Travis Buck is a financial advisor at Lifeworks Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Vincere Wealth Management, LLC and Charles Schwab & Co., Inc. Outside of his advisory role, he is a partner at Vincere Tax, LLC, where he prepares tax returns, trains employees on complex tax structures, and provides ongoing tax advice. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based investment approach utilizing factor-based and smart-beta strategies, ETFs, and third-party managers.

Joshua Mersberger is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors. His prior roles include positions at LPL Financial, M Squared Advisory Group, Cambridge Investment Research, and VOYA Financial Advisors. He also operated Mersberger Financial Group for over a decade. Merit Financial Group, LLC is an SEC-registered firm managing approximately $10.6 billion and serving a diverse client base including individuals, businesses, retirement plan sponsors, and institutions. The firm uses a long-term, diversified investment strategy implemented through customizable model portfolios and offers specialized services such as fiduciary and ESOP trustee work.

Sarah Mouw is a financial advisor at OneAscent Financial Services LLC with four years of industry experience. She holds the Series 66 designation and has previously worked at City National Bank, RBC Capital Markets, Bible Study Fellowship, and Thrivent Financial. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealer customers, and institutions. The firm provides asset management, financial planning, Unified Managed Account solutions, consulting, and back-office support, using customized asset-allocation strategies implemented by advisor teams or model-based platforms.

Bjorn Borg is a CFP® professional with 13 years of industry experience, currently serving at AlphaStar Capital Management. His career includes roles at iCapital Markets LLC, Wealthvest, and Jackson National Life Distributors, among others. He also holds a position as Vice President of Sales at Ensight, an insurance technology firm focused on digitized illustration technology for annuities. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, businesses, and other advisers. The firm employs both predefined model portfolios and custom strategies that use strategic asset allocation combined with quantitative and momentum analysis.

John Dubose IV is a CFP® with 32 years of industry experience, currently serving as a senior wealth advisor at Ashton Thomas Private Wealth in Bozeman, MT. His prior experience includes roles at Wells Fargo Advisors, LLC and M.S. Howells & Co. Outside his advisory work, he is the manager of a single-member LLC and owns residential rental properties in Bozeman, MT, and Georgetown, SC. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a wide range of clients, including individuals, trusts, family offices, and institutional accounts. The firm employs a platform model with access to third-party managers and uses diversified investment strategies across mutual funds, ETFs, and specialized products.

Kasey Mc Manis is a CFP® with eight years of industry experience, currently advising clients at Abacus Wealth Partners in Bozeman, MT. Prior to joining Abacus in 2019, Kasey worked at myCIO Wealth Partners and spent five years at Mackenzie River Pizza Co. Abacus Wealth Partners provides financial planning, consulting, and investment management services to individuals, families, institutions, and business entities. The firm employs an asset-class investing approach using primarily no-load mutual funds, ETFs, and passive institutional funds, with additional offerings that include private placements and ESG-integrated portfolios for qualified clients.

David Anderson is a financial advisor with OneAscent Financial Services LLC in Bozeman, MT, holding Series 63 and Series 65 designations and having 39 years of industry experience. His prior roles include positions at CITY NATIONAL BANK and RBC Capital Markets LLC. He serves on the board of directors for The Christian Worldview, a nonprofit radio show. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, including high-net-worth clients, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and Unified Managed Account solutions through individualized asset-allocation guidelines and multiple management platforms.

Miguel Johnson is a CFP®-certified financial advisor with four years of industry experience. He is currently with Modern Wealth Management, LLC and has previously worked at firms including Empower Financial Services, Personal Capital Advisors Corporation, and Fidelity Investments. His background also includes roles outside finance, such as working at Noosa Yoghurt and Colorado State University. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, with investment decisions guided by a centralized committee and a range of portfolio management tools.

Cullen Henley is a Series 66-licensed advisor at Continuum Advisory, LLC with one year of industry experience. Prior to joining Continuum, he worked at Osaic Wealth, Wells Fargo Advisors, and RBC Wealth Management. Outside of his advisory work, Henley is a ski instructor at Yellowstone Club in Big Sky, Montana. Continuum Advisory serves both individual and institutional clients, providing financial planning, consulting, and discretionary portfolio management. The firm integrates various professional services and uses a centralized platform to support its advisors and client accounts.

