Marcus Welnel is a financial advisor at S.G. Long & Company in Missoula, MT, with three years of industry experience. He holds a Series 66 designation and previously worked at Guardian Life and the University of Montana. Outside of advising, Welnel serves as General Manager of SANIL, managing the Name, Image, and Likeness (NIL) Collective for the University of Montana. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer that serves individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm primarily operates in a non-discretionary, client-directed manner and provides portfolio management, brokerage execution, and hourly financial planning.

Kelly Brunger is a financial advisor at S.G. Long & Company with eight years of industry experience. She holds a Series 66 designation and has worked at Deutsche Bank Securities from 2005 to 2017 before joining S.G. Long & Company in 2017. Outside of her advisory role, she has been involved in wellness product consulting and sales through Melalueca and Wellness Co., receiving residual commissions from these activities. S.G. Long & Company serves individuals, trusts, retirement accounts, corporations, and nonprofit organizations with portfolio management, brokerage execution, and hourly financial planning. The firm primarily operates in a non-discretionary, client-directed manner and is notable for its dual registration as both a broker-dealer and investment adviser.

Dominic Piazza is a financial advisor at Front Street Capital Management, Inc. in Missoula, MT, holding a Series 65 designation with seven years of industry experience. He has been with Front Street Capital Management since 2015, with a brief period of extended travel from 2017 to 2018. Front Street Capital Management is an SEC-registered investment adviser managing approximately $614 million, serving individual clients, pension and charitable accounts, and investment company clients. The firm employs a bottom-up, long-term fundamental approach to equities and offers specialized strategies, including managing a publicly registered mutual fund, the Tarkio Fund.

Michele Blood is a financial advisor at Front Street Capital Management, Inc. in Missoula, MT, with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Front Street Capital since 2006. Front Street Capital Management serves individual and high-net-worth clients, retirement plans, trusts, charitable organizations, and investment companies, offering discretionary portfolio management across various asset classes. The firm employs a bottom-up, fundamental investment approach and acts as the investment adviser to a publicly registered mutual fund, which is uncommon for firms of its size.

Robert Seidenschwarz is a financial advisor with S.G. Long & Company, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with S.G. Long since 1995 and also lectures on Global Economic Activities at the University of Montana's Critical Language School. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, retirement accounts, corporations, and nonprofit organizations with portfolio management, brokerage execution, and financial planning. The firm operates primarily on a non-discretionary basis, working collaboratively with clients to establish goals and approve transactions.

Darla Felix is a Series 66-licensed financial advisor with S.G. Long & Company, based in Missoula, Montana, where she has worked since 2014. She has 12 years of industry experience. In addition to her advisory role, Felix serves as Chief Financial Officer and Human Resources Manager for affiliated firms SGL Investment Advisors and SG Long Financial Services. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer that serves individuals, trusts, retirement accounts, corporations, and nonprofit organizations with portfolio management, brokerage execution, and hourly financial planning. The firm primarily operates in a non-discretionary, client-directed manner and offers both advisory and brokerage services through a team of ten advisors.

Sariah Tolsma is a financial advisor at SLP Wealth with the ChFC® and Series 66 designations and 11 years of industry experience. Her prior work includes roles at Bank of America, Merrill, TIAA-CREF, and Edward Jones. Outside of advising, she teaches weekend fitness classes and engages in online thrifting. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning. The firm employs diversified, risk-based portfolios primarily using no-load mutual funds and ETFs, and offers additional services including tax preparation and 401(k) plan advisory.

Kenneth Kay is a financial advisor with Northwest Investment Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for nine years. Outside of his advisory role, he owns a proprietary molecular testing business and serves as a notary public. Northwest Investment Advisors, Inc. offers personalized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million across about 95 clients, using a combination of fundamental analysis and varied investment strategies, typically operating on a non-discretionary basis with monthly portfolio reviews.

Jeffrey Hays is a financial advisor at S.G. Long & Company with three years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and WestPac Wealth Partners. Outside of his advisory role, Hays coaches high school boys varsity basketball and runs a youth basketball camp in Missoula, Montana. S.G. Long & Company serves individuals, trusts, retirement accounts, corporations, and nonprofit organizations with portfolio management, brokerage execution, and hourly financial planning. The firm operates primarily in a non-discretionary, client-directed manner while offering ongoing portfolio management and periodic reviews through a team-based approach.

Russell Piazza is a financial advisor with Front Street Capital Management, Inc. in Missoula, MT, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Front Street Capital Management since 2006. Front Street Capital Management is an SEC-registered investment adviser managing approximately $614 million and offers discretionary portfolio management and consulting services to individuals, pension and charitable accounts, and investment company clients. The firm employs a bottom-up, long-term fundamental and qualitative approach to equities and serves as the investment manager to the Tarkio Fund, a publicly registered mutual fund.

