Aaron Flores is a financial advisor at Trek Line Wealth with four years of industry experience. He holds a Series 65 designation and has previously been involved with My Day Counts for eleven years. Trek Line Wealth is an independent registered investment adviser that provides discretionary portfolio management and integrated financial planning services to individuals, high-net-worth clients, small businesses, charitable organizations, and private foundations. The firm employs a globally diversified, long-term investment approach using fundamental and quantitative analysis with a focus on index funds, ETFs, and select individual equities.

Susan Metcalf is a CFA® charterholder with 40 years of industry experience. She is currently affiliated with Caldwell Sutter Capital, Inc. and has worked at Caldwell Securities, Inc. since 2017 and Sutter Securities Inc. since 2010. Outside of her advisory work, she serves as Vice President of Letha Irrigation and Water Company, managing water rights for agricultural land, and is managing partner of a family partnership owning ranch property. Caldwell Sutter Capital primarily serves high-net-worth individuals, families, corporations, and municipal clients, offering portfolio management and financial planning. The firm emphasizes customized equity and fixed-income portfolios through a fundamental value process focused on long-term, buy-and-hold investing.

Jeremiah Vickery is a financial advisor with LPL Financial in Emmett, Idaho, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with LPL Financial since 2021 and previously worked at MML Investor Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is involved with Payette River Consulting, a business entity related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, with investment advice delivered primarily by independent adviser representatives.