Keven Picardo is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 42 years of industry experience. He has worked at various Cetera entities since 2020 and previously spent 17 years at First Allied Securities, Inc. Outside of his advisory role, Picardo is involved with Wall Street Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with a range of portfolio management and financial planning services.

Paul Stein is a financial advisor with Ameriprise in Kalispell, Montana, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in short-term rental management on his personal property. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Kenneth Wilkinson is a financial advisor with Raymond James Financial in Kalispell, MT, holding a Series 63 designation and over 50 years of industry experience. He has worked with Raymond James Financial Services, Inc. since 1990 and co-founded The Financial Planning Co Inc in 2005. Outside of his advisory work, Wilkinson serves as president of Freedom Tax Service, a tax preparation business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary advice using analytical tools and supports clients through advisory programs and institutional consulting services.

Jean Luckey is a financial advisor with Raymond James Financial in Kalispell, MT, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. She has been with Raymond James Financial Services, Inc. since 1999 and with Raymond James Financial since 2009. Outside of her advisory role, Luckey serves as a branch manager providing oversight for financial advisors at Snow Peak Wealth Advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and consulting using analytical modeling tools and supports a broad network of advisors and affiliated firms.

David Meeks is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 20 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and strategies supported by firm-approved tools and research.

Wendell Whitman is a financial advisor with Edward Jones in Somers, MT, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Outside of advising, he has a passive investment stake in Holland Lake Lodge, a hotel and restaurant in Condon, MT. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, with a large nationwide network of financial advisors and branch offices.

Tara Allen is a CFP® and holds a Series 66 license with six years of experience at Edward Jones. She has maintained a legal practice since 1998 and is a partner at a law firm in San Francisco, where she continues to manage existing cases. Additionally, she performs appellate law work for the California Supreme Court on a limited basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers affiliated mutual funds, overlay services, and a fiduciary standard for advisory services.

Peter Pius is a financial advisor with Thrivent Investment Management in Kalispell, MT, holding Series 66, Series 63, and Series 65 credentials and seven years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Franz Family Bakery. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on a broad range of planning topics without discretionary trading authority. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Christopher Hamill is a financial advisor with Raymond James Financial Services Advisors, Inc. in Kalispell, MT, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James since 2016 and was involved with Big Mountain Crossfit from 2016 to 2020. Outside of his advisory role, he contributes over 80 hours per month to Snow Peak Wealth Advisors, focusing on financial planning. 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, corporations, and institutional clients. The firm emphasizes personalized, non-discretionary planning using analytical tools and supports a broad network of advisors with offerings that include municipal advisory services and specialized retirement plan consulting.

Matthew Mumau is a financial advisor at Edward Jones in Somers, MT, with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Wells Fargo Bank, Robinhood Financial, Charles Schwab, and Fidelity Brokerage Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a variety 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 and operates a nationwide network of financial advisors and branch offices.

Robert Dunn is a financial advisor with Raymond James & Associates in Kalispell, MT, holding Series 63 and Series 65 credentials and having 27 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of advising, he owns Montana Sky Networks, an internet service provider leasing wireless broadcast space to local homeowners. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles supported by affiliated research and model managers.

Michael French is a CFP® with 14 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Waddell & Reed, various insurance carriers, and community involvement through coaching youth football and work at Glacier High School. French has also spent time working in fitness management at Big Mountain Crossfit. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, with advice delivered through a network of investment adviser representatives who utilize various strategies and support tools.

Mark Johnson is a Series 66 credentialed financial advisor at Stifel with 17 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, Johnson serves on several nonprofit boards, including the Flathead Valley Community College Foundation, Orphan's Lifeline International, and Lighthouse Christian Home, and he is a board member of FinMed ASI, a company focused on improving hospital claims processes through AI technology. Stifel serves a broad range of clients, including individuals, institutional entities, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Kyle Skyba is a financial advisor at Cetera with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Cetera and its affiliates since 2016. In addition to his advisory role, he is an accountant and tax preparer at JCB Wealth Management and serves as finance manager of Rugged Energy Services Inc., an oil well servicing company. Cetera Investment Advisers LLC is an SEC-registered advisor offering a broad range of portfolio management and financial planning services to individual, corporate, institutional, and charitable clients. The firm operates a multi-manager model platform with access to affiliated and third-party managers and serves over 800,000 clients through more than 10,000 advisors nationwide.

Jon Jordan is a CFP® and holds a Series 66 designation, serving as a financial advisor at Edward Jones with 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is president and CEO of Land Farm Montana LLC and serves as a board member for Verichrome.cc and Spirix.com, both technology companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of advisory and investment services under a fiduciary standard.

Anna Steblina is a financial advisor with Stifel in Kalispell, MT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Stifel since 2010. Outside of her advisory work, she owns Thunderwind, a business focused on handmade crafts, sustainable living products, and agriculture and gardening education. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and allocation guidance developed by its Investment Strategy Group.

John Barrett is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has worked with Cetera since 2021 and owns an accounting and tax services firm, JCB Wealth Management, which he has operated since 1997. Barrett also serves as volunteer treasurer for Saint Matthew's Athletic Association and is a board member of the Saint Matthew's Church Finance Committee in Kalispell, MT. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management and financial planning services, managing over $256 billion in assets across more than 10,000 advisors.

Randy Flicker is a financial advisor with Raymond James Financial in Kalispell, MT, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, Flicker prepares taxes as an independent contractor for Freedom Tax during evenings. 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 non-discretionary planning tailored to client goals and supports institutional consulting and portfolio management across a large advisor network.

Thomas Scarsella is a financial advisor with Wells Fargo Clearing in Kalispell, MT. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2025. His prior experience includes roles at Wells Fargo Bank, Fairway Mortgage Corp, First Guaranty Mortgage Corp, Guild Mortgage, Exceptional Mortgage Solutions, and MDC Financial Service Group Inc. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Connor Neumann Sleeper is a Series 66-registered advisor with Thrivent Investment Management, based in Kalispell, MT, with two years of industry experience. Prior to joining Thrivent, he was involved with Youth With A Mission for seven years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers holistic, goal-based planning on various topics including retirement and estate planning, with ongoing reviews but does not offer portfolio management for institutional clients.