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Greg B

Series 63, Series 65

St Anthony, ID

Hawke Financial Group

Greg Bitter is a financial advisor with Hawke Financial Group in St. Anthony, Idaho, holding Series 63 and Series 65 licenses and over 14 years of industry experience. His prior work includes roles at National Securities Corp and National Asset Management, Inc. Outside of advising, he is involved in insurance sales and co-owns an aftermarket manufacturer specializing in ATV, UTV, motorbike, and snowmobile performance products. Hawke Financial Group provides portfolio management, retirement-plan consulting, and financial planning services to individuals, high-net-worth clients, and businesses. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios and regularly monitors accounts, employing a range of investment instruments and strategies to align with client objectives.

Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Income planning Active portfolio management Founder/Business Owner
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Daniel R

Series 65

Sugar City, ID

Searcy Financial Services, Inc.

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.)
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Barry J

Series 63, Series 65, Series 66

Sugar City, ID

LPL Financial

Barry Jenkins is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Ashworth Wealth LLC, Osaic Wealth Inc., Ashworth Empey Financial, and LWI Financial Inc. In addition to his advisory role, he operates Barry Jenkins Financial Consulting, LLC, a business focused on tax and investment consulting. 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, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Tamie B

Sugar City, ID

XYPN Sapphire

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.

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