Daniel Ritter is a Certified Financial Planner® with 19 years of experience in the financial services industry. He has been with LPL Financial since 2021 and previously worked at Core Wealth and Waddell & Reed. His background includes service with organizations such as the Marine Corps League and the American Legion Post 14. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and a range of advisory tools.

Tyson Hunter is a CFP® with 28 years of industry experience, currently practicing at Cetera in Bozeman, MT. His career includes roles at U.S. Bancorp Investments, Morgan Stanley DW Inc., and First Security Financial Services. Outside of his advisory work, he coaches youth basketball weekly. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Meredith Farris is a financial advisor with Morgan Stanley in Bozeman, MT, holding CFP® and Series 66 credentials and bringing 16 years of industry experience. Her prior roles include work with William Meredith And Company LLC and various insurance carriers, as well as a position at the Mid Columbia Symphony. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and offers a wide range of investment and financial services.

Ronald Hegardt is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he leads the Hegardt, Carroll & Associates team in Rancho Santa Fe, California. He oversees a team of seven professionals and collaborates with internal corporate partners at Bank of America/Merrill, focusing on fixed income investments and strategies. Ron works alongside clients and their tax and legal advisors to develop income tax minimization and estate planning strategies aligned with clients' financial goals. With 30 years of experience in the financial services industry, Ron primarily serves high-net-worth families and institutions, providing traditional portfolio advice and wealth management strategies. Before joining Merrill Lynch Wealth Management in 2003, he spent ten years as a Financial Advisor with Morgan Stanley. He holds a Bachelor's degree in Finance from Santa Clara University, where he also studied economics in London, and an MBA from the University of San Diego. Ron resides in Big Sky, Montana, with his wife, Kim, and maintains a home in San Diego, California. He enjoys outdoor activities such as tennis, golf, fly-fishing, and skiing. Ron supports charitable organizations including Make-A-Wish San Diego, BarX Project, and Ingold Sports Park.

Jonathon Stites is a Series 66-licensed financial advisor with Edward Jones in Bozeman, MT, where he has worked since 2009. He has 16 years of industry experience. Outside of his advisory role, he manages personal business interests in ranching and real estate through several LLCs. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products, supported by a network of over 23,000 financial advisors nationwide.

Anna Collins is a financial advisor at Charles Schwab with six years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Bank N.A. from 2014 to 2019. Charles Schwab serves a large client base, 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 guidance, utilizing multi-asset model portfolios and a formal alternative-investment process.

Bridget Thibault is a CFP®-certified financial advisor with four years of industry experience. She is currently with Charles Schwab & Co., Inc. and previously worked at Raymond James Financial Services Advisors, Inc. Bridget has a background that includes roles outside finance, such as positions at Columbia Hospitality and Montana Aleworks. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management combined with brokerage, custody, and cash-sweep services.

Nicholas Petralia is a CFP®-designated financial advisor with 11 years of industry experience, currently with LPL Financial since 2017. His prior roles include positions at Benefit Plans Administrative Services, LPL Financial, and Morgan Stanley & Co. LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing model portfolios, third-party subadvisors, and advanced advisor tools.

Quincey Beauchaine is a CFP® with six years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Hudak Financial Strategies and has owned and operated Always B, LLC, a non-investment-related business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique advisory affiliation.

Matthew Thompson is a Series 65-licensed financial advisor at Fisher Investments with 11 years of industry experience. He has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that combines quantitative and qualitative research and uses tax-aware and risk management strategies.

Connor Kellermyer is a financial advisor at Osaic with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Pacer Financial, Inc., The Leaders Group Inc, and Wealthvest. Outside of his advisory role, he serves as president of the Big Sky Alumni Association, a nonprofit supporting Montana State University alumni and students through events and mentoring. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a wide network of affiliated advisers and utilizes various portfolio construction tools and third-party programs to manage client investments.

Todd Frediani is a financial advisor with Stifel in Bozeman, MT, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2014. Outside of his advisory work, he holds a share in Brandy Ranch Waterfowl Hunting Club, a hunting ranch in California. Stifel serves a broad client base, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Rebecca Skirvin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and one year of industry experience. Her prior roles include work with Thrivent Investment Management and various local organizations. Outside of her advisory work, she is involved with the Gallatin Valley Homeschool Christian Athletic Association and Always B LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs with a focus on technology and specialized municipal advisory services.

Daniel Hitchcock is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that 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 such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.

Stacy Bateson is a financial advisor with Cambridge Investment Research Advisors in Bozeman, MT, holding a Series 66 designation and nine years of industry experience. She has been with Cambridge Investment Research Advisors since 2017 and previously worked at FSC Securities Corp. Bateson is also a shareholder and CPA at Amatics CPA Group, providing tax preparation, accounting services, and business consulting. Outside of financial advising, she owns and manages Steezy LLC, a cleaning business in Bozeman. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals. The firm provides multiple investment platforms and strategies, including proprietary models and access to third-party managers, with both discretionary and non-discretionary implementation options.

Flora Champion Thomas is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. Her career has been primarily with Wells Fargo entities since 2009. Outside of her advisory role, she owns a personal organization business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting net-worth thresholds, including specialized services such as business-owner transition and special-needs analysis.

Michael Maierle is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has worked at Raymond James since 2013 and operates Maierle Consultants, Inc. since 2017. Maierle is also an independent contractor and broker with Palisade Financial, where he specializes in life insurance and disability income products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Nicholas Kilmurray is a financial advisor with Raymond James Financial Services Advisors, Inc. in Bozeman, MT, holding a Series 66 designation and seven years of industry experience. He has worked with Raymond James since 2018 and is also affiliated with Palisade Financial. Kilmurray is a partner in Big Sky Advisor Group PLLC, an entity formed as part of a succession plan among four advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and supports various advisory programs and institutional consulting across a large advisor network.

Diane Griffith is a financial advisor at LPL Financial with 33 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Terra Nova, LLC for 21 years. Outside of her advisory role, Diane serves as an organist for various churches. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kris Moos is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding a Series 66 designation and 25 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Cambridge Investment Research and FSC Securities Corporation. He serves on the boards of the Human Resource Development Council, which provides housing, food, transportation, education, and other assistance, and the Bozeman Chamber of Commerce. Moos is also a part-owner of a local sports card business. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include specialized services like business-owner transition and special-needs planning. The firm’s advisors use proprietary research and tools to develop tailored recommendations delivered through client meetings and summary letters, with clients choosing the implementation or brokerage options that suit their needs.