Charles Copeland

Kyle Restad is a financial advisor at Abundance Financial Planning with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Abundance Financial Planning since 2014. Abundance Financial Planning offers fee-only, advice-only financial planning and investment analysis services to individuals and high-net-worth clients. The firm provides non-discretionary, written recommendations focused on long-term investment principles and client goals, operating on flat and project-based fees without managing client assets directly.

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.

Robert Baker is a CFP® and ChFC® with 27 years of experience in the financial services industry. He has worked at Wismar Financial since 2016 and previously spent 17 years with Thrivent Financial and Thrivent Investment Management. Wismar Financial provides investment management and personalized financial planning primarily for individuals, families, trusts, and small businesses. The firm employs a combination of technical charting and fundamental analysis with both long-term investing and short-term trading strategies tailored to each client’s goals and circumstances.

Jessy Gilger is a CFP® with 10 years of experience in the financial advisory industry. She is currently with Gannett Wealth Advisors and has previously worked at firms including Sound Advisory LLC, Eagle Island Financial LLC, and Statheros Financial Solutions, Inc. Gannett Wealth Advisors provides fee-only wealth management, retirement plan consulting, and overlay management to individuals, charitable organizations, and corporate plan sponsors. The firm’s investment approach is based on modern portfolio theory with an emphasis on asset allocation, mutual fund and ETF analysis, and long-term holdings, and it offers integrated financial planning and tax return preparation services.