Robert Cucchiaro is a Certified Financial Planner (CFP®) with 23 years of experience in the financial services industry. He is a founding member and president of Summit Wealth and Retirement Partners, where he has served since 2012. Cucchiaro is also involved in financial advisor coaching through his ownership of Financial Advisor Field Guide, a program focused on practice management for new advisors. Additionally, he holds a role as an independent insurance agent and is a passive partial owner of a tax preparation business. Summit Wealth and Retirement Partners is an SEC-registered advisory team managing approximately $978 million in assets for individuals, business entities, and charitable organizations. The firm provides investment management, financial planning, and pension consulting services, typically implementing risk-based, diversified portfolios using no-load mutual funds and ETFs, with an emphasis on fundamental analysis in asset allocation and security selection.

Focused on creating an organization that could provide comprehensive and integrated investment management, financial, tax and estate planning, and business advisory services. Today, Hoeven Wealth has a comprehensive network of partners to ensure continuity and consistency across your financial life. Though originally from the Netherlands, Brennain is nearly a lifelong native of the Northwest. He completed his undergraduate degrees in Accounting and Business Administration at University of Washington and postgraduate in Financial Strategy at University of Oxford, graduating with Distinction.

James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Ethan Hadley is a financial advisor at GPWM Advisors LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Gryphon Private Wealth Management and Independent Financial Group. Outside of his advisory work, he has provided notary services in Idaho since 2006. GPWM Advisors is an independent, single-advisor firm managing approximately $28.9 million for about 45 clients. The firm serves a diverse client base including individuals, businesses, and institutional clients, offering financial planning, discretionary portfolio management, alternative investment advice, and educational seminars.

Richard Boss is a CFP® professional with 11 years of experience in financial advising, currently operating as the sole advisor at Table Rock Financial Planning in Boise, ID. He has been with Table Rock since 2009. Table Rock Financial Planning is an independent firm serving individuals, trusts, estates, pension plans, and businesses with fee-only financial planning, investment consultation, and discretionary investment supervisory services. The firm manages approximately $35.3 million in client assets, emphasizing a diversified, research-based investment approach that incorporates low-cost index funds and ETFs with a value tilt and selective active strategies.

Brent Ford is a CFP® professional with 27 years of experience in the financial industry. He is the sole advisor at Ford Investment Counsel LLC, an independent firm he founded in 2021. Prior to this, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of advisory services, he is also an independent insurance agent. Ford Investment Counsel LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, as well as qualified retirement plans. The firm emphasizes ERISA plan consulting and 3(38) fiduciary services, employing a mix of strategies tailored to clients’ goals, time horizons, and risk tolerances.

Gustavo Gonzalez is a financial advisor with Integrated Financial Management, LLC in Boise, ID, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior work includes roles at Capital Asset Management, LLC, First Allied Advisory Services, INC., and Pinnacle Benefit Consultants, LLC. Outside of advising, he serves as a board member for the Idaho Inferno Soccer Club and provides notary and paralegal services. Integrated Financial Management, LLC offers financial planning and advisory services primarily to individuals and high-net-worth clients, utilizing third-party managed account platforms to implement multi-manager investment allocations. The firm focuses on manager selection and oversight rather than direct portfolio management, with regular client reporting and reviews.

Stephen Schulmerich is a CFP® with 36 years of industry experience and is currently a principal at Schulmerich & Associates Asset Management, LLC. He has been associated with Schulmerich & Associates since 1993. In addition to his advisory role, he is also licensed as an insurance agent. Schulmerich & Associates Asset Management provides discretionary asset management services to individuals, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm employs a Modern Portfolio Theory-based investment approach focused on strategic asset allocation, diversification, and the use of broadly diversified passive/index funds.

Mathew Eardley is a financial advisor at Koinos Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at First Presbyterian Church, Foundant Technologies, and a decade at Jitasa. Koinos Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach combining passive and active strategies and offers fee-only services including ongoing investment management, standalone financial planning, and public educational seminars.

Jeremy Ouchley is the principal of JCO Advisors LLC in Boise, Idaho, holding a Series 65 designation with two years of industry experience. Prior to founding JCO Advisors, he worked at AmerisourceBergen Corp. for seven years and currently owns and operates Ouchley Law PLLC, a law firm providing legal services primarily to business clients. JCO Advisors LLC offers holistic financial planning, discretionary investment management, retirement plan consulting, and business consulting to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a disciplined, long-term asset allocation strategy focused on no-load mutual funds and ETFs, integrating planning with investment oversight and offering both ongoing and project-based services.

Collin Todd is a CFP® and holds a Series 65 license with 15 years of industry experience. He has worked at Arc Advisers LLC since 2020 and previously at First Affirmative Financial Network, LLC and New Outlook Financial, LLC. Arc Advisers LLC is an independent, fee-only firm serving individuals, trusts, retirement accounts, foundations, and small businesses. The firm emphasizes sustainable and responsible investing, tailoring strategies to clients’ values while providing comprehensive financial planning and ongoing portfolio management without taking custody of assets.

