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.

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.