Laurel Farrell is a financial advisor with Portfolio Logix, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles at Cathy Richman Properties and the Missoula City-County Health Department. She serves as Treasurer for the Hellgate Elk's Club in Missoula. Portfolio Logix, LLC provides discretionary and non-discretionary portfolio management and financial consulting to individuals, charitable organizations, corporations, and small businesses. The firm customizes asset allocation and security selection based on clients’ objectives and risk tolerance, utilizing a variety of instruments including equities, fixed income, and derivatives.

Theodore Heuchling is a financial advisor at Portfolio Logix, LLC in Missoula, MT, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera Advisors LLC from 2013 to 2019. He has been the sole owner of a fixed insurance sales business since 2003. Portfolio Logix, LLC provides discretionary and non-discretionary portfolio management and hourly financial consulting to individuals, charitable organizations, corporations, and small businesses, managing approximately $33.7 million in client assets. The firm uses a tailored investment process that incorporates asset allocation along with fundamental, technical, and cyclical analysis, and employs various strategies including derivatives and options.