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 with LPL Financial in Missoula, MT, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL Financial in 2021, she worked with Greg Schmautz LLC, Gregory Schmautz, various insurance carriers for W & R Insurance Agencies, and Waddell & Reed, Inc. 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 and brokerage services, including financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Daniel Ortt is a financial advisor with LPL Financial in Missoula, MT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Prior to joining LPL Financial in 2010, he worked at Cetera Investment Services LLC and Fintegra, LLC. He is also associated with Ortt Financial Inc. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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 23 years of industry experience. She holds a Series 66 designation and has previously worked at Sagepoint Financial, Inc. and operates Flaherty Financial. She serves as a board member for the Missoula Symphony Orchestra. OSAIC Wealth, Inc. provides brokerage and advisory services to a diverse client base, including individual investors, institutions, and charitable organizations. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios across various asset classes and supports multiple advisory platforms and third-party managed account solutions.

Edward Brown is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 31 years of industry experience. He previously worked at VOYA Financial Advisors and has operated his own insurance agency since 1983. Brown volunteers with the Boys & Girls Club of Missoula County, assisting with after-school tutoring activities. Cetera Investment Advisers LLC distributes advisory services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management strategies and financial planning services, supported by multiple program structures and third-party manager options.

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.

Eivind Gjetmundsen is a CFP® professional with over 33 years of experience in the financial advisory industry. He has been with Edward Jones since 1991. 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 strategies while operating under a fiduciary standard.

Christopher Coghlan is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. His career includes roles at B.B. Graham & Company, RBC Capital Markets Corporation, Merrill, and Quick & Reilly, Inc. He owns a real estate rental property in Missoula, MT. 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 advisory and brokerage services, including financial planning and model portfolio programs, with a focus on both discretionary and non-discretionary strategies supported by advanced operational tools.

Matthew Noreus is a financial advisor at Edward Jones in Missoula, MT, holding CFP®, ChFC®, and Series 66 designations with 10 years of industry experience. He previously worked at Bank of America and Merrill before joining Edward Jones in 2017. Outside of his advisory role, he serves as an assistant instructor for the Army ROTC Department at a university and holds a rank in the US Army Reserve. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Jeffrey Ricklefs is a financial advisor with LPL Financial in Missoula, MT, holding a Series 66 designation and 18 years of industry experience. He worked at Edward Jones for nine years before joining LPL Financial in 2017. Ricklefs operates Big Sky Wealth Management as a DBA for his LPL business. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Stetka is a financial advisor with Wells Fargo Clearing in Missoula, MT. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2024. Prior to his financial services career, he worked in various roles including at Custom West Pest and Wildlife Service and the Wyoming Game and Fish Department. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, tailored to plan objectives and risk tolerances.

Stewart Long IV is a financial advisor at Wells Fargo Advisors in Missoula, MT, with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at North Western Mutual for one year and at Sonatype Inc. for two years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, utilizing proprietary research and planning tools.

Spencer Orme is a financial advisor with LPL Financial in Missoula, MT, holding Series 63 and Series 66 credentials and eight years of industry experience. He previously worked at Fidelity Brokerage Services LLC and Deseret Mutual Benefit Administrators. His other business activity includes operating Mountain America Investment Services. 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 through a large network of advisors using both proprietary and third-party strategies.