Janie Strasser is a CFP® with 21 years of industry experience. She currently works at Chicago Partners Investment Group LLC, where she has been since 2018. Prior to that, she was with Empirical Wealth Management from 2016 to 2018 and has longstanding involvement with MDS Investments, Inc. DBA Ponderosa Wealth Management dating back to 1997. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other entities. The firm employs a long-term, diversified, asset-allocation approach combining fundamental analysis with quantitative portfolio construction across a broad range of investment vehicles.

Everett Jensen is a financial advisor at Ashton Thomas Private Wealth with Series 63 and Series 65 licenses and two years of industry experience. Prior to his current role, he worked at World Equity Group, Inc., WealthVest Marketing, Inc., and Edward Jones. Outside of advising, he serves as Vice President of Benchmark Land Surveying. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, and institutional accounts. The firm employs a multi-manager approach using mutual funds, ETFs, independent managers, and specialist strategies, supported by its Amplify Platform and affiliated entities.

Travis Buck is a financial advisor at Lifeworks Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Vincere Wealth Management, LLC and Charles Schwab. 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 to clients and businesses. Lifeworks Advisors serves a diverse client base including individuals, charitable organizations, trusts and estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, and portfolio management, using both planning-based and risk-based investment approaches with a range of model strategies combining low-cost funds, individual securities, and third-party managers. Lifeworks is noted for integrating tax and accounting services through an owned tax subsidiary and maintaining proprietary client technology, supporting coordinated planning, tax, and reporting.

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 a Series 66 designation and four years of industry experience. She has previously worked at City National Bank, RBC Capital Markets, LLC, 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 other institutions. The firm offers asset management, financial planning, and consulting services through multiple advisory teams, utilizing individualized asset-allocation guidelines and various platform solutions.

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.

Michael Strasser is a financial advisor with Chicago Partners Investment Group LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Chicago Partners since 2018 and is also affiliated with Mds Investments, Inc. since 2011. Outside of advising, he serves as a board member and shareholder of Ambature, a technology and materials science company, and owns and manages a small hay farm through Six Bears Holdings, LP. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment strategy utilizing fundamental analysis and customized portfolios, and is notable for sponsoring affiliated pooled investment vehicles and serving as a private fund adviser and sub-advisor.

David Anderson is a financial advisor at OneAscent Financial Services LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at City National Bank and RBC Capital Markets. Anderson serves on the board of directors for a nonprofit radio show called The Christian Worldview. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and other institutions. The firm provides discretionary and non-discretionary asset management, financial planning, and various advisory services through individualized asset-allocation guidelines and multiple platform options.

Kimberly Hartman is a CFP® professional at Investment Management Group with one year of industry experience. She has previously worked at Stockman Wealth Management and held roles at Montana State University Alumni Foundation, ROC Wheels, Dovetail Collaborative Financial Planning, Professional Financial Management, and Montana State University. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality, as well as individual portfolio management and financial planning. The firm emphasizes continuous, tailored investment advice and manages most assets on a non-discretionary basis using fundamental and qualitative analysis.

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.

Andrew Brief is an investment advisor with Kestra Advisory Services LLC and holds Series 63 and Series 65 credentials. He has 36 years of industry experience and has been with Kestra and its related entities since 2016. Outside of his advisory role, he is a franchisee of Pickleball Montana, overseeing the development and operation of indoor pickleball facilities in Montana. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including very large institutional investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party managed solutions.