Casey Ebelt is a financial advisor at Edward Jones in Dillon, MT, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining Edward Jones, Casey worked in healthcare and education sectors including roles at Apollo Rehab, Partners in Homecare, George Fox University, and the University of Montana. Outside of their advisory role, Casey volunteers as a basketball coach for the Dillon Public School System. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Edwin Mcdevitt III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2006. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses primarily through non-discretionary advisory relationships and maintains capabilities in public finance and municipal work alongside its retail advisory services.

Trent Cottom is a financial advisor with Edward Jones in Dillon, MT, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he manages a commercial rental property and is involved in several real estate LLCs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm combines a large advisor and branch network with affiliated capabilities such as mutual funds and securities-based lending.

Brenda Sweeney is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dennis Schurg is a financial advisor with Edward Jones in Dillon, MT, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dale Giem is a financial advisor with LPL Financial in Dillon, Montana, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2016. Outside of his advisory role, he is involved as a board member with the Beaverhead County Museum and 3 Rivers Communications and operates a purebred Angus breeding business. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Michael Blando is a financial advisor at Edward Jones with 10 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs and investment solutions under a fiduciary standard.