Kimberly Ann Hartman

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.

Travis Hartman is a financial advisor at Springhill Wealth Management with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Lucent Financial, Stockman Wealth Management, U.S. Bank Private Wealth Management, and Wells Fargo Private Bank. Outside of his advisory work, he has ownership interests in several non-investment businesses focused on real estate and equipment leasing. Springhill Wealth Management is an independent advisory firm managing approximately $82 million for around 71 clients. The firm serves individuals, families, trusts, estates, and various entities with discretionary and non-discretionary investment management, financial planning, and legacy-position services, employing a strategic and tactical asset allocation approach across multiple asset classes.

Jay Mattfeldt is a financial advisor with Firetower Advisors in Belgrade, Montana. He holds a Series 65 designation and has one year of industry experience. Prior to his advisory role, he has worked at Northrop Grumman since 2003. Firetower Advisors provides financial planning and discretionary investment management primarily for individual clients without account minimums or commissions. The firm uses fundamental analysis and asset allocation models to build diversified portfolios tailored to client goals and risk tolerance, managing accounts on a discretionary basis while allowing clients to select their own custodians.

Jon Goodman is the sole advisor at JCG Advisory Group, LLC in Bozeman, MT, holding a Series 66 designation with 18 years of industry experience. He has operated related entities including JCG Life/Health/DI, LLC, JCG CTA, LLC, and Jon C. Goodman RIA, LLC since 2016. JCG Advisory Group, LLC is an independent, state-registered investment adviser providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm employs a risk-first, tax-aware, fee-based approach, using third-party risk profiling and quantitative analytics, including AI tools, to tailor portfolios across a range of strategies and to support monitoring and decision-making.

Brock Schimbeno is a financial advisor at Blackmore Financial Solutions in Bozeman, MT, holding a Series 66 designation with 10 years of industry experience. He has been with Blackmore Group, LLC since 2015. Outside of his advisory role, he owns and operates Blackmore Commodities, a brokerage focused on hedging strategies for agricultural producers. Blackmore Financial Solutions provides holistic wealth management and financial planning services to individuals, couples, and small businesses. The firm offers customized portfolios using fundamental and technical analysis and incorporates derivative strategies for qualified clients, while also serving a significant non-high-net-worth client base through flat-fee and hourly planning options.

Jenifer Schimbeno is a financial advisor at Blackmore Financial Solutions with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Private Bank. Outside of her advisory role, she hosts the Beautifully Equipped podcast and serves on the board of directors for the Bozeman Area Community Foundation. Blackmore Financial Solutions provides holistic wealth management and financial planning to individuals, couples, and small businesses, offering customized portfolios and discretionary account management that includes fundamental and technical analysis. The firm serves a broad client base with services ranging from hourly planning to active management of stock options and commodity futures.