Kyle Restad is a financial advisor at Abundance Financial Planning with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Abundance Financial Planning since 2014. Abundance Financial Planning offers fee-only, advice-only financial planning and investment analysis services to individuals and high-net-worth clients. The firm provides non-discretionary, written recommendations focused on long-term investment principles and client goals, operating on flat and project-based fees without managing client assets directly.

Andrew Katzenberger is the sole advisor at Katz Capital Advisors in Caldwell, Idaho. He holds Series 63 and Series 66 licenses and has one year of industry experience, including roles at Northwestern Mutual Wealth Management Company and its related entities. Outside of financial advising, he is a 33% owner of Analytics Computers. Katz Capital Advisors provides financial planning and discretionary portfolio management primarily for individuals and small businesses in early to mid stages of wealth accumulation. The firm uses fundamental security analysis and strategic asset allocation to build diversified portfolios, offering services such as retirement planning, cash-flow analysis, and rollover/IRA guidance.

Patrick Davidson is the sole advisor at First Security Capital, LLC in Nampa, Idaho. He holds Series 63 and Series 65 licenses and has over 40 years of experience in insurance sales and related financial services, alongside one year of formal experience as an investment advisor. His career includes longstanding roles at Ameritas Investment Corp. and Amerus Life Insurance Co., as well as service with the Idaho Air National Guard. In addition to his advisory work, he owns and operates a life insurance business and serves as president of a corporation underwriting real estate-collateralized bridge loans. First Security Capital is a state-registered investment adviser providing portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset allocation approach with diversified holdings and conducts regular account reviews, offering both discretionary and non-discretionary services.

James Weeks is a CFP® professional with nine years of experience in financial planning. He is the principal at Allegiance Financial Planning in Eagle, Idaho, and previously worked at Tapfin/EY and The Trading Block. In addition to financial planning, he provides tax preparation services for individuals and small businesses through his firm. Allegiance Financial Planning offers fee-only financial planning, investment consultation, and tax-preparation services to individual investors, trusts, estates, foundations, and businesses. The firm emphasizes long-term, buy-and-hold investment strategies using fundamental analysis and low-cost passive vehicles, and operates without discretionary portfolio management or percentage-of-assets billing.

Robert Falco is a financial advisor at Stewardship Asset Management LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Wells Fargo Bank for 17 years. Outside of his advisory role, he owns Falconium Capital LLC and Falconium Investments LLC, which he uses for personal investment and trading activities. Stewardship Asset Management serves individual investors, including high-net-worth individuals, and charitable organizations by providing portfolio management, financial planning, and access to estate-planning tools through the Wealth.com platform. The firm employs a range of analysis methods and strategies, including options and derivative trading, and offers a monthly newsletter and an estate-planning workflow leveraging advisor read-only visibility.

Daniel Lewis is a CFP® professional with 13 years of industry experience. He has worked at Firm Foundation Wealth Management, LLC since 2018 and previously spent three years at Tradewinds Capital Management, LLC. Lewis holds the Series 66 license and is based in Caldwell, Idaho. Firm Foundation Wealth Management, LLC provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines macroeconomic and technical analysis to manage portfolios on a discretionary basis and offers specialized ERISA plan services, including acting as a 3(38) investment manager and providing participant education.

Robert Baker is a CFP® and ChFC® with 27 years of experience in the financial services industry. He has worked at Wismar Financial since 2016 and previously spent 17 years with Thrivent Financial and Thrivent Investment Management. Wismar Financial provides investment management and personalized financial planning primarily for individuals, families, trusts, and small businesses. The firm employs a combination of technical charting and fundamental analysis with both long-term investing and short-term trading strategies tailored to each client’s goals and circumstances.

Nathaniel Stoddard is a financial advisor at Desert Rose Capital Management, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Nathaniel is also a licensed life insurance agent with LWM Life. Desert Rose Capital Management serves individual clients, retirement plans, trusts, estates, and corporations, offering investment advice and portfolio management with a focus on exchange-traded options combined with conservative income-producing assets to manage portfolio risk. The firm also acts as an investment manager to a pooled vehicle purchasing permanent life insurance policies and provides ancillary financial advice including insurance, tax planning, and estate services.

Rohit Jahagirdar is a financial advisor at Desert Rose Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has worked previously at Piramal Critical Care, Ziggurat Technologies, Temple University, Esquire Capital Advisors, and Mumbai University. Desert Rose Capital Management provides investment advice and portfolio management to individual clients, retirement plans, trusts, estates, and corporations, and serves as a sub-advisor to other registered investment advisers. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage portfolio risk while seeking market appreciation, and it also manages a pooled investment vehicle focused on permanent life insurance policies and collateralized loans.

Nathaniel Holden is a financial advisor with Core Wealth Partners LLC in Meridian, ID, holding a Series 65 designation and nine years of industry experience. His prior work includes roles at HAC Certified Public Accountants, Inc., Holden Hall LLC, and Holden & Company LLP. Core Wealth Partners LLC provides discretionary investment management to pooled investment vehicles and separately managed accounts, focusing on sector-specific long/short and event-driven equity strategies in technology, clean energy, and industrials. The firm acts as general partner and co-investor in its funds, employing a proprietary real-time risk management system and performance-based allocations.

