Nathaniel Liebe is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Thrivent Investment Management Inc. He served six years in the United States Air Force. Nathaniel also operates insurance brokerage activities under the names 1847Financial and Bridger Wealth, focusing on insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through its advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options and combines advisory and broker-dealer services, managing billions in assets under management.

Mary Howard is a financial advisor with Morgan Stanley in Bozeman, MT, holding a Series 66 designation and 22 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2019. Outside of her advisory role, she is a sole proprietor managing rental property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Philip Wyant is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has served in the US Army since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over one trillion dollars in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Brown is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brown is a part owner of BWIBZN, LLC, an investment-related business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas like business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Meredith Farris is a financial advisor with Morgan Stanley in Bozeman, MT, holding CFP® and Series 66 credentials and bringing 16 years of industry experience. Her prior roles include work with William Meredith And Company LLC and various insurance carriers, as well as a position at the Mid Columbia Symphony. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and offers a wide range of investment and financial services.

Jonathon Stites is a Series 66-licensed financial advisor with Edward Jones in Bozeman, MT, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he manages personal business interests in ranching and real estate through several LLCs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, supported by a network of over 23,000 financial advisors nationwide.

Quincey Beauchaine is a CFP® with six years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Hudak Financial Strategies and has owned and operated Always B, LLC, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique advisory affiliation.

Rebecca Skirvin is a Series 66-licensed advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. Her background includes roles in aviation security management and community athletic organizations. She is involved with the Gallatin Valley Homeschool Christian Athletic Association and Horseshoe Hills Volleyball. 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 plans, corporations, and institutional investors. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and consulting aligned with client goals and supports municipal and public finance work through unique affiliations.

Daniel Hitchcock is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.

Flora Champion Thomas is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. Her career has been primarily with Wells Fargo entities since 2009. Outside of her advisory role, she owns a personal organization business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting net-worth thresholds, including specialized services such as business-owner transition and special-needs analysis.

Diane Griffith is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Prior to joining LPL Financial in 2021, she spent over two decades at Terra Nova, LLC, and worked with Waddell & Reed, Inc. and various insurance carriers. Outside of her advisory role, Diane serves as an organist for several churches. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and a variety of investment strategies.

Kris Moos is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding a Series 66 designation and 25 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Cambridge Investment Research and FSC Securities Corporation. He serves on the boards of the Human Resource Development Council, which provides housing, food, transportation, education, and other assistance, and the Bozeman Chamber of Commerce. Moos is also a part-owner of a local sports card business. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include specialized services like business-owner transition and special-needs planning. The firm’s advisors use proprietary research and tools to develop tailored recommendations delivered through client meetings and summary letters, with clients choosing the implementation or brokerage options that suit their needs.

Shayla Berumen is a financial advisor with Edward Jones in Belgrade, MT, holding the ChFC® designation and Series 66 license, and has seven years of industry experience. She previously worked at Big Sky Western Bank and Stockman Bank before joining Edward Jones in 2018. Outside of her advisory role, she is the managing member of a real estate rental business. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Tamilla Simpson is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Thrivent Financial and Thrivent Investment Management. Outside of advising, she co-owns Chromovule Creative LLC, where she serves as secretary, treasurer, and limited partner. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Kristin Costle is a financial advisor with LPL Financial in Bozeman, MT, holding a Series 66 registration and five years of industry experience. Her prior roles include positions at Michael Costle, Waddell & Reed Inc, and Austin Peo. Outside of her advisory work, she is involved with KCostle Enterprises, a business entity she manages for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Reed Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and one year of industry experience. His prior work includes a year at Edward Jones before joining Wells Fargo Bank and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics based on diversification principles and modern portfolio theory.

James Mc Glue is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various specialized services and integrates advisory services with other financial products and referral channels.

Hannah Dennehy is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked at Georgia Family Insurance Agency and Montana State University. Outside of her advisory role, she is involved in youth sports coaching, serving as a volunteer assistant volleyball coach for Bozeman High School and coaching at Montana State’s volleyball camps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive goal-based planning without portfolio management or discretionary trading authority. Their services include a range of planning topics and the option to combine planning with managed accounts through a consolidated billing program called WealthPlan.

Justin Lappe is a financial advisor at Edward Jones in Bozeman, MT, holding the ChFC® designation and Series 66 license with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as the assistant to the Commanding Officer of RS Portland in the Marine Corps, performing special assignments as needed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,700 advisors.

Manuel Maria N E Sou De Bessa Monteiro is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Imoboliaria Bessa Monteiro, Lda., Bank of Bozeman, Montana State University, and CLIP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,700 financial advisors and 15,100 branch offices.