Brant Wiehardt is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Merrill, U.S. Bancorp Investments, and Northwestern Mutual. He is also involved in investment-related entrepreneurial ventures through ownership of two LLCs in Bozeman, MT. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a wide range of investment and fee-based financial planning services that cover various specialized areas including business-owner transition and special-needs planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, delivered through discrete planning engagements.

Afton O’Meara is a CFP® certificant and Series 66 license holder with 12 years of industry experience. Currently associated with Edward Jones since 2025, O’Meara has prior experience at firms including North Star Financial, PURE, Merrill, and Wells Fargo Advisors. Outside of advisory roles, O’Meara has been involved in managing rental properties in Gallatin Gateway, MT. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard across a broad national network of advisors and branch offices.

Travis Tuttle is a financial advisor with Primerica Advisors in Bozeman, MT, holding Series 63 and Series 65 licenses and 23 years of industry experience. His career includes longstanding roles at PFS Investments Inc. and Primerica Financial Services since 2000 and 2001, respectively, as well as leadership of a strategic business consulting firm, Tuttle Enterprises LLC. Prior to this, he was involved with Bend Soap Company and Sound City Bible Church. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm operates a wrap-fee asset management program using model-driven investment strategies managed by third parties, supporting trade execution and custody with Pershing and overlay management by BNY Mellon Advisors.

Chad Bunting is a CFP® and Series 66-registered financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2016 and is based in Bozeman, MT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Megan Goodman is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, including time with Morgan Stanley Private Bank. Prior to her current role, she was involved in health and wellness organizations. Outside of her advisory work, she serves as an executor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Chadwick Mangum is a financial advisor with Cambridge Investment Research Advisors in Bozeman, MT, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include positions at Blue Wolfe Financial, Transamerica Financial Advisors, World Financial Group, and Safe Retirement Planners. Outside of advising, he serves on the board of a residential homeowners association and is secretary of a sports and fitness organization, the Old Time Hockey Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, nonprofits, and trusts. The firm offers financial planning and investment management through independent professionals, utilizing a range of discretionary and non-discretionary strategies across multiple platform arrangements and proprietary and third-party models.

Madelyn Leier is a Series 66-registered financial advisor with Edward Jones in Bozeman, MT. She has one year of industry experience and previously held roles at Bozeman Health Deaconess Hospital, Plonk, and several other local businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets across a nationwide network of financial advisors and offices.

Paul Holt is a financial advisor at Stifel with seven years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held positions at Wells Fargo Clearing Services, LLC and Wells Fargo Bank, NA. Holt serves on the finance committee and board of Reach, Inc., a nonprofit providing residential, vocational, and transportation services for adults with developmental disabilities. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Cory Klumb is a financial advisor with Primerica Advisors in Bozeman, MT, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has been with Primerica Advisors since 2015 and previously served with the Bozeman Police Department for over two decades. His other activities include selling loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients via a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of model availability and manager selection.

Fabio Costa Corradini is a financial advisor with J.P. Morgan Securities in Bozeman, MT. He holds Series 63 and Series 66 licenses and has five years of industry experience. Outside of his advisory role, he is involved in tutoring Portuguese and English and writes books on various topics including balance exercises for seniors and wall Pilates. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

James Goveia is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His background includes work at Thrivent Financial since 2025, as well as prior experience in real estate and construction. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning covering a wide range of topics, with options to combine planning and managed-account services under a consolidated billing structure.

Riley Sisson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Bozeman, MT, holding a Series 66 designation and eight years of industry experience. He also owns and operates Mountain Wealth Investment Group, through which he manages business operations related to his advisory work. Prior to his current roles, he worked at Dakota Supply Group and Casey's General Store. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients in implementing recommendations through its advisory programs or other providers.

Nikolas Lundgren is a financial advisor with LPL Financial in Bozeman, Montana, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL Financial in 2026, he held roles at World Equity Group, Inc. and Wealthvest Inc. He has a varied professional background including positions in the food and retail industries. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions through a large network of advisers and employs technology and a broad suite of non-advisory financial services alongside its advisory platform.

Kyler Barney is a financial advisor with Morgan Stanley in Bozeman, MT, holding a Series 66 designation and two years of industry experience. Before joining Morgan Stanley, he worked in construction at Barney Construction and held positions at Signature Flight Support, Bob Wards, Yellowstone Club, and Montana State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and structured discovery conversations.

Nicholas Obie is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Equitable Advisors and Axa Advisors. He is also a partner in Southwest Wealth Strategies, a marketing support company based in Bozeman, MT. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support its recommendations.

Benjamin Rotert is a Series 66 licensed financial advisor with Edward Jones in Bozeman, MT, and has six years of industry experience. Prior to joining Edward Jones in 2020, he was involved with Three Rivers Soccer Club and Walla Walla Community College. He also holds a leadership role in a small networking group. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Robert Fox III is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009. Fox serves on the board of the Warriors & Quiet Waters Foundation, a nonprofit supporting combat-wounded post-9/11 veterans, where he is Treasurer and a member of the Finance and Investment Committees. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and investment modeling techniques.

Ben York is a financial advisor with Edward Jones in Bozeman, MT, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Montana State University, XY Investment Solutions, and United Parcel Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as affiliated financial services beyond advisory offerings.

Roy Hundhausen is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 15 years of industry experience. Prior to joining OSAIC in 2024, he was associated with Securities America Advisors, Inc., Securities America, Inc., Arbor Point Advisors, and KMS Financial Services, Inc. He also works as an insurance agent, selling term life and long-term care insurance products. OSAIC serves a diverse client base, including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services across multiple platforms, using asset-allocation tools and third-party providers to construct portfolios comprising a variety of investment types.

Candace Corette Pratt is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding a Series 66 designation and 22 years of industry experience. Her career includes over 17 years with Wells Fargo entities, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm’s approach involves tailored recommendations supported by proprietary research and planning tools, with planning engagements typically discrete and fees based on service complexity.