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.

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.

Jesse Hibbs is a financial advisor at Edward Jones in Kalispell, MT, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at W.L. Gore & Associates for eleven years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its large network of financial advisors and branch offices, as well as its affiliated capabilities including a trust company and securities-based lending.

Wendell Whitman is a financial advisor with Edward Jones in Somers, MT, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Outside of advising, he has a passive investment stake in Holland Lake Lodge, a hotel and restaurant in Condon, MT. 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 and offers a variety of advisory strategies, with a large nationwide network of financial advisors and branch offices.

Tara Allen is a CFP® and holds a Series 66 license with six years of experience at Edward Jones. She has maintained a legal practice since 1998 and is a partner at a law firm in San Francisco, where she continues to manage existing cases. Additionally, she performs appellate law work for the California Supreme Court on a limited basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers affiliated mutual funds, overlay services, and a fiduciary standard for advisory services.

Peter Pius is a financial advisor with Thrivent Investment Management in Kalispell, MT, holding Series 66, Series 63, and Series 65 credentials and seven years of industry experience. His prior work includes roles at Northwestern Mutual Investment Services LLC and Franz Family Bakery. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on a broad range of planning topics without discretionary trading authority. The firm offers holistic, goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Christopher Hamill is a financial advisor with Raymond James Financial Services Advisors, Inc. in Kalispell, MT, holding a Series 66 designation and nine years of industry experience. He has been with Raymond James since 2016 and was involved with Big Mountain Crossfit from 2016 to 2020. Outside of his advisory role, he contributes over 80 hours per month to Snow Peak Wealth Advisors, focusing on financial planning. 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 emphasizes personalized, non-discretionary planning using analytical tools and supports a broad network of advisors with offerings that include municipal advisory services and specialized retirement plan consulting.

Matthew Mumau is a financial advisor at Edward Jones in Somers, MT, with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Wells Fargo Bank, Robinhood Financial, Charles Schwab, and Fidelity Brokerage Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.