Curtis Allan Peterson

Dean Morris is a financial advisor at Prospera Financial Services, Inc. with six years of industry experience. He holds a Series 65 credential and has previously worked at Dorsey & Company Inc for 21 years. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services through various platforms and customizable portfolio management options.

Laura Mehl is a financial advisor with Edward Jones in Polson, MT, holding a Series 66 credential and 1 year of industry experience. She has been affiliated with Edward Jones since 2002. Outside of advising, she is involved in creating and selling artwork and crafts, with plans for her pieces to be displayed in a local gallery. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

David Miller is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. Outside of his advisory role, he serves as president and board member of the Riverside Terraces Landowners Association in Polson, MT, and works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, employing a variety of portfolio management strategies and platform arrangements tailored to client needs.

Kenneth Richardson is a financial advisor with LPL Financial who holds a Series 66 credential and has 11 years of industry experience. He has previously worked with Cetera, Voya Financial Advisors, and Waddell & Reed. He is also involved with Stonefly Financial LLC, a business entity related to his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and various investment management solutions.

Adam Heggelund is a financial advisor with Edward Jones in Polson, MT, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following prior roles at MacDon Inc. and a brief period outside of the workforce. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Wesley Rigler is a financial advisor at Edward Jones in Polson, MT, holding a Series 66 designation. He has one year of industry experience, including prior roles at Centurion Management and AT&T/DirecTV. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.