Aaron Ells is a CFP® professional with 13 years of experience in the financial services industry. He has worked with Thrivent Advisor Network, LLC and Purshe Kaplan Sterling Investments, Inc. since 2020 and previously held roles at Thrivent Financial for Lutherans and Thrivent Investment Management Inc. Ells serves as Board President of the NW Montana Estate Planning Council. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans, emphasizing long-term diversified portfolios through low-cost mutual funds, ETFs, and access to independent managers.

Austin Marx is a financial advisor with IFG Advisory, LLC, holding a Series 66 designation and three years of industry experience. His prior work includes roles at LPL Financial, Gunther Wealth, and Watchtower. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis across various investment strategies.

Kenneth Barkus is a financial advisor with A.G.P. / Alliance Global Partners in Kalispell, MT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining Alliance Global Partners in 2025, he spent 27 years at D.A. Davidson & Co. Outside of his advisory role, Barkus referees youth soccer games for the Montana Youth Soccer Association and Montana Officials Association. A.G.P. / Alliance Global Partners operates a multi-team platform of 131 advisors managing approximately $2.95 billion for over 7,000 clients. The firm employs an open-architecture investment approach combining internally managed strategies with co- and sub-advisory relationships, offering portfolio management, financial planning, retirement-plan advisory, and brokerage services.

Kristen Kline is a financial advisor at NewEdge Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Southern Style Financial, Inc. doing business as Mission Trails Financial, and BWK, Inc. Ms. Kline provides advisory services through NewEdge Advisors, LLC under the Mission Trails Financial name. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisers, combining centralized due diligence with technology-supported solutions.

Timothy Schnee is a financial advisor at D.A. Davidson & Co. in Kalispell, MT, with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 1992. Outside of his advisory role, he is treasurer of a family corporation, 5-H Cattle Co. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Hillary Willett is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds the Series 66 designation and previously worked for A Plus HealthCare for nine years. Willett serves as Treasurer and Secretary of the Foundation for Christ Church Episcopal in Kalispell, MT. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, and charitable organizations. The firm offers various services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Brian Boyden is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation and 23 years of industry experience. He has been with D.A. Davidson since 2017, following a brief tenure at Charles Schwab & Co., Inc. His other business activities include ownership of a rental property outside of securities trading hours. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

Katherine Foreman is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding Series 63 and Series 65 licenses and with 28 years of industry experience. She has been with D.A. Davidson & Co. since 1996. Outside of her advisory role, she serves on the board of Freedom 400, a nonprofit organization, assisting with fundraising and budgeting, and is a sales consultant for Norwex, a company selling environmentally friendly cleaning products. D.A. Davidson & Co. provides investment advisory and brokerage services to employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services including retirement plan advisory, comprehensive financial planning, and a specialized Private Wealth program for high-net-worth individuals.

Cody Buck is a CFP® professional with 10 years of experience, currently serving at D.A. Davidson & Co. since 2016 in Kalispell, MT. He holds the Series 66 designation and has spent his entire industry career with D.A. Davidson. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Jason Eckerman is a financial advisor with &PARTNERS in Kalispell, MT, holding a Series 66 designation and 19 years of industry experience. Before joining &PARTNERS in 2026, he spent a decade at Wells Fargo Clearing and Wells Fargo Advisors, LLC. &PARTNERS serves a diverse client base, including high-net-worth individuals, institutions, and retirement plans. The firm offers a range of investment management and financial planning services using both discretionary and non-discretionary approaches, combining fundamental, technical, and quantitative analysis with proprietary and third-party strategies.

Addison Vergara is a financial advisor at D.A. Davidson & Co. with eight years of industry experience and holds a Series 66 designation. His work history includes multiple terms at D.A. Davidson & Co. and a period focused on education. He serves on the boards of two nonprofit organizations: Dream Adaptive Recreation and Daybreak Rotary of Kalispell, where he also acts as treasurer. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm operates under the Advisers Act fiduciary standard and ERISA duties for retirement accounts, offering services such as comprehensive financial planning, equity research, and specialized advisory programs.

David Curtin is a financial advisor with Equity Services, Inc. holding a Series 65 designation and two years of industry experience. He has also worked with Mountain Peak Wealth Solutions, where he focuses on life insurance and fixed annuity sales. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm provides multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios to deliver both long-term and specialized investment strategies.

Joshua Boyce is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation and 11 years of industry experience. He has been with D.A. Davidson & Co. since 2014. Outside of his advisory role, Boyce serves as vice president of his local homeowners association and officiates high school football games in Montana. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services under fiduciary standards, including retirement plan advisory, wealth management, and financial planning, supported by qualitative and quantitative analyses.

Erika Dorrington is a Series 66 licensed advisor with D.A. Davidson & Co. in Kalispell, Montana, where she has worked since 2007, accumulating 19 years of industry experience. She serves as Vice President of the Sweetgrass Homeowners Association, a role she has held since 2023, involving bill payment duties outside of securities trading hours. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers various advisory programs and financial planning services under fiduciary standards, with additional capabilities in municipal advising and trust services.

Dylan Leese is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation and two years of industry experience. He serves on the board of Glacier Lacrosse, a nonprofit organization, where he assists with fundraising efforts. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients, offering comprehensive financial planning and specialized wealth management programs.

Payton Boyce is a financial advisor at D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation with five years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at DoorDash and Brigham Young University-Idaho, and earlier held a role at TL Custom Homes. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm provides ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, with specialized services for high-net-worth clients and municipal advisory activities.

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.

Anthony Massicci is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and four years of industry experience. He previously worked at Citi for five years and has a background that includes a brief role at Pete's Cayuga Bar. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and a private wealth program for high-net-worth clients.

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.