Daniel E Kiely

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.

As the husband of a physician assistant and the brother of a physician, I noticed something off in the financial planning industry. Physician assistants were getting the short end of the stick while physicians got the red-carpet treatment. That is why I built Advanced Practice Planning. My goal is to fill the gap left by old-school finance and make sure APPs get the guidance they deserve. As a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), I bring the expertise to help APPs work through the complex parts of their financial lives. I have been featured in publications such as CNBC, MarketWatch, and Investor’s Business Daily, where I have shared strategies for budgeting, negotiating employment contracts, and more. When I am not working, you will find me in the Montana landscape. Skiing, hiking, or floating the Bitterroot River on a Saturday. You might catch me at a Penn State football game in the fall while visiting family in Pennsylvania. We are!

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®-certified financial advisor with 19 years of industry experience. She is the founder and manager of MoneySense LLC in Missoula, MT, where she has worked since 2024. Prior to this, she held roles at Mariner Wealth Advisors, Avantax Advisory Services, and other firms. Molly operates an online financial education platform, The Money Coven, offering educational content and weekly Q&A sessions. MoneySense LLC provides financial planning and education services to individuals, families, and high-net-worth clients, focusing on project-based advice in areas such as retirement planning, tax planning, and investment analysis. The firm emphasizes financial education and offers guidance grounded in Modern Portfolio Theory, typically recommending passive, low-cost index funds without managing client assets directly.