Joseph Mushel is a financial advisor with LPL Financial in Whitefish, Montana, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He previously operated Ek Riley Investments, LLC for 15 years before joining LPL Financial in 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. 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 technological tools and a broad array of non-advisory financial activities.

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.

Jesse Mann is a Series 66-licensed financial advisor with Edward Jones in Columbia Falls, MT, where he has worked since 2010. He has 16 years of industry experience. Outside of his advisory role, Mann serves as a ROTC training officer and assists local high school students in applying to West Point. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Dwight Robins is a financial advisor with LPL Financial in Whitefish, Montana, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with LPL Financial since 1994 and has served as an advisor under his own name since 1996. Robins serves as secretary and board member of the Columbia Falls Masonic Lodge, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by both proprietary research and third-party strategies.

Matthew Benedict is a financial advisor with Raymond James Financial in Whitefish, MT, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Raymond James Financial and its affiliates since 1999 and is also the owner of Matthew Benedict LLC, an independent contractor support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advisory solutions using analytical tools and supports both municipal finance work and specialized retirement plan consulting.

Jeffrey Hoyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 41 years of industry experience. He previously worked at Investment Centers of America, Inc. for 28 years before joining LPL Financial in 2017. Outside of finance, he owns and operates a scuba business. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

V Carbo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on a disciplined and holistic wealth management approach, taking the time to understand each client's goals, family and business requirements, liabilities, and financial cash flows before making financial decisions. This comprehensive understanding enables him to guide clients in defining objectives, developing strategies, and recommending solutions to help them reach their individual goals. V Carbo works with individuals, families, corporations, business owners, and employees. He began his career in the financial services industry in 1986 at Salomon Brothers, Inc. In 2001, he served as Chief Operating Officer of My CFO Investment Advisor Services, contributing to the development of a complete wealth management approach for ultra-high net worth clients. He launched his private client practice with UBS in 2004 and joined Merrill Lynch Wealth Management in 2008. He holds a Bachelor's Degree from Montclair State University and is a Personal Investment Advisor (PIA). V Carbo lives in Whitefish with his family and is a member of the North Valley Music School in Whitefish.

Jillian Wermling is a financial advisor with LPL Financial who holds a Series 66 designation and has 20 years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Investments, LLC, and Edward Jones. Outside of her advisory work, she has been involved in direct sales of health products through CALE Enterprises, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Joel Pemberton is a financial advisor with Edward Jones in Whitefish, MT, holding the ChFC® and Series 66 designations and having 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is involved in managing a ski condo rental property. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors, with over $1 trillion in assets under management and a large nationwide network of financial advisors.

Jeffrey Mase is a financial advisor at OSAIC with 25 years of industry experience. He holds the Series 66 designation and has previously worked at FSC Securities Corporation and Csenge Advisory Group, LLC. Outside of his advisory role, he is the owner of Wealth and Health Solutions Inc., which sells life, accident, and health insurance as well as fixed annuities, and he serves as president of the Knights of Columbus, a nonprofit organization in Whitefish, MT. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers comprehensive brokerage and advisory services and employs various asset-allocation and portfolio management tools across multiple investment platforms.

Bradley Dartez is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving business owners, entrepreneurs, and executives. He provides customized financial strategies and careful implementation tailored to each client’s unique circumstances. Bradley emphasizes the importance of pairing sound advice with purposeful execution to help clients simplify and manage the complexities associated with significant wealth. Since beginning his wealth management career in 2009, Bradley has gained extensive experience in areas including executive compensation strategies, portfolio management, liquidity management, and family wealth planning. He focuses on offering practical, in-depth analysis to address his clients’ financial goals, particularly those anticipating major business transitions or needing comprehensive planning for credit, cash flow, and wealth transfer. Bradley holds several professional designations, including Chartered Financial Consultant (ChFC), Accredited Asset Management Specialist (AAMS), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Bradley’s interests include biking, fishing, hiking, hunting, running, skiing, traveling, and spending time with his family. He is committed to a client-focused approach that combines strategy, diligence, and transparency to support clients as they pursue their financial objectives.

Jacob Armstrong is a financial advisor at Edward Jones in Whitefish, MT, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory work, he owns a rental property managed through a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and a network of over 23,000 financial advisors. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Keith Haas is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He worked at Investment Centers of America, Inc. for 29 years before joining LPL Financial in 2017. Outside of his advisory role, he is co-owner of Haas & Associates Inc., a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services, utilizing various portfolio strategies and advisor tools, supported by a large network of investment adviser representatives.

Daniel Offutt is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Cetera Investment Adviser LLC since 2001 and Cetera Financial Specialists LLC since 2000. Outside of his advisory role, he owns an accounting practice focused on accounting and tax preparation. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, employer-sponsored retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Kimberley Slaybaugh is a financial advisor at Edward Jones with 16 years of experience, holding a Series 66 designation. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Bryce Jenkins is a financial advisor with LPL Financial in Whitefish, MT, holding the CFP® designation and Series 63 and 66 licenses. He has 13 years of industry experience, including prior roles at Fidelity Investments and Royal Alliance. Outside of his advisory work, he is involved with Slopestyle Financial, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Scott Miller is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Ronald Hauf is a financial advisor with OSAIC in Whitefish, MT, holding Series 63 and Series 65 licenses and 41 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and Securities Service Network, Inc. He serves on the board of Freedom Bank, a community bank in Columbia Falls, MT, a role he has held since 2004. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a focus on asset allocation and portfolio management using a variety of investment vehicles and third-party solutions.

Daniel Short is a financial advisor at Merrill with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1997. Prior to and concurrent with his role at Merrill, he has worked at Bank of America, N.A. since 2011. Merrill provides managed account services through its Select Portfolio Solutions (SPS) Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Robert Hendricks is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Wells Fargo in 2023, he worked at Bank of America for 12 years. Outside of his advisory role, he owns and manages a rental property in Bonney Lake, Washington. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products than typical institutional advisers.