Carl Nystuen is a CFP® with 15 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. in Bozeman, MT. He has worked at D.A. Davidson & Co. since 2011. Outside of his advisory role, he is a Board Member at Large and serves on the Finance and Development Committees of the Museum of the Rockies. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations, with a focus on fiduciary standards and a range of planning and investment solutions.

Scott Haigh is a financial advisor with D.A. Davidson & Co. in Bozeman, MT, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has been with D.A. Davidson & Co. since 1998. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards.

Brenda Kitto is a CFP® with 25 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. in Bozeman, MT. She has been with the firm for over 26 years combined. Outside of her advisory role, she is a co-founder of 100 Strong Gallatin Valley, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporations. The firm’s offerings include ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Ashley Mackay is a financial advisor with D.A. Davidson & Co. in Bozeman, Montana, holding a Series 66 credential and 12 years of industry experience. She has been with D.A. Davidson since 2016. Outside of advising, she operates Nettles Photography as a freelance event and portrait photographer. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides a range of advisory and planning solutions under fiduciary standards and is distinguished by its municipal advisory and underwriting activities as well as affiliated trust services.

Karla Wastcoat is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2011. The firm provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. D.A. Davidson emphasizes fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients.

Alisha Hill is a financial advisor at LPL Financial in Bozeman, MT, with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Gulliford Sales Company and Printing Industries of Utah. Outside of financial advising, she has been affiliated with Rodan & Fields Association and owns Danny Boy Entertainment LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, institutions, and retirement plans. The firm offers a range of financial planning and investment management solutions, combining proprietary research and third-party strategies across various asset classes.

Mary Howard is a financial advisor with Morgan Stanley in Bozeman, MT, holding a Series 66 designation and 22 years of industry experience. She has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, N.A. since 2019. Outside of her advisory role, she is a sole proprietor managing rental property. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Christy Tryder is a Benefits & Planning Consultant within the Executive Services division. She works closely with clients to develop comprehensive financial plans that align with their individual personal and financial goals. Christy focuses on empowering clients and supporting them through significant life transitions to build lasting financial confidence. She has been with Fidelity Investments since 2021, progressing from Customer Relationship Advocate to High Net Worth Service Associate, and then to Planning Consultant before assuming her current role. Christy graduated from the University of Colorado Boulder. Outside of work, she enjoys biking, music, photography, sailing, skiing, and spending time with her pets.

Douglas Gapper is a financial advisor with RBC Capital Markets in Bozeman, MT, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior work includes tenures at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Oppenheimer, and CIBC World Markets Corp. Outside of finance, he is the owner of Gapper Productions, a business selling original music in CD and digital formats. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Suzanne White is a financial advisor with Edward Jones in Bozeman, MT. She holds the Series 66 designation and has experience at First Security Bank and Prospera Business Network. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers services including tax-efficient strategies and bespoke managed solutions.

Douglas Castle is a CFP® certified financial advisor with eight years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has held roles at various financial firms, including JP Morgan Securities LLC and Northwestern Mutual Investment Management. Outside of his advisory work, he owns and operates Castle Financial Strategies, LLC and Castle Tax Services LLC, providing financial planning and tax preparation services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm employs tailored, non-discretionary planning using risk profiling and analytical modeling, and is notable for its municipal advisor affiliation and specialized advisory programs.

John Hoogenboom is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and MetLife Securities Inc. He operates from Bozeman, MT. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment solutions through a network of independent Financial Professionals, combining proprietary and third-party strategies across multiple platform arrangements.

Jeff Main is a financial advisor with Morgan Stanley in Laguna Niguel, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, his spouse manages a rental property in Santa Ana, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services through a broad range of retail and institutional offerings.

Michael Erickson is a financial advisor with LPL Financial in Bozeman, MT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Core Wealth, Daka Inc., various insurance carriers, and Waddell & Reed. Erickson also manages a non-variable insurance business separate from his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Shawn Hertz is a financial advisor at Stifel with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Stifel since 2009, with a prior role at Equilibrium, LLC in 2017. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Max Shapiro is a financial advisor at Osaic with a Series 66 designation and two years of industry experience. He has held various roles outside of finance, including serving as a seasonal boat captain for Sweet Yacht Charter in Nantucket and owning Cavu Marine LLC, which provides yacht management and delivery services. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios that include a broad variety of investment types and supports both discretionary and non-discretionary account management.

Alex Buell is a CFP® professional with 10 years of experience in the financial services industry, all of which have been spent with Edward Jones. He is based in Bozeman, MT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Scott Brown is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brown is a part owner of BWIBZN, LLC, an investment-related business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas like business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Luke Fedyk is a financial advisor with Raymond James Financial in Bozeman, MT, holding a Series 66 designation. He has worked in various roles since 2015, including positions at Montana State University and multiple retailers, and has been with Raymond James Financial Services, Inc. since 2022. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Kegan Morris is a financial advisor with Wells Fargo Clearing in Bozeman, MT, holding Series 63 and Series 65 designations and three years of industry experience. His prior work includes roles at World Equity Group, Inc., The Leaders Group Inc, and Wealthvest. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.