Alison Chandler Tonks is a financial advisor at Action Financial Planning LLC in Twin Falls, Idaho, holding a Series 65 designation. She began her advisory role in 2024 and has a background that includes health-related work and volunteer financial planning. Tonks serves as Treasurer on the board of the Twin Falls County Health Initiatives Trust, where she oversees investment activities as part of her volunteer duties. Action Financial Planning LLC provides fee-only financial planning and non-discretionary investment advisory services to individuals, families, charitable organizations, small businesses, and employer-sponsored plans. The firm employs a long-term, evidence-based investment approach focused on diversification, low-cost index funds, and tax efficiency, and it offers formal pension consulting and limited pro bono planning.

David Walquist is a CFP® and PFS™ credentialed advisor at InvestiFI Wealth Management LLC with four years of industry experience. He is also a partner at Moore Van Engelen Pollow CPAs Chtd, where he has worked for over ten years. Walquist may refer clients between his advisory firm and the accounting practice without receiving compensation. InvestiFI Wealth Management LLC is a state-registered independent advisory firm serving individuals, high-net-worth clients, charitable organizations, corporations, and small businesses. The firm employs a passive, asset-allocation investment approach based on Modern Portfolio Theory, offering ongoing portfolio management, financial planning, and project-based consulting with discretionary account supervision.

Lisa Donnelley is a financial advisor at Harris Wealth Management, LLC in Twin Falls, ID, holding the PFS™ designation with two years of industry experience. She has worked at Harris CPAs since 2021 and has prior experience with Sage Asset Management LLC and Ataraxis Accounting & Advisory Services, CHTD. Outside of her advisory role, she is involved with Harris CPAs, focusing on accounting and personal finance. Harris Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a diversified, buy-and-hold investment approach grounded in Modern Portfolio Theory, primarily using passively managed asset-class mutual funds and conservative fixed income when appropriate.

David Brandt is a financial advisor at Harris Wealth Management, LLC in Twin Falls, ID, holding Series 65 and Series 66 registrations with five years of industry experience. His prior roles include positions at Riverside Management Co. Inc., White Cloud Wealth Management, Wells Fargo, and Thrivent Financial. Harris Wealth Management serves individuals, trusts, retirement plans, charitable organizations, corporations, and small businesses with investment management, financial planning, and participant education. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory, primarily using broadly diversified, passively managed mutual funds.

Jordan Gentry is a financial advisor at Forefront with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Briarwood Financial, LPL Financial, and Clear Creek Financial Management, among others. Outside the financial industry, he is co-owner and Director of Client Success at Iron Oak Accounting LLC and continues to work as a cross-utilized agent for SkyWest Airlines. Forefront Wealth Partners provides discretionary investment management, comprehensive financial planning, and estate-planning coordination to individuals, high-net-worth clients, and businesses. The firm customizes investment policies and asset allocations through client discussions and ongoing monitoring, and it offers a range of planning services including business, succession, divorce, special-needs, and tax planning.

Gabriel Hurt is a financial advisor at Simplicity Wealth with one year of industry experience. He holds a Series 65 designation and previously worked for Consolidated Electrical Distributors for 14 years. Simplicity Wealth serves a wide range of clients including individuals, high-net-worth investors, retirement plans, corporate and institutional investors, as well as other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisers through its managed account platform.

Megan Benson is a financial advisor at Portside Wealth Group, LLC in Twin Falls, Idaho, holding a Series 65 designation with seven years of industry experience. Her work history includes roles at Concorde Investment Services, Doleman Wealth Management, DFPG Investments, Inc., and Allegis Investment Services. Outside of finance, she previously worked in the restaurant industry at Copper Rill Restaurant. Portside Wealth Group is a multi-advisor wealth management firm providing discretionary portfolio management, financial planning, pension consulting, and client education for individuals, retirement plans, charitable organizations, and corporate clients. The firm employs a blended investment approach incorporating fundamental, technical, and modern portfolio theory, and offers affiliated legal and accounting services alongside its advisory offerings.

