Caleb Aaron Pepperday

Shane Mccann is a financial advisor at Tucker Asset Management LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Aegis Wealth Management and Change Path, LLC. Mccann is also the owner of Montana Retirement Income Advisory, where he serves as an insurance agent specializing in life insurance, annuities, and long-term care sales. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm employs a top-down, macroeconomic asset-allocation process across a range of growth, fixed-income, alternative, and structured investment strategies.

Geoffrey Gilbert is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He has been managing Inukshuk Investments, LLC since 2013. The firm provides discretionary portfolio management and financial planning services to individuals, businesses, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. Inukshuk Investments employs an active, world-cap strategy that incorporates fundamental, cyclical, and technical analysis across a range of portfolio styles, including Aggressive Growth, Total Return, and Conservative Income.

Ward Wenholz is a financial advisor with Sapphire Financial Strategies, L.L.C., holding Series 63, 65, and 66 licenses and over 21 years of industry experience. He has worked at Sapphire Financial Strategies since 2018 and previously at First Advisors National from 2015 to 2018. Wenholz is also president and owner of Sapphire Financial Services, Inc., where he sells fixed insurance products. Sapphire Financial Strategies provides ongoing portfolio management and advisory services primarily to individual clients, utilizing a multi-disciplinary investment approach that includes fundamental, technical, and quantitative analysis alongside value investing principles. The firm manages discretionary assets in the mid-teens of millions and serves several dozen individual accounts.

Paul Lasiter is a CFP® affiliated with Evergreen Summit Advisors, LLC in Missoula, MT. He has been associated with Evergreen Summit Advisors since 2026 and has prior experience at the University of Montana and Pepperdine University. Evergreen Summit Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management and discretionary portfolio management, combining modern portfolio theory with passive and active strategies, and provides financial planning, tax preparation assistance, and educational seminars.

Molly Nelson is a CFP® professional with 19 years of industry experience. She is the founder and manager of Money Sense LLC, an independent advisory firm she joined in 2024 after roles at Mariner Wealth Advisors and Avantax. In addition to her advisory work, Molly operates an online financial education platform called The Money Coven, providing weekly Q&A sessions and educational content. Money Sense LLC offers financial planning and education to individuals, families, and high-net-worth clients through limited-scope consultations and online resources, focusing on retirement, tax, cash flow, and risk management. The firm emphasizes recommendations based on Modern Portfolio Theory and passive, low-cost investments without managing client assets or charging percentage-of-assets fees.

Ryne Mading is a CFP® professional with nine years of industry experience. He is the sole advisor at Switchbacks Capital Advisory, LLC, an independent firm he joined in 2026. His prior experience includes roles at LPL Financial, Golden State Wealth Management, and Merrill Lynch. Outside of his advisory work, he teaches financial education workshops. Switchbacks Capital Advisory, LLC offers discretionary investment management, comprehensive wealth management, and financial planning services to individuals, high-net-worth clients, families, trusts, and charitable organizations. The firm uses exchange-traded funds, low-cost mutual funds, individual securities, and cryptocurrency ETFs to build tailored portfolios aligned with clients’ objectives and risk tolerance.