Matthew Cooley is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of Inspire Wealth Partners, an independent firm based in Boise, ID, where he has worked since 2019. His prior experience includes roles at Homestone Real Estate Partners, Aspen Capital Management, and Moss Adams Wealth Advisors. Inspire Wealth Partners provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm focuses on strategic asset allocation using primarily passive, low-cost mutual funds and ETFs to build diversified, tax-aware portfolios managed on a discretionary basis.

Paul Franklin Jr. is the sole advisor at Franklin Trend Investment Management, LLC, an independent firm based in Boise, ID. He holds Series 63 and Series 65 licenses and has 32 years of industry experience. He has led Franklin Trend Investment Management since 2015. Franklin Trend Investment Management provides discretionary and non-discretionary portfolio management and investment advice to individuals, high-net-worth clients, and business clients. The firm employs a long-term, disciplined approach centered on diversified portfolios and fundamental research, and it also offers advisory services for employer-sponsored retirement plans with fiduciary oversight.

Christian Anton is the principal of Guernica Capital, an independent investment advisory firm based in Boise, ID. He holds a Series 65 designation and has 16 years of industry experience, including roles at Clearrock Capital and the Boise State University Foundation. Since 2017, he has also served full-time as Manager of Investments for the State of Idaho Endowment Fund Investment Board, overseeing investments for state endowment and insurance reserve funds. Guernica Capital is a solo advisory firm managing approximately $17.7 million for about 39 clients, primarily individuals, high-net-worth clients, and charitable organizations. The firm offers fee-only, discretionary and non-discretionary portfolio management, tailoring allocations using a combination of fundamental, technical, and cyclical analysis with a focus on long-term investments.

Kevin Malone is a financial advisor at Malone Wealth Ventures LLC in Boise, ID, holding a Series 66 designation with 10 years of industry experience. He previously worked at Edward Jones from 2015 to 2020 before founding his current firm. Malone serves as president of Malone Wealth Charitable Fund Inc., a nonprofit focused on raising funds to promote financial literacy for children nationwide. He also advises the boards of biotech and technology companies on market manipulation issues and consults on equity raising for media production projects. Malone Wealth Ventures serves individual and high-net-worth clients with comprehensive portfolio management and financial planning, employing a range of analytic methods and asset-allocation strategies. The firm combines discretionary management with options strategies and business-oriented planning services, utilizing custodial relationships that support research and execution.

Kevin Jones is a CFA® charterholder with over 31 years of experience in the financial industry. He has worked at D.B. Fitzpatrick & Co., Inc. since 2006 and has been associated with Icm Asset Management, Inc. since 1993. Jones is based in Boise, ID, and holds Series 63 and Series 65 licenses. Harmonic Investment Advisors is an independent firm providing discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm employs a value-oriented, research-driven approach across equity, fixed-income, and multi-asset strategies, managing approximately $18.9 million in discretionary assets.

Ismael Garcia is a CFP® and Series 66-licensed advisor with four years of industry experience. He founded Garcia Financial Planning, an independent firm based in Meridian, ID. His prior roles include positions at Avantax Advisory Services and Cetera-related firms. Garcia Financial Planning is a fee-only advisory firm serving individuals and high-net-worth clients, managing approximately $6 million for around 46 accounts. The firm combines fundamental analysis with mutual fund and ETF selection, offering both passive and active strategies as well as socially responsible investing options, and maintains a unique approach including single-custodian use and individual trade executions.

Casey Silveria is a financial advisor at Silveria Wealth Group, LLC in Boise, ID, holding a Series 65 designation with one year of industry experience. Prior to founding his firm in 2025, he was self-employed for two years and spent several years at Lamb Weston in various roles. Silveria Wealth Group, LLC provides fee-only fiduciary financial planning and investment management to individuals, high-net-worth households, business owners, trusts, estates, charitable organizations, and qualified retirement plans. The firm employs a systematic, client-specific financial strategy approach, primarily using factor-based ETFs, mutual funds, and individual securities, and offers discrete engagement types including ongoing wealth management and standalone financial planning.

Debbra Dillon is a CFP® with six years of industry experience and the principal of Dillon Financial Planning, Inc. in Eagle, Idaho, where she has worked since 2005. She holds Series 63 and Series 65 licenses and operates as the sole advisor at her independent firm. Dillon Financial Planning, Inc. provides fee-only, as-needed financial planning and investment advice to individuals, families, high-net-worth individuals, trusts, estates, and business entities. The firm follows a fundamental, long-term buy-and-hold investment philosophy, emphasizing asset allocation and low-cost, no-load investment options, and offers services on an hourly or flat-fee basis without ongoing discretionary portfolio management.

Kody Williams is a financial advisor at Madrone Financial Planning in Boise, ID, holding the CFP®, ChFC®, and Series 63 designations with six years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2018 to 2026 and has experience with H&R Block and BYU-Idaho. Madrone Financial Planning provides investment management and financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a combination of active and passive strategies tailored to client-specific investment policies and offers specialized retirement plan advisory services, including acting in ERISA fiduciary or 3(38)-style investment manager roles.