Christopher Sakas is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. He has worked previously at JP Morgan Securities and Wells Fargo Clearing. He is based in Missoula, Montana, and holds a Series 66 designation. Outside of his advisory role, he is involved in several financial advisory and wealth management ventures, including ownership interests in multiple related entities and a tax preparation service. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu with specialized services and integrates advisory offerings with other financial products and referral channels.

Todd Johnson is a financial advisor with UBS Financial Services in Missoula, MT, holding a Series 66 designation and 19 years of industry experience. He has been with UBS since 2015. Johnson serves on the board of directors for FC Missoula Soccer Organization, which provides youth opportunities to participate in organized soccer. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Jeffery Evison is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2012. Outside of his advisory role, he volunteers with Missoula County Search and Rescue, assisting in locating and treating individuals in backcountry and swift water emergencies. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm offers a range of advisory, brokerage, and insurance solutions, with a structured retirement income service that uses research, modeling, and tax-efficiency analysis to deliver tailored recommendations.

Sara Wiegert is a financial advisor at UBS Financial Services with a Series 66 designation and three years of industry experience. She has been with UBS since 2021 and previously worked in medical services and the hospitality industry. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Brady Lang is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously worked at Pinion and several other small businesses. Outside of advising, he works part time for his father's business, Clean Start of Montana, in the Missoula area. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client advisory with access to affiliated discretionary separately managed accounts, supported by centralized custody and operational structures.

Robert Rowe Jr. is a financial advisor at LPL Financial with 40 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at Western International Securities, Inc. and Financial West Group. Rowe also operates Rowe & Associates, Inc., a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management alongside research and model portfolios.

Scott Seifert is a CFP® with 34 years of industry experience, currently affiliated with UBS Financial Services since 2021. He has also worked with Merrill and Bank of America during his career. Seifert serves as a committee member of the Koprivica High School Golf Foundation, a charitable organization in Missoula, Montana, and owns Endangered Capitalist LLC, an equipment rental business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Joshua Gimpelson is a financial advisor at RBC Capital Markets with 23 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, utilizing both in-house and third-party managers, and provides discretionary and non-discretionary portfolio management along with financial planning and brokerage services.

Parker Heaton is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has prior work history in various roles, including operating a handyman business and experience in the restaurant industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers centralized custody and order-routing services.

Zachary Fenlason is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and six years of industry experience. He has worked at Thrivent Financial since 2020 and has prior experience at Geico, Barnes and Noble College, Home Depot, Anderson Stevenson Wilke Funeral Home, and Liberty University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations on a wide range of financial topics. The firm separates planning and managed-account services and conducts periodic reviews of recommendations without accepting discretionary trading authority for its planning engagements.

Sarah Stubbs is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors and Willowcreek Capital Management Inc. She also has experience working at the University of Montana and Albertson's Pharmacy. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

David Rosulek is a CFP® and ChFC® with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2001. He is based in Missoula, MT, and holds a position on the Board of Trustees for the Missoula International School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Larson is a financial advisor with Ameriprise in Missoula, MT, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate since 2011. Larson serves on the board of Griz Kidz, hosts and consults for the organization, and is treasurer of the Mud Dawg Baseball Organization, Inc. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Lee Christianson is a financial advisor with Thrivent Investment Management in Missoula, MT, holding a Series 66 designation and 22 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Christianson is a part owner of a family farm in Missouri, where he advises on rental agreements and maintains relationships with the tenant farmer. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management. The firm offers these planning services either as one-time or ongoing engagements, addressing a wide range of financial topics.

Ian Crowe is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In his role, he delivers personalized wealth management strategies designed to help individuals, families, and businesses achieve their financial goals. He manages custom investment strategies on a discretionary basis, selecting from a variety of Merrill Lynch Wealth Management model portfolios and third-party investment options. Ian's approach focuses on building long-term relationships and developing customized plans tailored to each client's unique objectives. He aims to simplify complex financial decisions and provide clear pathways to help clients preserve and grow their wealth. Ian holds a Bachelor's Degree from the Oklahoma State University System and has earned the Personal Investment Advisor (PIA) designation. He is also involved in the community through his participation in the Missoula Young Professionals organization. Outside of his professional work, Ian enjoys basketball, boxing, camping, football, golfing, horseback riding, hunting, skiing, and spending time with his family.

Greg Schmautz is a CFP®-certified financial advisor with 44 years of industry experience. He is currently affiliated with LPL Financial and has held roles at Waddell & Reed, various insurance carriers, and operates his own firm, Greg Schmautz LLC. His background also includes long-term involvement with the YWCA of Missoula. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services supported by proprietary and third-party research and portfolio management solutions.

Erin Steele is a financial advisor at OSAIC with 15 years of industry experience and holds the Series 66 designation. Her prior roles include positions at Sagepoint Financial, Inc., 1ST Global Capital Corp., and Junkermier, Clark, Campanella, Stevens. She provides financial wellness instruction through video segments and written articles for workplace wellness programs. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to multiple third-party managed account platforms. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios tailored to client needs.

Gregory Shadow is a financial advisor with Ameriprise in Missoula, MT, holding Series 63 and Series 66 licenses and having 19 years of industry experience. He has worked at Ameriprise since 2020, previously serving at Royal Alliance Associates and Edward Jones. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Kiely is a Wealth Management Advisor at Merrill Lynch Wealth Management in Missoula. He joined Merrill in June 2000 after trading commodities at the Chicago Mercantile Exchange from 1997 to 2000. At Merrill Lynch, he focuses on total wealth management, working with clients to establish objectives, develop strategies, and make recommendations tailored to their specific financial situations. Daniel provides personalized advice and access to specialized investment services, meeting regularly with clients to align their financial plans with their personal circumstances. Daniel holds a bachelor's degree from DePauw University. He is a CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise includes strategies for multidimensional personal and business finances, encompassing areas such as family wealth management, legacy planning, philanthropic planning, and tax minimization. He lives in Missoula, Montana with his wife and two children. Daniel is involved in the community as a board member and past president of the Clark Fork Coalition. In his personal time, he enjoys fishing, music, reading, skiing, and spending time with his family.

Lucca Scariano is a CFP® with 10 years of industry experience and has been with Edward Jones since 2015. He is based in Missoula, MT, and holds a Series 66 license. Outside of his advisory work, Scariano is involved in agricultural activities as a ranch owner. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.