Tyler Bebee is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation and 22 years of industry experience. He has worked at D.A. Davidson & Co. since 2004. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporations. The firm operates under the Advisers Act fiduciary standard and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Ashley Anderson is a financial advisor with D.A. Davidson & Co. in Whitefish, Montana. She holds the Series 66 designation and has 10 years of industry experience, having been with D.A. Davidson since 2008. Outside of her advisory work, she serves as a Notary Public for the state of Montana. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, and charitable organizations. The firm provides a range of services such as retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Robert Braig is a financial advisor with D.A. Davidson & Co. in Whitefish, MT, holding Series 63 and Series 65 credentials and having 37 years of industry experience. He has been with D.A. Davidson since 1990. Braig serves as a board member of the Northern Pines Homeowners Association. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Donald Faul is a CFP® professional with 35 years of industry experience, currently with Private Advisor Group, LLC. He has previously worked with Strategic Wealth Advisors Group, LLC and LPL Financial, LLC. Outside of his advisory duties, he offers fixed and long-term care insurance strategies to clients. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms, and offers access to proprietary and third-party managed account solutions.

Sarah Fitzgerald is a financial advisor with D.A. Davidson & Co. in Whitefish, MT, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has been with D.A. Davidson since 2004. Fitzgerald serves on the board of directors for the Whitefish Sports Facilities Foundation, which oversees the local ice rink. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth, operating under fiduciary standards and using both qualitative and quantitative investment analyses.

Nicholas Enzweiler is a financial advisor at Private Advisor Group, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Strategic Wealth Advisors Group, LPL Financial LLC, and Morgan Stanley. He also provides investment advisory services through Mariner Independent Advisor Network, LLC, an independent registered investment advisor. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model and employs various investment strategies, often implementing advice through third-party managers and technology platforms.

Zachary Barber is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding Series 63 and Series 65 designations and nine years of industry experience. He has worked at D.A. Davidson since 2018 and previously held positions with Horace Mann and affiliated agencies. 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 services, 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 investment analysis.

Samuel Roloff is a financial advisor at Edward Jones in Whitefish, MT, holding a Series 66 designation with six years of industry experience. He has been with Edward Jones since 2019, following two years at WealthVest Marketing. Roloff serves on the finance committee of the Bob Marshall Wilderness Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

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.

Shay Smithwick Hann is a financial advisor with Ameriprise in Kalispell, MT, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliate since 2015. Outside of her advisory role, she serves on several nonprofit and community boards, including as trustee of the Wolfpack Football Club and president of the Flathead Chapter of the Grizzly Scholarship Association. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Julia Asay is a financial advisor with Edward Jones in Kalispell, MT, holding a Series 66 designation and one year of industry experience. She has previously worked at U.S. Bank and has been involved with the Red Ants Pants Foundation for ten years. Outside of finance, she has experience related to yoga and local food enterprises. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Jakeb Kindel is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones, he worked at Indian Springs Ranch and attended the University of Idaho. Outside of his advisory work, he is involved as a groundskeeper at Indian Springs Golf Ranch in Eureka, MT. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States, managing approximately $1.01 trillion in assets. The firm offers a broad range of investment strategies and advisory services delivered through a nationwide network of financial 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.

Sara Straka is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She previously worked at Edward Jones from 2017 to 2024 and has experience in the restaurant industry, including serving as a server and occasional shift manager at Last Chair Kitchen & Bar. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Chance Barrett is a ChFC® credentialed financial advisor with nine years of industry experience. He is currently with Edward Jones in Kalispell, MT, where he has worked since 2020, having also been with the firm from 2013 to 2017. Barrett previously worked at Rocky Mountain Bank from 2017 to 2020. He serves as a board member of the Community Action Partnership of Northwest Montana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

John Danielson is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked for the State of Montana Department of Labor from 2013 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Kevin Antene is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked previously at firms including Savills North America and Friedman Properties. Prior to joining Edward Jones, he spent time at Innspace and KLJ Engineering. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers discretionary and non-discretionary advisory strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

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.

Jesse Rigler is a financial advisor with Edward Jones in Kalispell, MT, holding CFP® and Series 66 credentials and bringing 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Rigler is involved in local youth sports, serving as an assistant football coach and participating in several community organizations supporting high school football and youth hockey, as well as organizing a scholarship in honor of his mother. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is distinguished by its extensive network of advisors and branch offices, as well as affiliated capabilities including trust services and proprietary investment options.

Michael Mccracken is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, Bank of America, and Merrill Lynch. Outside of his advisory work, he is involved with a local business in Whitefish, MT. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.