Tary Middlesworth is a CFP® and CFA® with 11 years of experience in financial advising. He is the sole advisor at Entrusted Wealth and has previously worked at Baker Boyer National Bank and operated Middlesworth Financial. In addition to his advisory role, he provides remote operational support at Baker Boyer National Bank, focusing on investment reporting, reconciliation, and technology projects. Entrusted Wealth serves individuals, families, foundations, endowments, and other non-profit organizations, offering financial planning and discretionary portfolio management. The firm emphasizes a long-term, diversified investment approach grounded in Modern Portfolio Theory, primarily using mutual funds and exchange-traded funds tailored to each client’s needs.

David Wigginton is a CFP® and CFA® with 18 years of industry experience. He is the sole advisor at Glacier Investment Management, where he has worked since 2017. Prior to that, he was a managing director at DISCERN Analytics, a data visualization and analytics firm, where he assists with due diligence and corporate transactions on a limited basis. Glacier Investment Management is an independent registered investment advisor offering wealth management, financial planning, tax and estate planning, and retirement plan advisory services to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm emphasizes risk management, diversification, and a long-term investment approach, with specialized pension consulting and group retirement plan advisory services for public and private plan sponsors.

John Knopik is a CFP® professional with 20 years of experience in financial advising. He has worked at Ascent Wealth Management PLLC since 2019 and previously spent 11 years with Jordahl & Sliter Wealth Management Group, LLC. Ascent Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm provides comprehensive financial planning and portfolio management, using a blend of Modern Portfolio Theory and active management across various asset classes.

Parker Lenz is a financial advisor at Pinecrest Advisors in Kalispell, MT, holding a Series 65 license and four years of industry experience. His prior work includes roles at US Bank, Fox River Capital, and Saputo Dairy Products. Outside of advising, Parker works as a Senior Data Consultant at Snow Fox Data, focusing on analytics development, AI/ML, and data engineering. Pinecrest Advisors offers discretionary investment management and comprehensive financial planning to individuals, high-net-worth households, trusts, estates, and institutional clients. The firm emphasizes individualized portfolio construction using a range of investment vehicles and employs both strategic and tactical allocation approaches.

Max Corder is a financial advisor with H R Financial Services, Inc. in Somers, MT, holding Series 63 and Series 65 designations and 23 years of industry experience. He has been with H R Financial Services since 2002. H R Financial Services, Inc. provides discretionary portfolio and wealth management services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm uses a combination of technical and fundamental analysis to manage accounts on a discretionary basis, focusing on personalized management for a small client roster.

Andrew Coco is a Series 65-licensed advisor with seven years of industry experience. He has worked at Piedmont Capital Management, LLC since 2024 and previously operated Coco Enterprises, LLC for six years. Prior to his financial career, he was employed by Norfolk Southern Railroad for three years. Piedmont Capital Management is a registered investment adviser serving individual and high-net-worth clients, family offices, trusts, and other entities. The firm offers discretionary wealth management and standalone financial planning, managing approximately $200 million in client assets with an investment approach that integrates technical, fundamental, and cyclical analysis.

Diego Biggerstaff is a financial advisor at Piedmont Capital Management, LLC with a Series 65 credential. He has one year of industry experience. Prior to joining Piedmont Capital Management, he held roles in various fields including consumer services and education. Piedmont Capital Management, LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, family offices, pension and profit-sharing plans, trusts, and other entities. The firm uses a combination of technical, fundamental, and cyclical analysis to manage portfolios and serves a high volume of clients through standardized processes and custodial platform services.

Thomas Schuch is a CFP® professional with 12 years of industry experience. He has been with Piedmont Capital Management, LLC since 2024 and previously worked at Coco Enterprises, LLC for ten years. Piedmont Capital Management serves individual and high-net-worth clients, family offices, trusts, and other entities with discretionary wealth management and standalone financial planning. The firm manages approximately $200 million in assets and offers educational seminars to the public, using a blend of technical, fundamental, and cyclical analysis to construct and monitor portfolios.

