In a world filled with endless financial choices, we guide you in distinguishing between what's merely good and what's genuinely the best for your family's future. Our approach is anchored in values-based planning, a strategy that goes beyond mere numbers to incorporate your core beliefs and life goals. This methodology ensures that your financial decisions not only bring stability but also resonate with what you hold dear. Why settle for good when you can aim for the best? Let's simplify the complexities and focus on what truly matters for your family's journey toward financial freedom and lasting prosperity.

Dale Norton is a financial advisor with Asset & Retirement Management in Rigby, ID, holding a Series 63 credential and over 42 years of industry experience. He has worked at his current firm since 2005 and previously at Independent Financial Group from 2011 to 2016. In addition to his advisory work, Norton owns and operates an accounting and tax preparation business. Asset & Retirement Management serves retail clients, including individuals, trusts, and retirement accounts, providing discretionary portfolio management and financial planning. The firm primarily uses a third-party turnkey asset management platform alongside mutual fund and annuity programs, tailoring diversified portfolios based on client risk tolerance.

Benjamin Fuhriman is a CFP® professional with seven years of experience in financial advising. He is the principal advisor at Teton Crest Wealth Planning in Idaho Falls, ID. Prior to founding his firm, he worked at Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. Outside of his advisory work, Fuhriman serves as a Precinct Committeeman in Bingham County and is a candidate for the Idaho State House of Representatives. Teton Crest Wealth Planning serves individuals, trusts, and business entities with portfolio management and comprehensive financial planning tailored to client goals and risk tolerance. The firm uses fundamental analysis, quarterly reviews, and an external advisory committee to guide investment decisions, and provides technology-enabled reporting alongside a CFP-aligned financial planning process.

Christian Moon is a CFP® and CFA® with 10 years of industry experience. He is currently an advisor at Snake River Investment Counsel LLC, where he has worked since 2017 through the firm’s prior iterations. His career includes roles at Onyx Financial Advisors, Sanctuary Wealth, Kalos Capital, and MRA Associates. Snake River Investment Counsel LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm combines asset allocation and modern portfolio theory with a small-team approach, managing approximately $49 million for around 122 clients and offering specialized ERISA fiduciary services for retirement plans.

Aaron Freeman is a CFP® with one year of industry experience, currently serving at Snake River Investment Counsel LLC. He has held roles at several firms including KFG, LLC, Kahler Financial Group, Inc., and Perspective Wealth Partners. Outside of his advisory work, he is involved with Consumer Direct, an organization that supports older adults and individuals with disabilities to maintain independence in their homes and communities. Snake River Investment Counsel LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $49 million for about 122 clients, employing an investment approach based on asset allocation and modern portfolio theory, and offers specialized fiduciary services for retirement plans.

Ryan Coiner is a financial advisor with Integrity Financial Group in Idaho Falls, ID, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at American United Life and OneAmerica Securities. Outside of advising, he owns and operates several businesses related to agriculture, livestock, residential real estate development, and hospitality. Integrity Financial Group provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, as well as business entities. The firm primarily allocates client portfolios among third-party money managers and model portfolios, managing accounts on a discretionary basis through the AssetMark platform.

Colter Yde is a financial advisor at The Norden Group LLC with seven years of industry experience. He holds a Series 65 designation and has worked at TownSquare Capital and Bander Investments prior to joining The Norden Group. Outside of financial advising, Yde is involved with Fall Pest Services, a business he has been associated with since 2017. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets primarily on a discretionary basis. The firm implements model portfolios and third-party money managers, offering a broad investment universe and incorporating insurance products as part of its financial planning services.

Olin Barkdull is a CFP® with 12 years of experience at Preferred Retirement Options, Inc. and over four decades in the financial services industry. He has also operated Barkdull Financial Group LLC since 2008. Barkdull is licensed as an insurance agent and spends a significant portion of his time selling life, health, and mutual fund products. Preferred Retirement Options serves individual clients and corporate retirement plan sponsors, providing personalized financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which manages discretionary investment activities while Preferred Retirement Options focuses on client relationships and annual reviews.

Robert Parkinson is a Certified Financial Planner® with 38 years of experience in the financial services industry. He is a founding member of Cordingley & Parkinson Wealth Management and has been affiliated with LPL Financial since 1992. Outside of his advisory work, he is a managing partner in Educational Management Systems, LLC, a software business. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm provides portfolio management, pension consulting, financial planning, and educational workshops, with an investment approach that incorporates fundamental analysis and long-term strategies.

Keaton Parkinson is a financial advisor at Cordingley & Parkinson Wealth Management in Rexburg, ID, holding a Series 65 designation. He has prior experience at Ernst & Young and Sand Creek Capital, LLC. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm provides portfolio management and financial planning with a focus on fundamental analysis and long-term strategies, distinguishing itself through work with pension plans and government clients and offering educational seminars without separate fees.

