Michael Costle is a financial advisor with LPL Financial in Bozeman, MT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior experience includes long tenures at Waddell & Reed and various insurance carriers, as well as roles with Boy Scouts of America and business entities MJC, LLC and MDC, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

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 Series 66-licensed advisor at Raymond James Financial with three years of industry experience. He has held roles at Raymond James Financial Services Advisors, Hudak Financial Strategies, and Stone Leaf Financial, among others. Williams also maintains involvement with Hudak Financial Strategies, a non-investment-related support business. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual investors, high-net-worth clients, pension plans, charitable organizations, and state and municipal entities. The firm offers specialized services such as the SIMPLE IRA Employer Advisory & Consulting Services program for small businesses and integrates public finance capabilities within its institutional solutions.

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 at LPL Financial with three years of industry experience. She holds a Series 65 credential and has previously worked at Mykal & Roald Aageson, Stockman Bank, Iowa State University Extension & Outreach, and served in the Peace Corps in Uganda. Outside of advising, she is involved with Mary Kay and provides counseling services through Grace Counseling. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning services, and leverages research from multiple sources to support diversified investment strategies.

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.