Tyler Cotterell is a financial advisor with LPL Financial in Bozeman, Montana, holding a Series 66 designation and seven years of industry experience. He has been with LPL Financial since 2018 and previously worked at Victory Office Supply for three years. Tyler also operates Cotterell Wealth Management, a financial advising business entity. 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 variety of advisory services, including financial planning and access to model portfolios and third-party asset management, supported by a large network of advisors and extensive financial products.

Tamara Renner is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Her work history includes roles at First Interstate Bank, XY Planning Network, Bank of Bozeman, and First Security Bank - Montana. 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 portfolios, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Koy Hoover is a CFP® professional with 26 years of industry experience, currently serving at Stifel since 2009. Prior to joining Stifel, he worked at Equilibrium, LLC. He is involved with the Montana Council on Economic Education as a member of its executive committee and serves on the board of a local road association in Montana. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group. The firm’s approach includes forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning analyses.

Stanton Jones is a financial advisor at Stifel with Series 63 and Series 65 registrations and 45 years of industry experience. He worked at UBS Financial Services for 17 years before joining Stifel Nicolaus & Co Inc, where he has been since 2011. Stifel serves a broad range of clients, including individuals, institutional investors, and nonprofit organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Stephen Stumbo is a financial advisor at Edward Jones in Bozeman, MT, holding CFP® and Series 66 designations with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and related financial services, supported by a large nationwide network of advisors and branch offices.

Kristin Costle is a financial advisor with LPL Financial in Bozeman, MT, holding a Series 66 credential and five years of industry experience. Her work history includes positions at Michael Costle, Waddell & Reed Inc, and Austin Peo. She is also involved with KCostle Enterprises, a non-investment-related business entity. 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 portfolio programs, and institutional platforms, supported by extensive tools and partnerships.

Arlis Ortman is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 18 years of industry experience. Prior to joining Raymond James in 2026, he worked at LPL Financial for nine years and CUSO Financial Services, LP for three years. Raymond James Financial Services Advisors, Inc. offers 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 provides tailored, non-discretionary planning and utilizes analytical tools to support client goals, while also supporting municipal and public-finance work through a municipal advisor affiliation.

Alec Lindenauer is a Wealth Management Advisor and principal at The Wynn-Lindenauer Group within Merrill Lynch Wealth Management. With a career starting in 2005 and joining Merrill Lynch in 2009, Alec specializes in holistic wealth management, which encompasses investment management, retirement and estate planning, asset preservation, liability management, philanthropy, and corporate services. He applies his expertise to help affluent families, corporations, endowments, and foundations pursue their financial goals, emphasizing the integration and tailoring of financial products and services to client needs. Alec holds several professional designations, including the CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a bachelor's degree from the University of Florida. Before his financial services career, Alec launched two companies over nine years, providing him with firsthand business experience that informs his specialized client support. He is also involved in community efforts focused on financial education, actively helping parents teach their children about money. Alec balances his professional life with personal interests including biking, golfing, hiking, photography, racquetball, rock climbing, skiing, traveling, and spending time with his wife and two daughters. He is a member of the professional organization Cents of Responsibility and is committed to serving families through his work and community involvement.

Reed Johnson is a financial advisor with Wells Fargo Clearing, holding Series 63, Series 65, and Series 66 licenses and one year of industry experience. His prior work includes a year at Edward Jones before joining Wells Fargo Bank and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics based on diversification principles and modern portfolio theory.

Lydia Butler is a financial advisor at Raymond James Financial with 16 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Northfork Financial LLC. Butler also serves as a registered client associate at Palisade Financial in Bozeman, MT. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.

Katherine Ritter is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2021, she worked with several firms including Waddell & Reed and Big Sky Benefit Solutions, and was involved with the Blue Collar Restaurant Group DBA Tanglewood. She also serves as a resident artist at Longfellow School in Bozeman, MT. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

James Mc Glue is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various specialized services and integrates advisory services with other financial products and referral channels.

Hannah Dennehy is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked at Georgia Family Insurance Agency and Montana State University. Outside of her advisory role, she is involved in youth sports coaching, serving as a volunteer assistant volleyball coach for Bozeman High School and coaching at Montana State’s volleyball camps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive goal-based planning without portfolio management or discretionary trading authority. Their services include a range of planning topics and the option to combine planning with managed accounts through a consolidated billing program called WealthPlan.

Justin Lappe is a financial advisor at Edward Jones in Bozeman, MT, holding the ChFC® designation and Series 66 license with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as the assistant to the Commanding Officer of RS Portland in the Marine Corps, performing special assignments as needed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,700 advisors.

Gaige De Shazer is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he worked at Coach X and Evergreen Homeloans and has a background that includes six years at Montana State University and four years at Sentinel High School. Outside of his advisory role, he works as an Uber driver on a part-time basis. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Sarah Hessler is a Series 66-licensed financial advisor with Charles Schwab, based in Bozeman, MT, with 15 years of industry experience. Before joining Schwab in 2019, she worked at D.A. Davidson & Co. from 2015 to 2019. She serves as a committee member for the Charitable Advisors Roundtable at One Valley Community Foundation. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining brokerage, custody, and advisory functions with both non-discretionary and discretionary investment management options.

David Palagi is a financial advisor with Stifel in Bozeman, MT, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2009. Outside of his advisory role, he serves as a trustee for the D&K Palagi Trust. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analysis and asset allocation guidance.

Richard Kohtz is a financial advisor with Osaic Wealth Inc., holding a PFS™ designation and Series 63 and 65 licenses, with 17 years of industry experience. He has held roles at several firms including Runnit Wealth Management and Elev8 Financial Group LLC, and is involved in business consulting, accounting, and tax services through his ownership of Runnit LLC. Kohtz also owns and manages the Montana Movement Arts Center, a commercial property. OSAIC Wealth Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a large network of affiliated advisors. The firm employs a variety of investment strategies combining brokerage and advisory services, utilizing advanced portfolio construction tools and offering access to multiple third-party money managers.

Phillip Dangello is a CFP® professional with two years of experience, currently affiliated with Mass Mutual Investors Services in Bozeman, MT. His work history includes roles at MML Investors Services, MassMutual Life Insurance Co, and the Penn State Department of Economics. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers ongoing, collaborative financial planning engagements supported by firm-approved analytical tools and various educational programs.

Duane Hansen is a financial advisor with Thrivent Investment Management in Bozeman, MT, holding Series 66 and Series 65 licenses and bringing 13 years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, delivering goal-based analyses and written recommendations across various planning topics without implementing the recommendations. The firm offers an option to combine planning with managed accounts under a consolidated billing arrangement called “WealthPlan,” maintaining separate planning and asset management services.