Michael Erickson is a financial advisor with LPL Financial in Bozeman, MT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Core Wealth, Daka Inc., various insurance carriers, and Waddell & Reed. Erickson is also involved with a business entity for tax and investment purposes. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios, research, and various technologies to support diversified investment strategies.

Daniel Ritter is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2021. His prior work includes roles at Core Wealth and Waddell & Reed Inc. He has also been involved with organizations such as the Marine Corps League and American Legion Post 14. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Katherine Ritter is a Series 66 licensed financial advisor with LPL Financial in Bozeman, MT, having three years of industry experience. She has previously worked at Waddell & Reed and was involved with Blue Collar Restaurant Group DBA Tanglewood. Outside of her financial advisory role, she serves as a resident artist at Longfellow School. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through its network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and research-supported model portfolios.