David Mulnix is a financial advisor at Evergreen Wealth Partners LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Glacier Bank. Mulnix is also a licensed insurance agent in Kalispell, Montana. Evergreen Wealth Partners LLC provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily fundamental, long-term investment approach and offers ongoing portfolio monitoring and periodic reviews.

Evan Harris is a financial advisor at Evergreen Wealth Partners LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial from 2012 to 2025. Harris serves as a board member for Lighthouse Christian Home, an assisted living center in Kalispell, MT. Evergreen Wealth Partners LLC provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily fundamental, long-term investment approach.

Bryce Stacy is a financial advisor at Merit Financial Advisors in Kalispell, MT, holding a Series 66 designation. He has been in the industry since 2022, with prior experience at LPL Financial, Mersberger Financial, Northwestern Mutual, and BNSF. Outside of his advisory work, he is a 50% owner of RAFTER 3 BRAND LLC, a business involved in agricultural and cattle operations. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.

Kamren Barkus is a financial advisor at A.G.P. / Alliance Global Partners with two years of industry experience. He holds a Series 66 designation and previously worked at D.A. Davidson and San Diego State University. Kamren is based in Kalispell, MT. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer with about 131 advisors managing approximately $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services using an open-architecture model that includes internally managed strategies and sub-advisory relationships.

Thomas Adolph is a financial advisor with IP Financial Advisory Services LLC in Kalispell, MT. He holds a Series 66 designation and has 27 years of industry experience. His career includes roles at Innovation Partners LLC, Kms Financial Services, Inc., Adolph & Bothwell Financial Advisors LLC, S.G. Long & Company, and Waddell & Reed. Outside of advisory services, he is involved in insurance product sales focusing on disability, long-term care, and related insurance. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm uses fundamental, technical, and asset allocation approaches to tailor portfolios and provides specialized consulting including actuarial and insurance services.

Claudine Johnson is a financial advisor with Investment Management Group, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at Edward Jones for eight years before joining Stockman Wealth Management, where she has been employed for three years. Investment Management Group serves primarily financial institutions and institutional clients, including banks and a municipality, while also offering individual portfolio management and financial planning services. The firm emphasizes tailored investment advice aligned with clients’ written policies, managing many institutional accounts on a non-discretionary basis using fundamental and qualitative analysis.

Aaron Ells is a CFP® professional with 13 years of experience in the financial services industry. He has worked with Thrivent Advisor Network, LLC and Purshe Kaplan Sterling Investments, Inc. since 2020 and previously held roles at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Ells serves as Board President of the NW Montana Estate Planning Council. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, emphasizing long-term diversified portfolios through low-cost mutual funds, ETFs, and access to independent managers.

Austin Marx is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at LPL Financial, Gunther Wealth, and Watchtower. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies.

Kenneth Barkus is a financial advisor with A.G.P. / Alliance Global Partners in Kalispell, MT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Alliance Global Partners in 2025, he spent 27 years at D.A. Davidson & Co. Outside of his advisory role, Barkus referees youth soccer games for the Montana Youth Soccer Association and Montana Officials Association. A.G.P. / Alliance Global Partners operates a multi-team platform of 131 advisors managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies with co- and sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Timothy Schnee is a financial advisor at D.A. Davidson & Co. in Kalispell, MT, with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 1992. Outside of his advisory role, he is treasurer of a family corporation, 5-H Cattle Co. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Hillary Willett is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds the Series 66 designation and previously worked for A Plus HealthCare for nine years. Willett serves as Treasurer and Secretary of the Foundation for Christ Church Episcopal in Kalispell, MT. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, and charitable organizations. The firm offers various services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Brian Boyden is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation and 23 years of industry experience. He has been with D.A. Davidson since 2017, following a brief tenure at Charles Schwab & Co., Inc. His other business activities include ownership of a rental property outside of securities trading hours. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.