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Treva N

Series 66

New York, NY

Retirable

Treva Nostdahl is a Fiduciary Financial Advisor who focuses on helping clients plan for retirement with clarity and confidence. She specializes in retirement income planning and goals-based financial planning, working closely with individuals to build strategies that align with their long-term priorities. Before joining Retirable, Treva worked at Oppenheimer & Co. Inc., where she supported financial advisors and their clients with retirement planning, account management, and ongoing financial guidance. Her experience spans both client-facing work and behind-the-scenes planning, giving her a well-rounded perspective on the financial planning process. Treva holds a B.S. in Business Administration with an emphasis in Finance and a minor in Communication from Regis University in Denver. She is known for her clear, thoughtful approach and her ability to explain complex financial topics in a way that helps clients feel informed and supported as they plan for retirement.

Retirement income strategy Income planning Social Security optimization Retired Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Values-based investing Behavioral coaching / decision support

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Brennain V

Series 65

Boise, ID

XYPN Invest

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.

Wealth management Liquidity event planning Business ownership considerations Business exit / sale strategy Business succession planning Engineering Professional Established Professionals Mid-Career Professionals
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James C

Series 65

Eagle, ID

Cannon Wealth Group LLC

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.

Equity compensation tax strategy
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Ethan H

Series 66

Eagle, ID

GPWM Advisors LLC

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.

Business succession planning Executive Founder/Business Owner
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Richard B

CFP®, Series 65

Boise, ID

Table Rock Financial Planning

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.

General retirement planning College savings (529s, UTMA, etc.) Charitable giving & philanthropy General tax planning Passive / index investing
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Brent F

CFP®, Series 63, Series 66

Eagle, ID

Ford Investment Counsel LLC

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.

College savings (529s, UTMA, etc.) Retirement income strategy Debt management Cash flow / budgeting Options & derivatives strategies
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Gustavo G

Series 63, Series 65

Boise, ID

Integrated Financial Management, LLC

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.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance
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Stephen S

CFP®, Series 63

Eagle, ID

Schulmerich & Associates Asset Management, LLC

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.

Passive / index investing Wealth management Retired Founder/Business Owner
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Jeremy O

Series 65

Boise, ID

JCO Advisors LLC

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.

Retirement withdrawal strategies College savings (529s, UTMA, etc.) Attorney Founder/Business Owner Established Professionals
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Collin T

CFP®, Series 65

Boise, ID

Arc Advisers LLC

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.

ESG / Sustainable investing Tax-loss harvesting Charitable giving tax strategies General estate planning guidance Wealth management
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Matthew C

CFP®, Series 65

Boise, ID

Inspire Wealth Partners

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.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Paul F

Series 63, Series 65

Boise, ID

Franklin Trend Investment Management, LLC

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.

Wealth management Real estate investing
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Christian A

Series 65

Boise, ID

Guernica Capital

Christian Anton is the principal of Guernica Capital, an independent investment advisory firm based in Boise, ID. He holds a Series 65 designation and has 16 years of industry experience, including roles at Clearrock Capital and the Boise State University Foundation. Since 2017, he has also served full-time as Manager of Investments for the State of Idaho Endowment Fund Investment Board, overseeing investments for state endowment and insurance reserve funds. Guernica Capital is a solo advisory firm managing approximately $17.7 million for about 39 clients, primarily individuals, high-net-worth clients, and charitable organizations. The firm offers fee-only, discretionary and non-discretionary portfolio management, tailoring allocations using a combination of fundamental, technical, and cyclical analysis with a focus on long-term investments.

Wealth management
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John R

CFP®, Series 63, Series 65

Meridian, ID

Roslund, John Cabell

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.

General retirement planning General estate planning guidance Life insurance needs analysis
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Kevin M

Series 66

Boise, ID

Malone Wealth Ventures LLC

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.

Options & derivatives strategies
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Kevin J

CFA®, Series 63, Series 65

Boise, ID

Harmonic Investment Advisors

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.

Active portfolio management Options & derivatives strategies Concentrated stock management
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Ismael G

CFP®, Series 66

Meridian, ID

Garcia Financial Planning

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.

College savings (529s, UTMA, etc.) Business ownership considerations Cash flow / budgeting Social Security optimization Young Professionals
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Casey S

Series 65

Boise, ID

Silveria Wealth Group, LLC

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.

Active portfolio management Tax-loss harvesting Private / alternative investments Real estate investing Founder/Business Owner
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Justin B

Series 65

Meridian, ID

Delta Financial Advisory

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.

Wealth management Business Financial Management General retirement planning Tax strategies for small businesses
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Debbra D

CFP®, Series 63, Series 65

Eagle, ID

Dillon Financial Planning, Inc.

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.

Cash flow / budgeting Debt management General retirement planning General tax planning General estate planning guidance
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James L

CFP®, Series 63, Series 65

Eagle, ID

Prominence Capital

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.

Active portfolio management Options & derivatives strategies Wealth management
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