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.

Leslie Mercord is a financial advisor at D.A. Davidson & Co. with 26 years of industry experience. He has been with D.A. Davidson since 2003 and holds a Series 66 designation. 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 such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

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.

Robert Schnee is a financial advisor at D.A. Davidson & Co. in Kalispell, Montana, holding a Series 66 credential with six years of industry experience. He has worked at D.A. Davidson since 2019 and spent the prior decade in full-time education. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and financial planning, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Tyler Bebee is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation and bringing 21 years of industry experience. He has been with D.A. Davidson & Co. since 2004. 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, equity research, and comprehensive financial planning, operating under fiduciary standards and combining qualitative and quantitative analysis to support investment recommendations and monitoring.

Nancy Kornblum is a CFP® professional with 27 years of experience, currently affiliated with Commonwealth Financial Network. She has worked at Commonwealth since 2008 and has been a principal at Kornblum & Haverstick Financial Services since 2016. Outside of advising, she is co-owner and managing partner of Kornstick Properties, LLC, a real estate holding company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, technology, and operational support, with discretionary model portfolios managed by its Investment Management and Research team.

Donald Faul is a CFP® professional with 35 years of experience in the financial industry. He is currently with Private Advisor Group, LLC and has held roles at Strategic Wealth Advisors Group, LLC and LPL Financial, LLC. Outside of his primary advisory work, he offers fixed life insurance and related strategies independently of LPL Financial. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm supports advisory solutions through a broad network of representatives and offers access to multiple third-party asset managers and proprietary managed account programs.

Brigand Kline is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He has worked at NewEdge Advisors since 2025 and previously spent ten years at Southern Style Financial, Inc. dba Mission Trails Financial. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and nonprofits. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, using a variety of investment approaches and regular portfolio reviews.

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.

Nicholas Enzweiler is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 designations. He has 12 years of industry experience, including prior roles at Strategic Wealth Advisors Group, LPL Financial LLC, and Morgan Stanley. Enzweiler is also involved with Mariner Independent Advisor Network, LLC, where he provides investment advisory services through an independent firm. Private Advisor Group serves a diverse range of clients, offering portfolio management, financial planning, and retirement-plan consulting through both discretionary and non-discretionary strategies. The firm provides access to third-party asset managers, turnkey asset management platforms, and its own WealthSuite program, supported by multiple analytical approaches and custodial partnerships.

Zachary Barber is a financial advisor at D.A. Davidson & Co. in Kalispell, MT, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at D.A. Davidson since 2018 and previously held positions at Horace Mann-related firms from 2015 to 2018. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, and charitable and corporate clients. The firm offers comprehensive financial planning, ERISA retirement plan advisory services, and a dedicated Private Wealth program for clients with over $20 million in net worth.

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.

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.

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.

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.