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.

Andrew Katzenberger is the sole advisor at Katz Capital Advisors in Caldwell, Idaho. He holds Series 63 and Series 66 licenses and has one year of industry experience, including roles at Northwestern Mutual Wealth Management Company and its related entities. Outside of financial advising, he is a 33% owner of Analytics Computers. Katz Capital Advisors provides financial planning and discretionary portfolio management primarily for individuals and small businesses in early to mid stages of wealth accumulation. The firm uses fundamental security analysis and strategic asset allocation to build diversified portfolios, offering services such as retirement planning, cash-flow analysis, and rollover/IRA guidance.

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.

Daniel Lewis is a CFP® professional with 13 years of industry experience. He has worked at Firm Foundation Wealth Management, LLC since 2018 and previously spent three years at Tradewinds Capital Management, LLC. Lewis holds the Series 66 license and is based in Caldwell, Idaho. Firm Foundation Wealth Management, LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines macroeconomic and technical analysis to manage portfolios on a discretionary basis and offers specialized ERISA plan services, including acting as a 3(38) investment manager and providing participant education.

Kevin Tucker is a financial advisor at Verify Wealth with a Series 65 credential and one year of industry experience. His background includes roles at several companies including InMoment, Inc. and Wolters Kluwer, Inc. Prior to his advisory career, he spent five years involved with Craftsman Woodfired Pizza. Verify Wealth provides investment management and financial planning services on a fee-only basis, emphasizing asset allocation using Modern Portfolio Theory alongside a blend of passive and active strategies. The firm serves individuals, high-net-worth clients, and charitable organizations, and may incorporate alternative investments such as cryptocurrency when appropriate.

Jessy Gilger is a CFP® with 11 years of industry experience, currently serving as an advisor at Verify Wealth. Before joining Verify Wealth, Gilger held roles at several firms including Sound Advisory LLC, Eagle Island Financial LLC, and Statheros Financial Solutions, Inc. Verify Wealth is a fee-only firm that offers investment management and financial planning services, coordinating tax preparation as part of its client offerings. The firm’s investment approach combines passive and active strategies with an emphasis on asset allocation based on Modern Portfolio Theory and can include alternative investments such as cryptocurrency when appropriate.

Robert Baker is a ChFC® with 28 years of industry experience, currently serving as an advisor at Wismar Financial since 2016. Prior to joining Wismar Financial, he spent 12 years at Thrivent Investment Management. Wismar Financial provides ongoing portfolio management and individualized financial planning to individuals, families, trusts, estates, and small businesses. The firm tailors portfolios to client objectives, employing both technical and fundamental analysis, and offers discretionary trading along with a variety of investment strategies including long-term investing and short-term trading.

Mark Dougal is a financial advisor with Go Wealth Management in Nampa, Idaho, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His work history includes roles at O'Connell Investments and Insurance Services, Shared Resources, LLC, and Transamerica Financial Advisors, among others. Outside of finance, he owns Mark Dougal Design, a jewelry repair business. Go Wealth Management serves a broad client base including individuals, high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and fiduciary advisory services, employing a team-based research approach and utilizing sub-advisors and custodial relationships to support ongoing client monitoring and reporting.

Charles Copeland is a Series 65-licensed financial advisor with 26 years of industry experience. He has worked at Elevage Partners, LLC since 2011 and previously operated Copeland Wealth Management from 1998 to 2011. Elevage Partners serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a patient, customized investment approach focusing on long-term holdings complemented by opportunistic trades and manages approximately $154.6 million in assets across about 365 client relationships.

Daniel Wells is a financial advisor with Continental Investors Services, Inc. in Caldwell, Idaho. He holds Series 63, Series 65, and Series 66 licenses and has 26 years of industry experience, all with Continental Investors Services since 2000. Outside of his advisory role, he is president and owner of Dan Martin Investments LLC, a holding company for Redlight Photography, a portrait photography business. Continental Investors Services provides investment advisory and portfolio management services primarily to individual retail clients, focusing on fixed income and municipal markets with discretionary and non-discretionary account management. The firm operates as a registered investment adviser in all 50 states and maintains affiliated broker-dealer activities.

