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.

Timothy Randak is a CFA charterholder and the sole advisor at Arkell Asset Management, LLC in Bozeman, MT, with 15 years of industry experience. He has been with Arkell Asset Management since its founding in 2011. Arkell Asset Management provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, small businesses, and retirement plans. The firm follows a strategic asset-allocation approach primarily using passively managed index mutual funds and ETFs, offering multiple service tiers including a low-touch investment management option.

Jay Mattfeldt is a financial advisor at Firetower Advisors in Bozeman, MT. He holds a Series 65 designation and has 23 years of experience at Northrop Grumman. Firetower Advisors provides financial planning and discretionary investment management primarily for individual clients, emphasizing fundamental analysis and asset allocation to create diversified portfolios tailored to client goals and risk tolerance. The firm offers standalone consulting and portfolio management with no account minimums, managing accounts on a discretionary basis while allowing clients to select their own custodians.

Aaron Tyburski is a financial advisor at MDRN Capital with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Red Oak Financial Group, Osaic Wealth, and Bozeman Financial Advisors. Outside of his advisory role, he is also involved in insurance and annuity sales through MDRN Insurance. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a primarily long-term investment orientation and uses a mix of Independent Managers, mutual funds, ETFs, and individual securities.

Eric Flynn is a CFA® charterholder with four years of industry experience. He is currently with Aprio Wealth Management, LLC and has previously worked at firms including Compound Planning, Inc. and Wipfli LLP. Outside of his advisory role, Flynn serves as chair of the advisory council for the College of Business at Montana State University and is treasurer of Flynn Ranch, Inc., a family business. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm manages approximately $2.64 billion and employs a multi-advisor approach with tailored investment programs that include asset allocation, dollar-cost averaging, and both long- and short-term strategies.

Janie Strasser is a CFP® professional with 20 years of industry experience. She has been with Chicago Partners Investment Group LLC since 2018 and previously worked at Empirical Wealth Management and MDS Investments, Inc. DBA Ponderosa Wealth Management. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios and offers services such as discretionary portfolio management, financial planning, and family-office reporting.

Michael Strasser is a financial advisor with Chicago Partners Investment Group LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Chicago Partners since 2018 and is also affiliated with Mds Investments, Inc. since 2011. Outside of advising, he serves as a board member and shareholder of Ambature, a technology and materials science company, and owns and manages a small hay farm through Six Bears Holdings, LP. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment strategy utilizing fundamental analysis and customized portfolios, and is notable for sponsoring affiliated pooled investment vehicles and serving as a private fund adviser and sub-advisor.

David Haring is a financial advisor with Money Concepts Capital Corp in Bozeman, MT, holding a Series 66 license and eight years of industry experience. He has been with Money Concepts since 2017 and also works as a tax professional and manager at LWK Associates of Montana, DBA H&R Block. Haring serves on the Board of Directors for Bozeman Aikido, a nonprofit organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and uses fundamental and technical analysis along with modern portfolio theory to manage accounts.

Roxanne Watkins is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Valic Financial Advisors since 2000 and also works with Agia as an agent for non-securities insurance products. Outside of her advisory role, she manages a short-term vacation rental property in Montana. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Troy Miller is a CFP® and ChFC® with 39 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at VisionPoint Advisory Group and LPL Financial, LLC. Outside of his advisory work, he serves as an emcee and auctioneer for Ballenger Auctioneers in Bozeman, MT. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers portfolio management, financial planning, and access to third-party asset management programs, utilizing a range of investment approaches and supporting held-away account management through technology partnerships.

George James is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to that, he worked at ICMA Retirement Corporation for three years. Outside of his advisory role, he participates as a website tester for UserTesting.com. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process centered on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and a range of retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.

Ellen Ross is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 licenses and bringing 24 years of industry experience. She has worked at LPL Financial, LLC since 2011 and joined Private Advisor Group in 2024. Ross also serves as a notary. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party asset management programs.

