Max Shapiro is a financial advisor at Osaic with a Series 66 designation and two years of industry experience. He has held various roles outside of finance, including serving as a seasonal boat captain for Sweet Yacht Charter in Nantucket and owning Cavu Marine LLC, which provides yacht management and delivery services. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios that include a broad variety of investment types and supports both discretionary and non-discretionary account management.

Alex Buell is a CFP® professional with 10 years of experience in the financial services industry, all of which have been spent with Edward Jones. He is based in Bozeman, MT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Scott Brown is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brown is a part owner of BWIBZN, LLC, an investment-related business. 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, including specialized areas like business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Luke Fedyk is a financial advisor with Raymond James Financial in Bozeman, MT, holding a Series 66 designation and one year of industry experience. His background includes roles at Palisade Financial, Montana State University, and various other positions prior to entering the financial services sector. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers programs that incorporate technology, cybersecurity, and advanced modeling techniques.

Kegan Morris is a financial advisor with Wells Fargo Clearing in Bozeman, MT, holding Series 63 and Series 65 designations and three years of industry experience. His prior work includes roles at World Equity Group, Inc., The Leaders Group Inc, and Wealthvest. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

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 financial advisor at Edward Jones in Bozeman, MT, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2009. Outside of advising, he manages a personal ranching business through Cyclone Ranches LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies. The firm combines a large retail advisor and branch network with affiliated capabilities beyond advisory services, including trust and securities-based lending options.

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 Wealth, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Pacer Financial, Inc., The Leaders Group Inc, and Wealthvest. Outside of his advisory work, Kellermyer serves as president of the Big Sky Alumni Association, a nonprofit organization supporting Montana State University’s Pi Kappa Alpha fraternity through event coordination and mentoring. OSAIC serves a broad range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and third-party services to construct diversified portfolios across stocks, bonds, options, mutual funds, ETFs, and alternative 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.

Michael Winter is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding a Series 66 designation and 12 years of industry experience. He previously worked at Bank of America and Merrill before joining Wells Fargo Advisors in 2017. Winter has ownership interests in investment-related entities, including MWWM INC and MWINTERGP, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a wide range of financial planning and investment services, using proprietary research and tools to develop tailored recommendations delivered through financial advisors.