Jeffrey Bruce Goldman

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.

Scott Cummings is the sole advisor at Noisy Creek Capital, an independent firm based in Bigfork, MT. He holds a Series 65 designation and has three years of industry experience. Before founding Noisy Creek Capital, he worked at Eightfold.ai, Qualtrics, and Accenture, with a background that includes engineering, management consulting, and software companies. Noisy Creek Capital provides discretionary portfolio management and investment advice to individuals, high-net-worth individuals, trusts, and estates. The firm uses a combination of fundamental, technical, and cyclical analysis to manage customized investment portfolios with a long-term orientation, while also accommodating shorter-term trades as market conditions or client objectives require.

Cody Kirk is a CFP® and holds a Series 66 license with 11 years of experience in the financial services industry. He has previously worked at D.A. Davidson & Co., Southport Capital, and WealthNest Financial LLC. Kirk is currently the sole advisor at WildRye Financial, an independent firm based in Bigfork, MT. WildRye Financial provides investment management and financial planning services to individuals, high-net-worth clients, and foundations, including 529 college savings plans. The firm customizes portfolios using a range of securities and may recommend third-party managers, with a focus that includes retirement plan advice under ERISA fiduciary standards.

Max Corder is a financial advisor with H R Financial Services, Inc. in Somers, MT, holding Series 63 and Series 65 designations and 23 years of industry experience. He has been with H R Financial Services since 2002. H R Financial Services, Inc. provides discretionary portfolio and wealth management services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm uses a combination of technical and fundamental analysis to manage accounts on a discretionary basis, focusing on personalized management for a small client roster.

Michael Tumolo is a financial advisor at Reppond Investments, Inc. with 17 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including CMG Capital Management Group and Schreiner Capital Management, Inc. Outside of his advisory role, he serves as a custodian for a U.S. Post Office. Reppond Investments, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as ERISA retirement plans and other advisers through sub-advisory arrangements. The firm uses a quantitative, rules-based investment process driven by proprietary algorithms to guide portfolio construction and rebalancing across various strategies, including trend-following, sector rotation, and AI-enhanced approaches.

Todd Tessler is a financial advisor with Life Planning Advisors LLC in Bigfork, Montana, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Life Planning Advisors since 2013 and was previously with Mutual Securities, Inc. for six years. Outside of his advisory work, Tessler manages a collectibles company focused on car and antique auto collections. Life Planning Advisors provides asset management, financial planning, estate, tax, and risk-management planning primarily for individual and high-net-worth clients, as well as business entities. The firm emphasizes non-discretionary, diversified portfolios using low-cost, tax-efficient passive mutual funds and ETFs, coupled with customized Investment Policy Statements and ongoing portfolio reviews.