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Pearl G

ChFC®, Series 66

Kalispell, MT

Edward Jones

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.

Divorce financial planning Retirement income strategy Charitable giving & philanthropy Retired Founder/Business Owner Executive Women's Finance Widow/Widower Women Professionals
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Donald R

CFP®, Series 63

Kalispell, MT

LPL Financial

Donald Rich is a CFP®-credentialed financial advisor with 46 years of industry experience, currently affiliated with LPL Financial in Kalispell, MT. He has worked with Linsco/Private Ledger Corp. for 35 years and operates under the DBA Cornerstone Wealth Management Partners, PC. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, supported by model portfolios, research, and technology-driven strategies.

College savings (529s, UTMA, etc.)
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Dannelle K

Series 66

Kalispell, MT

Edward Jones

Dannelle Kraude is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kimberley S

Series 66

Columbia Falls, MT

Edward Jones

Kimberley Slaybaugh is a financial advisor at Edward Jones with 16 years of experience, holding a Series 66 designation. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Joseph D

Series 63, Series 65

Kalispell, MT

LPL Enterprise

Joseph Davide is a financial advisor with LPL Enterprise in Kalispell, MT, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform combining advisory and brokerage capabilities.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Stephen S

Series 63, Series 65

Kalispell, MT

OSAIC

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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Raymond V

Series 63, Series 66

Kalispell, MT

Thrivent Investment Management

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.”

Business ownership considerations
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Kevin B

Series 66

Kalispell, MT

Edward Jones

Kevin Bostock is a financial advisor with Edward Jones in Kalispell, Montana, holding a Series 66 credential and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he is an owner of Legend Soccer Company in Whitefish, Montana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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Valerie H

Series 66

Kalispell, MT

OSAIC

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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrew K

Series 66

Kalispell, MT

Edward Jones

Andrew Kirk is a financial advisor at Edward Jones in Kalispell, Montana, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, Kirk serves as a trustee and treasurer for Immanual Lutheran Communities, an independent living community. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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