Sergio Mendoza

Alison Chandler Tonks is a financial advisor at Action Financial Planning LLC with a Series 65 designation. She has been with the firm since 2024 and previously held roles in healthcare from 2016 to 2020. Tonks serves as Treasurer on the board of the Twin Falls County Health Initiatives Trust, where she oversees investments as a volunteer. Action Financial Planning serves individuals, charitable organizations, small businesses, and employer-sponsored pension and profit-sharing plans. The firm offers comprehensive financial planning, non-discretionary investment advisory services, and pension consulting, emphasizing a long-term, evidence-based approach using broadly diversified, low-cost index funds and ETFs.

Lisa Donnelley is a financial advisor at Harris Wealth Management, LLC in Twin Falls, ID, holding the PFS™ designation with two years of industry experience. She has worked at Harris CPAs since 2021 and has prior experience with Sage Asset Management LLC and Ataraxis Accounting & Advisory Services, CHTD. Outside of her advisory role, she is involved with Harris CPAs, focusing on accounting and personal finance. Harris Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm employs a diversified, buy-and-hold investment approach grounded in Modern Portfolio Theory, primarily using passively managed asset-class mutual funds and conservative fixed income when appropriate.

David Brandt is a financial advisor at Harris Wealth Management, LLC in Twin Falls, Idaho, holding Series 65 and Series 66 licenses with five years of industry experience. His prior roles include positions at Riverside Management Co. Inc., White Cloud Wealth Management, Wells Fargo, and Thrivent Financial. Harris Wealth Management provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes diversified, buy-and-hold portfolios based on Modern Portfolio Theory, primarily using passively managed mutual funds and conservative fixed income.

Jordan Gentry is a financial advisor with Forefront in Twin Falls, ID, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Forefront in 2026, he worked at Briarwood Financial, LPL Financial LLC, Clear Creek Financial Management, and CSI. Outside of his advisory role, he is co-owner and Director of Client Success at Iron Oak Accounting LLC and maintains outside employment with SkyWest Airlines. Forefront provides investment management and financial planning services to individuals, high-net-worth clients, and select businesses, offering discretionary portfolio management, comprehensive financial planning, and access to third-party managers. The firm operates multiple offices and affiliated businesses, including specialized services such as formal Special Needs Planning.

Gabriel Hurt is a financial advisor at Simplicity Wealth in Twin Falls, ID, holding a Series 65 credential. He has been with Simplicity Wealth since 2025 and previously worked at Consolidated Electrical Distributors from 2010 to 2024. Simplicity Wealth serves individual and high-net-worth clients as well as financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a model-driven, fund-of-funds investment approach and provides technology and operational support through its Managed Account Program and customizable asset management software platform.

Megan Benson is a financial advisor at Portside Wealth Group, LLC with six years of industry experience. She holds a Series 65 designation and has previously worked at Concorde Investment Services, Doleman Wealth Management, DFPG Investments, Inc., Allegis Investment Services, and was involved with Copper Rill Restaurant. Portside Wealth Group serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, pension consulting, and co-advisory services. The firm utilizes tailored, discretionary management through model portfolios and third-party money managers, primarily recommending ETFs, equities, and mutual funds while maintaining ongoing account monitoring.