Nikolas Killoran is a Series 65-licensed financial advisor with Equity Services, Inc. in Kalispell, MT. He has been active in the financial industry since 2022 and also engages in life and fixed annuity sales through Mountain Peak Wealth Solutions. Prior to his advisory roles, he has experience working in public health and hospitality. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading.

Debbie Cavanaugh is a financial advisor with Centaurus Financial, Inc. in Kalispell, MT, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Centaurus Financial since 2020 and previously spent seven years at Independent Financial Group and over three decades at West Coast Financial & Insurance Services Inc. Outside of her advisory role, she serves as a board member for Montana Bar Fairies, a nonprofit focused on public awareness of the hazards of impaired driving. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, businesses, trusts, and foundations. The firm employs both discretionary and non-discretionary investment management strategies and offers various specialized financial planning and portfolio management services.

Scott Maitland is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) affiliated with Equity Services, Inc. in Kalispell, MT, with 30 years of industry experience. He has been with Equity Services since 1995 and also has a longstanding relationship with National Life of Vermont dating back to 1993. Outside of his advisory roles, he serves on the board of a homeowners association in Kalispell. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Ellen Fitzgerald is a financial advisor at Steward Partners Investment Advisory, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Three Rivers Bank of Montana, D.A. Davidson & Co., Wells Fargo Clearing, and Wells Fargo Bank, NA. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations, offering services such as investment advisory, financial planning, pension consulting, and managed account programs.

Jasmine Minor is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has professional experience in the financial industry dating back to 2011, including roles at Destination PROS, Guardian Life Insurance Company, and Park Avenue Securities. Outside of her advisory work, she is involved in a retail social media business. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and consulting solutions.

Nancy Kornblum is a CFP® with 27 years of industry experience, currently affiliated with Commonwealth Financial Network in Lakeside, MT. She has worked at Commonwealth since 2008 and previously held a position at Ameriprise from 2002 to 2008. Kornblum is also co-owner and managing partner of a private real estate holding company that owns the building housing her branch office. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm provides a broad platform including discretionary and nondiscretionary managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Brigand Kline is a CFP®-designated financial advisor with 21 years of industry experience, currently serving clients at NewEdge Advisors since 2025. Prior to joining NewEdge, he spent ten years with Southern Style Financial, Inc. dba Mission Trails Financial. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support diverse client needs.

David Shiell is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at MAI Capital Management since 2022, following previous roles at Intersect Capital LLC and Big Sky Asset Management LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm’s investment approach includes customized portfolio management across a range of strategies implemented through in-house managers and third-party sub-advisers, complemented by financial planning and tax services.

Keaton Johnson is a financial advisor with Stifel, holding a Series 66 designation and one year of industry experience. Prior to joining Stifel, he worked at Jordahl & Sliter, PLLC, Ernst & Young, and has diverse experience including roles outside finance. He serves as Treasurer and board member of the Miracle League of Northwest Montana, a non-profit special-needs baseball program. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning guidance.

Schuyler Tudor is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Outside of his advisory role, he is involved in personal home care and coaches 8th grade volleyball for Bigfork Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Mark Salansky is a financial advisor at Edward Jones in Kalispell, MT, holding Series 63 and Series 66 designations with 42 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he is a partner in a local restaurant business, Hungry Hun Group. 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 large network of financial advisors and branch offices nationwide.

Brayden Deck is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience in construction and imaging industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Adam Sloan is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and previously worked with Securities America Advisors for six years. Outside of financial services, he has experience in construction and road maintenance, operating heavy equipment part-time. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and uses a range of analytical tools and third-party platforms to construct and manage portfolios across various asset classes.

Douglas Houtz is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Nicholas Clark is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2020. Outside of his advisory role, Clark is a deacon at Whitefish Assembly, a church position involving board-like responsibilities, and is a silent partner in a long-haul transportation business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority.

Kaleb Cannaday is a Series 66 licensed financial advisor with Edward Jones, based in Kalispell, MT. He has three years of industry experience, joining Edward Jones in 2023 after nine years at Anderson's Masonry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kelsi Haugen is a financial advisor with Thrivent Investment Management in Kalispell, MT, holding a Series 66 designation and over three years of industry experience. She has been with Thrivent and its affiliates since 2022, following prior roles at Ideal Option and Bosley. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses and planning across various financial topics without managing client portfolios or serving institutional mandates.

William Parson Jr. is a financial advisor with Raymond James Financial in Kalispell, MT, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and Raymond James Financial since 2009. Outside of advisory work, he owns Aspen Partners LLC, which manages the property housing his Raymond James office. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, and supports its clients through a wide advisor network and specialty programs.

Jeffrey Fink is a financial advisor with RBC Capital Markets in Kalispell, MT, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2012 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Charles Gassaway is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2017, following two years at Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving clients with tailored investment solutions and acting as an ERISA fiduciary when providing investment advice.