS™ designation. He has been with the firm since 2025 and has prior experience as a partner at Cooper Norman, PLLC, a CPA firm, since 2013. In addition to his advisory role, he is involved in manufacturing through Hess Performance, LLC, and holds a personal holding company, Story Holdings, LLC. Cooper Norman Wealth, LLC provides discretionary investment management, retirement plan advisory services, and standalone financial planning primarily for a small client base. The firm’s investment approach includes allocations across equities, fixed income, mutual funds, ETFs, and other investment vehicles, with ongoing account monitoring and occasional use of sub-advisers.

Holly Miller is a financial advisor at Sand Creek Capital, LLC in Rexburg, ID, holding a Series 65 designation. She has been with Sand Creek Capital and its predecessor Cordingley & Parkinson Wealth Management since 2019. Prior to her financial services career, she worked in the healthcare industry with Seasons Medical/Madison Health from 2012 to 2019. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, pension consulting, and educational seminars. The firm uses fundamental analysis and a long-term trading approach across a range of investment vehicles and provides both discretionary and non-discretionary management.

Robert Parkinson is a CFP® with 39 years of industry experience. He is currently with Sand Creek Capital, LLC and has worked at LPL Financial, LLC since 1992. Outside of his advisory role, he is a managing partner in Educational Management Systems, LLC, a software business. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, providing portfolio management, financial planning, and pension consulting. The firm uses a range of investment vehicles and offers educational seminars and workshops, notably serving state and municipal government clients.

Keaton Parkinson is a financial advisor at Sand Creek Capital, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Ernst & Young. Sand Creek Capital serves individuals, including high-net-worth clients, as well as pension plans, corporations, and government entities. The firm combines fundamental analysis with a long-term trading approach and offers a range of investment vehicles along with financial planning and educational seminars.

Luke Sutton is a financial advisor with Sand Creek Capital, LLC and holds a Series 66 designation. He has eight years of industry experience, including roles at Avantax Advisory Services and KPMG LLP. Sutton has worked at Sand Creek Capital and its predecessor entities since 2020. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, and pension consulting. The firm emphasizes a long-term investment approach using a variety of vehicles and also provides educational seminars and financial wellness presentations to employers and organizations.

Warren Cordingley is a financial advisor at Sand Creek Capital, LLC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 1992. Since 2023, he has also provided investment advisory services through Sand Creek Capital, an independent investment advisory firm. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, pension consulting, and educational seminars. The firm employs a long-term, fundamental investment approach and provides both discretionary and non-discretionary management using a broad range of investment vehicles.

Curtis Simmons is a financial advisor at Sand Creek Capital, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Sand Creek Capital since 2026. In addition to his advisory role, Curtis is a staff CPA at Sutton & Simmons PLLC, where he prepares tax returns, financial statements, and provides business and individual consulting services. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities. The firm employs a long-term investment approach supported by fundamental analysis and offers portfolio management, financial planning, pension consulting, and educational seminars, with a notable focus on state and municipal government clients.

Colten Cordingley is a financial advisor with Sand Creek Capital, LLC in Rexburg, ID, holding a Series 65 license and one year of industry experience. He is also a partner and operations manager at Powell Family Group, a family office focused on building and operating businesses, where he manages day-to-day operations including bookkeeping, marketing strategies, and due diligence for new investments. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and state or municipal government entities, providing portfolio management, financial planning, pension consulting, and educational seminars. The firm employs a long-term, fundamental analysis approach with a wide range of investment vehicles and offers both discretionary and non-discretionary management.

Daniel Rubio is a Series 65-licensed financial advisor with Searcy Financial Services, Inc. and Allos Investment Advisors, LLC. He has one year of industry experience and a background that includes roles in credit union services, dental practice administration, and education at Brigham Young University–Idaho and Southeastern Community College. Searcy Financial Services, Inc. is an SEC-registered adviser offering integrated wealth management services to individuals, retirement plans, corporations, and foundations. The firm employs a risk-based investment process using diversified portfolios of ETFs, equities, and bonds, managing approximately $514 million in discretionary assets and providing operational and portfolio support to other investment advisers.

Mark Minarik is a financial advisor at Sand Creek Capital, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Sand Creek Capital and its predecessor firms since 2018, including Yellowstone Partners from 2014 to 2018. Outside of advising, he is also an insurance agent with Intermountain Insurance Services in Rexburg, Idaho. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, and pension consulting. The firm employs a long-term trading approach with a diverse set of investment vehicles and provides employer-focused educational seminars and workshops.

