David Peppenger is a financial advisor with S.G. Long & Company in Missoula, MT, holding a Series 66 designation and bringing 12 years of industry experience. He has worked at Wells Fargo Advisors 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, where he helps organize community information forums. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, retirement accounts, corporations, and nonprofits. The firm primarily operates on a non-discretionary, client-directed basis, providing portfolio management, brokerage execution, and hourly financial planning.

Jessica Neuman is a financial advisor with Investment Management Group in Missoula, MT, holding a Series 65 credential and four years of industry experience. She has been with Stockman Wealth Management since 2016. Investment Management Group provides advisory services primarily to financial institutions and institutional-type clients, including banks and a municipality, while also serving individual investors with portfolio management and financial planning. The firm operates as a business line of Stockman Wealth Management and emphasizes continuous investment advice tailored to each client’s written investment policy and account documentation.

Josie Allred is a financial advisor at LaSalle St. Investment Advisors, L.L.C. in Missoula, MT, holding Series 65 and Series 63 licenses with one year of industry experience. Her prior work includes roles at Dave Dallou and Bitterroot In Home Care. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment management programs, using a mix of asset-allocation models, mutual funds, ETFs, equities, fixed income, and options.

Justin Miller is a financial advisor with Tucker Asset Management LLC in Missoula, MT, holding a Series 65 designation and six years of industry experience. Prior to joining Tucker Asset Management in 2022, he worked at Aegis Wealth Management and is also involved in creating retirement income plans through Montana Retirement Income Advisory. Tucker Asset Management serves individual and high-net-worth clients, as well as institutions such as foundations, trusts, and charitable organizations, providing discretionary investment management and financial planning. The firm utilizes a top-down, macroeconomic asset-allocation process across a range of strategies, including growth, fixed income, direct indexing, and alternative investments.

Graysen Vukasin is a financial advisor with LaSalle St. Investment Advisors, L.L.C. in Missoula, MT. He holds Series 63 and Series 65 licenses and has seven years of industry experience. His prior roles include positions at Securities America Advisors and Primerica Advisors. LaSalle St. Investment Advisors provides personalized, fee-based financial planning and investment supervisory services to a diverse client base including individuals, trusts, estates, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary investment programs, with a notable predominance of non-discretionary assets under management.

Molly Werk is a Series 65-licensed advisor with Investment Management Group in Missoula, MT, with three years of industry experience. Her work history includes positions at Stockman Wealth Management and various roles outside finance, including at Brannigan's Irish Pub and VRTX Fitness. Investment Management Group provides advisory services primarily to financial institutions and institutional-type clients, along with individual portfolio management and financial planning, emphasizing continuous investment advice tailored to each client’s written guidelines. The firm operates as a business line of Stockman Wealth Management and manages a majority of assets on a non-discretionary basis.

Robert Ellington Montes is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. His prior roles include positions at Securities America Advisors and PFS Investments Inc. Montes is also involved with KMAM LLC, an investment advisory business affiliated with his spouse, through which he receives compensation. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs and is notable for managing a significant portion of its assets on a non-discretionary basis.

Tanner Klumph is a financial advisor at Investment Management Group with a Series 65 designation and one year of industry experience. His prior work includes roles at Stockman Wealth Management and SG Long Financial. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, as well as individual portfolio management and financial planning. The firm manages accounts using both discretionary and non-discretionary approaches and employs fundamental and qualitative investment analysis.

Merritt Hicks is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior work includes six years at RBC Capital Markets LLC before joining Kestra in 2021. Outside of his advisory role, Hicks serves as a notary in Missoula, MT. Kestra Private Wealth Services, LLC offers investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm serves individual and institutional clients with a wide range of investment products and specialized offerings, combining operational scale with advisor flexibility.

