HOW IS YOUR EXPERIENCE DIFFERENT WITH MATTERHORN? • Don’t pay a percentage of your assets—hourly or set fees instead—and no minimums • Experience the process of connecting with yourself through Life Planning to identify the most meaningful goals for you to accomplish, now. • Your Certified Financial Planner is also your CPA and can plan for and prepare your taxes. • You become educated and empowered to make your own financial decisions. • You maintain control over all of your assets, keep them wherever you want and make your own trades based on specific index-based investment recommendations. • Meet from your home (or anywhere!) virtually. • Night and weekend appointments available. • 20+ years of experience with clients from new investors to ultra-high net worth investors, plus real estate management experience.

David Gorham is a financial advisor at Liftoff Financial Planning in Pocatello, ID, holding a Series 65 credential with seven years of industry experience. He previously worked at Apex Advisors US and Tri-Merit before joining Liftoff Financial Planning in 2018. Liftoff Financial Planning is an independent registered investment adviser serving individual clients, employer-sponsored retirement plans, and business clients. The firm focuses on passive portfolio construction using index mutual funds and ETFs, while incorporating fundamental analysis and third-party managers, and offers tailored financial planning, employer plan advisory services, and educational courses.

Tracey Corta is a financial advisor at Jordan Wealth Management with 22 years of industry experience. She holds a Series 65 designation and has been a partner at Jordan & Company, a CPA firm, since 1998. In addition to her advisory work, she delivers accounting services and performs administrative duties at the firm. Jordan Wealth Management provides investment management and retirement plan advisory services, primarily serving individual and high-net-worth clients. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, using passively managed, institutional mutual fund share classes to emphasize diversification and cost control.

Angela Sleight is a CFP® professional with 21 years of industry experience. She is affiliated with Jordan Wealth Management and has been a principal and CPA at Jordan & Company, Chartered, an accounting firm providing tax preparation, financial statement preparation, and financial planning services since 1995. Jordan Wealth Management serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and other institutional clients. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, using primarily passively managed mutual funds supplemented by individual equities and fixed-income securities.

Melinda Tuia is a financial advisor with Jordan Wealth Management in Pocatello, ID, holding a Series 65 designation and seven years of industry experience. She has been with Jordan & Company Chartered since 2015 and previously operated as a sole proprietor. Tuia is also a CPA and partner in an affiliated accounting firm, where she prepares tax returns and financial statements. Jordan Wealth Management serves individuals, corporate pension and profit-sharing plans, and other institutional clients, offering discretionary and non-discretionary portfolio management along with retirement-plan advisory services. The firm employs a Modern Portfolio Theory-based approach, focusing on long-term, buy-and-hold strategies using primarily passively managed mutual funds supplemented by individual equities and fixed income.

Andrew Smart is a Series 65-licensed financial advisor with Jordan Wealth Management in Pocatello, Idaho, bringing 15 years of industry experience. He has been with Jordan & Company since 2007. Jordan Wealth Management serves individual, corporate pension, profit-sharing, and institutional clients by providing discretionary and non-discretionary portfolio management alongside retirement-plan advisory services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term, buy-and-hold strategies using primarily passively managed mutual funds supplemented by individual equities and fixed-income securities.

John Edwards is a CFA® charterholder with 24 years of industry experience. He is currently a member of the five-advisor team at Capital Ideas, where he has worked since 2024. Prior to this, he held roles at Principal Street Partners, Edward Jones, ATLAS Infrastructure, and Credit Suisse Securities. Outside of his advisory work, he is involved with JJJ Cube 88 Publishing LLC, a book publishing venture. Capital Ideas serves a diverse client base including individuals, families, trusts, and institutional entities, managing over $336 million in assets. The firm employs a discretionary investment approach that incorporates fundamental and technical analysis, proprietary models, and outside research, offering portfolio management, commission-based trading, and subadvisory services.

Chad Nielsen is a financial advisor with Gateway Financial & Estate Planning, Inc. in Pocatello, ID, holding Series 63 and Series 65 credentials and with 26 years of industry experience. His work history includes roles at Gateway Financial & Estate Planning, LLC since 2007, Gateway Insurance Services, LLC since 2011, and Federal Benefits Advisory Group, LLC since 2016. He is also an owner and insurance agent at Gateway Insurance Services, where he spends part of his time on insurance product sales and services. Gateway Financial & Estate Planning provides comprehensive financial planning and consulting to individuals, trusts, retirement plans, and small business entities, operating primarily through non-discretionary financial plans and utilizing third-party portfolio managers for day-to-day investment management.

