Georgia Taylor Bahn is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has eight years of industry experience. Her prior roles include positions at Edward Jones, Principal Financial Services, and US Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Charles Griffith is a CFP®-designated financial advisor with 48 years of industry experience. He is currently with LPL Financial, where he has worked since 2021. Prior to this, he spent over four decades at Waddell & Reed, Inc., and has experience with various insurance carriers. He also served in a role at First Lutheran Church from 2014 to 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, retirement consulting, and brokerage services through a national network of investment adviser representatives.

Kelly Brown is a financial advisor with Wells Fargo Advisors based in Bozeman, MT, holding Series 63 and Series 65 licenses and having 30 years of industry experience. Prior to joining Wells Fargo Advisors in 2017, Brown worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk management, and niche services such as business-owner transition and special-needs planning. The firm uses proprietary research and tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.

Paul Jones is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes 17 years at Waddell & Reed, Inc., and various roles in local chambers of commerce and church organizations in Montana. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and financial planning services supported by research and model portfolios.

Patrick Lewis is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009. Outside of his advisory role, he serves as an executor and co-executor involved in estate administration. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages a broad range of client assets and offers both direct and corporate financial planning arrangements.

Scott Dohm is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked within various divisions of Wells Fargo since 2017 and previously held roles at Carroll College and United Parcel Service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options supported by Wells Fargo research and tools, with services tailored to clients meeting certain net-worth criteria.

Brant Wiehardt is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Merrill, U.S. Bancorp Investments, and Northwestern Mutual. He is also involved in investment-related entrepreneurial ventures through ownership of two LLCs in Bozeman, MT. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a wide range of investment and fee-based financial planning services that cover various specialized areas including business-owner transition and special-needs planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, delivered through discrete planning engagements.

Afton O’Meara is a CFP® certificant and Series 66 license holder with 12 years of industry experience. Currently associated with Edward Jones since 2025, O’Meara has prior experience at firms including North Star Financial, PURE, Merrill, and Wells Fargo Advisors. Outside of advisory roles, O’Meara has been involved in managing rental properties in Gallatin Gateway, MT. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard across a broad national network of advisors and branch offices.

Chad Bunting is a CFP® and Series 66-registered financial advisor at Edward Jones with 10 years of industry experience. He has been with Edward Jones since 2016 and is based in Bozeman, MT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Megan Goodman is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, including time with Morgan Stanley Private Bank. Prior to her current role, she was involved in health and wellness organizations. Outside of her advisory work, she serves as an executor. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Madelyn Leier is a Series 66-registered financial advisor with Edward Jones in Bozeman, MT. She has one year of industry experience and previously held roles at Bozeman Health Deaconess Hospital, Plonk, and several other local businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets across a nationwide network of financial advisors and offices.

Fabio Costa Corradini is a financial advisor with J.P. Morgan Securities in Bozeman, MT. He holds Series 63 and Series 66 licenses and has five years of industry experience. Outside of his advisory role, he is involved in tutoring Portuguese and English and writes books on various topics including balance exercises for seniors and wall Pilates. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework.

James Goveia is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. His background includes work at Thrivent Financial since 2025, as well as prior experience in real estate and construction. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning covering a wide range of topics, with options to combine planning and managed-account services under a consolidated billing structure.

Riley Sisson is a financial advisor with Raymond James Financial Services Advisors, Inc. in Bozeman, MT, holding a Series 66 designation and eight years of industry experience. He also owns and operates Mountain Wealth Investment Group, through which he manages business operations related to his advisory work. Prior to his current roles, he worked at Dakota Supply Group and Casey's General Store. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients in implementing recommendations through its advisory programs or other providers.

Jacob Balyeat is a CFP® certificant with 13 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to joining LPL, he worked at Investment Centers of America for two years. In addition to his advisory role, he is involved with Glidewell Insurance, where he handles non-variable insurance products including life, long-term care, disability, and other coverage lines. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and access to research from LPL Research and third-party subadvisors.

Kyler Barney is a financial advisor with Morgan Stanley in Bozeman, MT, holding a Series 66 designation and two years of industry experience. Before joining Morgan Stanley, he worked in construction at Barney Construction and held positions at Signature Flight Support, Bob Wards, Yellowstone Club, and Montana State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and structured discovery conversations.

Candace Corette Pratt is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding a Series 66 designation and 22 years of industry experience. Her career includes over 17 years with Wells Fargo entities, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm’s approach involves tailored recommendations supported by proprietary research and planning tools, with planning engagements typically discrete and fees based on service complexity.

Alex Hudak is a financial advisor with Raymond James Financial in Bozeman, MT, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Raymond James Financial since 1999 and is also president of Hudak & Associates, Inc., a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and encourages implementation through its advisory programs and other providers, with specialized services in municipal and public finance and SIMPLE IRA employer advisory programs.

Thomas Krug is a financial advisor with Wells Fargo Clearing in Bozeman, MT. He holds Series 63 and Series 65 designations and began his advisory career in 2025. Prior to joining Wells Fargo, he worked at Mutual Materials Co and has maintained a photography business since 2019. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options including discretionary plan-level investment management and a broader range of financial products than typical for large institutional advisers.

Connor Hausauer is a Series 66-licensed financial advisor with Edward Jones in Bozeman, MT, with three years of industry experience. Prior to joining Edward Jones, he worked in various roles including positions at the City of Bozeman, Bozeman Site Services, Titleist Golf Company, and Bozeman Schools. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.