Focused on creating an organization that could provide comprehensive and integrated investment management, financial, tax and estate planning, and business advisory services. Today, Hoeven Wealth has a comprehensive network of partners to ensure continuity and consistency across your financial life. Though originally from the Netherlands, Brennain is nearly a lifelong native of the Northwest. He completed his undergraduate degrees in Accounting and Business Administration at University of Washington and postgraduate in Financial Strategy at University of Oxford, graduating with Distinction.

Richard Boss is a CFP® professional with 11 years of experience in financial advising, currently operating as the sole advisor at Table Rock Financial Planning in Boise, ID. He has been with Table Rock since 2009. Table Rock Financial Planning is an independent firm serving individuals, trusts, estates, pension plans, and businesses with fee-only financial planning, investment consultation, and discretionary investment supervisory services. The firm manages approximately $35.3 million in client assets, emphasizing a diversified, research-based investment approach that incorporates low-cost index funds and ETFs with a value tilt and selective active strategies.

Gustavo Gonzalez is a financial advisor at Integrated Financial Management, LLC in Boise, ID, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Capital Asset Management, LLC and First Allied Advisory Services, INC. Outside of advising, he serves as a board member for the Idaho Inferno Soccer Club and is a licensed notary. Integrated Financial Management, LLC provides advisory services to individuals and high-net-worth clients, focusing on financial planning and investment advice through third-party managed-account platforms rather than direct portfolio management. The firm conducts due diligence and ongoing reviews of recommended managers, utilizing mutual funds, ETFs, fixed income, insurance products, and select international securities.

Jeremy Ouchley is the principal of JCO Advisors LLC in Boise, Idaho, holding a Series 65 designation with two years of industry experience. Prior to founding JCO Advisors, he worked at AmerisourceBergen Corp. for seven years and currently owns and operates Ouchley Law PLLC, a law firm providing legal services primarily to business clients. JCO Advisors LLC offers holistic financial planning, discretionary investment management, retirement plan consulting, and business consulting to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a disciplined, long-term asset allocation strategy focused on no-load mutual funds and ETFs, integrating planning with investment oversight and offering both ongoing and project-based services.

Collin Todd is a CFP® and holds a Series 65 license with 15 years of industry experience. He has worked at Arc Advisers LLC since 2020 and previously at First Affirmative Financial Network, LLC and New Outlook Financial, LLC. Arc Advisers LLC is an independent, fee-only firm serving individuals, trusts, retirement accounts, foundations, and small businesses. The firm emphasizes sustainable and responsible investing, tailoring strategies to clients’ values while providing comprehensive financial planning and ongoing portfolio management without taking custody of assets.

Matthew Cooley is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of Inspire Wealth Partners, an independent firm based in Boise, ID, where he has worked since 2019. His prior experience includes roles at Homestone Real Estate Partners, Aspen Capital Management, and Moss Adams Wealth Advisors. Inspire Wealth Partners provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm focuses on strategic asset allocation using primarily passive, low-cost mutual funds and ETFs to build diversified, tax-aware portfolios managed on a discretionary basis.

Paul Franklin is the sole advisor at Franklin Trend Investment Management, LLC in Boise, ID, holding Series 63 and Series 65 licenses with 31 years of industry experience. He has led Franklin Trend Management since 2015 and previously worked at United Advisors Services, LLC. Franklin Trend Investment Management provides investment management and advisory services to individuals, high-net-worth clients, corporations, and employee benefit plans. The firm employs a broadly diversified, systematic investment approach using mutual funds and ETFs, combining fundamental analysis with modern portfolio theory, and offers portfolio management for institutional clients and fiduciary services under ERISA.

John Roslund is the sole advisor at Roslund, John Cabell, an independent firm based in Meridian, Idaho. He holds the CFP® designation and has 19 years of industry experience, with a career spanning over three decades at his current firm. The firm serves individual investors and trusts, offering comprehensive financial planning and investment advisory services focused on mutual funds, ETFs, individual stocks, and bonds. Its investment approach centers on asset allocation tailored to clients’ time horizons and risk tolerance, using research tools like Morningstar and Value Line, and managing accounts primarily on a non-discretionary basis with client approval required for trades.

Kevin Malone is a financial advisor at Malone Wealth Ventures LLC in Boise, ID, holding a Series 66 designation with 10 years of industry experience. He previously worked at Edward Jones from 2015 to 2020 before founding his current firm. Malone serves as president of Malone Wealth Charitable Fund Inc., a nonprofit focused on raising funds to promote financial literacy for children nationwide. He also advises the boards of biotech and technology companies on market manipulation issues and consults on equity raising for media production projects. Malone Wealth Ventures serves individual and high-net-worth clients with comprehensive portfolio management and financial planning, employing a range of analytic methods and asset-allocation strategies. The firm combines discretionary management with options strategies and business-oriented planning services, utilizing custodial relationships that support research and execution.

Kevin Jones is a CFA® charterholder with over 31 years of experience in the financial industry. He has worked at D.B. Fitzpatrick & Co., Inc. since 2006 and has been associated with Icm Asset Management, Inc. since 1993. Jones is based in Boise, ID, and holds Series 63 and Series 65 licenses. Harmonic Investment Advisors is an independent firm providing discretionary investment management to individuals, retirement and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm employs a value-oriented, research-driven approach across equity, fixed-income, and multi-asset strategies, managing approximately $18.9 million in discretionary assets.

