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.

Renee Faltings is a financial advisor at American Capital Advisory, LLC with 23 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Clearrock Capital, LLC. Outside of her advisory role, she is involved in retail sales through PK's Sports. American Capital Advisory provides discretionary investment management to individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, and financial institutions. The firm employs a global asset allocation strategy primarily using low-cost ETFs and mutual funds, supplemented by tax-sensitive direct indexing and a range of trading tools tailored to client objectives.

Ian Jameson is a financial advisor with American Capital Advisory, LLC in Ketchum, ID, holding a Series 65 designation and 17 years of industry experience. He has been with American Capital Advisory since 2012. Outside of his advisory role, he serves as board chair of Idaho's Bounty Cooperative, a food cooperative where he is involved in strategy, finance, and nonprofit relationships. American Capital Advisory provides discretionary investment management to individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, and financial institutions. The firm manages approximately $255 million for around 348 clients through a team of seven advisors, employing a global asset allocation approach with low-cost ETFs, mutual funds, and tax-sensitive direct indexing, supplemented by a range of trading strategies tailored to client objectives.

Matthew Mcneal is a CFA® charterholder with 16 years of industry experience, currently serving at American Capital Advisory, LLC since 2012. He holds a Series 65 license and is based in Ketchum, Idaho. Outside of his advisory role, Mcneal is a board director at Argent Development Corp. of Virginia and participates in private restaurant investment through DS Group, LLC. American Capital Advisory provides discretionary investment management to individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, and financial institutions. The firm manages approximately $255 million for around 348 clients using a global asset allocation approach primarily implemented with low-cost ETFs and mutual funds, supplemented by tax-sensitive direct indexing and a broader trading toolkit tailored to client objectives.

Maunsel Hickey is a financial advisor at American Capital Advisory, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Mercer Global Advisors, ClearRock Capital, and Seaport Global Securities. American Capital Advisory is a seven-advisor team that provides discretionary investment management and financial planning to individuals, corporations, trusts, and financial institutions. The firm emphasizes global asset allocation using low-cost ETFs and mutual funds, supplemented by direct indexing and distinct strategies, and manages approximately $333 million in client assets.

Aurelie Bayer Boloix is a CFP® and Series 65 credentialed financial advisor with one year of industry experience. She is currently with American Capital Advisory, LLC and has prior experience at 12 Peaks Financial LLC, Idaho First Bank, and Becker, Chambers & Co. P.A. She also owns an accounting and consulting business serving individuals and businesses. American Capital Advisory provides discretionary investment management to individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, and financial institutions. The firm manages approximately $255 million for about 348 clients through a team of seven advisors, using a global asset allocation approach with low-cost ETFs and mutual funds, supplemented by tax-sensitive direct indexing and a broader trading toolkit tailored to client objectives.

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.

Huntley Davenport Jr. is a financial advisor at American Capital Advisory, LLC with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has been with American Capital Advisory since 2014. Outside of his advisory role, he is a limited partner investor in restaurant startups and franchise businesses, including Krispy Kreme doughnut stores and Wicked Taco. American Capital Advisory provides discretionary investment management to individuals, high-net-worth clients, corporations, trusts, estates, charitable organizations, and financial institutions. The firm employs a global asset allocation approach using primarily low-cost ETFs and mutual funds, with additional strategies such as tax-sensitive direct indexing and option writing, tailored to client objectives and risk tolerance.

Jonathan Bennett is a Series 66-licensed financial advisor at Empower Advisory Group with one year of industry experience. His prior work includes roles with the Public Employee Retirement System of Idaho and the Idaho Department of Labor. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and savings rates through point-in-time financial plans and optional managed account solutions.

Justin Vaccaro is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He has worked at J.W. Cole Advisors and J.W. Cole Financial since 2017, and was previously with Raymond James Financial Services from 2009 to 2017. Outside of his advisory role, he is the owner of KV Securities LLC, a non-investment related support company. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers a variety of portfolio management and financial planning services, employing both discretionary and non-discretionary investment approaches.

Ammon Andelin is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds the Series 66 designation and has worked at MassMutual Life Insurance Co and Key Bank. Outside of advising, Andelin works as a realtor and is involved as an insurance agent offering life, disability, fixed annuities, and health products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes annual, collaborative planning relationships and uses firm-approved software to analyze goals and provide written recommendations.

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.

Ashton Stark is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His background includes roles at MassMutual Life Insurance Co and coaching junior varsity lacrosse, among other positions. Outside of financial advising, he is involved in coaching high school lacrosse and works in business development for a property technology company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, annual financial planning engagements using advanced analytical tools and offers a range of programs including educational seminars and event-driven planning services.

Justin Walker is a financial advisor with Mass Mutual Investors Services in Emmett, Idaho, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2010. Outside of his advisory role, Walker is involved in insurance sales, business consulting related to lease agreements and entity structuring, owns a property and casualty insurance business, and participates in managing a golf simulator business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and various investment programs using firm-approved analytical tools, with planning engagements designed as annual, collaborative relationships.

Jared Welsh is a financial advisor with Edward Jones in Emmett, Idaho, holding a Series 66 designation and six years of industry experience. He previously worked at Wells Fargo for four years and was associated with Boise State University for three years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a large network of advisors and branch offices nationwide.

Chris Jensen is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to his current role starting in 2020, he worked for Maverik, Inc. for over three decades. In addition to his advisory work, he serves as a Medicare Specialist outside the MassMutual framework. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and event-driven planning such as divorce and estate settlement.

Jacob Richins is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He began his career in the financial industry in 2025 after completing previous roles including a mission for the LDS Church and work at Verns Fence Company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs using firm-approved tools and a collaborative annual planning process.

Kent Adams is a financial advisor at Edward Jones in Emmett, ID, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a variety of investment strategies and advisory services through a large nationwide network of financial advisors and branch offices.