Lauren Wachtell is a financial advisor at Wealth Enhancement Advisory Services, LLC with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, she held roles at related firms including Wealth Enhancement Brokerage Services and World Equity Group, Inc. Outside of finance, she has experience in various industries such as specialty food and coffee. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment approach combining passive and active management, overseen by an internal Investment Committee.

Meghann Mckenna is a financial advisor with Eagle Strategies (NY Life) based in Bozeman, MT, holding a ChFC® designation and Series 63 and 66 licenses. She has 22 years of industry experience, including roles at Eagle Strategies since 2010 and McKenna Financial since 2007. Mckenna serves as a director for NYLARC Holding Company Inc., a reinsurance company, providing board insight as a passive investor. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored recommendations through multiple program types and predominantly manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Jase Foster is a CFP® and holds the Series 66 designation with five years of industry experience. He has been with D.A. Davidson & Co. since 2020 and has previous work experience spanning various roles in healthcare, education, and retail. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Nathaniel Liebe is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and three years of industry experience. Prior to joining Hornor, Townsend & Kent, he held positions at LPL Enterprise, Prudential Insurance Company of America, and Thrivent Financial. He served in the United States Air Force for six years. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

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 with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Gulliford Sales Company and Printing Industries of Utah. Outside of her advisory work, she is associated with Danny Boy Entertainment LLC. 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 portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a range of non-advisory financial products and technology support.

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.

Philip Wyant is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has served in the US Army since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over one trillion dollars in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shawn Hertz is a financial advisor with Stifel in Bozeman, MT, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has previously worked at Citigroup Global Markets for 10 years and Equilibrium, LLC for one year. Stifel serves a broad range of clients, including individuals, institutional investors, charitable organizations, and municipal entities, offering both brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.