Shannon Conway

Dale Norton is a financial advisor with Asset & Retirement Management in Rigby, ID, holding a Series 63 credential and over 42 years of industry experience. He has worked at his current firm since 2005 and previously at Independent Financial Group from 2011 to 2016. In addition to his advisory work, Norton owns and operates an accounting and tax preparation business. Asset & Retirement Management serves retail clients, including individuals, trusts, and retirement accounts, providing discretionary portfolio management and financial planning. The firm primarily uses a third-party turnkey asset management platform alongside mutual fund and annuity programs, tailoring diversified portfolios based on client risk tolerance.

Greg Bitter is a financial advisor with Hawke Financial Group in St. Anthony, Idaho, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Hawke Financial Group since 2019 and previously was associated with National Securities Corp and National Asset Management, Inc. Outside of his advisory role, he is involved in an ATV/UTV and motorbike aftermarket manufacturing business as an owner/partner. Hawke Financial Group serves individuals, families, business entities, and retirement plans by providing portfolio management, pension and 401(k) consulting, and financial planning. The firm customizes portfolios using active, tactical management strategies and employs a combination of fundamental, technical, and cyclical analysis.

Robert Parkinson is a Certified Financial Planner® with 38 years of experience in the financial services industry. He is a founding member of Cordingley & Parkinson Wealth Management and has been affiliated with LPL Financial since 1992. Outside of his advisory work, he is a managing partner in Educational Management Systems, LLC, a software business. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm provides portfolio management, pension consulting, financial planning, and educational workshops, with an investment approach that incorporates fundamental analysis and long-term strategies.

Keaton Parkinson is a financial advisor at Cordingley & Parkinson Wealth Management in Rexburg, ID, holding a Series 65 designation. He has prior experience at Ernst & Young and Sand Creek Capital, LLC. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm provides portfolio management and financial planning with a focus on fundamental analysis and long-term strategies, distinguishing itself through work with pension plans and government clients and offering educational seminars without separate fees.

Warren Cordingley is a financial advisor with Cordingley & Parkinson Wealth Management in Rexburg, ID, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with LPL Financial since 1992 and currently provides investment advisory services through Sand Creek Capital, LLC. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm offers portfolio management, pension consulting, financial planning, and educational seminars, with an investment approach based on fundamental analysis and long-term strategies.

Colten Cordingley is a financial advisor at Cordingley & Parkinson Wealth Management in Rexburg, ID, holding a Series 65 designation with one year of industry experience. He previously worked with Tributary and manages day-to-day operations as a partner in the Powell Family Group, a family office focused on building and operating businesses. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm provides portfolio management, pension consulting, financial planning, and educational seminars, with an investment approach based on fundamental analysis and long-term trading.