Henry Worden III

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 and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including 15 years with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. In addition to his advisory role, Miller serves as president and board member of the Riverside Terraces Landowners Association in Polson, MT. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing multiple account platforms and a combination of discretionary and non-discretionary investment strategies.

Kenneth Richardson is a financial advisor at LPL Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera, Voya Financial Advisors, and Waddell & Reed. He is also involved with Flathead Consulting Group LLC, a consulting business he has been associated with since 2010. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research and offers diverse investment solutions, combining advisory and brokerage services to meet varied client needs.

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 worked at Edward Jones since 2018 and previously held positions at MacDon Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wesley Rigler is a financial advisor at Edward Jones with a Series 66 designation and approximately four years of professional experience across multiple industries, including prior roles at Centurion Management and AT&T/DirecTV. His work background also includes entrepreneurship with Big Sky Tools LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies and advisory services, supported by a extensive national network of financial advisors and branch offices.

Jacob Baumann is a financial advisor with Edward Jones in Polson, MT, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.