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 with LPL Financial in Missoula, MT, holding a Series 66 designation and one year of industry experience. Prior to joining LPL, Casey worked at Coghlan Financial and Glidewell Investments and Insurance Group. LPL Financial is a registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations through a national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

William Lucas is a financial professional with 33 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 66 credentials and has been associated with Cetera Advisors LLC since 2013. In addition to his role at Cetera, he is involved with Lucas Wealth Management, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with diverse investment program options.

Heidi Blyton is a financial advisor with Wells Fargo Clearing in Missoula, MT, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has worked with Wells Fargo Bank, N.A. since 1997, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.

Roger Lewis is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 29 years of industry experience. He previously worked for Lincoln Financial Advisors Corp for 18 years before joining OSAIC in 2025. He is also licensed to offer accident, health, and disability insurance. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a wide network of affiliated advisers and multiple advisory platforms. The firm utilizes various asset-allocation tools and third-party services to manage portfolios across a broad range of investments, offering both discretionary and non-discretionary account management.

Sierra Futch is a financial advisor at LPL Financial with 13 years of industry experience. She holds a Series 66 designation and has worked in various roles since 2013, including positions at Waddell & Reed and Greg Schmautz LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations nationwide. The firm offers financial planning, advisory programs, and retirement plan consulting supported by research and model portfolios from LPL Research and third-party subadvisors.

Daniel Ortt is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2010. He is also associated with Ortt Financial Inc., based in Missoula, MT. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and incorporates model portfolios and research from multiple sources.

Keith Fichtner is a Series 66 licensed financial advisor with Edward Jones in Missoula, MT, where he has worked since 2018. He has seven years of industry experience and previously spent ten years with ALPS P&C Insurance. Outside of his advisory role, he is Vice President of Grizzly Networking Professionals and owns KLOE LLC, a car rental business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial products. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of advisors and branch offices.

Bradley Nordberg is a financial advisor with Ameriprise in Missoula, MT, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2001. Outside of his advisory role, he is involved in a business ownership entity for allocation of business expenses. Ameriprise provides retirement-income planning services aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create written recommendation reports. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Deirdre Flaherty is a financial advisor at OSAIC with 22 years of industry experience and holds a Series 66 designation. She previously worked at Sagepoint Financial, Inc. for 14 years and has operated Flaherty Financial since 1999. Flaherty serves on the board of the Missoula Symphony Orchestra. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing asset-allocation tools and multiple platforms to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Edward Brown is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Cetera since 2021 and previously spent seven years with VOYA Financial Advisors. Additionally, he owns and operates Edward L. Brown Insurance Agency, where he sells and services fixed insurance products. Brown volunteers with the Boys & Girls Club of Missoula County, assisting in after-school tutoring activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, financial planning services, and access to third-party money managers.

James Mc Kelvie is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he served in the United States Navy for 21 years. 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, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Holli Bellaire is a financial advisor at Edward Jones in Missoula, MT, holding Series 65 and Series 66 designations with 11 years of industry experience. She worked at Davidson Trust Co. for 19 years before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Johnathan Strong is a CFP® and ChFC® with 11 years of experience in the financial advisory industry. He has worked at Wells Fargo Advisors since 2023 and previously spent six years at Edward Jones and two years at SG Long & Company. Outside of his advisory work, he is involved in local community finance through a finance committee role with Go Run Missoula. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including specialized services for business-owner transitions, sports and entertainment, and special-needs planning. The firm combines advisory services with various financial product offerings and referral channels across a large network of advisors.

Casey Herron is a CFP®-credentialed financial advisor with 16 years of industry experience. He has worked at Charles Schwab since 2021 and previously held advisory roles at TIAA and TIAA-CREF from 2014 to 2020. Herron holds Series 63 and Series 66 licenses and is based in Missoula, MT. 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 mix of non-discretionary guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a structured alternative investments program.

James Royan is a financial advisor with Wells Fargo Advisors in Missoula, MT, holding Series 63 and Series 66 licenses and over 43 years of industry experience. His career includes nearly two decades with Wells Fargo Clearing and Wells Fargo Advisors LLC before joining his current firm in 2025. Outside of his advisory role, he serves as president of the Missoula County Five Valleys Pachyderm Club, where he organizes discussions and speaker events on political topics. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition and sports & entertainment planning, delivering tailored recommendations supported by proprietary research and planning tools.

Jared Losing is a Certified Financial Planner™ (CFP®) with 27 years of industry experience. He has been with Ameriprise since 2005, including six years at the current firm entity. Outside of his advisory role, he is involved in managing commercial real estate through ownership in multiple entities. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored, written recommendations and ongoing planning advice focused on retirement income strategies, incorporating proprietary research and a defined investment framework.

Julie Kieckbusch Jones is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She has held positions at Thrivent Financial since 2016 and Thrivent Investment Management Inc. since 2015. She holds Series 63 and Series 65 designations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based planning and modeling across a range of financial topics, with options to combine planning with managed-account services under a consolidated billing system.

Nickolas Gazzara is a CFP®-designated financial advisor with Edward Jones, based in Lolo, MT. He has 10 years of industry experience, including roles at Merrill and Bank of America prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across the United States. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.