Tamara Renner is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Her work history includes roles at First Interstate Bank, XY Planning Network, Bank of Bozeman, and First Security Bank - Montana. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jonathan Herz is a financial advisor with LPL Financial in Bozeman, MT, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2016 and previously held roles at First Interstate Bank, Cetera Investment Services, Principal Financial Services, and Thrivent Investment Management. Outside of his advisory work, Herz serves as a coach on the basketball staff for Bozeman Bucks. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment options, including model portfolios and third-party asset management, supported by various operational and research tools.