Jeffrey Byron Mermilliod

Catherine Kipling is a CFP® professional with 20 years of industry experience. She founded and has operated Kipling & Co. since 2015, serving clients from Hamilton, MT. Kipling & Co. is an independent, fee-only firm serving individual households and small businesses with financial planning and portfolio management focused on retirement, insurance, tax planning, and estate considerations. The firm emphasizes tailored advice through client conversations, minimal trading, and low-cost securities, and it does not accept commissions or sell investment products.

Heidi Wilson is a financial advisor at SteelPeak Wealth, LLC with 15 years of industry experience. She holds the Series 66 designation and has previously worked at J.P. Morgan Securities, Bank of the West, and TIAA-CREF. SteelPeak Wealth serves a diverse client base including individuals, pension plans, trusts, family offices, and registered investment companies. The firm offers financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, utilizing proprietary and custom model portfolios monitored by its Institute of Portfolio Management & Economic Strategy.

Mark Richards is a financial advisor with Madison Avenue Securities, LLC, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Seniors Financial of New Mexico, Madison Avenue Securities, Inc., and operates M. W. Richards Financial, where he is involved in annuity and life insurance sales. Outside of his advisory role, Richards manages a massage therapy business and serves as a trustee for the estate of Rose Marie Verga. Madison Avenue Securities, LLC provides investment advisory and related services to individual clients, charitable institutions, foundations, trusts, and retirement plans, managing approximately $2.0 billion in assets. The firm offers a range of portfolio management, financial planning, and consulting services through various account platforms and employs multiple investment strategies tailored to client needs.

David Nelson is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and 37 years of industry experience. He has worked with Wells Fargo Advisors and Wells Fargo Clearing since 2009. Outside of his advisory role, he fully owns and operates Nelson and Nelson Investments, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering comprehensive investment and financial planning services, including specialized areas such as business-owner transition and special-needs planning. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, with clients deciding on implementation through various firm programs.

Timothy Walsh is a financial advisor at Cetera with one year of industry experience. He holds a Series 65 designation and has previously worked at Avantax Advisory Services. Outside of his advisory role, he is vice president of Rose Tax & Financial, a tax preparation and investment services business he co-owns with his wife. Cetera Investment Advisers LLC operates a multi-manager platform serving individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and various retirement services, with more than $256 billion in assets under management.

Lucas Weidner is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 licenses and bringing three years of industry experience. Prior to joining Thrivent in 2026, he worked at Morgan Stanley and Wells Fargo in various roles. Outside of his advisory work, he is involved in breeding and selling Great Danes through a family-owned business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across multiple financial areas without discretionary trading authority. The firm offers integrated planning and managed-account solutions while maintaining separate service engagements.