Brett Cordingley is a financial advisor with Sand Creek Capital, LLC in Rexburg, ID. He holds a Series 65 designation and has one year of industry experience. Prior to joining Sand Creek Capital, he spent eight years at Cordingley and Parkinson Wealth Management and worked 15 years at Teton Lakes Golf Course. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, providing portfolio management, financial planning, pension consulting, and educational seminars. The firm employs fundamental analysis and a long-term trading approach, using a variety of investment vehicles and offering services tailored to both individual and institutional clients.

Matthew Ray is a financial advisor at Searcy Financial Services, Inc. in Rexburg, ID, holding a Series 65 designation with one year of industry experience. His prior work includes roles at KeyBank Investment Services and Allos Investment Advisors, LLC, as well as experience outside the financial industry at The Denver Shade Company and teaching positions at Brigham Young University-Idaho and Mountain Vista High School. Searcy Financial Services is an SEC-registered adviser providing integrated wealth management services to individuals, retirement plans, corporations, foundations, and other financial-service firms. The firm manages approximately $514 million in discretionary assets and employs a risk-based, diversified investment approach with model portfolios primarily managed on a discretionary basis.

Brady Dayton is a financial advisor at Calton & Associates, Inc. with two years of industry experience. He holds Series 65 and Series 63 licenses and has been with Calton & Associates since 2024. Outside of his advisory role, he owns and operates a business selling home security alarm systems. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple investment program structures and utilizes a range of analytic approaches tailored to client goals and risk tolerance.

Dalton Richards is a financial advisor at Balefire, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Visionpoint Advisory Group, LLC and LPL Financial, LLC. Outside of his advisory role, he serves as an agent for fixed/traditional insurance products with Lion Street Insurance. Balefire serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, trusts, and business entities. The firm offers discretionary asset management, financial planning, and ERISA-focused corporate solutions through a team-based investment process that utilizes model portfolios, third-party research, and sub-advisors.

Lane Steel is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Advisors. Outside of his advisory work, he raises cattle and hay through his farm operations and serves as a volunteer board member for Jefferson County Planning and Zoning. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing a range of advisory programs and third-party asset managers.

Mark Jensen is a Series 66-licensed financial advisor with Empower Advisory Group in Rexburg, ID. He has one year of industry experience and prior work history includes roles at Empower Financial Services, Out of the Box Solutions, and Grow Developmental Disabilities. Jensen also spent three years working with the BYU-Idaho Outdoor Resource Center. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

Shannon Conway is a financial advisor with Empower Advisory Group, holding Series 63, Series 65, and Series 66 licenses and bringing 29 years of industry experience. Prior to joining Empower Advisory Group, Conway worked at Charles Schwab from 1999 to 2022. Outside of finance, Conway owns Conway Racing, a racing business involving driving and maintaining race cars. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm uses an integrated model aligned with Empower’s administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its financial planning approach.

Guy Schoenborn Jr. is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and has worked previously at Cetera and Pacific Northwest Wealth Management, where he is also involved in tax preparation and accounting services. Schoenborn maintains a business entity for tax and investment purposes associated with Tap Horn Ranch LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by proprietary and third-party research, using both discretionary and non-discretionary management approaches.

Taylor Love is an advisor at LPL Financial in Rexburg, ID, holding Series 65 and Series 63 licenses with three years of industry experience. His prior roles include positions at Elevant Wealth and several appointments at Brigham Young University–Idaho. He is also involved with Elevant Tax, a tax preparation and accounting business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Carter Wintz is a financial advisor with Cetera holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at D.L. Evans Bank and held roles at the Church of Jesus Christ of Latter Day Saints, Comstock High School, and Comstock STEM Academy. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm offers a multi-manager platform with various program options, managing over $256 billion in assets and supporting more than 10,000 advisors.

Todd Hendricks is a financial advisor at OSAIC with 27 years of industry experience and holds a Series 66 designation. He previously spent 11 years with SagePoint Financial and has been associated with Idaho State University for over 28 years. Outside of his advisory role, Hendricks is co-owner of Elite Cheer LLC, a cheerleading and gymnastics instruction business, and is involved in operating Dairy Queen and Orange Julius franchises through a family-owned company. OSAIC serves a diverse range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services with a focus on asset allocation, risk management, and access to third-party managed accounts. The firm utilizes multiple platforms and tools to deliver portfolio management solutions across various investment types.

