Katelyn Marie Matsuda

Ivy Burford is a Series 66-licensed financial advisor with D.A. Davidson & Co., where she has worked since 2015. She has nine years of industry experience. Outside of her advisory role, Ivy serves as the secretary on the board of directors for the Livingston Baseball and Softball Association, a local nonprofit organization. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm incorporates both qualitative and quantitative analysis under the Advisers Act fiduciary standard and provides specialized services such as ERISA retirement plan advisory and a Private Wealth program for high-net-worth clients.

Christopher Waterbury is a financial advisor with Charles Schwab & Co., Inc. in Livingston, Montana. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, all spent 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, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm is notable for its large client base, integrated custody and brokerage services, and a structured approach to alternative investments.

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 with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes positions at Wells Fargo Bank and Fifth Third Bank. Outside of advising, she is a co-owner of a rental property in Tennessee with her spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a mix of research-driven investment approaches and offers brokerage and advisory solutions through a large network of financial professionals.

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.

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.