Terry Roe

Melissa Davis is a Series 66-credentialed financial advisor with 15 years of industry experience, currently serving as the sole advisor at Straight Line Investment Group, LLC since 2013. Based in Idaho Falls, ID, she manages client portfolios using proprietary investment models and exercises discretionary authority over accounts. Straight Line Investment Group, LLC is an independent registered investment adviser managing approximately $49.7 million for around 107 individual and high-net-worth clients. The firm employs a combination of fundamental, technical, and cyclical analysis with a primarily long-term trading approach, offering discretionary portfolio management across various instruments including mutual funds, equities, ETFs, bonds, and alternatives.

In a world filled with endless financial choices, we guide you in distinguishing between what's merely good and what's genuinely the best for your family's future. Our approach is anchored in values-based planning, a strategy that goes beyond mere numbers to incorporate your core beliefs and life goals. This methodology ensures that your financial decisions not only bring stability but also resonate with what you hold dear. Why settle for good when you can aim for the best? Let's simplify the complexities and focus on what truly matters for your family's journey toward financial freedom and lasting prosperity.

Naumdar Akhavan is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He is the principal of Valkyrie Private Wealth Management and has prior experience at Morgan Stanley as well as ongoing roles with Mutual Securities, Inc. and Summit Wealth and Retirement Partners. Valkyrie Private Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and integrated financial planning, using a combination of fundamental and technical analysis along with options strategies. The firm manages approximately $45 million across a limited number of client relationships and provides customized investment solutions with regular portfolio monitoring.

Benjamin Fuhriman is a CFP® professional with seven years of experience in financial advising. He is the principal advisor at Teton Crest Wealth Planning in Idaho Falls, ID. Prior to founding his firm, he worked at Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. Outside of his advisory work, Fuhriman serves as a Precinct Committeeman in Bingham County and is a candidate for the Idaho State House of Representatives. Teton Crest Wealth Planning serves individuals, trusts, and business entities with portfolio management and comprehensive financial planning tailored to client goals and risk tolerance. The firm uses fundamental analysis, quarterly reviews, and an external advisory committee to guide investment decisions, and provides technology-enabled reporting alongside a CFP-aligned financial planning process.

Christian Moon is a CFP® and CFA® with 10 years of industry experience. He is currently an advisor at Snake River Investment Counsel LLC, where he has worked since 2017 through the firm’s prior iterations. His career includes roles at Onyx Financial Advisors, Sanctuary Wealth, Kalos Capital, and MRA Associates. Snake River Investment Counsel LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm combines asset allocation and modern portfolio theory with a small-team approach, managing approximately $49 million for around 122 clients and offering specialized ERISA fiduciary services for retirement plans.