Locke Bielefeldt is a CFP® with 10 years of industry experience, currently serving at Evergreen Wealth Partners LLC since 2025. He previously worked at Willamette Wealth Partners, LPL Financial LLC, and operated his own firm, Bielefeldt Financial Management, LLC. He is also a licensed insurance agent involved in insurance sales and implementation. Evergreen Wealth Partners LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses fundamental analysis to construct long-term model portfolios primarily composed of ETFs, mutual funds, equities, and bonds, managing assets on a discretionary basis with regular reviews.

Adam Coughlin is a CFP® and Series 66-registered advisor at Evergreen Wealth Partners LLC with five years of industry experience. Prior to joining Evergreen in 2025, he worked at LPL Financial LLC and held roles in retirement-focused organizations and educational institutions. Evergreen Wealth Partners LLC provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental, long-term investment approach using a combination of ETFs, mutual funds, individual stocks, and bonds, with ongoing monitoring and periodic formal reviews.

Elizabeth Kombrink is a financial advisor at Evergreen Wealth Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Evergreen, she worked in various roles including operating Community Cup Coffee and Passionflower Design. Evergreen Wealth Partners LLC provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a fundamental, long-term investment approach using ETFs, mutual funds, individual stocks, and bonds, with ongoing portfolio monitoring and periodic reviews.

David Mulnix is a financial advisor at Evergreen Wealth Partners LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Glacier Bank. Mulnix is also a licensed insurance agent in Kalispell, Montana. Evergreen Wealth Partners LLC provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily fundamental, long-term investment approach and offers ongoing portfolio monitoring and periodic reviews.

Evan Harris is a financial advisor at Evergreen Wealth Partners LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial from 2012 to 2025. Harris serves as a board member for Lighthouse Christian Home, an assisted living center in Kalispell, MT. Evergreen Wealth Partners LLC provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily fundamental, long-term investment approach.