Adriane Shaw is a financial advisor at LPL Financial with 18 years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial Services, Cetera, and Edward Jones. Shaw is based in Kalispell, MT. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brett Miller is a CFP® professional with 10 years of industry experience, currently advising clients at Raymond James & Associates. His prior roles include positions at Polaris Wealth Advisory Group, Polaris Greystone Financial Group, Scottrade, and Fidelity Brokerage Services LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management strategies and affiliated research support.

Pearl Galbraith is a financial advisor at Edward Jones in Kalispell, MT, with 10 years of industry experience. She holds the ChFC® and Series 66 designations and has been with Edward Jones since 2015. Outside of her advisory role, she is the author and founder of Lemon Crushers, a platform focused on helping women overcome adversity through writing and speaking, and serves on the board of the nonprofit Inspired-Women, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Stephen Sloan is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has worked at firms including Securities America Advisors and Wayne Buchannan, and operates his own advisory service, Steve Sloan Financial Services, as well as a business selling indexed annuities and term life insurance. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Raymond Vincent is a financial advisor with Thrivent Investment Management in Kalispell, MT. He holds Series 63 and Series 66 registrations and has one year of industry experience. Prior to his advisory role, he spent 25 years with RSV Pools, Inc. Outside of advising, he jointly owns a rental townhouse with his wife and occasionally assists with its maintenance. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of financial advisors. The firm offers goal-based financial analyses and planning without discretionary trading authority, enabling clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Valerie Hillstrom is a Series 66-licensed financial advisor with one year of industry experience. She is currently with OSAIC and previously worked at Linder Financial Resources and Brookridge Assisted Living. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a wide range of financial services through a large network of advisers, utilizing asset-allocation tools, risk-tolerance assessments, and multiple investment options to create customized portfolios.