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.

Dirk Murray is the sole advisor at Sentinel Wealth Strategies in Idaho Falls, ID, holding Series 63 and Series 66 designations with 21 years of industry experience. He has been with Sentinel Wealth Strategies since 2014 and previously worked at Sowell Management Services from 2014 to 2017. Sentinel Wealth Strategies provides portfolio management, financial planning, and consulting services to individual and business clients, including some high-net-worth individuals. The firm employs a combination of fundamental and technical analysis, charting, and modern portfolio theory, and offers both discretionary and non-discretionary services through a wrap fee program on Charles Schwab’s institutional platform.

Alan Campbell is a CFP® professional with 19 years of industry experience. He has been with Spinnaker Financial Advisors, LLC since 2014 and holds a Series 65 license. Spinnaker Financial Advisors provides investment management and financial planning services to individuals, high-net-worth individuals, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, emphasizing diversified, long-term portfolios with a focus on downside protection and value- and small/medium-cap equities.

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.

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.

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.

Shane Hill is a financial advisor at 3 Peaks Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with LPL Financial and Independent Financial Partners. Outside of his advisory work, he is the founder and owner of a musical group and is involved with Lucky Disc Golf. 3 Peaks Financial Advisors serves individual and high-net-worth clients as well as charitable organizations, offering portfolio management, financial planning, and referrals to third-party money managers. The firm emphasizes asset allocation and periodic account monitoring, combining various analysis methods to tailor investment strategies.

Joseph Maddux Jr. is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Cooper Norman Wealth, LLC with five years of industry experience. Prior to joining Cooper Norman Wealth, he worked at Butterfield Associates Inc and Strada Financial Group. In addition to his advisory role, he is a Tax Manager at Cooper Norman, PLLC, a CPA firm. Cooper Norman Wealth, LLC provides discretionary and non-discretionary investment management, retirement-plan advisory, and financial planning services to pension and profit-sharing plans, trusts, estates, and individuals. The firm employs a range of investment strategies including equities, fixed income, mutual funds, and ETFs, and offers both in-house tax and accounting services through affiliated CPAs.

Aaron Freeman is a CFP® with one year of industry experience, currently serving at Snake River Investment Counsel LLC. He has held roles at several firms including KFG, LLC, Kahler Financial Group, Inc., and Perspective Wealth Partners. Outside of his advisory work, he is involved with Consumer Direct, an organization that supports older adults and individuals with disabilities to maintain independence in their homes and communities. Snake River Investment Counsel LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $49 million for about 122 clients, employing an investment approach based on asset allocation and modern portfolio theory, and offers specialized fiduciary services for retirement plans.

Bryce Anderson is a financial advisor at Intermountain Wealth Management, Inc. in Idaho Falls, ID, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Intermountain Wealth Management since 2009. Anderson is also a licensed insurance agent in certain states and may sell life insurance and specialized insurance products. Intermountain Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm uses model portfolios across a range of risk profiles and combines technical and fundamental analysis with a long-term trend-following tool called the Hurricane Indicator® to manage equity exposure.

Ryan Coiner is a financial advisor with Integrity Financial Group in Idaho Falls, ID, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at American United Life and OneAmerica Securities. Outside of advising, he owns and operates several businesses related to agriculture, livestock, residential real estate development, and hospitality. Integrity Financial Group provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, as well as business entities. The firm primarily allocates client portfolios among third-party money managers and model portfolios, managing accounts on a discretionary basis through the AssetMark platform.

Jessica Smith is a CFP® and Series 65-registered financial advisor with three years of industry experience. She is currently a principal at Vitality Wealth, where she has worked since 2024. Her previous experience includes roles at Perspective Wealth Partners and American Tax and Financial Planners. Vitality Wealth is a fee-only registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a largely passive, asset-allocation investment approach grounded in modern portfolio theory and offers comprehensive financial planning and ongoing discretionary investment management.

Connor Dye is a financial advisor at 3 Peaks Financial with five years of industry experience. He holds a Series 65 designation and previously worked at Mountain America Credit Union. In addition to his advisory role, he is a licensed insurance producer offering various insurance products including life, long-term care, disability, fixed annuity, and Medicare supplement plans. 3 Peaks Financial Advisors serves individual and high-net-worth clients as well as charitable organizations, providing portfolio management, financial planning, and third-party money manager referrals. The firm’s investment process emphasizes asset allocation and regular portfolio monitoring, combining model allocations with customized recommendations.

Jackson Murray is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Intermountain Wealth Management, Inc. in Idaho Falls, ID, and has prior experience at Merrill and Lawrence Financial Planning, LLC. Intermountain Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm offers both discretionary portfolio management and non-discretionary self-directed accounts, using model portfolios and a combination of technical and fundamental analysis to manage equity exposure and risk.

James Smith is a CFP® and Series 65-licensed financial advisor at Vitality Wealth with four years of industry experience. His prior roles include positions at Aspen Capital Management, Level Financial Advisors, and Family First Financial Planning. Vitality Wealth is a fee-only registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and businesses with comprehensive financial planning and discretionary investment management. The firm employs a largely passive, asset-allocation investment approach grounded in modern portfolio theory and emphasizes technology-driven client service through its custodial platform.

Nathan Rydalch is a financial advisor with Cooper Norman Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Idaho Central Credit Union, Fall River Financial, and Allegis Advisor Group. Cooper Norman Wealth, LLC provides discretionary and non-discretionary investment management, retirement-plan advisory, and financial planning services to pension and profit-sharing plans, trusts, estates, and individuals. The firm employs a range of investment strategies including individual equities, fixed income, mutual funds, ETFs, and less liquid vehicles, and offers both fiduciary plan management and consulting services.

Eric Story is a financial advisor at Cooper Norman Wealth, LLC with the PFS™ designation and one year of industry experience. He is also a partner at Cooper Norman, PLLC, a CPA firm, and holds membership interests in a manufacturing company and a personal holding company. Cooper Norman Wealth, LLC provides discretionary and non-discretionary investment management, retirement-plan advisory, and financial planning services to pension and profit-sharing plans, trusts, estates, and individuals. The firm employs a variety of investment strategies including allocations among equities, fixed income, mutual funds, and ETFs, and offers tax and accounting services through affiliated CPAs.

Colter Yde is a financial advisor at The Norden Group LLC with seven years of industry experience. He holds a Series 65 designation and has worked at TownSquare Capital and Bander Investments prior to joining The Norden Group. Outside of financial advising, Yde is involved with Fall Pest Services, a business he has been associated with since 2017. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets primarily on a discretionary basis. The firm implements model portfolios and third-party money managers, offering a broad investment universe and incorporating insurance products as part of its financial planning services.