Carter Miller is a financial advisor at D.A. Davidson & Co. with three years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2019. His prior work includes a position with the Missoula Osprey and full-time studies before entering the financial industry. 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 services such as ERISA retirement plan advisory, financial planning, and a specialized Private Wealth program for high-net-worth clients.

Susan Thomas is a financial advisor with Bankers Life Advisory Services, Inc. She holds Series 63 and Series 65 credentials and has four years of industry experience. Prior to joining Bankers Life, she worked at Northwestern Mutual Investment Services LLC and Grant Winn. Outside of her advisory role, she is president of the board at Care Net of Missoula, a nonprofit clinic providing pregnancy support services, and owns a small publishing company, The Dramatic Pen Press, LLC. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to develop tailored asset allocations and offers customized portfolio management with access to multiple investment products.

Sarah Foley is a financial advisor with D.A. Davidson & Co. in Missoula, MT, holding a Series 66 designation and eight years of industry experience. She has been with D.A. Davidson & Co. since 2016 and previously worked at Iron House Brew Pub from 2015 to 2018. In addition to her advisory role, she is a notary public operating as a sole proprietor. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Morgan Eichwald is a CFP®-certified financial advisor with D.A. Davidson & Co. in Missoula, MT, where he has worked since 2017. He has nine years of industry experience, including roles at the University of Montana and MT Code School. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm follows fiduciary standards under the Advisers Act and ERISA, offering services such as retirement plan advisory, comprehensive financial planning, and discretionary investment management.

Steven Jarvis is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Missoula, MT, and has 16 years of industry experience. He has worked at Valic Financial Advisors since 2009 and holds a position with Agia offering non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants, providing managed-account programs, financial planning, and brokerage services.

Jamison Banna is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and bringing 16 years of industry experience. His career includes roles at Compass Group Insurance & Investments, CAPE SECURITIES, Inc., Glacier Wealth Management, Inc., Kms Financial Services, Inc., and his own firm, J.R. Banna & Associates, Inc. He is also an instructor with The Society of Financial Awareness, providing general financial and investment education. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation framework with risk-based mutual fund portfolios and offers education and support services, including seminars and personalized retirement planning.

Nicholas Taber is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, primarily with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves on the board of directors for the Missoula YMCA and is an officer and owner of Taber Crew LLC. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs including proprietary and third-party model portfolios, financial planning, and retirement plan consulting.

Bradley Cederberg is a CFP® professional with 20 years of experience at D.A. Davidson & Co., where he has worked since 2006. He serves as a faculty instructor at the University of Montana, teaching a Portfolio Management course. Additionally, he holds roles as a director on the advisory board of Trail West Bank and is involved in the administration of real estate investment entities. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, financial planning, equity research, and a private wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative methods in its advisory process.

Mark Nicholson is a financial advisor at D.A. Davidson & Co. in Missoula, MT, with 25 years of industry experience. He holds the Series 63 and Series 65 designations and has been with D.A. Davidson & Co. since 2001. 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 services such as ERISA retirement plan advisory, financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

John Faust is a financial advisor at Independent Financial Group, LLC with 26 years of industry experience. He holds the Series 63 designation and has worked at Independent Financial Group since 2017, following roles at SII Investments, Inc., Pacific West Financial Consultants Inc, and Brecek & Young Advisors, Inc. He is also the owner of a marketing DBA, Integrated Investment Solutions, and serves as a trustee of a family trust. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and utilizes a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence with a mix of passive and active investment exposures.

Julie Holmes is a financial advisor at D.A. Davidson & Co. in Missoula, MT, holding Series 66 and Series 63 licenses with 17 years of industry experience. She has been with D.A. Davidson & Co. since 2005. Outside of her advisory role, she works as an educator for Lululemon, teaching guests about fabrics and product features. D.A. Davidson & Co. offers investment advisory and brokerage services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides a range of services including ERISA retirement plan advisory, comprehensive financial planning, and private wealth management for clients with more than $20 million in net worth.

Megan Ingersoll is a financial advisor with D.A. Davidson & Co. in Missoula, MT, holding a Series 66 designation and six years of industry experience. She has worked at D.A. Davidson & Co. since 2019 and previously held roles at State Farm and Grand Plaza. 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 private wealth management for high-net-worth individuals, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Jason Jarvis is a financial advisor at Valic Financial Advisors with a Series 66 designation and one year of industry experience. Prior to joining Valic, he has held positions at Agia and has experience as an agent selling non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Bruce Madsen is a financial advisor with D.A. Davidson & Co. in Missoula, MT, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with D.A. Davidson & Co. since 1993. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm provides services under fiduciary standards and incorporates both qualitative and quantitative analysis in its investment recommendations and financial planning.

Cynthia Fritch is a Certified Financial Planner® with 34 years of industry experience, currently serving at D.A. Davidson & Co. since 2001. She holds Series 63 and Series 65 licenses and is based in Missoula, Montana. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides a range of services, including retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients.

Trevor Bell is a financial advisor with Empower Advisory Group in Missoula, MT, holding Series 63 and Series 65 credentials and nine years of industry experience. His prior work includes roles at Bank of America, Merrill, FamilyWealth Advisers, JPMorgan Chase, and Fidelity Brokerage Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Kathleen McMahon is a CFP® professional with five years of industry experience. She currently works at Mercer Global Advisors Inc. and previously held roles at trueNorth North Wealth Advisors and Montana State University. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with strategic use of low-cost index vehicles and tax management.

Jeffrey Twohig is a financial advisor with Edward Jones in Missoula, MT, holding Series 63 and Series 66 designations and 32 years of industry experience. He has been with Edward Jones since 1994. Outside of his advisory role, he owns a ranch and manages leases for farming and grazing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Brian Eicholtz serves as Resident Director and Wealth Management Advisor at Merrill. He works closely with individuals, couples, and families to help them anticipate changes in their lives, careers, and legacies, aiming to pursue a more secure and purposeful financial future. Brian focuses on providing guidance on complex issues faced by career-building generations, as well as assisting clients through the retirement process. He oversees portfolio management, strategy creation, client relationship management, and strategy development for his team. Brian began his career at Merrill in 2010 and joined his mother-in-law Kimberly Roth's team in 2013 after earning his M.B.A. from the University of Montana. He holds a Bachelor's degree and a Master's degree from the University of Montana System. Brian holds professional designations including Certified Plan Fiduciary Advisor® (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He has been recognized on multiple Forbes lists for wealth advisors. Brian lives in Missoula, Montana with his wife Danielle and their two daughters. He enjoys biking, fishing, skiing, and spending time with his family. He is involved with Big Brothers and Big Sisters of Missoula. Brian emphasizes reliability, simplifying financial lives, and appreciating clients as individuals in his professional philosophy.

Marin Felz is a financial advisor with Edward Jones in Missoula, MT, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, her family is involved in veterinary dentistry, with a connection to Felz Veterinary Dentistry and Oral Surgery PLLC. 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 through a large network of advisors and offers a variety of investment strategies and affiliated services under a fiduciary standard.