James Cannon is a financial advisor at Cannon Wealth Group LLC in Eagle, Idaho, with 14 years of industry experience. He holds a Series 65 designation and has led his independent firm since 2014. Cannon Wealth Group LLC is a fee-based financial planning and investment management firm serving individuals, high-net-worth clients, and employer retirement plans. The firm offers tailored investment programs, comprehensive planning, and specialized pension consulting, including ERISA advisory and discretionary investment manager services.

Ethan Hadley is a financial advisor at GPWM Advisors LLC with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Gryphon Private Wealth Management and Independent Financial Group. Outside of his advisory work, he has provided notary services in Idaho since 2006. GPWM Advisors is an independent, single-advisor firm managing approximately $28.9 million for about 45 clients. The firm serves a diverse client base including individuals, businesses, and institutional clients, offering financial planning, discretionary portfolio management, alternative investment advice, and educational seminars.

Brent Ford is a CFP® professional with 27 years of experience in the financial industry. He is the sole advisor at Ford Investment Counsel LLC, an independent firm he founded in 2021. Prior to this, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisors LLC. Outside of advisory services, he is also an independent insurance agent. Ford Investment Counsel LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, as well as qualified retirement plans. The firm emphasizes ERISA plan consulting and 3(38) fiduciary services, employing a mix of strategies tailored to clients’ goals, time horizons, and risk tolerances.

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.

Stephen Schulmerich is a CFP® with 36 years of industry experience and is currently a principal at Schulmerich & Associates Asset Management, LLC. He has been associated with Schulmerich & Associates since 1993. In addition to his advisory role, he is also licensed as an insurance agent. Schulmerich & Associates Asset Management provides discretionary asset management services to individuals, trusts, estates, charitable organizations, business entities, and qualified retirement plans. The firm employs a Modern Portfolio Theory-based investment approach focused on strategic asset allocation, diversification, and the use of broadly diversified passive/index funds.

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.

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.

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.

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.

Debbra Dillon is a CFP® with six years of industry experience and the principal of Dillon Financial Planning, Inc. in Eagle, Idaho, where she has worked since 2005. She holds Series 63 and Series 65 licenses and operates as the sole advisor at her independent firm. Dillon Financial Planning, Inc. provides fee-only, as-needed financial planning and investment advice to individuals, families, high-net-worth individuals, trusts, estates, and business entities. The firm follows a fundamental, long-term buy-and-hold investment philosophy, emphasizing asset allocation and low-cost, no-load investment options, and offers services on an hourly or flat-fee basis without ongoing discretionary portfolio management.

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.

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.

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.

Randall Taylor is a financial advisor with Ascend Wealth Management LLC in Eagle, Idaho. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Prior to his current role, he worked at Interwest Investment Advisors, Inc. and JT Financial, Inc. He is also involved with Ascend Financial Advisors, a fixed business based in Eagle. Ascend Wealth Management provides discretionary asset management, financial planning, and consulting services to individual investors and retirement plans, including ERISA 3(21) fiduciary services. The firm utilizes model-based portfolio management with ongoing monitoring and serves a high client load with a focus on both smaller accounts and pension consulting.

Blenda Raynor is a CFP® and holds a Series 66 license, with 23 years of experience in financial advising. She has been with Bahr Financial Planning Network, Inc. since 2010, where she is the sole advisor. Bahr Financial Planning Network provides ongoing portfolio management and written financial planning for individuals, high-net-worth clients, and businesses. The firm offers client-specific Investment Policy Statements, portfolio monitoring, and advice across a range of investment products, managing accounts on a non-discretionary basis with financial planning available on fixed-fee or hourly terms.

Richard Marcoux is the principal of Foothills Capital Management, LLC in Eagle, Idaho, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Atlas Financial Advisors, Inc. and MetLife Securities Inc. Marcoux is also a licensed insurance agent and occasionally offers insurance products to clients. Foothills Capital Management provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm customizes investment programs based on client goals, time horizon, tax situation, and risk tolerance, employing a long-term trading approach that incorporates various analytical methods and diversified instruments.

Kim Miller is a financial advisor at Viewpoint Advisory, LLC with 12 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Vestory, LLC and operated her own DBA, Ideatrac. Viewpoint Advisory is a fee-only, independent advisory firm serving individuals, families, trusts, and retirement plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, focusing on broadly diversified global equity and fixed-income mutual funds and ETFs, and provides discretionary portfolio management and financial planning under a fiduciary standard.

Michael Bisbee is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Enduro Wealth Management, LLC in Eagle, Idaho. His prior roles include positions at Edward Jones & Co LP, King Wealth Planning, Inc., and LPL Financial LLC. He is also the founder and tax advisor of Enduro Tax Advisory. Enduro Wealth Management serves individual households, including higher-net-worth clients, and small businesses by providing discretionary portfolio management, financial coaching, retirement-plan education, and pension consulting. The firm primarily employs a passive investment strategy based on Modern Portfolio Theory, supplemented by cyclical, fundamental, and technical analysis, and offers distinctive features such as an affiliated tax practice and a subscription-based financial coaching program.

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.