James Hancock is a financial advisor with Preferred Retirement Options, Inc. in Idaho Falls, Idaho, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Preferred Retirement Options since 2009. Hancock also holds a licensed insurance agent designation and dedicates a significant portion of his time to insurance-related activities. Preferred Retirement Options serves individual clients and sponsors of corporate retirement plans, providing personalized financial planning, education, and advisory services. The firm operates under a co-advisory agreement with Matson Money, which manages discretionary investment activities while Preferred Retirement Options maintains client relationships and conducts annual reviews.

Warren Cordingley is a financial advisor with Cordingley & Parkinson Wealth Management in Rexburg, ID, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with LPL Financial since 1992 and currently provides investment advisory services through Sand Creek Capital, LLC. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm offers portfolio management, pension consulting, financial planning, and educational seminars, with an investment approach based on fundamental analysis and long-term strategies.

Colten Cordingley is a financial advisor at Cordingley & Parkinson Wealth Management in Rexburg, ID, holding a Series 65 designation with one year of industry experience. He previously worked with Tributary and manages day-to-day operations as a partner in the Powell Family Group, a family office focused on building and operating businesses. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm provides portfolio management, pension consulting, financial planning, and educational seminars, with an investment approach based on fundamental analysis and long-term trading.

Brett Cordingley is a Series 65-licensed advisor at Cordingley & Parkinson Wealth Management with eight years of experience at the firm and one year at Sand Creek Capital, LLC. Prior to his financial career, he worked for 15 years at Teton Lakes Golf Course. Cordingley & Parkinson Wealth Management is a team of five advisors serving individuals, high-net-worth households, corporations, pension and profit-sharing plans, and government entities. The firm provides portfolio management, pension consulting, financial planning, and educational seminars, with a focus on pension plans and state or municipal government clients.

Kenneth Winder is a financial advisor at Sequent Planning, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Sequent Planning since 2018. In addition to his advisory role, he is involved in insurance sales through Bankers Life and Casualty. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets through ETF-based strategic models and offers comprehensive financial planning, third-party referrals, and retirement plan consulting services.

Luke Sutton is a financial advisor at Dynamic with seven years of industry experience. He holds the Series 66 designation and has previously worked at KPMG LLP, Avantax Advisory Services, and his own Sutton Legacy Group. Based in Rexburg, ID, Sutton has been with Dynamic since 2020. Dynamic serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, and other advisers. The firm offers portfolio management, financial planning, retirement plan services, and support for other advisers, emphasizing a long-term, client-specific approach and providing integrated technology and sub-advisory resources.

Dalton Richards is a financial advisor at Balefire, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at Visionpoint Advisory Group, LLC and LPL Financial, LLC. Outside of his advisory role, he serves as an agent for fixed/traditional insurance products with Lion Street Insurance. Balefire serves individual and high-net-worth clients, as well as retirement plans, charitable organizations, trusts, and business entities. The firm offers discretionary asset management, financial planning, and ERISA-focused corporate solutions through a team-based investment process that utilizes model portfolios, third-party research, and sub-advisors.

Jarom Abel is a financial advisor at United Advisor Group with a Series 65 credential and three years of industry experience. His prior roles include positions at Gradient Securities, Sparrow Health System, and involvement with several scooter companies and educational institutions. He is a member of the Business Network International membership committee. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives. The firm offers discretionary and non-discretionary investment management, financial planning, and family office services, utilizing proprietary model portfolios and a range of investment strategies.

Curtis Simmons is a financial advisor at Dynamic with eight years of industry experience and holds a Series 66 designation. He has worked at Dynamic Wealth Advisors dba Centennial Wealth Management since 2020 and previously at Avantax Investment Services, Inc. from 2017 to 2020. In addition to his advisory role, Curtis is a staff CPA at Sutton & Simmons PLLC, where he prepares tax returns and financial statements and provides business and individual consulting services. Dynamic serves a diverse client base including individuals, high-net-worth clients, trusts, estates, charitable organizations, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, with an emphasis on customized, long-term portfolio construction and extensive support for other advisers through technology and research resources.

Trever Peterson is a financial advisor at IP Financial Advisory Services LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Equitable Advisors, Axa Advisors, LPL Financial, and East Idaho Credit Union. He is also approved to sell an outside insurance business separate from his advisory role. IP Financial Advisory Services primarily serves individual retail clients, focusing on those who are not high-net-worth individuals. The firm offers portfolio management, financial planning, managed account programs, and retirement-plan consulting, often using customized, discretionary portfolio strategies and referring clients to third-party investment advisors.