Shay Lee Smithwick Hann

Tary Middlesworth is a CFP® and CFA® with 11 years of experience in financial advising. He is the sole advisor at Entrusted Wealth and has previously worked at Baker Boyer National Bank and operated Middlesworth Financial. In addition to his advisory role, he provides remote operational support at Baker Boyer National Bank, focusing on investment reporting, reconciliation, and technology projects. Entrusted Wealth serves individuals, families, foundations, endowments, and other non-profit organizations, offering financial planning and discretionary portfolio management. The firm emphasizes a long-term, diversified investment approach grounded in Modern Portfolio Theory, primarily using mutual funds and exchange-traded funds tailored to each client’s needs.

David Wigginton is a CFP® and CFA® with 18 years of industry experience. He has been with Glacier Investment Management since 2017 and previously worked at DISCERN Analytics, a data visualization and analytics firm, where he serves as a managing director assisting with due diligence inquiries. Glacier Investment Management serves individuals, families, trusts, estates, corporations, charitable organizations, and retirement plans, providing integrated wealth management, financial planning, tax and estate planning, and retirement plan advisory services. The firm’s investment approach focuses on risk management, diversification, and a long-term perspective, utilizing proprietary models alongside fundamental and technical analysis.

John Knopik is a CFP® professional with 20 years of experience in financial advising. He has worked at Ascent Wealth Management PLLC since 2019 and previously spent 11 years with Jordahl & Sliter Wealth Management Group, LLC. Ascent Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm provides comprehensive financial planning and portfolio management, using a blend of Modern Portfolio Theory and active management across various asset classes.

Parker Lenz is a financial advisor at Pinecrest Advisors in Kalispell, MT, holding a Series 65 license and four years of industry experience. His prior work includes roles at US Bank, Fox River Capital, and Saputo Dairy Products. Outside of advising, Parker works as a Senior Data Consultant at Snow Fox Data, focusing on analytics development, AI/ML, and data engineering. Pinecrest Advisors offers discretionary investment management and comprehensive financial planning to individuals, high-net-worth households, trusts, estates, and institutional clients. The firm emphasizes individualized portfolio construction using a range of investment vehicles and employs both strategic and tactical allocation approaches.

Matthew Platler is the sole advisor at Platler Capital Management LLC in Bigfork, MT, holding Series 63 and Series 65 designations with 20 years of industry experience. He has led Platler Capital Management since 2008, continuing with the independent firm since 2024. Platler Capital Management provides investment management, financial planning, and consultation services to individuals, including high-net-worth clients, trusts, estates, and retirement plan participants. The firm employs a non-discretionary investment approach using fundamental and technical analysis combined with strategies such as diversification and tactical asset allocation, requiring client authorization for each transaction.

Scott Cummings is the sole advisor at Noisy Creek Capital, an independent firm based in Bigfork, MT. He holds a Series 65 designation and has three years of industry experience. Before founding Noisy Creek Capital, he worked at Eightfold.ai, Qualtrics, and Accenture, with a background that includes engineering, management consulting, and software companies. Noisy Creek Capital provides discretionary portfolio management and investment advice to individuals, high-net-worth individuals, trusts, and estates. The firm uses a combination of fundamental, technical, and cyclical analysis to manage customized investment portfolios with a long-term orientation, while also accommodating shorter-term trades as market conditions or client objectives require.