Jacob Balyeat is a financial advisor with LPL Financial in Manhattan, MT, holding a CFP® designation and securities licenses Series 63 and Series 66. He has 13 years of industry experience, including prior roles at Investment Centers of America and Signator Financial Services, Inc. Additionally, he is involved in fixed insurance sales and serves as an agent for GLIDEWELL INSURANCE, focusing on various personal and commercial insurance lines. 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 a broad range of advisory services and investment platforms, supported by advanced technology and a large network of investment adviser representatives.

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.

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.