Leslie Mercord is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. She has held her current position since 2003 and previously worked at Merrill from 1999 to 2003. Mercord holds a Series 66 designation and is based in Kalispell, Montana. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services from retirement plan advisory to comprehensive financial planning and private wealth management.

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 with D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation and six years of industry experience. He has been with D.A. Davidson since 2019 and worked in full-time education for ten years prior. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Tyler Bebee is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding a Series 66 designation and 22 years of industry experience. He has worked at D.A. Davidson & Co. since 2004. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporations. The firm operates under the Advisers Act fiduciary standard and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Nancy Kornblum is a CFP® with 27 years of industry experience, currently affiliated with Commonwealth Financial Network in Lakeside, MT. She has worked at Commonwealth since 2008 and previously held a position at Ameriprise from 2002 to 2008. Kornblum is also co-owner and managing partner of a private real estate holding company that owns the building housing her branch office. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm provides a broad platform including discretionary and nondiscretionary managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Brigand Kline is a CFP®-designated financial advisor with 21 years of industry experience, currently serving clients at NewEdge Advisors since 2025. Prior to joining NewEdge, he spent ten years with Southern Style Financial, Inc. dba Mission Trails Financial. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support diverse client needs.

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.

Zachary Barber is a financial advisor with D.A. Davidson & Co. in Kalispell, MT, holding Series 63 and Series 65 designations and nine years of industry experience. He has worked at D.A. Davidson since 2018 and previously held positions with Horace Mann and affiliated agencies. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

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.

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.

Brayden Deck is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has prior work experience in construction and imaging industries. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Adam Sloan is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and previously worked with Securities America Advisors for six years. Outside of financial services, he has experience in construction and road maintenance, operating heavy equipment part-time. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services and uses a range of analytical tools and third-party platforms to construct and manage portfolios across various asset classes.

Jesse Rigler is a financial advisor with Edward Jones in Kalispell, MT, holding CFP® and Series 66 credentials and bringing 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, Rigler is involved in local youth sports, serving as an assistant football coach and participating in several community organizations supporting high school football and youth hockey, as well as organizing a scholarship in honor of his mother. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is distinguished by its extensive network of advisors and branch offices, as well as affiliated capabilities including trust services and proprietary investment options.

Jodon Montgomery is a financial advisor at Edward Jones in Kalispell, MT, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Piton Wealth and has a diverse background including military service in the US Army and roles in education and publishing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.