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.

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.

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.

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.

John Roslund is the sole advisor at Roslund, John Cabell, an independent firm based in Meridian, Idaho. He holds the CFP® designation and has 19 years of industry experience, with a career spanning over three decades at his current firm. The firm serves individual investors and trusts, offering comprehensive financial planning and investment advisory services focused on mutual funds, ETFs, individual stocks, and bonds. Its investment approach centers on asset allocation tailored to clients’ time horizons and risk tolerance, using research tools like Morningstar and Value Line, and managing accounts primarily on a non-discretionary basis with client approval required for trades.

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.

Kyle Restad is a CFP® professional with 15 years of industry experience and is the sole advisor at Abundance Financial Planning in Caldwell, ID. He has been with Abundance Financial Planning since 2014, serving clients through a fee-only, advice-only model. Abundance Financial Planning provides comprehensive and project-based financial planning and investment analysis for individuals and high-net-worth clients, focusing on non-discretionary recommendations without managing client assets or executing trades.

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.

Justin Boyd is the principal of Delta Financial Advisory in Meridian, ID, holding a Series 65 license with two years of industry experience. Before founding his advisory firm, he worked in various roles at companies including Metroquip, Inc., CliftonLarsonAllen, Lithia Motors, Republic Services, and American Cleaning Service. He also provides business consulting and accounting services to private clients, which occupies a significant portion of his working hours. Delta Financial Advisory is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management, financial planning, and fee-based non-discretionary advice. The firm combines investment advisory with accounting, tax advisory, and business consulting services, focusing on proprietary model portfolios and maintaining a small, closely managed client roster.

James Liotta is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Prominence Capital in Eagle, Idaho. He has led Prominence Capital since 2012. Prominence Capital provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, corporations, and pooled investment vehicles. The firm employs multiple analytical methods and trading strategies, including options and derivatives, and manages assets directly with a focus on customized investment policy statements and regular account reviews.

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.

Patrick Davidson is the sole advisor at First Security Capital, LLC in Nampa, Idaho. He holds Series 63 and Series 65 licenses and has over 40 years of experience in insurance sales and related financial services, alongside one year of formal experience as an investment advisor. His career includes longstanding roles at Ameritas Investment Corp. and Amerus Life Insurance Co., as well as service with the Idaho Air National Guard. In addition to his advisory work, he owns and operates a life insurance business and serves as president of a corporation underwriting real estate-collateralized bridge loans. First Security Capital is a state-registered investment adviser providing portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with diversified holdings and conducts regular account reviews, offering both discretionary and non-discretionary services.

Joseph Freeman is the sole advisor at Private Wealth Advisors in Boise, ID, holding a Series 66 designation with 17 years of industry experience. He has been with Private Wealth Advisors since 2009. Outside of his advisory work, Freeman is also a part-time real estate agent. Private Wealth Advisors provides portfolio management, investment consulting, and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, charitable organizations, and corporations. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis, offering strategies that include large-cap core equity and active fixed income, with both discretionary and non-discretionary account management.

Terry Hershey is the principal of Integrated Advisors in Boise, ID, with 28 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Since founding Integrated Advisors in 2016, he has managed client relationships while also offering fixed life and health insurance products as a licensed insurance agent since 2002. Hershey spends time assisting Kitty Hawk Technology, a software developer owned by his son that creates proprietary financial planning software for his firm. Integrated Advisors is an independent, fee-based firm serving individuals and small businesses through non-discretionary asset management, ongoing financial planning, and project-based consulting. The firm employs a proprietary TimeLine Integrated Portfolio (TIP) approach focused on long-term, passive buy-and-hold strategies tailored to client objectives.