Eric Wrisley

Dean Morris is a financial advisor with Prospera Financial Services, Inc. He holds a Series 65 credential and has seven years of industry experience. Prior to joining Prospera in 2021, he worked at Dorsey & Company Inc for 21 years. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to a variety of advisory programs and platforms.

Laura Mehl is a financial advisor with Edward Jones in Polson, MT, holding a Series 66 designation and having 2 years of industry experience. She has been with Edward Jones since 2002. Outside of her advisory role, she is involved in creating and selling artwork and crafts, with plans to display her work in a local gallery. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Elizabeth Jewell is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 25 years of industry experience. She previously worked at Western International Securities, Inc. for eight years and Financial West Group for sixteen years. Jewell is also involved in Jewell Enterprises, LLC, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by technology tools and a broad network of over 22,800 advisors.

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, holding a Series 66 designation and 11 years of industry experience. He has worked at several firms, including Cetera and Voya Financial Advisors, and operates Stonefly Financial LLC alongside his role at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by advanced research and operational tools.

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.