Steven Sundberg is the sole advisor at Wood River Consulting with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Fidelity Investments and as a self-employed advisor prior to founding Wood River Consulting in 2018. Sundberg is also involved in venture capital and defense technology through his roles with Snake River Venture Partner and WYO-VC. Wood River Consulting is an independent, single-advisor firm serving individuals, high-net-worth clients, and pension/profit-sharing plans. The firm provides discretionary portfolio management and pension consulting services, using model portfolios with mutual funds and ETFs that emphasize strategic asset allocation and long-term trading.

Lauren Davis is the sole advisor at Davis Investment Group, Ltd., an independent firm based in Hailey, Idaho. She holds Series 63 and Series 65 licenses and has 15 years of industry experience. Davis has been with her firm since its founding in 1996. Davis Investment Group provides investment advisory services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental-analysis approach with a long-term orientation, focusing on diversified portfolios that primarily use low-cost mutual funds and ETFs, supplemented by individual securities when appropriate.

Jason Parrish is a financial advisor at Redpoint Investment Advisors with five years of industry experience. He holds a Series 65 designation and has previously worked at Integrate, PayScale Inc, and SAP Concur. Redpoint Investment Advisors is an independent, state-registered firm serving individual clients with discretionary and non-discretionary portfolio management focused on domestic and international equities. The firm employs a long-term, buy-and-hold investment approach using proprietary financial models and provides regular performance reporting to clients.

Neil Jessen is a financial advisor at Sun Valley Advisors, Inc. in Hailey, Idaho, holding a Series 65 designation with 13 years of industry experience. He has worked at Sun Valley Advisors since 2011. Sun Valley Advisors provides discretionary portfolio management to individuals, pension and profit-sharing plans, ERISA accounts, trusts, estates, and business entities using a global balanced mandate focused primarily on closed-end funds purchased at discounts to net asset value, supplemented by exchange-traded funds for diversification. The firm employs proprietary software to analyze approximately 650 closed-end funds, managing client accounts according to risk/reward objectives while delivering monthly performance reports with comparative benchmarks.

Gregory Peterson is a PFS™ credentialed financial advisor with 19 years of industry experience. He is currently with Statheros Financial Solutions, Inc., where he has worked since 2019, and previously worked at Pgr Solutions, LLC and Lallman, Feltman, Peterson & Co, P.A. He also works part-time as an independent contractor for Lallman CPA & Advisors, a public accountancy firm. Statheros Financial Solutions, Inc. provides personalized investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses globally diversified, primarily mutual fund and ETF portfolios with long-term strategies, supported by proprietary tools and third-party administrative and actuarial consulting services.

Brian Vander Wyst is a financial advisor at RW Investment Management LLC with one year of industry experience. He previously worked at Sun Valley Gold, LLC for 18 years. He serves as a board member of Syringa Mountain School, a local charter school. RW Investment Management serves individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and pension consulting. The firm employs an evidence-based investment approach combining passive and active funds, individual securities, and limited alternatives, with accounts monitored annually and technology-assisted rebalancing.

Chasen Ruth is a CFP® with eight years of industry experience, currently serving as a financial advisor at Empower Advisory Group. He previously worked at Morgan Stanley and Scottrade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning services.

Yuri Mc Clure is a financial advisor at Empower Advisory Group with four years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Investments. Outside of his advisory role, he coaches alpine ski for the Sun Valley Ski Education Foundation’s U12 Travel Team and provides ski tuning and waxing services. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm’s integrated model emphasizes long-term portfolio returns, annual rebalancing, and savings rates within plan lineups chosen by plan sponsors.

Stephen White is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and Rockefeller Capital Management prior to his current role. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans, offering wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and provides access to alternative and private investments through a combination of in-house and third-party managers.

John Kendall 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 2006. Outside of his advisory work, he has a management role in a family business. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions, offering a variety of advisory and brokerage services with both discretionary and non-discretionary management options.

Michael Minervini is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously held roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, spanning from 2012 to 2021. Outside of his advisory work, Minervini serves as a part-time CFO for Socorro in Hailey, Idaho. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

Rob Driemeyer is a financial advisor at Edward Jones in Hailey, Idaho, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he worked at Albertsons for 32 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary solutions, including tax-efficient services and proprietary investment options.

James Blandford is a financial advisor with Robert W. Baird & Co. in Bellevue, ID, holding a Series 66 designation and 18 years of industry experience. He has been with Robert W. Baird since 2009 and has also maintained self-employment since 2000. He is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients by providing tailored financial planning and portfolio management services across a range of investment strategies.

Stephen Seiber is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 1989 and holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings that include fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and research resources to its clients.

Mary Garrison is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on assisting clients in organizing multiple aspects of their wealth to help them pursue the goals that matter most. Mary works with a select group of high net worth families, corporate executives, and individuals from diverse backgrounds, providing focused attention, honest counsel, and trustworthiness. She began her career in the financial services industry in 1981 and has over four decades of experience in investments, trust administration, and wealth management. Mary holds professional designations as a Chartered Financial Analyst (CFA), Certified Divorce Financial Analyst (CDFA), and Certified Plan Fiduciary Advisor (CPFA). She serves as a member of professional organizations including the CFA Institute, CFA Society of San Francisco, Institute for Divorce Financial Analysts, and the National Association of Plan Advisors. Mary received her Bachelor's degree in Finance from the University of Nebraska System and a Master's degree in Finance from Boston College. Outside of her professional work, she is involved in community organizations such as the Cherie Blair Foundation Mentor program, Merrill's Women's Exchange Mentor program, National Charity League (Crystal Springs Chapter), and the Wood River Women's Foundation. Mary and her husband divide their time between Sausalito, California, and Sun Valley, Idaho, and enjoy spending time with their family hiking, skiing, scuba diving, and reading.

Wesley Wong is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously worked at Wells Fargo Advisors for nine years before joining LPL Financial. Outside of his advisory role, he owns two fruit companies based in Bakersfield, California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by model portfolios, research, and various investment strategies.

Shelley Seibel is a financial advisor at Edward Jones with 29 years of industry experience. She has been with Edward Jones since 1996 and holds Series 63 and Series 66 designations. Outside of her advisory role, she serves on the boards of the Leidy Sampson Family Foundation and Make a Difference Now in Hailey, ID, where she provides guidance on investment accounts and participates in charitable and fundraising efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and advisory services, managing approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

James Perkins II is a financial advisor with Robert Baird & Co. in Lake Oswego, OR, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Robert Baird & Co. since 2014. Perkins serves as a trustee on the Herbert Templeton Foundation board. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Les Miller is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2021, he worked for U.S. Bancorp Investments for five years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios, research, and diverse investment strategies.

Douglas Strand is a financial advisor with Morgan Stanley in Hailey, Idaho, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. In addition to his advisory role, he serves as an arbitration panelist and is a board member of a homeowners association in Portland, Oregon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee resources to support its advisory services.

Thomas Lenze is a financial advisor with Osaic Wealth, Inc., holding a Series 63 designation and over 50 years of industry experience. His prior roles include positions at FSC Securities Corporation and Wells Fargo Advisors. Outside of his advisory work, Lenze owns and operates LLCs that manage personal aircraft and related equipment. Osaic Wealth serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes asset allocation tools, risk-tolerance assessments, and automated rebalancing to build portfolios incorporating various asset classes and supports both discretionary and non-discretionary account management.

Jeffrey Neel is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2021. Prior to that, he has been involved with J. Neel and Company, PA since 2002, where he provides tax preparation and accounting services as a CPA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies across both discretionary and non-discretionary management approaches.