Son Vu is a Series 66-licensed financial advisor at Mutual of Omaha Investor Services, Inc. with four years of industry experience. He has previously worked at Bank of America, Merrill, and PotlatchDeltic Corporation. Outside of his advisory role, he is a self-employed business consultant providing document review and editing services and works as a licensed insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Brock Moseley is a financial advisor at Composition Wealth, LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Composition Wealth since 2010. Outside of his advisory role, he is involved in life-only insurance sales. Composition Wealth provides investment management, financial planning, and retirement plan advisory services to a diverse client base, including individuals, high-net-worth clients, trusts, and businesses. The firm employs a primarily long-term investment approach using diversified mutual funds and ETFs alongside fundamental and technical analysis.

Blake Dunlop is a financial advisor at Mariner with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Benjamin F. Edwards Wealth Management, LLC and Benjamin F Edwards & Co. Outside of his advisory role, Dunlop serves as Vice President of the St. Louis Blues Alumni Association and is a board member and investor in 4 Hands Brewing Co. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by extensive in-house research and third-party managers, with notable integration of tax and accounting capabilities.

Eric Sandvig is a financial advisor with Cetera Planning Partners in Whitefish, MT, holding a Series 66 designation and five years of industry experience. His work history includes roles at multiple Cetera entities and Avantax-related firms, as well as Legacy Wealth Management and two law firms. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management and comprehensive financial planning services. The firm’s investment approach emphasizes diversified allocations aligned with client objectives and risk tolerance, supported by a range of ancillary services such as tax planning and estate strategies delivered through third-party providers.

Justin Holley is a financial advisor with Guardian Life and holds a Series 66 designation. He has 15 years of industry experience and is based in Whitefish, MT. Holley is the founder of the non-profit Council for Doctor's Financial Education and is involved in several business ventures including landscaping and snow plowing, as well as LLC ownership related to healthcare and show horses. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Lawrence Cohen is a financial advisor with Mesirow Financial Investment Management, Inc., holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Mesirow Financial since 1993. Outside of his advisory role, he serves on the Citizens Bond Oversight Committee for the College of the Desert in Palm Desert, California. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides investment management and financial planning services to private individuals, institutional clients, and governmental entities. The firm employs a disciplined approach that includes preparing Investment Policy Statements, setting asset allocation targets, and conducting due diligence across a range of investment products, while offering access to proprietary and third-party managed strategies.

Ashley Anderson is a financial advisor with D.A. Davidson & Co. in Whitefish, Montana. She holds the Series 66 designation and has 10 years of industry experience, having been with D.A. Davidson since 2008. Outside of her advisory work, she serves as a Notary Public for the state of Montana. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm provides a range of services such as retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Robert Braig is a financial advisor with D.A. Davidson & Co. in Whitefish, MT, holding Series 63 and Series 65 credentials and having 37 years of industry experience. He has been with D.A. Davidson since 1990. Braig serves as a board member of the Northern Pines Homeowners Association. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Sarah Fitzgerald is a financial advisor with D.A. Davidson & Co. in Whitefish, MT, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has been with D.A. Davidson since 2004. Fitzgerald serves on the board of directors for the Whitefish Sports Facilities Foundation, which oversees the local ice rink. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and using both qualitative and quantitative investment analyses.

Samuel Roloff is a financial advisor at Edward Jones in Whitefish, MT, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019, following two years at WealthVest Marketing. Roloff serves on the finance committee of the Bob Marshall Wilderness Foundation. 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, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Megan Jessat is a Financial Advisor at Merrill Lynch Wealth Management. She began her career at Merrill in 2019 as a Summer Analyst in Bend, Oregon, and later joined the Whitefish, Montana office in 2023. Megan specializes in providing deeply customized financial advice and guidance to clients, including business owners, professionals, multigenerational families, retirees, and women, helping them navigate complex financial affairs and pursue financial independence. With expertise across family wealth management, legacy planning, personal retirement planning, portfolio management, and small business strategies, Megan and her team offer integrated wealth strategies encompassing investment management, trust and estate planning, cash-flow analysis, insurance, and banking services through Bank of America. Megan holds a B.S. in Business Administration, cum laude, from the University of Montana, where she majored in Finance and Marketing, and is a Personal Investment Advisor (PIA). She is also a member of the American Marketing Association. Megan values community involvement and has been active with the Kalispell Chamber of Commerce. Outside of her professional role, she enjoys hiking, skiing, snowboarding, camping, hunting, boating, and spending time with her family in Montana.

Marc Foster is a financial advisor with UBS Financial Services in Whitefish, MT, holding Series 63 and Series 65 credentials and bringing 46 years of industry experience. He has been with UBS since 1985 and previously worked at Painewebber Incorporated starting in 1979. Outside of advisory work, Foster serves on the board of Resinart Corp, a manufacturer of building products in the metal and mining industries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and a broad range of capital markets and lending programs.

Sara Straka is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She previously worked at Edward Jones from 2017 to 2024 and has experience in the restaurant industry, including serving as a server and occasional shift manager at Last Chair Kitchen & Bar. 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 and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Sue Meskimen is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Caleb McCranie is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their individual priorities and develop personalized investment strategies aimed at achieving their financial goals. He provides guidance on a range of areas including investment consulting for defined contribution plans, personal retirement planning, portfolio management services, tax minimization, and retirement income. Additionally, Caleb offers access to Bank of America specialists for banking, lending, and other financial solutions. Caleb holds a Bachelor's Degree from the University of North Florida and has earned the Personal Investment Advisor (PIA) professional designation. His approach involves taking the time to get to know clients and their families, helping them establish short-, mid-, and long-term financial objectives. He serves as a resource for investing, retirement planning, and savings strategies, offering ongoing advice as client needs evolve. Outside of his professional work, Caleb enjoys camping, fishing, hunting, woodworking, and spending time with his family.

Joseph Mushel is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He previously worked for Ek Riley Investments, LLC for 15 years before joining LPL Financial in 2020. He is based in Whitefish, MT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from multiple sources.

Michael Mccracken is a financial advisor with LPL Financial in Whitefish, MT, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner and Smith Incorporated. Outside of his advisory work, he has involvement with a local business called Pin N Cue in Whitefish. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services, supported by research, model portfolios, and various investment management options.

Dwight Robins is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with LPL Financial since 1994 and has served as an advisor since 1996. Outside of his advisory work, he is a secretary and board member of the Columbia Falls Masonic Lodge, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of representatives, utilizing model portfolios, third-party research, and various investment strategies.

Kim Taylor is an advisor at LPL Financial with 40 years of industry experience. He has held roles at Investment Centers of America, Inc. and Flathead Wealth Management prior to joining LPL Financial in 2017. Outside of his advisory work, Taylor is vice president and owner of a bed and breakfast in Whitefish, MT. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Benedict is a financial advisor with Raymond James Financial in Whitefish, MT, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Raymond James Financial and its affiliates since 1999 and is also the owner of Matthew Benedict LLC, an independent contractor support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advisory solutions using analytical tools and supports both municipal finance work and specialized retirement plan consulting.