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 credential and one year of industry experience. Prior to joining LPL Financial in 2023, she worked at Mykal & Roald Aageson and Stockman Bank, and she has experience with Iowa State University Extension & Outreach as well as service in 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 that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by technology tools and a large network of advisors.

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 with XYPN Sapphire, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Cetera, Stonefly Financial, and ownership of Horizon Business Solutions LLC, where he provides business coaching and consulting. Outside of advising, he serves as vice president of a homeowners association, helping manage community concerns and meetings. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm utilizes a long-term, risk-based allocation approach supported by diversified portfolios and offers both discretionary and non-discretionary management, including a pilot digital-asset 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.