Susan Colyer is a CFP® and ChFC® with 14 years of industry experience, all of which she has spent at Edward Jones since 2012. She is based in Missoula, MT. Outside of her advisory role, she owns and maintains two rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Camron Humphrey is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Advisors since 2022. Outside of his advisory role, he owns Humphrey Planning LLC. 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 and integrates advisory solutions with other financial products through a large network of advisors.

Nathaniel Blaine is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in wealth management in 2019 after a 14-year career in banking and mortgage lending. Additionally, he serves as a Logistics Readiness Officer in the Montana Air National Guard, marking his 13th year of service. Nate holds a Bachelor's Degree from the University of Montana and an Associate's Degree from the Community College of the Air Force. He has been a CERTIFIED FINANCIAL PLANNER® professional since 2015 and is also a Personal Investment Advisor (PIA). His areas of focus include college education planning, family wealth management strategies, legacy planning, retirement planning, socially responsible investing, tax minimization, and retirement income. Residing in Montana's Bitterroot Valley, Nate enjoys outdoor activities such as hunting, fishing, camping, skiing, and boating with his family. He is also involved in the community through his participation with the Stevensville Youth Softball Association.

Rachael Morawski is a financial advisor at Edward Jones with 27 years of industry experience. She holds the CFP® and ChFC® designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Amanda Miller is a financial advisor at OSAIC with one year of industry experience. She holds a Series 66 designation and also owns Raven Advisory Partners, an LLC focused on coaching professionals and business owners in marketing, strategy, and personal development. Prior to joining OSAIC, she was involved with Raven Consulting & Coaching for several years and worked at the Missoula Taekwondo Center. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across multiple asset classes, managing accounts on both discretionary and non-discretionary bases.

Robert Smith is a CFP® and ChFC® financial advisor with Edward Jones in Missoula, MT, where he has worked since 2014. He has 12 years of industry experience. Outside of his advisory role, he is involved in real estate investment through partnerships in properties located in Montana. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm manages over $1 trillion in assets and offers a broad array of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Frederick Blodnick is a financial advisor with Charles Schwab, holding a Series 66 designation and three years of industry experience. Prior to joining Schwab, he worked at Logan Health and the University of Montana. He serves as treasurer for the Missoula Art Museum, providing oversight on the organization’s financial affairs. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. Schwab’s investment approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts and multi-asset model portfolios.

Joseph Hertig is a financial advisor with UBS Financial Services in Missoula, Montana, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, Morgan Stanley, and Citigroup Global Markets. He serves as an advisory board member for the WestSlope Chapter of Trout Unlimited, a nonprofit focused on improving trout stream habitats and environmental awareness. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, leveraging proprietary capital market research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Thomas Dunbar is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Ameriprise for six years. In addition to his advisory role, he is involved in selling non-variable insurance products, including long-term care, life, and disability insurance. 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 a range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms.

Alexandra Clemow is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. She has worked with LPL Financial since 2021 and has previous experience at firms including Waddell & Reed, Inc. Beyond her advisory role, she has been involved in business ownership, including Mole Publishing Company. 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 financial planning and investment management services supported by proprietary research and third-party subadvisors.

Thomas Wozniak is a financial advisor with Wells Fargo Advisors in Missoula, MT, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His career includes roles within Wells Fargo Clearing and Wells Fargo Advisors LLC, where he has worked since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis.

Kimberly Roth is a financial advisor with Merrill in Missoula, MT, holding a Series 66 designation and 22 years of industry experience. She has worked with Merrill since 2003 and with Bank of America, N.A. since 2011. Roth serves as a board member of the Missoula Downtown Foundation, a nonprofit focused on enhancing the arts, culture, and infrastructure of downtown Missoula. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Andrew Knutson is a financial advisor at OSAIC with 34 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Sagepoint Financial, Inc. and Spelman & Co., Inc. prior to joining OSAIC. Outside of his advisory work, he is active as a precinct captain for the Missoula County Republican Party and serves as an election judge. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes various tools and third-party solutions to construct diversified portfolios tailored to client risk tolerance and preferences.

Jared Haslam is a financial advisor with LPL Financial in Missoula, MT, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2012. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Teigan Avery is a financial advisor at Wells Fargo Advisors with a Series 66 credential and two years of industry experience. Prior to joining Wells Fargo Advisors in 2023, Avery held various roles including positions at the University of Montana and several golf clubs. Avery serves as a commissioner for the Missoula Housing Authority, participating in policymaking and oversight related to affordable housing in the Missoula area. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning across multiple areas using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

David Slote is a financial advisor with UBS Financial Services in Missoula, MT, holding Series 63 and Series 66 designations and 21 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Kimberly Shappee is a financial advisor at RBC Capital Markets with 11 years of industry experience. She holds a Series 66 designation and has worked previously at UBS and City National Bank. Outside of her advisory role, she organizes The Athena Conference, an annual women's leadership event. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm offers tailored investment strategies implemented through a combination of in-house and third-party managers, with features such as tax-management and responsible-investing options.

Jess Noe is a financial advisor with Charles Schwab in Missoula, Montana, holding Series 63 and Series 66 licenses and having 12 years of industry experience. She has been with Charles Schwab since 2013, including her current role at Charles Schwab Independent Branch Services since 2021. Outside of her advisory work, she and her wife are involved in a business focused on acquiring land for potential future personal use. 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 offers a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operational infrastructure.

Casey Reimer is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Casey worked at Coghlan Financial and held various positions including at the FAA. 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, supporting advisers with a range of strategic and tactical investment options.

Eric Cromwell is a financial advisor with Wells Fargo Clearing in Missoula, MT, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2014 to 2016. Cromwell also has a longer tenure with Wells Fargo Bank, N.A., dating back to 2006. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options alongside traditional investment offerings.