HOW IS YOUR EXPERIENCE DIFFERENT WITH MATTERHORN? • Don’t pay a percentage of your assets—hourly or set fees instead—and no minimums • Experience the process of connecting with yourself through Life Planning to identify the most meaningful goals for you to accomplish, now. • Your Certified Financial Planner is also your CPA and can plan for and prepare your taxes. • You become educated and empowered to make your own financial decisions. • You maintain control over all of your assets, keep them wherever you want and make your own trades based on specific index-based investment recommendations. • Meet from your home (or anywhere!) virtually. • Night and weekend appointments available. • 20+ years of experience with clients from new investors to ultra-high net worth investors, plus real estate management experience.

David Gorham is a financial advisor at Liftoff Financial Planning in Pocatello, ID, holding a Series 65 credential with seven years of industry experience. He previously worked at Apex Advisors US and Tri-Merit before joining Liftoff Financial Planning in 2018. Liftoff Financial Planning is an independent registered investment adviser serving individual clients, employer-sponsored retirement plans, and business clients. The firm focuses on passive portfolio construction using index mutual funds and ETFs, while incorporating fundamental analysis and third-party managers, and offers tailored financial planning, employer plan advisory services, and educational courses.

Tracey Corta is a Series 65-licensed advisor with Jordan Wealth Management in Pocatello, Idaho, bringing 21 years of industry experience. She has been with Jordan & Company since 1998, where she is also a partner at an affiliated CPA firm providing accounting services and managing administrative duties. Jordan Wealth Management serves individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and institutional clients. The firm employs a long-term, buy-and-hold investment strategy based on Modern Portfolio Theory, primarily using passively managed asset-class mutual funds supplemented by individual equities and fixed-income securities.

Angela Sleight is a CFP® professional with 21 years of industry experience. She is affiliated with Jordan Wealth Management and has been a principal and CPA at Jordan & Company, Chartered, an accounting firm providing tax preparation, financial statement preparation, and financial planning services since 1995. Jordan Wealth Management serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and other institutional clients. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, using primarily passively managed mutual funds supplemented by individual equities and fixed-income securities.

Melinda Tuia is a financial advisor with Jordan Wealth Management in Pocatello, ID, holding a Series 65 designation and seven years of industry experience. She has been with Jordan & Company Chartered since 2015 and previously operated as a sole proprietor. Tuia is also a CPA and partner in an affiliated accounting firm, where she prepares tax returns and financial statements. Jordan Wealth Management serves individuals, corporate pension and profit-sharing plans, and other institutional clients, offering discretionary and non-discretionary portfolio management along with retirement-plan advisory services. The firm employs a Modern Portfolio Theory-based approach, focusing on long-term, buy-and-hold strategies using primarily passively managed mutual funds supplemented by individual equities and fixed income.

Andrew Smart is a Series 65-licensed financial advisor with Jordan Wealth Management in Pocatello, Idaho, bringing 15 years of industry experience. He has been with Jordan & Company since 2007. Jordan Wealth Management serves individual, corporate pension, profit-sharing, and institutional clients by providing discretionary and non-discretionary portfolio management alongside retirement-plan advisory services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term, buy-and-hold strategies using primarily passively managed mutual funds supplemented by individual equities and fixed-income securities.

Chad Nielsen is a financial advisor at Gateway Financial & Estate Planning, Inc. in Pocatello, Idaho, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Gateway Financial & Estate Planning since 2007. In addition to his advisory role, he owns and operates Gateway Insurance Services, Inc., focusing on insurance products sales. Gateway Financial & Estate Planning provides financial planning and consulting services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm generally refers investment management to third-party managers, assisting clients with plan development, paperwork, monitoring, and reporting.

Sarah Tidwell is a Series 65 licensed advisor at Gateway Financial & Estate Planning, Inc. in Pocatello, Idaho. The firm provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities. Gateway Financial & Estate Planning offers comprehensive analysis of cash flow, tax, estate, and risk management issues to develop client-specific investment policies and asset allocation guidance. Rather than managing investments directly, the firm refers clients to third‑party investment managers and serves as a liaison for implementation and ongoing service.

John Edwards is a CFA® charterholder with 23 years of industry experience. He is currently an advisor at Capital Ideas and has previously worked at Principal Street Partners, Edward Jones, ATLAS Infrastructure, and Credit Suisse Securities. Outside of his advisory role, Edwards is involved in book publishing through JJJ Cube 88 Publishing LLC. Capital Ideas provides discretionary portfolio management and advisory services to individuals, trusts, estates, retirement plans, and other entities, with an investment approach that integrates fundamental and technical analysis, proprietary trading models, and periodic rebalancing. The firm also offers third-party manager selection, model portfolios, and subadvisory services to other registered investment advisers.

