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.

Kevin Antene is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked previously at firms including Savills North America and Friedman Properties. Prior to joining Edward Jones, he spent time at Innspace and KLJ Engineering. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers discretionary and non-discretionary advisory strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

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.

Douglas Houtz is a financial advisor at Stifel with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2010. Stifel serves a diverse client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Nicholas Clark is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial and Thrivent Investment Management since 2020. Outside of his advisory role, Clark is a deacon at Whitefish Assembly, a church position involving board-like responsibilities, and is a silent partner in a long-haul transportation business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority.

Kaleb Cannaday is a Series 66 licensed financial advisor with Edward Jones, based in Kalispell, MT. He has three years of industry experience, joining Edward Jones in 2023 after nine years at Anderson's Masonry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jason Upton is a financial advisor with Edward Jones in Kalispell, MT, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Thrivent, NorthWest Gutter Guards, and Stockman Bank, as well as academic involvement with the University of Montana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory services and investment options supported by a network of over 23,000 advisors nationwide.

Kelsi Haugen is a financial advisor with Thrivent Investment Management in Kalispell, MT, holding a Series 66 designation and over three years of industry experience. She has been with Thrivent and its affiliates since 2022, following prior roles at Ideal Option and Bosley. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive goal-based analyses and planning across various financial topics without managing client portfolios or serving institutional mandates.

Jesse Mann is a financial advisor with Edward Jones in Columbia Falls, MT, holding a Series 66 credential and over 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, Mann serves as a ROTC training officer with the U.S. Army IRR, assisting high school students in northwest Montana with West Point applications. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a variety of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as affiliated offerings beyond advisory services.

William Parson Jr. is a financial advisor with Raymond James Financial in Kalispell, MT, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and Raymond James Financial since 2009. Outside of advisory work, he owns Aspen Partners LLC, which manages the property housing his Raymond James office. 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 offers tailored, non-discretionary planning using risk profiling and analytical modeling, and supports its clients through a wide advisor network and specialty programs.

Jeffrey Fink is a financial advisor with RBC Capital Markets in Kalispell, MT, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2012 and at City National Bank since 2016. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Charles Gassaway is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2017, following two years at Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving clients with tailored investment solutions and acting as an ERISA fiduciary when providing investment advice.

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.

Austin Willis is a financial advisor with Wells Fargo Clearing in Kalispell, MT, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC. Outside of his advisory role, Willis serves as a trustee for his grandfather's trust and is a committee member of the Spring Creek Estates HOA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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.