Katelyn Matsuda

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.

Kassandra Van Egmond is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Her prior work includes roles at Wells Fargo Bank, Fifth Third Bank, Zip Clinic Urgent Care, Montana State University, and Phagans Hair Salon. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

July Hardesty is a financial advisor at Edward Jones with two years of industry experience. She held roles at PFL Tech Inc. for five years and worked at Yellowstone Valley Lodge & Grill prior to her current position. Hardesty holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and operates a nationwide network of more than 23,700 advisors.