Sarah Tidwell is a financial advisor with Gateway Financial & Estate Planning, Inc. She holds a Series 65 credential and has been active in the financial services industry since 2019. Her prior experience includes roles at Legacy Services, LLC, LEGACY FINANCIAL Advisors, Inc., and INTERWEST INVESTMENT ADVISORS, INC., as well as involvement with Advocates for Inclusion. Gateway Financial & Estate Planning provides comprehensive financial planning and consulting to individuals, trusts, retirement plans, and small business entities, often working with third-party portfolio managers for investment management. The firm focuses on delivering non-discretionary financial plans addressing cash flow, retirement, tax strategies, risk management, and estate preservation.

Blaine Wood is a financial advisor at Freedom Day Solutions, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Centaurus Financial Inc., Liftoff Financial Planning, and Fidelity. Freedom Day Solutions serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities. The firm provides discretionary and non-discretionary investment management, retirement plan consulting, and sub-advisory services, including managing the Freedom Day Dividend ETF (MBOX) using a combination of fundamental and technical analysis and quantitative scoring for dividend-paying companies.

Lauren Dalton is a financial advisor with Merit Financial Advisors in Pocatello, ID, holding a Series 66 designation and 10 years of industry experience. She has previously worked at Sanctuary Wealth Management, Kalos Capital, and H&R Block. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services including asset management, financial planning, and retirement plan advice, using a long-term, diversified investment approach managed by an internal team and customizable by advisors.

Andrew Cortez is a Series 65 licensed financial advisor with Merit Financial Advisors in Pocatello, ID, bringing two years of industry experience. He previously worked at Sanctuary Wealth Management and Westmark Credit Union. Merit Financial Group, LLC manages approximately $10.6 billion for a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable strategies overseen by a central Investment Management team and Investment Committee.

Ty Gentry is a Series 65-licensed financial advisor at Merit Financial Advisors with four years of industry experience. He previously worked at Sanctuary Wealth Management for three years and Idaho Central Credit Union for one year. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm provides coordinated wealth-management services with an investment approach focused on long-term, diversified portfolios overseen by an internal Investment Management team and allows advisors to customize models or manage accounts directly.

Gene Esplin is a financial advisor at Merit Financial Advisors with 28 years of industry experience. He holds a Series 66 designation and has worked at firms including Sanctuary Wealth Management, Kalos Capital, and Fiduciary Services. Esplin also serves as a member-manager in multiple business operations related to investment management and real estate development. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving approximately 20,040 clients across 66 offices. The firm manages about $23.9 billion in assets and offers coordinated wealth management services including asset management, financial planning, retirement plan advice, and employee financial-wellness programs. Their investment approach emphasizes long-term, diversified portfolios constructed through centrally managed sleeves and model allocations, allowing for customization by advisors.

Brett Robison is a financial advisor at Merit Financial Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fiduciary Services LLC, Kalos Capital, and Sanctuary Wealth Management, where he was involved for over two decades. Robison also operates as an independent insurance agent with a 30-year history and manages several real estate holding and development companies. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm focuses on long-term, diversified portfolios using centrally managed sleeves and model allocations, offering both discretionary and non-discretionary management with a range of specialized wealth management and advisory services.

Austin Smellie is a financial advisor at Merit Financial Advisors with two years of industry experience. He holds a Series 65 designation and previously worked at Sanctuary Wealth Management and Idaho State University. Outside of his advisory role, he was employed by the Church of Jesus Christ of Latter-day Saints for two years. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and emphasizes long-term, diversified portfolios managed through centrally overseen models, allowing for advisor customization and a range of discretionary and non-discretionary management options.

Ashley Anderson is a Series 65 licensed financial advisor at Merit Financial Advisors with four years of industry experience. Prior to joining Merit in 2025, Anderson worked at Sanctuary Wealth Management for seven years and Ireland Bank for five years. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight from a central Investment Management team and an Investment Committee.

Joel Phillips is a financial advisor at Merit Financial Advisors in Pocatello, ID, holding a Series 66 designation with 18 years of industry experience. His career includes roles at Fiduciary Services LLC, Kalos Capital, and Sanctuary Wealth Management. Outside of his advisory work, he co-owns and assists with a small business that provides bookkeeping, payroll, and tax services to local small businesses. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal Investment Management team and Investment Committee, allowing advisors to customize portfolios using various models and strategies.

Sean Macrory is a financial advisor at OneSeven with 22 years of industry experience. He has worked at Morgan Stanley and Wells Fargo Clearing before joining MGO ONE SEVEN dba The Fulshear Wealth Management Group in 2022. He holds Series 63 and Series 65 licenses and is also an independent licensed insurance agent specializing in general lines life and health insurance. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach utilizing diversified portfolios of mutual funds, ETFs, and individual securities, supplemented by access to alternatives and private placements when appropriate.

Brady Smith is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and based in Pocatello, ID. He has professional experience spanning roles at Osaic Advisory Services, Osaic Wealth, Rabo Agrifinance, ON Semiconductor, Sage Forensic Accounting, and Idaho State University. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and municipal entities. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing proprietary and third-party platforms.