July Hardesty

Sarah Dittner is a financial advisor at D.A. Davidson & Co. with 20 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2004. Outside of her advisory work, she manages a part-time bookkeeping service and serves as an independent skin care consultant. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charities, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Ivy Burford is a Series 66-licensed financial advisor with D.A. Davidson & Co., based in Livingston, MT, where she has worked since 2015, accumulating eight years of industry experience. She serves as the board secretary for the Livingston Baseball and Softball Association, a nonprofit organization, attending meetings and volunteering during games. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Christopher Waterbury is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment solutions, combining multi-asset model portfolios and centralized custody and order-routing capabilities.

Glenn Weisner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1989, focusing on family wealth management strategies, portfolio management services, and retirement income. Glenn emphasizes personalized wealth management approaches tailored to clients’ long-term goals, supporting them with investment insights from Merrill and banking and lending solutions from Bank of America. Glenn holds a Bachelor's Degree and an MBA in Finance, both from the University of Toledo. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is committed to educating clients to help them make informed, non-emotional financial decisions, viewing himself more as an educator than a salesperson. In addition to his professional work, Glenn is engaged in community service, volunteering with local organizations. His personal interests include fishing, spending time with his family, and traveling.

Matthew Blades is a financial advisor with Edward Jones in Livingston, MT, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 advisors. The firm provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Mc Mahon is a financial advisor at Cetera with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ameriprise Financial Services, Stifel Nicolaus & Co Inc, and Kestra Investment Services. Outside of his advisory role, he owns JAM III, LLC, which manages rental properties and Airbnb rentals. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with institutional trust solutions.