Michael Maierle is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has worked at Raymond James since 2013 and operates Maierle Consultants, Inc. since 2017. Maierle is also an independent contractor and broker with Palisade Financial, where he specializes in life insurance and disability income products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

David Cole is a CFP® professional with 19 years of experience currently serving at Raymond James Financial in Bozeman, MT. He has been with Raymond James Financial Services since 2007 and held a role with Bozeman Basketball Leagues from 2019 to 2021. Outside of his advisory work, Cole is a board member of the nonprofit Respire Haiti. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and nonprofit clients. The firm employs a tailored, non-discretionary approach to planning and investment consulting, supported by risk profiling and modeling tools.