Jacob Gottenborg is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has two years of industry experience and has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2023. Outside of his advisory role, he has been involved with the Valley City Eagles Club. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships using firm-approved analytical tools.

Charles Tonkin is a financial advisor with Stifel in Bozeman, MT, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he serves as an executor for a family trust. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology through its Investment Strategy Group to provide asset allocation and planning analyses.

James Kubiak is a financial advisor at Edward Jones in Bozeman, MT, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Tiffany Sherman is a financial advisor at Edward Jones with a Series 66 designation and one year of experience in the industry. Prior to joining Edward Jones, she worked in physical therapy and held various roles in hospitality and healthcare. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.

Alex Hudak is a financial advisor with Raymond James Financial in Bozeman, MT, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Raymond James Financial since 1999 and is also president of Hudak & Associates, Inc., a support company. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and encourages implementation through its advisory programs and other providers, with specialized services in municipal and public finance and SIMPLE IRA employer advisory programs.

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.

Thomas Krug is a financial advisor with Wells Fargo Clearing in Bozeman, MT. He holds Series 63 and Series 65 designations and began his advisory career in 2025. Prior to joining Wells Fargo, he worked at Mutual Materials Co and has maintained a photography business since 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options including discretionary plan-level investment management and a broader range of financial products than typical for large institutional advisers.

Connor Hausauer is a Series 66-licensed financial advisor with Edward Jones in Bozeman, MT, with three years of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at the City of Bozeman, Bozeman Site Services, Titleist Golf Company, and Bozeman Schools. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jared Hauskins is a financial advisor with Edward Jones in Bozeman, MT, holding CFP® and ChFC® designations and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves on the Finance Committee of Riverside Country Club in Bozeman and operates a sole proprietorship selling excess hay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies and advisory programs, supported by a large nationwide network of financial advisors and branch offices.

Michael Costle is a financial advisor with LPL Financial in Bozeman, MT, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include extensive tenure at Waddell & Reed and involvement with the Boy Scouts of America. Costle has also managed several business entities related to investment and tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Sean Hawksford is a financial advisor with Edward Jones in Bozeman, MT, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he was involved with Gypsum Board Packers LC, a construction contracting business, where he served as a former owner transitioning oversight responsibilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products, supported by a nationwide network of financial advisors and branch offices.

Malcolm Thomas is a financial advisor at OSAIC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at XY Planning Network and Signator Investors, Inc. In addition to his advisory role, he is involved in business development activities for several financial entities, including GenXFinancial and Innovative Financial Group. OSAIC serves a diverse client base ranging from individual investors to large institutions, offering integrated brokerage and advisory services through a broad network of affiliated advisers. The firm employs various asset-allocation tools and provides access to third-party money managers and managed account solutions.

Nicholas Williams is a financial advisor at Raymond James Financial Services Advisors, Inc. with a Series 66 designation and three years of industry experience. His background includes roles at firms such as Hudak Financial Strategies and Stone Leaf Financial. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and delivers specialized services such as municipal and public-finance advising and SIMPLE IRA Employer Advisory & Consulting Services.

Edward Tompkins is a CFP® professional with 33 years of experience in the financial industry. He is currently affiliated with OSAIC and has held prior roles at KMS Financial Services, Inc. and Securities America. Tompkins is a passive investor in several local restaurant businesses in Bozeman, MT. Osaic Wealth, Inc. serves a diverse range of clients, including retail and institutional investors, offering integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools and risk-tolerance analysis.

Katie Moyer is a financial advisor with LPL Financial, holding a Series 65 designation and one year of industry experience. She previously worked at Mykal & Roald Aageson and Stockman Bank, and has experience with Iowa State University Extension & Outreach and the Peace Corps in Uganda. Outside of her advisory role, she is involved with Mary Kay and provides counseling services through Grace Counseling. 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, supporting advisors with tools that cover a range of investment strategies and operational needs.

Nathan Kirby is a CFP® professional with 15 years of industry experience. He has been with Edward Jones since 2010. He holds the Series 66 designation and is based in Bozeman, MT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions under a fiduciary standard.

David Liegakos is a financial advisor at XYPN Sapphire with a Series 66 designation and two years of industry experience. His prior work includes roles at Cetera and several business ventures including Horizon Business Solutions LLC and Intrepid Solutions LLC. Outside of advising, he serves as vice president of a homeowners association and owns businesses focused on business consulting, tax preparation, and bookkeeping. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm’s approach centers on long-term, risk-based allocation using diversified investment mixes and incorporates adviser-tailored plans with oversight of AI tools and a pilot digital-asset management program.

Taylor Hain is a financial advisor at XYPN Sapphire with one year of industry experience and holds a Series 65 designation. Prior to joining XYPN Sapphire, Hain worked at Goose Ridge Winery for one year. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based allocation strategy informed by Modern Portfolio Theory and offers both discretionary and non-discretionary portfolio management alongside financial planning and sponsored TAMP services.