Jeffrey Pridey is a financial advisor at BFC Planning, Inc. with 33 years of industry experience. He has been with Berthel Fisher & Company Financial Services, Inc. since 2012. Outside of his advisory role, he is the owner of a family farm in Twin Falls, Idaho. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and sub-advisors, offering both wrap and non-wrap programs tailored to client needs.

Gary Hurt is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds Series 63 and Series 65 designations. He previously worked at Wealth Watch Advisors for six years and is the founder and owner of Hurt & Associates, an independent insurance and financial services agency in Twin Falls, ID. Simplicity Wealth serves a diverse client base including individuals, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds strategy using ETFs, mutual funds, and individual securities, and offers a range of advisory and technology services for advisers.

David Snelson is a financial advisor with Clear Creek Financial Management, LLC in Twin Falls, ID, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at Clear Creek since 2017 and previously at Signator Investors, Inc. from 2015 to 2017. Outside of his advisory role, he serves in several nonprofit and community leadership positions, including director and chairman roles with St. Luke’s Magic Valley Health Foundation and involvement with the Rural Economic Development Committee. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities. The firm provides asset management, financial planning, consulting, and algorithm-driven research through its Helios Quantitative Research service, employing a mix of fundamental, technical, and cyclical analysis with a variety of strategies, including discretionary portfolio management and support for other advisers.

Brett Buckley is a financial advisor at Osaic Institutions, Inc. with four years of industry experience. He holds a Series 66 designation and has worked at Ameriprise, Securities America, and Idaho Central Credit Union prior to joining Osaic. Outside of finance, he also provides mortician services as an independent contractor. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a model that emphasizes firm supervision while delegating investment management to its advisors.

Frederick Nelson is a financial advisor at D.A. Davidson & Co. in Twin Falls, ID, holding Series 63 and Series 65 designations with 43 years of industry experience. He has been with D.A. Davidson & Co. since 2010. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Edwin Woolley is a financial advisor with CWM, LLC based in Twin Falls, ID, holding the CFP® designation and several securities licenses. He has 24 years of industry experience, including prior roles at Cambridge Investment Research Advisors and United Planners Financial Services. Woolley serves as a board member of the Magic Valley Estate Planning Council and participates as a consultant for charitable golf events benefiting fundraising efforts. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary management approach using model portfolios combined with fundamental and technical analysis, third-party sub-advisors, and customized investment tools.

Nikolas Gumeson is a financial advisor with Independent Financial Partners, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Ameriprise and the City of Twin Falls. Outside of finance, he serves as an assistant softball coach for Twin Falls High School. Independent Financial Partners is a nationwide advisory firm with over 260 advisors, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Kelly Ward is a financial advisor with D.A. Davidson & Co. in Twin Falls, ID, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with D.A. Davidson & Co. since 2011. Outside of advisory work, he is a notary public in Twin Falls. D.A. Davidson & Co. offers investment advisory and brokerage services to diverse clients, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm provides a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Sergio Mendoza is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. In addition to his financial advisory role, Mendoza is involved in several business ventures, including ownership of a furniture business and participation in real estate investment and development. He also serves as a council member on the Idaho Workforce Development Council and as treasurer of the South Central Idaho Hispanic Chamber of Commerce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions, with client investments primarily implemented on a discretionary basis by third-party managers.

Carolyn Nelson is a financial advisor with D.A. Davidson & Co. in Twin Falls, Idaho, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with D.A. Davidson since 2010. Outside of her advisory role, she is a commissioned notary public. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Jacob Packer is a financial advisor at Independent Financial Partners with eight years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory role, he is affiliated as a financial advisor with First Federal Savings Bank. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and offers a decentralized advisory model with notable retirement-plan advisory and pension consulting capabilities.

Jennifer Colvin is a financial advisor with Cetera, holding a Series 66 designation and seven years of industry experience. She has worked at Wells Fargo Clearing since 2019 and has been with Cetera and its related entities since 2021. Outside of her advisory role, she is a 50% owner of O'DUNKINS LLC, a restaurant business, and serves as a board member of the Urban Renewal Agency in Twin Falls, ID. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party managers, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Jon Kimball is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and diverse investment strategies.