Blaine Wood is a financial advisor at Freedom Day Solutions, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Centaurus Financial Inc. and Liftoff Financial Planning. Freedom Day Solutions provides investment management primarily to individual and high-net-worth clients, offering retirement plan consulting, sub-advisory services, and estate-planning support. The firm uses a mix of fundamental and technical analysis across ETFs, equities, and fixed income, and includes digital assets for qualified clients.

Lauren Dalton is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at Merit Financial Advisors since 2025 and previously held roles at H&R Block, Kalos Capital, and Sanctuary Wealth Management. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a long-term, diversified investment approach with customizable model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Ty Gentry is a financial advisor at Merit Financial Advisors in Pocatello, ID, holding a Series 65 designation with three years of industry experience. Prior to joining Merit Financial Advisors in 2025, he worked at Sanctuary Wealth Management for three years and Idaho Central Credit Union for one year. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, charitable organizations, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight from an Investment Management team and Committee, while offering specialized services such as fiduciary and ESOP trustee work and employee financial wellness programs.

Frank Baldwin is a financial advisor at Farther with six years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Century Bank and Zions Capital Advisors, Inc. since beginning his career in 2015. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, with a focus on ETFs, mutual funds, equities, and fixed income.

Gene Esplin is a financial advisor at Merit Financial Advisors with 27 years of industry experience. He holds the Series 66 designation and has previously worked at Fiduciary Services, LLC, Kalos Capital, and Sanctuary Wealth Management, LLC. Outside of his advisory role, he is involved as a member-manager in several business ventures, including Community Capital LLC and various real estate development companies. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, corporate clients, retirement plans, and institutions. The firm employs a long-term, diversified investment approach through tailored model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

Brett Robison is a financial advisor with Merit Financial Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes leadership roles at Sanctuary Wealth Management and Fiduciary Services LLC, along with experience as an independent insurance agent. He is also involved in multiple real estate holding and development companies, participating in various aspects of their operations. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving individuals, businesses, retirement plan sponsors, and institutions. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.

Austin Smellie is a financial advisor at Merit Financial Advisors with a Series 65 designation and two years of industry experience. Prior to joining Merit Financial Advisors in 2025, he worked at Sanctuary Wealth Management and has experience in education and nonprofit roles. Merit Financial Group, LLC manages approximately $10.6 billion and serves a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment strategy using tailored model portfolios and offers specialized services such as independent fiduciary and ESOP trustee work.

Ashley Anderson is a Series 65 licensed financial advisor at Merit Financial Advisors with four years of industry experience. Prior to joining Merit in 2025, Anderson worked at Sanctuary Wealth Management for seven years and Ireland Bank for five years. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and modular sleeves, with oversight from a central Investment Management team and an Investment Committee.

Joel Phillips is a financial advisor with Merit Financial Advisors in Pocatello, ID, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Fiduciary Services LLC, Kalos Capital, and Sanctuary Wealth Management. Outside of advising, he co-owns and assists with a small business consulting firm that provides bookkeeping, payroll, and tax services to local small businesses. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base, including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm applies a long-term, diversified investment approach using model portfolios and modular strategies, with oversight by a central Investment Management team and Investment Committee, while allowing advisors to customize portfolios on discretionary or non-discretionary bases.

Sean Macrory is a financial advisor at OneSeven with 22 years of industry experience. He has worked at Morgan Stanley and Wells Fargo Clearing before joining MGO ONE SEVEN dba The Fulshear Wealth Management Group in 2022. He holds Series 63 and Series 65 licenses and is also an independent licensed insurance agent specializing in general lines life and health insurance. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily long-term investment approach utilizing diversified portfolios of mutual funds, ETFs, and individual securities, supplemented by access to alternatives and private placements when appropriate.

Brady Smith is a financial advisor with Osaic Advisory Services, LLC in Pocatello, Idaho. He holds a Series 66 designation and has over eight years of combined experience in finance and advisory roles, including positions at Rabo Agrifinance, ON Semiconductor, Sage Forensic Accounting, Inc., and Idaho State University. Osaic Advisory Services is a multi-affiliate SEC-registered investment adviser serving a diverse range of retail and institutional clients. The firm offers portfolio management, third-party manager consulting, financial planning, and retirement plan consulting through a network of advisory representatives using multiple investment methods and platforms.