Richard Excell is a financial advisor at Edward Jones in Rexburg, Idaho, holding the ChFC® and Series 66 designations with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a Sensei instructor for Okinawa Kenpo Karate schools in Pocatello and Rexburg, Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,700 financial advisors.

Paul Mc Quivey is a financial advisor at Edward Jones in Rigby, Idaho, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Bank of Idaho for three years. He is also co-owner of PCM Custodial, a property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment options through a large national network of financial advisors.

Steven Terry is a financial advisor at Edward Jones in Rexburg, Idaho, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he officiates high school sports in Southeast Idaho. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Brent Esplin is a CFP® professional with 34 years of experience, currently serving as a financial advisor at Edward Jones since 1991. He holds a Series 63 license and is based in Rexburg, Idaho. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies and investment options supported by a nationwide network of more than 23,700 financial advisors.

Thomas Tawzer is a financial advisor with Edward Jones in Rigby, ID, holding a Series 63 designation and 25 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets across a nationwide network of advisors and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Roscoe Orton is a financial advisor with Mass Mutual Investors Services in Rexburg, Idaho, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with MML Investor Services Inc. and MassMutual Life Insurance Company since 2008. Outside of his advisory role, Orton serves as a trustee of a family trust and acts as a general partner in a limited partnership. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses a collaborative, software-driven approach to analyze client goals and deliver recommendations, with implementation offered through separate brokerage or insurance arrangements.

Parker Mecham is a Series 66-licensed financial advisor at LPL Enterprise with four years of industry experience. His prior roles include positions at Fidelity Investments, Northwestern Mutual, Merrill, and Bank of America. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering advisory and brokerage services supported by model portfolios, third-party asset management, and a broad range of financial products.

Aaron Zabriskie is a financial advisor with Edward Jones in Rexburg, ID, holding a Series 66 license and one year of industry experience. Prior to joining Edward Jones, he worked at Qualtrics, Nivati, Vivint, Northwest College, and Ernies Sports Deli. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branches.

Barry Jenkins is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. Prior to joining LPL Financial in 2023, he worked at Ashworth Wealth LLC and OSAIC Wealth Inc. Jenkins also operates Barry Jenkins Financial Consulting, LLC, a business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Samuel Forbush is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his advisory career in 2025. He has prior experience with companies including American Income Life, Exact Medicare, SelectQuote, and Leverage Capital. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and written recommendations on various planning topics, with the option to combine planning and managed-account services under a consolidated billing arrangement called WealthPlan.

Carter Miskin is a financial advisor with Cambridge Investment Research Advisors holding a Series 65 credential and zero years of industry experience. His prior work includes roles at Brigham Young University Idaho and The Church of Jesus Christ of Latter-day Saints. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers a range of investment management and financial planning services, utilizing proprietary models and third-party strategies across multiple platform arrangements.

D. Jake Denning is a financial advisor with LPL Financial in Rexburg, Idaho, holding Series 63 and Series 66 credentials and possessing 21 years of industry experience. He has worked with LPL Financial since 2009 and also serves as Chief Strategy Officer at Beehive Federal Credit Union. In addition to his advisory role, he is involved in fixed annuity sales. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, retirement plan consulting, and supports both discretionary and non-discretionary management approaches.

Daniel Hawkins is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley since 2015, including time at Morgan Stanley Private Bank, N.A. Since 2021, he has served as a successor trustee for estate and trust matters in Rexburg, Idaho. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and firm-approved tools to develop personalized plans.

Jordan Boyle is a CFP® professional with 20 years of industry experience, currently serving at LPL Financial since 2007. He is also affiliated with Mountain America Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Braxton Esplin is a financial advisor with Edward Jones in Rexburg, ID, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Stroops and Greenix Holdings. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs and investment solutions backed by a large nationwide network of financial advisors and branch offices.

Tamie Ball is a financial advisor with XYPN Sapphire in Sugar City, ID, holding four years of industry experience. She previously worked at Brookstone Wealth Advisors and LifePro Asset Management and has founded a CPA practice offering insurance, annuities sales, and college planning through Silver Spring Financial. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans, employing a long-term, risk-based allocation approach supported by diversified portfolios and documented human oversight of AI tools. The firm also offers model portfolios and digital-asset management services uncommon among multi-team advisory firms.

Dallin Walker is a financial advisor with XYPN Sapphire based in Rexburg, ID. He holds a Series 65 designation and has six years of industry experience, including ten years at Onyx Financial Advisors, LLC. XYPN Sapphire provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach using diversified portfolios and integrates technology with human oversight, offering services also to other independent RIAs.