Susan Williams is a financial advisor with SGL Investment Advisors, Inc. in Missoula, MT, holding Series 63 and Series 65 designations and having 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. SGL Investment Advisors provides discretionary portfolio management and wrap-fee advisory services to individuals, trusts, retirement plans, non-profits, corporations, and municipalities. The firm employs a research-driven investment process offering both actively managed and ETF-based portfolio models.

Kenneth Freseman is an investment advisor at SGL Investment Advisors, Inc. with 57 years of industry experience. He has worked at SG Long & Company since 2014 and previously held positions at RBC Capital Markets, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. 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 actively managed and ETF-based models supported by an in-house research team using a Business/Value/People framework and includes options such as a Stewardship direct-indexing ESG strategy.

David Weber is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Willow Creek Capital Management, Estep, Geeting, and Weber Capital Management, and Raymond James Financial Services since 2019, following nine years at Wells Fargo Advisors Financial Network. In addition to his advisory roles, Weber holds officer positions at two support companies affiliated with his firm. Willow Creek Capital Management provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs fundamental analysis and modern portfolio theory with a long-term trading approach and offers ESG screening for clients who request it.

Donald Gaumer is a financial advisor at SGL Investment Advisors, Inc. with 19 years of industry experience. He has worked at S.G. Long & Company since 2009, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. In addition to his advisory work, he teaches at the University of Montana and manages a private social club. SGL Investment Advisors provides discretionary portfolio management and wrap-fee advisory services to a diverse client base, including individuals, trusts, retirement plans, non-profits, corporations, and municipalities. The firm’s investment approach combines actively managed and ETF-based models supported by an in-house research team that uses a Business/Value/People framework.

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 SGL Investment Advisors, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at S. G. Long & Company and Westpac Wealth Partners. Outside of his advisory role, Roberts serves on the board of Head Start, Child Start, a nonprofit organization, and works as an assistant football coach for Missoula County Public School. SGL Investment Advisors provides discretionary portfolio management and wrap-fee advisory services to a range of clients including individuals, trusts, retirement plans, non-profits, corporations, and municipalities. The firm offers actively managed and ETF-based portfolios supported by an in-house research team using a Business/Value/People evaluation framework.

Zachary Carvalho is a financial advisor at SGL Investment Advisors, Inc. in Missoula, MT, with 12 years of industry experience. He holds a Series 66 designation and has been with SG Long & Company and SGL Investment Advisors since 2014. Outside of his advisory role, Carvalho produces and sells fine art and serves as a security supervisor for concert and event operations. SGL Investment Advisors provides discretionary portfolio management and wrap-fee advisory services to individuals, trusts, retirement plans, non-profits, corporations, and municipalities. The firm utilizes an in-house research team and a Business/Value/People framework to manage actively and passively styled portfolios, including ESG direct-indexing options, while offering ongoing monitoring and quarterly reporting.

Andrew Harris is a financial advisor at SGL Investment Advisors, Inc. with six years of industry experience. He holds the Series 65 and Series 63 credentials. His prior work includes roles at Stockman Wealth Management and Stockman Bank. Outside of financial advising, he is involved with Orange Street Food Farm and provides seasonal security services for local events. SGL Investment Advisors provides discretionary portfolio management and wrap-fee advisory services to a range of clients, including individuals, trusts, retirement plans, non-profits, corporations, and municipalities. The firm uses an in-house research team to evaluate securities through a Business/Value/People framework and offers actively managed and ETF-based model portfolios.

Theodore Heuchling is a financial advisor at Portfolio Logix, LLC in Missoula, MT, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera Advisors LLC from 2013 to 2019. He has been the sole owner of a fixed insurance sales business since 2003. Portfolio Logix, LLC provides discretionary and non-discretionary portfolio management and hourly financial consulting to individuals, charitable organizations, corporations, and small businesses, managing approximately $33.7 million in client assets. The firm uses a tailored investment process that incorporates asset allocation along with fundamental, technical, and cyclical analysis, and employs various strategies including derivatives and options.

David Peppenger is a financial advisor with SGL Investment Advisors, Inc. based in Missoula, MT, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Advisors, LLC since 2013. Outside of his advisory role, Peppenger is a partner and owner of Lard Butt, LLC, an apparel sales and promotional events business, and serves as Vice Chair of City Club Missoula, organizing community information forums. 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 actively managed and ETF-based models, supported by in-house research using a Business/Value/People framework, and delivers ongoing account monitoring and quarterly reporting.

Jeremy Brown is a Series 65-licensed financial advisor with seven years of industry experience, currently working at Front Street Capital Management, Inc. in Missoula, MT. He has been with Front Street Capital Management for ten years. Front Street Capital Management serves a diverse client base including individual and high-net-worth clients, retirement plans, trusts, charitable organizations, and investment companies. The firm uses a bottom-up, fundamental investment approach with qualitative analysis, managing portfolios on a discretionary basis and providing services such as options and margin trading when appropriate.

Taylor Gentry is a Series 65-licensed financial advisor with Panoramic Capital Partners LLC, based in Missoula, MT, and has two years of industry experience. Prior to joining Panoramic, Taylor worked at Fi Holdings LLC and Endeavour Capital. Outside of advisory roles, Taylor is involved in investment-related administrative and development activities with multiple LLCs in Portland, Oregon, and Papillion, Nebraska. Panoramic Capital Partners LLC serves individuals, trusts, retirement plans, nonprofits, and businesses by providing discretionary asset management, financial planning, business consulting, and retirement plan consulting. The firm constructs customized portfolios using a blend of individual securities, mutual funds, alternative investments, and vetted third-party managers, with ongoing monitoring and rebalancing tailored to client objectives and risk tolerances.

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.

Darla Felix is a Series 66-licensed financial advisor with 13 years of industry experience, currently with S.G. Long & Company since 2014. She also serves as Chief Financial Officer and Human Resources Manager for SGL Investment Advisors and holds executive roles at SG Long Financial Services, focusing on accounting and management. S.G. Long & Company is a team-based firm serving individuals, trusts, retirement accounts, corporations, and nonprofits with 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.

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.

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.

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.