Sandra Fey Sutton is a financial advisor with United Capital Financial Advisors in Bozeman, MT. She holds Series 63 and Series 65 licenses and has 16 years of industry experience, including 14 years at United Capital. United Capital provides national financial planning and discretionary investment management to a broad mix of clients, including individual and high-net-worth households, retirement plans, and corporate or institutional accounts. The firm offers a range of services including sub-advisory and consulting, supported by a technology and practice platform that enables customized portfolio solutions and access to alternative investments.

Brandon Levine is a CFP® and Series 66 licensed advisor with four years of industry experience. He is currently with Continuum Advisory, LLC and Hanover Financial Group, where he provides financial advising and insurance sales services. His prior experience includes roles at Wealth Management Associates, Triad Advisors, LPL Financial, and Trivium Point Advisory. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans. The firm offers financial planning, consulting, and portfolio management through a network of independent advisors, managing over $1.4 billion in assets and utilizing a range of investment products tailored to client objectives and risk profiles.

Reed Mcelyea is a financial advisor with Investment Management Group in Bozeman, MT, holding Series 65 and Series 66 licenses and having three years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Montana State University. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality, while also offering individual portfolio management and financial planning. The firm is a subsidiary of Stockman Financial Corporation and emphasizes investment advice tailored to clients' policies, with a notable client mix that includes banks, insurance companies, and pension consulting.

Joshua Bartling is a Series 65-licensed financial advisor at Investment Management Group with two years of industry experience. His work history includes roles at Stockman Wealth Management and Stockman Bank, as well as earlier experience outside finance at Bunkhouse Brewery and Cold Smoke Coffeehouse. He has also been involved with the Evangelical Free Church of Bozeman. Investment Management Group provides advisory services primarily to financial institutions and similar clients, while also managing individual portfolios and offering financial planning and 401(k) advisory. The firm emphasizes tailored investment advice and uses a combination of fundamental and qualitative analysis across discretionary and non-discretionary accounts.

Adrian Matosich is a financial advisor at D.A. Davidson & Co. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at D.A. Davidson since 2016, following seven years at Morgan Stanley. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Justin Riekenberg is a financial advisor at D.A. Davidson & Co. in Bozeman, MT, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Amatics CPA and Montana State University. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth.

Michael Augustine is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience and holds Series 63 and Series 65 credentials. He has been with D.A. Davidson since 2016. Augustine serves as a board member of the American Red Cross Montana Region and as treasurer for the Stonegate Homeowners Association in Bozeman, MT. 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 emphasizes fiduciary standards and offers a range of advisory services including retirement plan advisory, financial planning, and private wealth management.

Johnathan Taylor is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 11 years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at Edward Jones from 2015 to 2021. He has been involved with Montana State University since 2006. Outside of his advisory role, Taylor serves on the boards of local nonprofit organizations, including Headwaters Community Housing Trust as vice president and the Gallatin Valley YMCA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm operates under fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth.

Lauren Fordham is a financial advisor at D.A. Davidson & Co. with two years of industry experience. She holds a Series 66 designation and is based in Bozeman, MT. Prior to her current role, her work history includes positions outside the financial industry such as at Jake's Bar & Grill and Starbucks. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of advisory solutions under fiduciary standards, including ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

David Haring is a financial advisor with Money Concepts Capital Corp in Bozeman, MT, holding a Series 66 license and eight years of industry experience. He has been with Money Concepts since 2017 and also works as a tax professional and manager at LWK Associates of Montana, DBA H&R Block. Haring serves on the Board of Directors for Bozeman Aikido, a nonprofit organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and uses fundamental and technical analysis along with modern portfolio theory to manage accounts.

Michael Hixson is a financial advisor with Park Avenue Securities and Guardian Life, holding a Series 66 license and three years of industry experience. He has been with Guardian Life since 2008 and has worked at Park Avenue Securities since 2023. Outside of his advisory role, he is involved in insurance sales. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory solutions including discretionary and non-discretionary management and a hybrid digital advisory platform.