Ismael Garcia is a CFP® and holds a Series 66 license, with three years of industry experience. He is the principal of Garcia Financial Planning in Meridian, ID, and has prior experience with firms including Cetera, Avantax, and Parker Advisors. Garcia Financial Planning serves individual and high-net-worth clients with investment management and financial planning services. The firm uses discretionary authority to manage client portfolios combining passive and active strategies, fundamental and fund/ETF analysis, and offers the option for socially responsible investing.

Casey Silveria is a financial advisor at Silveria Wealth Group, LLC in Boise, ID, holding a Series 65 designation. He has experience working at Lamb Weston from 2015 to 2023 and was self-employed before joining Mindful Wealth Advisory, LLC in 2025. Silveria Wealth Group serves institutional clients such as charitable organizations, endowments, and retirement plans, as well as individual households including high-net-worth clients. The firm employs a Rules & Roles investing framework that allocates capital across five functional sleeves and uses data-driven rebalancing and risk budgeting, combining individual securities, factor-based ETFs, and alternative investments for qualified clients.

Justin Boyd is a financial advisor at Delta Financial Advisory in Meridian, ID, holding a Series 65 designation with one year of industry experience. Prior to joining Delta Financial Advisory, he worked in various roles at firms including Metroquip, Inc., CliftonLarsonAllen, and Lithia Motors. In addition to his advisory role, Boyd provides business consulting and accounting services to private sector clients. Delta Financial Advisory is an independent firm serving individuals, high-net-worth clients, trusts, estates, and businesses with discretionary investment management, financial planning, and fee-based non-discretionary advice. The firm integrates accounting and tax services with investment advisory work and manages client assets primarily through proprietary model portfolios comprised of ETFs, individual equities, and fixed-income securities.

James Liotta is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Prominence Capital in Eagle, Idaho. He has led Prominence Capital since 2012. Prominence Capital provides discretionary portfolio management and financial planning to individuals, pension and profit-sharing plans, corporations, and pooled investment vehicles. The firm employs multiple analytical methods and trading strategies, including options and derivatives, and manages assets directly with a focus on customized investment policy statements and regular account reviews.

Gregory Rice is a CFP® and holds a Series 66 license with 22 years of industry experience. He is the sole advisor at Enduring Wealth Management, LLC, an independent firm he joined in 2025. His prior experience includes roles at Raymond James & Associates, UBS Financial Services, and U.S. Bancorp Piper Jaffray. Enduring Wealth Management provides asset management, financial planning, and consulting services primarily for individual and high-net-worth clients, as well as employer-sponsored retirement plans, corporate clients, charitable organizations, and pooled investment vehicles. The firm employs a goal-focused, long-term equity investment approach based on Modern Portfolio Theory and offers retirement plan consulting as a 3(38) fiduciary.

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.

Joseph Freeman is the sole advisor at Private Wealth Advisors in Boise, ID, holding a Series 66 designation with 17 years of industry experience. He has been with Private Wealth Advisors since 2009. Outside of his advisory work, Freeman is also a part-time real estate agent. Private Wealth Advisors provides portfolio management, investment consulting, and financial planning services to individuals, including high-net-worth clients, as well as institutional clients such as pension plans, charitable organizations, and corporations. The firm employs a blend of fundamental, technical, quantitative, and qualitative analysis, offering strategies that include large-cap core equity and active fixed income, with both discretionary and non-discretionary account management.

Terry Hershey is a financial advisor at Integrated Advisors with 27 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Prior to founding Integrated Advisors in 2016, he operated as a sole proprietor from 1998 to 2016 and held roles at Cetera Advisors and NewForm Advisors. Outside of advising, he assists Kitty Hawk Technology, a software developer owned by his son that creates financial planning applications for Integrated Advisors. Integrated Advisors is an independent, fee-based firm serving individuals and small businesses with non-discretionary asset management, ongoing financial planning, and project-based consulting. The firm uses a proprietary TimeLine Integrated Portfolio approach focused on long-term, passive buy-and-hold strategies tailored to client objectives.

Boise River Financial Planning is an independent, fee only fiduciary firm dedicated to providing objective, client focused financial planning and investment management. The fee only structure ensures financial advice and recommendations are objective and serve the client’s best interest. Our financial planning services are designed to help clients clarify their goals, make informed financial decisions, and adapt strategies as circumstances change. Whether addressing retirement planning, investment management, or other complex financial needs, Boise River Financial Planning applies a client-centered process to creating strategies tailored to the individual. At the heart of our work is a simple mission: to help clients live their life, supported by a financial strategy that reflects their values and goals. Boise River Financial Planning measures success by the clarity, confidence, and long term stability it helps clients achieve.

Ramtin Mofid is the sole advisor at Fourthrock Financial Corporation and holds a Series 65 designation. He has experience in property management since 2014 but is new to the financial advisory industry. Fourthrock Financial Corporation is an advice-only investment adviser providing tailored hourly advisory services and investment planning to individual and institutional clients. The firm focuses on a research-driven approach combining macroeconomic analysis and sector selection, specializing in complex and leveraged products without managing client assets or charging asset-based fees.