Spencer Anderson is a Series 65-licensed financial advisor at Desert Rose Capital Management, Inc. with two years of industry experience. Prior to joining Desert Rose, he worked at Legacy Wealth Management LLC and served in the United States Army Reserves. He has also held roles with The Church of Jesus Christ of Latter-day Saints and Packaging Corporation of America. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations, and acts as a sub-advisor to other registered investment advisers. The firm focuses on combining exchange-traded options with conservative income-producing assets to manage portfolio risk while seeking market appreciation, and it offers specialized strategies including private investment opportunities and management of a pooled investment vehicle focused on permanent life insurance policies.

Valerie Coffey is a financial advisor at Desert Rose Capital Management, Inc. in Spokane, WA, holding Series 63 and Series 66 licenses with seven years of industry experience. Her prior roles include positions at Charles Schwab Bank and Homestreet Bank. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations, and serves as a sub-advisor to other registered investment advisers. The firm employs a core investment approach that combines exchange-traded options with conservative income-producing assets to manage portfolio risk while seeking market appreciation, and it offers access to private investment opportunities and integrated reporting services.

Kirk Stafford is a financial advisor at Desert Rose Capital Management, Inc. with 17 years of industry experience. He holds a Series 66 designation and has been with Desert Rose since 2010. In addition to his advisory role, Stafford is president of The Stafford Corporation, a flooring contracting business he has led since 1996. Desert Rose Capital Management serves individual clients, retirement plans, trusts, estates, and corporations, offering investment advice, portfolio management, and ancillary financial services. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to manage risk and capture market appreciation, and it also acts as a sub-advisor to other registered investment advisers.

Sherika Ralliford is a financial advisor at Desert Rose Capital Management, Inc. with five years of industry experience. She holds the Series 66 designation and has worked at several firms including Merrill Lynch and New York Life Insurance Co. Ralliford is also appointed as an insurance broker with outside carriers for non-registered products. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations, and serves as a sub-advisor to other registered investment advisers. The firm’s investment approach combines exchange-traded options with conservative income-producing assets to seek lower portfolio risk and incorporates private investment opportunities and ongoing due diligence for qualified investors.

Charles Copeland is a financial advisor at Elevage Partners, LLC with 25 years of industry experience. He holds the Series 65 designation and has been with Elevage Partners since 2011, as well as operating Copeland Wealth Management since 1998. Elevage Partners serves individual clients, including high-net-worth households, providing discretionary portfolio management and comprehensive financial planning. The firm also manages held-away retirement accounts and acts as adviser to private pooled investment vehicles, employing a customized investment approach that combines economic and fundamental analysis with long-term holdings and opportunistic short-term trades.

Rachel Songer is a CERTIFIED FINANCIAL PLANNER™ and holds a Series 65 license with 11 years of industry experience. She has been with Keener Financial Planning since 2016, working as part of a 10-advisor team in Kuna, Idaho. Keener Financial Planning serves individuals, trusts, small businesses, and retirement plans by providing modular financial planning and investment management services. The firm emphasizes retirement planning and uses a fee-only structure based on hourly, flat fees, or retainers, employing a long-term, cost-conscious investment approach focused on low-cost index funds and diversified portfolios.

Jessy Gilger is a CFP® with 10 years of experience in the financial advisory industry. She is currently with Gannett Wealth Advisors and has previously worked at firms including Sound Advisory LLC, Eagle Island Financial LLC, and Statheros Financial Solutions, Inc. Gannett Wealth Advisors provides fee-only wealth management, retirement plan consulting, and overlay management to individuals, charitable organizations, and corporate plan sponsors. The firm’s investment approach is based on modern portfolio theory with an emphasis on asset allocation, mutual fund and ETF analysis, and long-term holdings, and it offers integrated financial planning and tax return preparation services.

Mi Kenna Fogle is a financial advisor at Desert Rose Capital Management, Inc. with experience since 2020, holding a Series 65 designation. Prior to joining Desert Rose Capital Management in 2025, she has worked at The Stafford Corporation and Brigham Young University, among other roles. Desert Rose Capital Management provides portfolio management and sub-advisory services to individuals, trusts, estates, retirement plans, and other advisers, with a focus on exchange-traded options and income-producing assets to balance risk and growth. The firm also manages private placements and a pooled investment vehicle that includes life insurance policy acquisitions and loan underwriting.

Jordan Haines is a CFP® with four years of industry experience, currently serving as an advisor at Drucker Wealth. He previously worked at Dentist Advisors and Elements Technology, Inc., among other firms. Outside of his advisory role, Jordan is the founder of Scaling Motion, a consulting business. Drucker Wealth serves individual and high-net-worth clients, including professionals in pre-retirement, technology, and medical fields, as well as small business owners. The firm offers comprehensive financial planning and discretionary investment management using a mix of fundamental, technical, tactical, and behavioral approaches.

Nick Krautscheid is a financial advisor at Gannett Wealth Advisors in Portland, OR, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Sound Advisory, LLC and Unchained Capital, LLC, as well as involvement with Holy Trinity Catholic Church and the University of Portland. Gannett Wealth Advisors provides fee-only wealth management, retirement plan consulting, and overlay management to individuals, charitable organizations, and corporate plan sponsors. The firm employs a modern portfolio theory-based investment approach emphasizing asset allocation, mutual fund and ETF analysis, and long-term holdings, while also offering integrated financial planning and tax preparation services.