Robert Cucchiaro is a CFP® certificant and Series 66 licensee with 23 years of experience in the financial industry. He is currently a financial advisor at Summit Wealth and Retirement Partners, where he has worked since 2012, and has prior experience with Lincoln Financial Advisors Corporation and Mutual Securities, Inc. In addition to his advisory role, he is involved in financial advisor coaching through Financial Advisor Field Guide and has a partial ownership in a tax services business. Summit Wealth and Retirement Partners is an SEC-registered advisory team of seven professionals managing approximately $978 million in client assets for individuals, business entities, and charitable organizations. The firm employs risk-based, diversified portfolios primarily using no-load mutual funds and ETFs, offers financial planning and pension consulting services, and is affiliated with a separate accounting practice providing tax and enrolled-agent services.

James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Ethan Hadley is a financial advisor at GPWM Advisors LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Gryphon Private Wealth Management and Independent Financial Group. Outside of his advisory work, he has provided notary services in Idaho since 2006. GPWM Advisors is an independent, single-advisor firm managing approximately $28.9 million for about 45 clients. The firm serves a diverse client base including individuals, businesses, and institutional clients, offering financial planning, discretionary portfolio management, alternative investment advice, and educational seminars.

Brent Ford is a CFP® professional with 27 years of experience in the financial industry. He is the sole advisor at Ford Investment Counsel LLC, an independent firm he founded in 2021. Prior to this, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of advisory services, he is also an independent insurance agent. Ford Investment Counsel LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, as well as qualified retirement plans. The firm emphasizes ERISA plan consulting and 3(38) fiduciary services, employing a mix of strategies tailored to clients’ goals, time horizons, and risk tolerances.

Stephen Schulmerich is a CFP® professional with 37 years of experience in the financial industry. He is the principal of Schulmerich & Associates Asset Management, LLC, where he has worked since 1993. Schulmerich also holds Series 63 registration and is active as an insurance agent. Schulmerich & Associates Asset Management provides discretionary asset management and fiduciary services to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporate entities, and qualified retirement plans. The firm emphasizes Modern Portfolio Theory, strategic asset allocation, diversification, and uses passive/index funds alongside fundamental analysis for security selection.

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.

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 holds a Series 66 license with four years of industry experience. He is the sole advisor at Garcia Financial Planning, an independent firm based in Meridian, ID. His prior work includes roles at Avantax Advisory Services, Cetera, and Boise State University. Garcia Financial Planning is a fee-only registered investment adviser serving individuals, families, and business owners with customized financial planning and discretionary portfolio management. The firm combines passive and active investment strategies, offers socially conscious investing options, and primarily uses a single institutional custody platform for account management and reporting.

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® professional with 19 years of industry experience. He has been with Prominence Capital since 2012 and previously worked at Wells Fargo Investments, Merrill, and UBS Financial Services. Prominence Capital provides discretionary portfolio management and standalone financial planning services for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs multiple analytical methods and trading strategies, including derivatives and leveraged positions, catering to institutional-style clients and tailoring each portfolio to client objectives.

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.

Randall Taylor is a financial advisor with Ascend Wealth Management LLC in Eagle, Idaho. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Prior to his current role, he worked at Interwest Investment Advisors, Inc. and JT Financial, Inc. He is also involved with Ascend Financial Advisors, a fixed business based in Eagle. Ascend Wealth Management provides discretionary asset management, financial planning, and consulting services to individual investors and retirement plans, including ERISA 3(21) fiduciary services. The firm utilizes model-based portfolio management with ongoing monitoring and serves a high client load with a focus on both smaller accounts and pension consulting.

Blenda Raynor is a CFP® and holds a Series 66 license, serving as the sole advisor at Bahr Financial Planning Network, Inc. in Eagle, Idaho. She has 24 years of industry experience and has been with the firm since 2010. Bahr Financial Planning Network provides portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, and business entities. The firm manages client portfolios on a non-discretionary basis using a combination of charting and fundamental analysis, and requires clients to use Charles Schwab Institutional for account execution and reporting.

Kim Miller is the sole advisor at Viewpoint Advisory, LLC in Meridian, Idaho, holding Series 65 and Series 63 licenses with 12 years of industry experience. Prior to founding Viewpoint Advisory in 2019, Kim worked at Vestory, LLC for six years and operated a business under the name Ideatrac from 2003 to 2018. Viewpoint Advisory is an independent, fee-only firm providing discretionary portfolio management and financial planning services to individuals, families, trusts, and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing diversified allocations across global equity and fixed-income mutual funds and ETFs.

Michael Bisbee is a CFP® professional and Series 66 license holder with 12 years of industry experience. He is the founder of Enduro Wealth Management, LLC in Eagle, ID, where he has worked since 2025, following prior roles at Enduro Financial and Morgan Stanley. Bisbee also founded Enduro Tax Advisory, where he serves as a tax advisor. Enduro Wealth Management serves individuals, including high-net-worth clients, and small-business plan sponsors by providing discretionary investment management, financial coaching, retirement-plan education, and pension consulting. The firm integrates tax planning services through its affiliated accounting practice and employs a passive portfolio construction approach supplemented by fundamental and technical analysis.

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.