Susan Williams is a financial advisor at S.G. Long & Company in Missoula, MT, with 32 years of industry experience. She has been with S.G. Long & Company since 1995. Williams serves on the boards of the Missoula Economic Partnership and the Missoula Symphony Association. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer that serves individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm primarily operates in a non-discretionary, client-directed manner and offers portfolio management, brokerage execution, and hourly financial planning services.

Kenneth Freseman is a financial advisor at S.G. Long & Company with 57 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including RBC Capital Markets, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. since 2014. S.G. Long & Company serves individuals, trusts, retirement accounts, corporations, and nonprofit organizations with portfolio management, brokerage execution, and hourly financial planning, primarily operating in a non-discretionary, client-directed manner. The firm is dually registered as a broker-dealer and investment adviser and maintains affiliations with related entities for a range of client services.

Sean Grubb is a financial advisor at Northwest Investment Advisors, Inc. in Missoula, MT, holding Series 63 and Series 65 licenses with 24 years of industry experience. He has been with Northwest Investment Advisors since 2004. Northwest Investment Advisors, Inc. provides individualized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses fundamental analysis and a combination of long-term, short-term, and trading strategies, typically operating on a non-discretionary basis with monthly reviews.

Torrey Holmquist is a financial advisor at Northwest Investment Advisors, Inc. in Missoula, MT, holding Series 63 and Series 65 credentials with 27 years of industry experience. He has been with Northwest Investment Advisors since 2008. Outside of his advisory work, Holmquist and his spouse own and manage a residential rental property. Northwest Investment Advisors, Inc. serves individuals, trusts, estates, charitable organizations, and business entities, managing approximately $45.3 million in assets across about 115 client relationships. The firm provides non-discretionary, tailored investment supervisory and financial planning services, including oversight of outside portfolio managers and regular client reviews.

Donald Gaumer is a financial advisor with S.G. Long & Company in Missoula, MT, holding a Series 66 designation and 19 years of industry experience. He has worked at S.G. Long & Company since 2009 and previously held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory role, Gaumer teaches at the University of Montana and is involved in private social club management and process consulting. S.G. Long & Company serves individuals, trusts, retirement accounts, corporations, and nonprofit organizations with portfolio management, brokerage execution, and hourly financial planning. The firm primarily operates on a non-discretionary, client-directed basis and is notable for its dual registration as both a broker-dealer and an investment adviser.

Robbyn Richardson is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at SGL Investment Advisors, Inc. in Missoula, MT since 2019. Prior to joining SGL, Richardson worked at Fidelis Wealth Advisors and 1812 Advisors LLC, and has experience at Intermountain Healthcare. SGL Investment Advisors provides discretionary portfolio management and wrap-fee advisory services to individuals, trusts, retirement plans, non-profits, corporations, and municipalities. The firm offers both actively managed and ETF-based models supported by in-house research using a Business/Value/People framework.

Mitchell Roberts is a financial advisor at S.G. Long & Company with two years of industry experience. He holds a Series 66 designation and has worked at S.G. Long & Company since 2023, following a brief tenure at Westpac Wealth Partners. Outside of his advisory role, Roberts serves as a board member for the nonprofit organization Head Start, Child Start, and is an assistant football coach for Missoula County Public Schools. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer that serves individuals, trusts, retirement accounts, corporations, and nonprofits, primarily using a non-discretionary, client-directed approach to portfolio management and financial planning.

Zachary Carvalho is a financial advisor at S.G. Long & Company with 12 years of industry experience. He holds a Series 66 designation and has been with S.G. Long & Company and its affiliate, SGL Investment Advisors, since 2014. Outside of his advisory role, he is also involved in the production and sale of fine art and works as a security supervisor for local concerts and events. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm primarily provides non-discretionary portfolio management and financial planning services with a client-directed approach.

Andrew Harris is a financial advisor with S.G. Long & Company in Missoula, MT, holding Series 65 and Series 63 licenses and six years of industry experience. He has previously worked at Stockman Wealth Management and Stockman Bank. Outside of finance, he is involved with Orange Street Food Farm and provides security services seasonally for Log Jam Presents. S.G. Long & Company serves individuals, trusts, retirement accounts, corporations, and nonprofit organizations by offering portfolio management, brokerage execution, and hourly financial planning. The firm primarily operates in a non-discretionary, client-directed manner and maintains dual registration as both a broker-dealer and investment adviser.

David Wild is a financial advisor at Front Street Capital Management, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been with Front Street Capital Management since 2010. David also serves as vice president, treasurer, and principal financial officer of the Clark Fork Trust (Tarkio Fund), for which the firm acts as advisor. Front Street Capital Management serves individual and high-net-worth clients, retirement plans, trusts, charitable organizations, and investment companies. The firm employs a bottom-up, fundamental investment approach focused on capital appreciation and manages client portfolios on a discretionary basis, including offering strategies such as options and margin when appropriate.