Andrew Frey is a CFA® charterholder with 10 years of industry experience. He is currently with United Capital Financial Advisors, where he has worked since 2024. His prior roles include positions at U.S. Bank Private Wealth Management and Cutler Investment Counsel. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models developed by an Investment Policy Committee and offers portfolio customization for ESG and faith-based preferences.

Troy Chrane is a CFP® with six years of industry experience, currently serving as a financial advisor at TCI Wealth Advisors, Inc. in Missoula, MT. His prior experience includes roles at Stewart & Associates, PLLC, Grove Street Fiduciary, and Texas Tech University. TCI Wealth Advisors serves a diverse client base including individuals, high-net-worth clients, business entities, and charitable organizations, offering fee-only investment management, financial planning, and retirement plan consulting. The firm employs an asset-allocation driven investment process that emphasizes diversification, long-term holding, and disciplined rebalancing, primarily utilizing institutional asset-class funds such as Dimensional Fund Advisors (DFA).

Jane Bond is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. She holds Series 66 and Series 63 designations and has worked at STIFEL and RBC Capital Markets before joining D.A. Davidson in 2022. Outside of her advisory role, she is a notary public in Missoula, MT. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers 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 employing both qualitative and quantitative investment analysis.

Timothy Kato is a financial advisor with D.A. Davidson & Co. based in Missoula, MT. He holds Series 63 and Series 65 designations and has 42 years of industry experience, including 35 years with D.A. Davidson. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad 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, financial planning, equity research, and a private wealth program for high-net-worth clients.

Wesley Golie is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at D.A. Davidson since 2020, following prior roles at LPL Financial and Cetera Investment Services. He serves as secretary for the Missoula Country Club Men's Association, a nonprofit organization, where he helps manage the men's league. 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 corporate clients. The firm offers a range of services under fiduciary standards, including retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant net worth.

Vonda Sundt is a financial advisor with D.A. Davidson & Co. in Missoula, MT, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at D.A. Davidson & Co. since 2009. Outside of her advisory role, Sundt serves as treasurer for the Bondurant Court Homeowners Association. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides comprehensive financial planning, ERISA retirement plan advisory, and specialized services for clients with over $20 million in net worth, operating under fiduciary standards that incorporate qualitative and quantitative investment analysis.

Laurel Saravalli is a financial advisor with D.A. Davidson & Co. in Missoula, MT, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with D.A. Davidson & Co. since 2013. Outside of her advisory role, she serves as a notary public for the state of Montana and is a barre instructor for the Lifelong Learning Center through Missoula County Public Schools. 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 operates under fiduciary standards, offering services such as ERISA retirement plan advisory, financial planning, and a private wealth program for clients with over $20 million in net worth.

Craig Rutledge is a Series 66-licensed financial advisor with 37 years of industry experience. He is currently with Integrity Alliance, LLC and has held roles at The VisionLink Advisory Group, Inc. and M Holdings Securities, Inc. since 2007. Rutledge is also the owner of VisionLink Corporate Insurance Services, which occasionally sells non-variable insurance policies, and is involved in compensation consulting and incentive plan management through VisionLink Advisory Group and VisionLink Digital. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a large network of independent advisers. The firm provides asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio strategies and custodial platforms.

Jeremy Kientz is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His career includes roles at Edward Jones from 2004 to 2017, Wells Fargo Clearing from 2017 to 2022, and Guardian Life Insurance Company since 2022. He is currently based in Missoula, MT. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various investment programs and financial planning solutions, managing assets through a combination of proprietary models and third-party platforms.

Autumn Browning is a financial advisor with Valic Financial Advisors in Missoula, MT, holding Series 63 and Series 65 licenses and having eight years of industry experience. She has been with Valic Financial Advisors since 2017 and also serves as an agent for Agia, where she is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Daniel Panique is a Series 66-registered financial advisor with Guardian Life and Park Avenue Securities, with one year of industry experience. His prior work includes six years at Generations Contracting and Analysis and thirteen years at UPS. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of advisory programs using model portfolios from in-house and third-party managers.