Kegan Morris

Gary Wrotny is a financial advisor at Watson House Investment Management, LLC in Bozeman, MT, holding a Series 65 designation with six years of industry experience. He has been with Watson House since 2018 and was self-employed prior to that. Watson House is an independent, fee-only investment adviser managing approximately $14.1 million for individuals, high-net-worth clients, trusts, and estates. The firm provides discretionary portfolio management and financial planning across multiple asset classes, utilizing asset allocation strategies based on fundamental, technical, and macroeconomic analysis, with ongoing portfolio monitoring and quarterly client reviews.

Christopher Nolt is the sole advisor at Solid Rock Wealth Management in Bozeman, MT, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has operated his own business since 1996 and founded Solid Rock Wealth Management in 2014. In addition to financial advising, he owns and operates Solid Rock Realty Advisors, LLC, a commercial real estate brokerage, and holds a state real estate license. Solid Rock Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, index-oriented investment approach supported by academic research and partnerships with Dimensional Fund Advisors, and it offers services including real estate advisory related to IRC Section 1031 exchanges.

Frederick Maxted is the sole advisor at Group W Investment Management LLC in Bozeman, MT. He holds the CFA® designation and a Series 65 license, with 22 years of industry experience. Maxted has been with Group W Investment Management since its founding in 2003. Group W Investment Management provides discretionary portfolio management and investment advice to individuals, estates, trusts, charitable organizations, and businesses. The firm employs a long-term, tax-efficient investment approach focused on a three-class framework of equities, fixed income, and cash, with an emphasis on fundamental, value-oriented equity analysis.

Brenda Davis is a financial advisor at Montana Investment Advisors Inc in Bozeman, MT, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has been with Montana Investment Advisors since 1992. Montana Investment Advisors provides discretionary, fee-based portfolio management for individuals, retirement and pension plans, trusts, endowments, and charitable organizations. The firm focuses on long-term holdings in fundamentally sound growth companies combined with fixed-income securities, managing approximately $47.4 million in separately managed accounts.

Paul Quinn is a financial advisor with Quinn Capital LLC in Bozeman, MT, holding a Series 65 designation and 18 years of industry experience. He has been affiliated with Marylhurst University since 2004. Quinn Capital LLC provides discretionary private investment management to high-net-worth individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm employs a “growth at a reasonable price” equity strategy focused on capital appreciation and preservation, combining fundamental and technical analysis within a buy-and-hold framework.

Timothy Randak is a CFA charterholder and the sole advisor at Arkell Asset Management, LLC in Bozeman, MT, with 15 years of industry experience. He has been with Arkell Asset Management since its founding in 2011. Arkell Asset Management provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, small businesses, and retirement plans. The firm follows a strategic asset-allocation approach primarily using passively managed index mutual funds and ETFs, offering multiple service tiers including a low-touch investment management option.