Molly Mc Guire is a CFP®-certified financial advisor with 13 years of industry experience, currently with Money Concepts Capital Corp in Bozeman, MT. She has previously worked at Edward Jones and is also employed as a tax associate at LWK Associates, a franchise of H&R Block, where she prepares federal and state tax returns. Outside of her advisory role, she volunteers with the Sweet Pea Festival of Arts, assisting with admissions and volunteer recruitment training. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing over $3 billion for nearly 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations, using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Mary Howard is a financial advisor with Morgan Stanley in Bozeman, MT, holding a Series 66 designation and 22 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2019. Outside of her advisory role, she is a sole proprietor managing rental property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Douglas Castle is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Raymond James Financial in Bozeman, MT. His prior experience includes roles at Northwestern Mutual Investment Management, JP Morgan Securities, and the Trust Company of Oklahoma. Outside of his advisory work, he owns and operates Castle Financial Strategies, LLC and Castle Tax Services LLC, providing financial planning and tax preparation services. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering financial planning and non-discretionary investment consulting. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiling, with a distinctive focus on non-discretionary advisory services supported by an extensive affiliate network.

Philip Wyant is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. He has served in the U.S. Army since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining a large national network of advisors and branch offices.

Harriet Chase is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her career includes roles at Royal Alliance and PlanMember Securities Corporation, as well as ownership of Aspen Grove Advisory Group, LLC. Outside of finance, she is co-founder and CEO of Casavy Health Solutions, a vitamin and supplement business. OSAIC is a large SEC-registered investment adviser and broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process incorporating risk-tolerance assessments and portfolio optimization tools, supporting thousands of advisors and managing approximately $200 billion in assets.

Meredith Farris is a financial advisor with Morgan Stanley in Bozeman, MT, holding CFP® and Series 66 credentials and bringing 16 years of industry experience. Her prior roles include work with William Meredith And Company LLC and various insurance carriers, as well as a position at the Mid Columbia Symphony. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and offers a wide range of investment and financial services.

Quincey Beauchaine is a CFP® professional with five years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. in Bozeman, MT. He has been with Raymond James since 2018 and will assume ownership of a new branch operating as Hudak Financial Strategies in 2025, where he serves as CEO and President. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored advice supported by firm research and a wide affiliate network.

Rebecca Skirvin is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds a Series 66 designation and began her advisory career in 2026. Prior to joining Raymond James, she worked at Thrivent Investment Management and has experience in aviation security management with the Department of Homeland Security. Outside of finance, she has been involved with local volleyball organizations in Bozeman, MT. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, with a notable focus on advisory services supported by extensive research and a broad affiliate network.

Diane Griffith is a financial advisor with LPL Financial in Bozeman, Montana, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2021, she worked at Terra Nova, LLC for 21 years and had roles at Waddell & Reed, Inc. and various insurance carriers. Outside of her advisory work, she serves as an organist for several churches. 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 multiple investment delivery options supported by an in-house research team and combines large-scale advisory operations with various non-advisory financial products.

Shayla Berumen is a financial advisor with Edward Jones in Belgrade, MT, holding the ChFC® designation and Series 66 license, and has seven years of industry experience. She previously worked at Big Sky Western Bank and Stockman Bank before joining Edward Jones in 2018. Outside of her advisory role, she is the managing member of a real estate rental business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Tamilla Simpson is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and nine years of industry experience. Her prior roles include positions at Thrivent Financial and Thrivent Investment Management Inc. Outside of financial advising, she is a co-owner and officer of Chromovule Creative LLC, a business she has been involved with since 2012. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment options supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Kristin Costle is a Series 66-licensed financial advisor with LPL Financial, based in Bozeman, MT, and has four years of industry experience. Her prior roles include positions at Waddell & Reed Inc and Austin Peo. She is also involved with KCostle Enterprises, a non-investment-related business entity. 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 delivers services through a large network of investment adviser representatives.

Hannah Dennehy is a financial advisor at Thrivent Investment Management with one year of industry experience. She holds the Series 66 designation and has worked with Thrivent Financial and Georgia Family Insurance Agency. Outside of her advisory role, she is involved in volleyball coaching, volunteering as an assistant coach for Bozeman High School and supporting Montana State University’s volleyball camps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority.

