Clint Morrison

Rose Zealand is a CFP® with seven years of industry experience, currently serving as the sole advisor at Golden Thread Collaborative, LLC. She previously worked at Edward Jones and other financial firms before founding her current practice. In addition to financial planning, Rose works as an end-of-life Doula. Golden Thread Collaborative provides fee-only financial planning and coaching primarily to individuals and high-net-worth households, focusing on major life transitions, end-of-life planning, and survivor support. The firm delivers services through prepaid, session-based engagements and emphasizes a collaborative, phased approach without exercising investment discretion.

Jonathon Butler is a CFP® with 10 years of industry experience currently serving as the sole advisor at Opulence Planning. He previously worked at MassMutual and Northwestern Mutual before founding his independent firm. Outside of advising, he is the sole managing member of a residential rental property business in East Helena, MT. Opulence Planning provides portfolio management, financial planning, retirement plan consulting, and educational seminars to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes strategic asset allocation and Modern Portfolio Theory, often implementing passively managed portfolios and offering a wrap-fee program alongside consulting and client education services.

Keith Bushnell is a financial advisor with Allied Investment Advisors LLC in Helena, MT. He holds Series 63 and Series 65 designations and has six years of industry experience. His prior roles include positions at Great West Financial, Randall & Hurley, and Employee Benefit Resources. Allied Investment Advisors serves individuals, pension and profit-sharing plans, trusts, corporations, and financial institutions, offering portfolio management and financial planning with a long-term, individualized investment approach focused on fundamental analysis. The firm is notable for its model portfolio subscription business and published educational newsletter, supporting nearly 950 clients with about $1.49 billion in assets under management.

Bradly Maddock Sr. is a CFP® with 27 years of industry experience, currently serving as an advisor at Tandem Financial, LLC since 2021. He has also been leading Maddock Financial LLC since 2002. Tandem Financial provides investment and wealth management services to individuals, estates, trusts, foundations, charities, businesses, and employer-sponsored retirement plans. The firm employs a diverse asset allocation strategy across various instruments and uses fundamental, technical, charting, and cyclical analysis to manage portfolios, offering both discretionary and non-discretionary services.

April Cardoza is a financial advisor at Ashton Thomas Private Wealth with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including D.A. Davidson and Wells Fargo Advisor LLC. Outside of her advisory role, she owns Pickles Paints, a mobile painting business, and serves as a notary public assisting D.A. Davidson clients. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and family office services. The firm employs a range of investment strategies and operates the Amplify Platform to provide back-office support and access to various investment solutions.

Deanna Tierney is a financial advisor with Ashton Thomas Private Wealth in Helena, MT, holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at Wells Fargo Bank, N.A., Wells Fargo Advisors LLC, and M. S. HOWELLS & Co. She also serves as a Senior Private Client Banking Consultant, working with investment clients on advanced banking needs. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, using a range of investment strategies and proprietary platforms.