David George Meeks

Tary Middlesworth is a CFP® and CFA® with 11 years of experience in financial advising. He is the sole advisor at Entrusted Wealth and has previously worked at Baker Boyer National Bank and operated Middlesworth Financial. In addition to his advisory role, he provides remote operational support at Baker Boyer National Bank, focusing on investment reporting, reconciliation, and technology projects. Entrusted Wealth serves individuals, families, foundations, endowments, and other non-profit organizations, offering financial planning and discretionary portfolio management. The firm emphasizes a long-term, diversified investment approach grounded in Modern Portfolio Theory, primarily using mutual funds and exchange-traded funds tailored to each client’s needs.

Kenneth Robbins is a financial advisor with Eagle Spirit Investments Consulting, Inc. He holds a Series 66 designation and has 16 years of industry experience. He has been with Eagle Spirit Investments Consulting since 2011. Robbins is a minority shareholder of Robbins, Inc., a family corporation that previously managed a small business. Eagle Spirit Investments Consulting provides discretionary portfolio management and financial planning services to individual and organizational clients, including institutional and nonprofit entities. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to implement tailored long- and short-term trading strategies, managing client assets directly with a focus on a limited set of instruments and client relationships.

David Wigginton is a CFP® and CFA® with 18 years of industry experience. He is the sole advisor at Glacier Investment Management, where he has worked since 2017. Prior to that, he was a managing director at DISCERN Analytics, a data visualization and analytics firm, where he assists with due diligence and corporate transactions on a limited basis. Glacier Investment Management is an independent registered investment advisor offering wealth management, financial planning, tax and estate planning, and retirement plan advisory services to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm emphasizes risk management, diversification, and a long-term investment approach, with specialized pension consulting and group retirement plan advisory services for public and private plan sponsors.

John Knopik is a CFP® professional with 20 years of experience in financial advising. He has worked at Ascent Wealth Management PLLC since 2019 and previously spent 11 years with Jordahl & Sliter Wealth Management Group, LLC. Ascent Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm provides comprehensive financial planning and portfolio management, using a blend of Modern Portfolio Theory and active management across various asset classes.

Parker Lenz is a financial advisor at Pinecrest Advisors in Kalispell, MT, holding a Series 65 license and four years of industry experience. His prior work includes roles at US Bank, Fox River Capital, and Saputo Dairy Products. Outside of advising, Parker works as a Senior Data Consultant at Snow Fox Data, focusing on analytics development, AI/ML, and data engineering. Pinecrest Advisors offers discretionary investment management and comprehensive financial planning to individuals, high-net-worth households, trusts, estates, and institutional clients. The firm emphasizes individualized portfolio construction using a range of investment vehicles and employs both strategic and tactical allocation approaches.

Matthew Platler is the sole advisor at Platler Capital Management LLC in Bigfork, MT, holding Series 63 and Series 65 designations with 20 years of industry experience. He has led Platler Capital Management since 2008, continuing with the independent firm since 2024. Platler Capital Management provides investment management, financial planning, and consultation services to individuals, including high-net-worth clients, trusts, estates, and retirement plan participants. The firm employs a non-discretionary investment approach using fundamental and technical analysis combined with strategies such as diversification and tactical asset allocation, requiring client authorization for each transaction.