Greg Schmautz is a CFP® professional based in Missoula, MT, with 44 years of industry experience. He has been affiliated with LPL Financial since 2021 and has managed his own advisory business since 2015. His career also includes long-term involvement with Waddell & Reed and various insurance carriers, as well as community work with the YWCA of Missoula. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, delivering advice through a broad network of investment adviser representatives.

Sierra Futch is a financial advisor with LPL Financial in Missoula, MT, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2021, she worked with Greg Schmautz LLC, Gregory Schmautz, various insurance carriers for W & R Insurance Agencies, and Waddell & Reed, Inc. 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 portfolio programs, third-party asset management access, and institutional platforms.

Anna Martello is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 35 years of industry experience. She previously worked for Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agencies for over 30 years. Martello is based in Missoula, MT. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Justin Weimer is a financial advisor with LPL Financial in Missoula, MT, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Waddell & Reed, Edward Jones, and his own limited liability company, Greg Schmautz LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and diverse investment strategies.