Julia Asay

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.

David Wigginton is a CFP® and CFA® with 18 years of industry experience. He has been with Glacier Investment Management since 2017 and previously held roles at Discern Analytics, Discern Securities, Inc., and Discern Investment Analytics, Inc. Outside of advisory work, he serves as a managing director at Discern Analytics, a data visualization and analytics firm. Glacier Investment Management serves individuals, families, trusts, estates, corporations, charitable organizations, and retirement plans with integrated wealth management, financial planning, tax and estate planning, and investment management. The firm’s approach focuses on risk management, diversification, and a long-term perspective, using proprietary models combined with fundamental and technical analysis to construct portfolios primarily composed of ETFs, mutual funds, separately managed accounts, and select alternatives.

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 designation with three years of industry experience. Prior to his current role, he has worked in various positions including at Snow Fox Data, where he is also employed as a Senior Data Consultant focusing on analytics, AI/ML, and data engineering. Pinecrest Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, and institutions. The firm manages discretionary assets using a mix of ETFs, equities, fixed income, and mutual funds, applying both strategic and tactical investment 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.

Scott Cummings is the sole advisor at Noisy Creek Capital and holds a Series 65 designation with two years of industry experience. His prior work includes roles at Eightfold.ai, Qualtrics, and Accenture, spanning engineering, management consulting, and software sectors. Noisy Creek Capital provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, trusts, and estates, employing a mix of fundamental, technical, and cyclical analysis with a long-term investment orientation complemented by shorter-term trades as needed. The firm utilizes performance-based fee arrangements for qualified clients and manages a very small client base with continuous monitoring and regular reviews.