Jared Hauskins is a financial advisor with Edward Jones in Bozeman, MT, holding CFP® and ChFC® designations and over 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he serves on the Finance Committee of Riverside Country Club in Bozeman and operates a sole proprietorship selling excess hay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with various investment strategies and advisory programs, supported by a large nationwide network of financial advisors and branch offices.

Michael Costle is a financial advisor with LPL Financial in Bozeman, MT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior experience includes long tenures at Waddell & Reed and various insurance carriers, as well as roles with Boy Scouts of America and business entities MJC, LLC and MDC, Inc. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.

Nicholas Williams is a financial advisor at Raymond James Financial Services Advisors, Inc. with a Series 66 designation and three years of industry experience. His background includes roles at firms such as Hudak Financial Strategies and Stone Leaf Financial. 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 and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and delivers specialized services such as municipal and public-finance advising and SIMPLE IRA Employer Advisory & Consulting Services.