Matthew Brassfield is a financial advisor with Continental Investors Services, Inc. in Caldwell, Idaho. He holds Series 63 and Series 66 licenses and has five years of industry experience. Prior to joining Continental Investors Services in 2023, he worked for Gooding Farms Inc for ten years. Continental Investors Services, Inc. provides investment advisory and portfolio management services primarily to individual retail clients across all 50 states. The firm focuses on discretionary and non-discretionary investment account management with an emphasis on securities management and trading, including fixed income and municipal markets.

Amity Raia is a financial advisor at AdviceOne Advisory Services, LLC with a Series 65 credential and two years of industry experience. Her prior roles include positions at Brigham Young University - Idaho, Caliber Smart, Fox Peterson, and Melaleuca. AdviceOne Advisory Services, LLC provides discretionary investment advisory and financial planning services to individuals, high-net-worth clients, and nonprofit organizations. The firm manages over $2 billion in assets using proprietary asset-allocation models focused on diversification and conducts ongoing portfolio reviews, serving as an ERISA/IRA fiduciary in retirement advice.

Slater Heim is a financial advisor with Continental Investors Services, Inc. holding a Series 66 designation and beginning his advisory career in 2025. Prior to this role, he worked at Caldwell Luxe from 2023 to 2025 and at Costco starting in 2025. Continental Investors Services, Inc. provides investment advisory and portfolio management services primarily to individual retail clients. The firm focuses on discretionary and non-discretionary investment account management, emphasizing securities management and trading coverage, including fixed income and municipal markets.

Jeff Currie is a financial advisor with Elevated Capital Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Elevated Retirement Group, Global Financial Private Capital, and Currie Financial Group, Inc. Outside of his advisory work, he serves as a non-commissioned officer in the U.S. Army Reserves and teaches classes on reverse mortgages to real estate professionals. Elevated Capital Advisors serves a diverse client base, including individuals, trusts, retirement plans, and corporations, offering investment management, financial planning, and IPS preparation through a network of independent advisors. The firm employs a blend of fundamental, technical, and quantitative analysis with strategic and tactical asset allocation to manage portfolios.

Andrew Elison is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Tucker Asset Management since 2018 and has operated Elison Financial Group since 1991. Outside of his advisory work, he is employed as a mortgage loan officer and manages a farm where he runs cattle. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory services. The firm uses a top-down, macroeconomic asset-allocation approach and integrates alternative investments, including private and non-liquid opportunities, in its portfolio management.

Ernest Csak is a CFP® professional with 29 years of industry experience, currently serving at Main Street Financial Solutions, LLC since 2021. He previously worked at Bank of America and Merrill Lynch from 2011 to 2021. Main Street Financial Solutions serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs an academic-based, multi-asset investment approach that emphasizes low-cost passive ETFs alongside actively managed funds and individualized securities, tailoring portfolios to clients' objectives and risk profiles.

Seth Elison is a financial advisor at Tucker Asset Management LLC with five years of industry experience. He holds a Series 65 designation and has been involved with Elison Financial Group since 2013, where he focuses on retirement planning and insurance. Outside of his advisory work, he operates a truck wash business in Emmett, Idaho. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, and retirement plan advisory. The firm uses a top-down, macroeconomic asset-allocation process and offers access to a range of investment strategies, including alternative investments and third-party managers.

Elizabeth Skoglund is a financial advisor at Advisory Alpha, LLC with 16 years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Planners Alliance LLC and Alphastar Capital Management, LLC. Outside of her advisory role, she is a licensed insurance agent involved in insurance sales and financial education. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and manages a diverse range of managed portfolio series using primarily fund-of-funds strategies.

Michael Linder is a Series 65-licensed advisor with HBW Advisory Services LLC in Middleton, Idaho, and has three years of industry experience. He has been affiliated with HBW Insurance and Financial Services since 1995, where he also works as an insurance agent selling fixed products. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach with third-party money managers and offers sub-advisory, co-advisor, and subscription services, including a wrap-fee portfolio option through Betterment Institutional.

Sarah Linder is a financial advisor at HBW Advisory Services LLC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at HBW Advisory Services since 2021, following prior roles at Cetera Advisor Networks LLC, HBW Securities LLC, and HBW Insurance & Financial Services, Inc. Outside of financial advising, she is a wellness advocate for doTERRA, assisting friends and family with essential oils. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and emphasizes a high client load per advisor alongside institutional and intermediary services.