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.

Andrew Joski is the sole advisor at Joski Financial with four years of industry experience holding Series 65 and Series 66 designations. His prior roles include positions at U.S. Bancorp Investments and service in the Army National Guard. He is also involved with Joski Insurance, a licensed insurance agency. Joski Financial is a state-registered investment adviser offering financial planning, portfolio management, and retirement plan consulting primarily to individuals, families, retirees, and small business owners. The firm employs a planning-first approach integrating retirement income, cash flow, insurance review, and tax considerations into diversified portfolios using ETFs, mutual funds, and third-party managed strategies.

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.

James Weeks is a CFP® professional with nine years of experience in financial planning. He is the principal at Allegiance Financial Planning in Eagle, Idaho, and previously worked at Tapfin/EY and The Trading Block. In addition to financial planning, he provides tax preparation services for individuals and small businesses through his firm. Allegiance Financial Planning offers fee-only financial planning, investment consultation, and tax-preparation services to individual investors, trusts, estates, foundations, and businesses. The firm emphasizes long-term, buy-and-hold investment strategies using fundamental analysis and low-cost passive vehicles, and operates without discretionary portfolio management or percentage-of-assets billing.

Robert Falco is a financial advisor at Stewardship Asset Management LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Wells Fargo Bank for 17 years. Outside of his advisory role, he owns Falconium Capital LLC and Falconium Investments LLC, which he uses for personal investment and trading activities. Stewardship Asset Management serves individual investors, including high-net-worth individuals, and charitable organizations by providing portfolio management, financial planning, and access to estate-planning tools through the Wealth.com platform. The firm employs a range of analysis methods and strategies, including options and derivative trading, and offers a monthly newsletter and an estate-planning workflow leveraging advisor read-only visibility.

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.

Martin Tadman is a financial advisor at Tadman Financial with 18 years of industry experience. He previously worked at Cambridge Investment Research and Cooper McManus. Tadman also serves as an independent insurance agent for various companies. Tadman Financial is a state-registered investment adviser that provides portfolio management and financial planning services to entities such as foundations, trusts, estates, corporations, and nonprofit organizations. The firm employs a range of analytical methods and investment strategies and offers additional services including cash-flow education and access to commission-free insurance products through third-party platforms.

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.

Jacob Davelaar is a financial advisor at Tadman Financial with two years of industry experience. He holds a Series 65 designation and previously worked at Cooper McManus and Legacy Wealth Management. Prior to his advisory career, he spent eight years with Younglife. Tadman Financial is a state-registered investment adviser providing portfolio management and financial planning services to foundations, trusts, estates, corporations, and nonprofit organizations. The firm employs fundamental, technical, cyclical, and economic analysis, and offers discretionary trading and access to third-party managers, while also providing cash-flow services and insurance consulting through a third-party platform.

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.

Nathaniel Stoddard is a financial advisor at Desert Rose Capital Management, Inc. with 19 years of industry experience. He holds the Series 66 and Series 63 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Nathaniel is also a licensed life insurance agent. Desert Rose Capital Management provides portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other advisers, focusing on strategies that include exchange-traded options combined with income-producing assets for downside mitigation and market participation. The firm also manages a pooled investment vehicle and facilitates access to private placements and alternative investments.

Rohit Jahagirdar is a financial advisor at Desert Rose Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at Piramal Critical Care, Ziggurat Technologies, Temple University, Esquire Capital Advisors, and Mumbai University. Desert Rose Capital Management provides investment advice and portfolio management to individual clients, retirement plans, trusts, estates, and corporations, and serves as a sub-advisor to other registered investment advisers. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage portfolio risk while seeking market appreciation, and it also manages a pooled investment vehicle focused on permanent life insurance policies and collateralized loans.

Nathaniel Holden is a financial advisor with Core Wealth Partners LLC in Meridian, ID, holding a Series 65 designation and nine years of industry experience. His prior work includes roles at HAC Certified Public Accountants, Inc., Holden Hall LLC, and Holden & Company LLP. Core Wealth Partners LLC provides discretionary investment management to pooled investment vehicles and separately managed accounts, focusing on sector-specific long/short and event-driven equity strategies in technology, clean energy, and industrials. The firm acts as general partner and co-investor in its funds, employing a proprietary real-time risk management system and performance-based allocations.

Spencer Anderson is a financial advisor at Desert Rose Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked with The Stafford Corporation, Legacy Wealth Management LLC, and has service experience in the United States Army Reserves. Desert Rose Capital Management provides portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other registered investment advisers. The firm emphasizes the use of exchange-traded options combined with income-producing, lower-volatility assets and integrates private investments into client portfolios through proprietary algorithms and detailed due diligence.

Nicholas Van Hulzen is a financial advisor with Van Hulzen Financial Advisors in Meridian, ID. He holds a Series 65 credential and has been with the firm since 2024. Prior to joining the firm, he worked at Boise State University, Visions EDU, and Capital Christian High School. Van Hulzen Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, small business owners, foundations, charitable organizations, private investment vehicles, and corporations. The firm offers wealth management, financial planning, and asset management across a range of strategies including covered-call, fixed income, US and global equities, ETFs, and alternative investments.

Kirk Stafford is a financial advisor at Desert Rose Capital Management, Inc. with 17 years of industry experience. He holds a Series 66 designation and has been with Desert Rose since 2010. In addition to his advisory role, Stafford is president of The Stafford Corporation, a flooring contracting business he has led since 1996. Desert Rose Capital Management serves individual clients, retirement plans, trusts, estates, and corporations, offering investment advice, portfolio management, and ancillary financial services. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage risk and capture market appreciation, and it also acts as a sub-advisor to other registered investment advisers.

Mark Dougal is a financial advisor at Go Wealth Management with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including O'Connell Investments and Insurance Services, Trinity Group Resources, and World Financial Group. Outside of financial advising, he owns Mark Dougal Design, a jewelry repair business. Go Wealth Management serves individual and high-net-worth clients, trusts, estates, foundations, and employer-sponsored retirement plans. The firm emphasizes asset allocation and integrates financial planning with discretionary and non-discretionary portfolio management, utilizing a team-based research approach and sub-advisor relationships.

Sherika Ralliford is a financial advisor at Desert Rose Capital Management, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at several firms including Merrill Lynch and New York Life Insurance Co. Ralliford is also appointed as an insurance broker with outside carriers for non-registered products. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations, and serves as a sub-advisor to other registered investment advisers. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to seek lower portfolio risk and incorporates private investment opportunities and ongoing due diligence for qualified investors.