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 with LPL Financial in Missoula, Montana, holding the ChFC® and Series 63 designations and bringing 40 years of industry experience. His prior experience includes positions at Western International Securities, Inc., Financial West Group, and operating his own practice, Robert E. Rowe. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with advice delivered through a large network of investment adviser representatives.

Scott Seifert is a Certified Financial Planner (CFP®) with 34 years of experience in the financial services industry. He has worked at UBS Financial Services since 2021 and previously held roles at Bank of America and Merrill. Outside of his advisory role, he serves as a committee member for the Koprivica High School Golf Foundation and owns Endangered Capitalist LLC, a local equipment rental business. UBS Financial Services Inc. provides a range of brokerage and investment advisory services to individual, corporate, and institutional clients, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, offering fee-based financial planning, portfolio management, and access to capital markets solutions.

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.

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.

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® professional based in Missoula, MT, with 44 years of industry experience. He has been affiliated with LPL Financial since 2021 and has managed his own advisory business since 2015. His career also includes long-term involvement with Waddell & Reed and various insurance carriers, as well as community work with the YWCA of Missoula. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, delivering advice through a broad network of investment adviser representatives.

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.

Thomas Tirrell is a financial advisor with Merrill in Missoula, MT, holding a Series 66 designation and eight years of experience at Merrill. His prior roles include positions with University of Montana Athletics, Berkshire Hathaway, Kaleva Law Office, and the University of Montana. 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, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

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.

Josiah Nelson is a financial advisor with Ameriprise in Missoula, MT, holding a Series 66 designation and 15 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Outside of his advisory role, Nelson serves as treasurer and a silent partner for Medical Messengers, a hospital courier service in the Flathead Valley. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm uses a centralized team to provide non-discretionary, research-driven recommendations that integrate tax-smart strategies and adaptive withdrawals, primarily for clients with assets managed within Ameriprise.

John Suseland is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services, LLC since 2023. Outside of his advisory role, he serves as Treasurer on the Board of Directors for Emerald Estates Homeowners Association in Missoula, MT. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Scott Blakney is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, WestPac Wealth Partners, and various positions outside the financial sector including Fuel Fitness and Bass Pro Shops/Cabela's. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and organizations.