Georgia Taylor is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with J.P. Morgan Securities and has previously worked at Edward Jones, Principal Life Insurance Company, and Principal Financial Services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis where clients retain final decision-making authority.

Charles Griffith is a CFP® professional with 47 years of industry experience, currently advising clients at LPL Financial since 2021. His prior experience includes over four decades at Waddell & Reed, INC., as well as roles with various insurance carriers and service at First Lutheran Church. Outside of his advisory work, he has been involved in non-variable insurance activities in Bozeman, MT. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Paul Jones is a certified financial planner (CFP®) with 21 years of industry experience. He has worked at LPL Financial since 2021 and previously spent 17 years with Waddell & Reed, Inc. His background also includes involvement with local chambers of commerce and church organizations in Montana. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team and a broad platform that accommodates customized investment strategies and a range of product options.

Patrick Lewis is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009. Outside of his advisory work, he serves as an executor and co-executor in estate administration. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured discovery conversations and firm-approved planning tools, with services focused on advisory planning rather than individual security recommendations.

Megan Goodman is a financial advisor with Morgan Stanley in Bozeman, MT, holding a Series 66 credential and five years of industry experience. Her work history includes roles at Morgan Stanley since 2019, as well as positions in health and wellness organizations prior to that. She serves as an executor in Ennis, Montana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning offered through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market simulations.

Fabio Costa Corradini is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and five years of industry experience. His prior work includes roles at Bradesco Bank and JPMorgan Chase Bank. Outside of finance, he operates a tutoring and writing business focused on teaching Portuguese and English and authoring books on topics such as balance exercises and Pilates. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

James Goveia is a financial advisor with Thrivent Investment Management, holding a Series 66 designation. He has prior experience in real estate through his ownership and management of Goveia Real Estate LLC from 2000 to 2025, as well as roles at Wayfinder Construction and Thrivent Financial. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written recommendations on a variety of financial planning topics without implementation. The firm’s approach combines holistic, goal-based analyses with flexible planning and managed-account options under a consolidated billing program called “WealthPlan.”

Riley Sisson is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. He is the CEO of Mountain Wealth Investment Group, a support company he uses to facilitate his Raymond James business operations. His prior work includes roles at Dakota Supply Group, Casey's General Store, and Dacotah Bank. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by extensive research and a broad affiliate network.

Jacob Balyeat is a CFP®-certified financial advisor with 12 years of industry experience, currently practicing at LPL Financial since 2017. Prior to joining LPL, he worked at Investment Centers of America for two years. He is also involved in insurance sales, including fixed insurance and non-variable insurance products across multiple lines such as life, disability, and long-term care. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by in-house research and model portfolios, combining large-scale advisory operations with various insurance and credit products.

Kyler Barney is a financial advisor with Morgan Stanley in Bozeman, MT, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked in construction and the aviation support industry. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Alex Hudak is a financial advisor with Raymond James Financial in Bozeman, MT, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and Raymond James Financial since 2009. Outside of his advisory role, he is president of Hudak & Associates, Inc., a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, often working in an advisory and implementation-support capacity rather than as a delegated manager.

Thomas Krug is a financial advisor with Wells Fargo Clearing in Bozeman, MT. He holds Series 63 and Series 65 designations and began his advisory career in 2025. Prior to joining Wells Fargo, he worked at Mutual Materials Co and has maintained a photography business since 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options including discretionary plan-level investment management and a broader range of financial products than typical for large institutional advisers.

Michael Costle is a financial advisor with LPL Financial in Bozeman, MT, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. His prior roles include positions at Waddell & Reed, various insurance carriers, and leadership of his own entities, MJC, LLC and MDC, Inc. He was also involved with the Boy Scouts of America for six years. 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 broad range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Nicholas Williams is a financial advisor with Raymond James Financial Services Advisors, Inc. in Bozeman, MT. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he has been involved with Hudak Financial Strategies, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through various programs, emphasizing tailored financial plans developed via detailed client assessments.