Thomas White is a financial advisor at Mountain Wealth Management, LLC in Bozeman, MT, with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch Bank of America and Bank of America N.A. White also serves as an officer and board member of the Bobcat Quarterback Club, a nonprofit organization affiliated with Montana State University. Mountain Wealth Management provides discretionary portfolio management and financial planning services primarily to individuals, including high-net-worth clients, and certain corporate entities. The firm’s investment approach emphasizes Modern Portfolio Theory and long-term strategies, utilizing individualized Investment Policy Statements and a diverse range of investment vehicles including ETFs, mutual funds, equities, and alternative assets.

Jesse Radoslovich is a financial advisor at Mountain Wealth Management, LLC in Bozeman, MT, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Arkell Asset Management, McLeod Insurance Services, and MML Investors Services, as well as over a decade with Cru Global (Campus Crusade for Christ). Outside of advisory work, he is involved with Radoslovich Development Group, LLC, which provides project management for private real estate development. Mountain Wealth Management, LLC offers discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and select corporate entities. The firm employs a long-term investment approach based on Modern Portfolio Theory and uses individualized Investment Policy Statements to align with clients’ goals and risk tolerance.

Emma Shaw is a financial advisor at CoCreate Financial with one year of industry experience. She holds a Series 65 credential and is based in Bozeman, MT. Prior to joining CoCreate Financial, Shaw held several roles in diverse industries including hospitality and retail. CoCreate Financial provides integrated wealth management services to individuals, charitable organizations, pension plans, and closely held business owners. The firm utilizes discretionary management through model portfolios and third-party managers, with a focus on dividend-yielding stocks and bonds, and offers specialized business consulting and family-office planning services.

Jack Monteith is a CFP® with 33 years of industry experience, currently serving as an advisor at Monteith Wealth in Bozeman, MT. He has held roles at Empirical Wealth Management and Empirical Financial Services and operates a tax preparation and consultation business under his own name. Monteith Wealth provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, using a long-term, Modern Portfolio Theory–informed approach with diversified portfolios tailored to client goals and risk tolerance.

Douglas Babcock is a financial advisor at Professional Financial Management, Inc. in Bozeman, MT, holding CFP® and Series 63 designations with 18 years of industry experience. He has been with Professional Financial Management since 2010. Professional Financial Management, Inc. provides financial planning and discretionary portfolio management to individuals, trusts, business owners, charitable foundations, and qualified retirement plan sponsors. The firm focuses on globally diversified, low-cost institutional mutual funds with an emphasis on small-cap and value equities, and manages just over $300 million in client assets through written investment policies and tax-efficient strategies.

Matthew Hudak is a CFP® and holds a Series 66 license with 12 years of experience in financial advisory. He has worked at CoCreate Financial since 2018 and previously worked at Regal Financial and Raymond James Financial Services. CoCreate Financial provides integrated wealth management to individuals, charitable organizations, pension plans, and closely held business owners. The firm manages accounts primarily on a discretionary basis using model portfolios and third-party managers, with a focus on dividend-yielding stocks and bonds, and offers specialized services for business owners and family-office planning.

Kamrey Boyer is a financial advisor at Tandem Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining Tandem, Kamrey held positions at Valley Credit Union and served in various roles related to education and public service in Pennsylvania. Tandem Wealth Advisors is an employee-owned, SEC-registered investment adviser that provides discretionary investment management and financial planning to a broad range of clients, including individuals, families, trusts, and retirement plans. The firm applies a combined top-down and bottom-up investment approach focused on diversified, balanced portfolios and offers specialized services such as sub-advisory roles and model management for unified accounts.

Katherine Dow is a financial advisor at DecisionPoint Financial, LLC with six years of industry experience. She holds a Series 65 credential and previously worked at Aspen Capital Management and Carnival Corporation. DecisionPoint Financial provides discretionary investment management, financial planning, and consulting services to individuals, business entities, trusts, estates, charitable organizations, and retirement plan sponsors. The firm uses fundamental, technical, and cyclical analysis across various asset types and incorporates AI tools to support advisor judgment.

Charles Dingman is a financial advisor with Insight Folios in Bozeman, MT, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at multiple firms, including Retirement Wealth Advisors and Securities America, and currently owns Charlie Dingman Fine Art, where he paints landscape portraits. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, while also serving other registered investment advisers through sub-advisory relationships. The firm employs a team-of-advisers approach and incorporates proprietary planning software and artificial intelligence tools in its long-term, discretionary investment process.

Michael Gammill is a financial advisor at Expand Financial Group, LLC with nine years of industry experience. He holds a Series 66 designation and has worked with Auxano Consulting since 2012, providing consulting services to churches and their leadership teams. Prior to joining Expand Financial Group in 2018, he spent one year at Thrivent Financial for Lutherans. Expand Financial Group offers asset management, portfolio management, and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs a range of analytical methods and manages portfolios using individual securities, ETFs, mutual funds, and alternative investments.

