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.

David Walquist is a CFP® and PFS™ credentialed advisor at InvestiFI Wealth Management LLC with four years of industry experience. He is also a partner at Moore Van Engelen Pollow CPAs Chtd, where he has worked for over ten years. Walquist may refer clients between his advisory firm and the accounting practice without receiving compensation. InvestiFI Wealth Management LLC is a state-registered independent advisory firm serving individuals, high-net-worth clients, charitable organizations, corporations, and small businesses. The firm employs a passive, asset-allocation investment approach based on Modern Portfolio Theory, offering ongoing portfolio management, financial planning, and project-based consulting with discretionary account supervision.

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.

Jeffrey Pridey is a financial advisor at BFC Planning, Inc. with 33 years of industry experience. He has been with Berthel Fisher & Company Financial Services, Inc. since 2012. Outside of his advisory role, he is the owner of a family farm in Twin Falls, Idaho. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and trusts through a network of approximately 200 investment adviser representatives. The firm provides financial planning, portfolio management, and access to various advisory platforms and sub-advisors, offering both wrap and non-wrap programs tailored to client needs.

Gary Hurt is a financial advisor at Simplicity Wealth with seven years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wealth Watch Advisors. He is also the founder and owner of Hurt and Associates, an independent insurance and financial services agency in Twin Falls, ID. 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 operations solutions, including a Managed Account Program and asset management software licensing.

David Snelson is a financial advisor with Clear Creek Financial Management, LLC in Twin Falls, ID, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at Clear Creek since 2017 and previously at Signator Investors, Inc. from 2015 to 2017. Outside of his advisory role, he serves in several nonprofit and community leadership positions, including director and chairman roles with St. Luke’s Magic Valley Health Foundation and involvement with the Rural Economic Development Committee. Clear Creek Financial Management serves individuals, trusts, pension and profit-sharing plans, other investment advisers, and business entities. The firm provides asset management, financial planning, consulting, and algorithm-driven research through its Helios Quantitative Research service, employing a mix of fundamental, technical, and cyclical analysis with a variety of strategies, including discretionary portfolio management and support for other advisers.

Dylan Martin is a CFP® and Series 66-licensed financial advisor with four years of industry experience. He currently works at The Fiduciary Alliance and has held prior roles at Northwestern Mutual Wealth Management Company, Thrivent, and Merrill Lynch. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm employs a client-specific investment approach incorporating fundamental, technical, cyclical, and charting analyses and operates a network of investment advisor representatives under a multi-team business model.

Brett Buckley is a Series 66-credentialed financial advisor with four years of industry experience, currently with OSAIC Institutions, Inc. He has previously worked at Securities America, Inc., Ameriprise, and Idaho Central Credit Union, where he also served as a financial advisor. Outside of his advisory roles, Buckley provides mortician services as an independent contractor. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans by offering advisory and brokerage services through customized engagements. The firm’s approach includes fundamental and technical analysis, asset allocation, and access to alternative investments, with a significant portion of assets managed on a non-discretionary basis.

Frederick Nelson is a financial advisor at D.A. Davidson & Co. in Twin Falls, ID, holding Series 63 and Series 65 designations with 43 years of industry experience. He has been with D.A. Davidson & Co. since 2010. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Edwin Woolley is a CFP® with 23 years of industry experience, currently serving as a financial advisor at CWM, LLC. His prior experience includes roles at United Planners Financial Services, Duncan Financial Planning Advisors, and Cambridge Investment Research Advisors. He serves as a board member of the Magic Valley Estate Planning Council and consults for Dixon Golf, a charitable organization. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Nikolas Gumeson is a financial advisor with Independent Financial Partners, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Ameriprise and the City of Twin Falls. Outside of finance, he serves as an assistant softball coach for Twin Falls High School. Independent Financial Partners is a nationwide advisory firm with over 260 advisors, offering investment advisory, financial planning, trust, and retirement-plan services. The firm supports a decentralized advisory model and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Payton Boyce is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds a Series 66 designation and has previously worked at DoorDash, Brigham Young University-Idaho, TL Custom Homes, and Flathead High School. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Kelly Ward is a financial advisor with D.A. Davidson & Co. in Twin Falls, ID, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with D.A. Davidson & Co. since 2011. Outside of advisory work, he is a notary public in Twin Falls. D.A. Davidson & Co. offers investment advisory and brokerage services to diverse clients, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm provides a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Sergio Mendoza is a financial advisor at Principal Financial Services with four years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. In addition to his financial advisory role, Mendoza is involved in several business ventures, including ownership of a furniture business and participation in real estate investment and development. He also serves as a council member on the Idaho Workforce Development Council and as treasurer of the South Central Idaho Hispanic Chamber of Commerce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions, with client investments primarily implemented on a discretionary basis by third-party managers.

Carolyn Nelson is a financial advisor with D.A. Davidson & Co. in Twin Falls, Idaho, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with D.A. Davidson since 2010. Outside of her advisory role, she is a commissioned notary public. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Jacob Packer is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Clearing and Navy Federal Credit Union. He is also employed as a financial advisor with First Federal Savings Bank. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.