Aaron Tyburski is a financial advisor with MDRN Capital in Belgrade, MT, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at LPL Financial, Red Oak Financial Group, and AYCO, a Goldman Sachs company. Outside of advisory services, he is active as an insurance agent with MDRN Insurance. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, offering discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and constructs portfolios through allocations to unaffiliated independent managers and low-cost mutual funds and ETFs, with a primarily long-term investment focus.

Julie Kostelecky is a financial advisor with Sand Creek Capital, LLC in Bozeman, MT. She holds a Series 65 designation and has been with Sand Creek Capital since 2026. Prior to this, she has worked with Rudd Management Corp since 2010. Sand Creek Capital serves individuals, pension and profit-sharing plans, corporations, and government entities, offering portfolio management, financial planning, pension consulting, and educational seminars. The firm follows a long-term trading approach with fundamental analysis and provides both discretionary and non-discretionary management across a broad range of investment vehicles.

Jordan Brenner is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Pinion Wealth Management, LLC and previously worked at Edward Jones and the City of Oxnard. Outside of his advisory role, Brenner is involved with an insurance agency providing fixed and variable insurance products. Pinion Wealth Management serves individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors with personalized investment advisory services including asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and utilizes model portfolios, sub-advisors, and proprietary platforms to implement investment strategies, operating under a CPA-owned structure that integrates broker-dealer activities and multiple advisory relationships.

Louis Dilello is a CFA® charterholder with 27 years of industry experience. He has been with Davidson Investment Advisors, Inc. since 2016. Outside his advisory role, he manages a rental property in Bozeman, MT. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management to individuals and institutions, offering equity, taxable fixed income, and municipal fixed income strategies. The firm employs a centralized investment team that uses fundamental, quantitative, and qualitative analysis to manage multi-cap equity and fixed income portfolios, emphasizing active, long-term management and tax-related services.

Eric Flynn is a CFA® charterholder with five years of experience in financial advising. He is currently with Aprio Wealth Management, LLC in Bozeman, MT. Prior to this, he held positions at Compound Planning, Inc., Wipfli LLP, Creative Planning, LLC, and Bitterroot Capital Advisors, LLC. Outside of his advisory work, Flynn serves as Treasurer of Flynn Ranch, Inc., and owns Flynn Ranch Hunting, LLC and Flynn Farms, LLC. He also chairs the advisory council for the College of Business at Montana State University and represents CFA Institute’s President’s Council. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, and business entities. The firm uses asset allocation combined with techniques such as dollar-cost averaging, technical analysis, and various trading strategies, and it maintains continuous account monitoring with at least annual client reviews.

Andrew Eakin is a financial advisor at Continuum Advisory, LLC in Bozeman, MT, holding the ChFC® designation with 27 years of industry experience. His prior experience includes roles at Wealth Management Associates, Triad Advisors, Inc., and Osaic Wealth, Inc. He serves as executor and successor trustee of his parents’ estate and is a limited partner in a family limited partnership receiving royalties from mineral rights in Minnesota. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm’s advisors use a range of investment vehicles and offer retirement plan consulting and ERISA fiduciary services while maintaining a high level of professional integration across financial and legal disciplines.

Richard Chin is a financial advisor at Apollon Wealth Management, LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at Apollon Wealth Management since 2020, following a 17-year tenure at Cascade Financial Management, Inc. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, charitable organizations, retirement plans, pooled vehicles, and insurance company clients. The firm provides financial planning, portfolio management, retirement plan advisory, sub-advisory, and consulting services, combining centrally managed strategies with locally managed portfolios across a broad range of investment types including ESG models and Direct Indexing.

Jeremy Ragar is a CFP® and CFA® affiliated with Mission Wealth Management, LP, bringing four years of industry experience. His prior roles include positions at Merrill Lynch and Tremblay Financial. Mission Wealth Management serves high-net-worth individuals, families, and institutional clients with wealth management, financial planning, investment management, and consulting services. The firm employs a comprehensive approach that integrates investment management with tax, trust, legacy, philanthropy, and risk planning, utilizing both internal management and select third-party sub-advisors.

Rebecca Dammann is a CFP® with 14 years of industry experience, currently serving as an advisor at Ashton Thomas Private Wealth. She has worked at Ashton Thomas Securities, M.S. Howells & CO, and Wells Fargo Advisors during her career. Outside of her advisory role, she serves as treasurer and secretary for a local homeowners association. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, businesses, trusts, family offices, retirement plans, and institutional clients. The firm employs a diversified investment approach, utilizing mutual funds, ETFs, independent managers, and specialist strategies through its Amplify Platform.

Kristopher Kumlien is a financial advisor at Kingsview Wealth Management, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 14 years. He joined Kingsview Wealth Management in 2026. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning, wealth management, and asset management through both discretionary and non-discretionary advisory services, utilizing a blend of in-house strategies and third-party managers.