Adam Belarde is a financial advisor with Thrivent Investment Management in Missoula, MT, holding a Series 66 designation and having six years of industry experience. He has been with Thrivent Investment Management since 2020 and previously owned Food & Fun Inc for over two decades. Outside of advisory work, he owns Upon the Rock Leadership, a company focused on training and coaching business and ministry leaders, and serves as a board member and chair for Missoula Youth for Christ. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses across various planning topics without direct implementation. The firm allows clients to combine planning with managed accounts through a consolidated billing option while maintaining these services as separate engagements.

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.

Michael Hyer is a financial advisor with Edward Jones in Missoula, MT, holding ChFC® and Series 66 credentials with eight years of industry experience. He previously worked at Bankers Life Securities Inc. and Bankers Life & Casualty before joining Edward Jones in 2019. Outside of his advisory role, he has landlord responsibilities in Missoula. Edward Jones is a wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Donna Evison is a financial advisor with Ameriprise in Missoula, MT, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Ameriprise and its affiliates since 1997. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach, delivering recommendations through a centralized consulting team.

Alexis Taulbee is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, Alexis held roles at A & C Herron, Blacksmith Brewery, and Cennox. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers centralized custody and brokerage services.

Erik Johnston is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2019 following a career in scientific research and development that spanned nearly eight years. Erik utilizes his background in the sciences to apply critical thinking and problem-solving skills to help clients identify their financial goals and develop plans to achieve them. He emphasizes building relationships based on trust and accountability, serving as a dependable resource throughout the financial planning process. Erik holds a Bachelor of Science degree in Chemistry and a PhD in Materials Science, both from the University of Montana. He is also a CERTIFIED FINANCIAL PLANNER® Professional, a CERTIFIED PLAN FIDUCIARY ADVISOR, a Personal Investment Advisor, and a Retirement Accredited Financial Advisor. His client focus areas include college education planning, family wealth management strategies, retirement planning, tax minimization, philanthropic planning, and socially responsible investing, among others. Outside of his professional role, Erik resides in Missoula with his wife Emilie and their sons Ren and Carter. The family enjoys participating in community events, attending Griz games, and exploring Montana's parks, trails, rivers, lakes, and ski hills. Erik is involved with several community organizations including A Carousel for Missoula, Montana Science Fair, Montana Special Olympics, The Dylan Steigers Concussion Project, and spectrUM Science.

Sarah Fosse is a Series 66 licensed financial advisor with nine years of industry experience, currently with Wells Fargo Advisors in Missoula, MT. She has worked within the Wells Fargo organization since 2015, including roles at Wells Fargo Clearing. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, serving clients through both brokerage and advisory programs.

Anna Martello is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 35 years of industry experience. She previously worked for Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agencies for over 30 years. Martello is based in Missoula, MT. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered through a large network of investment adviser representatives.

Alan Jensen is a CFP® professional with 32 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2021, and has prior experience at Wells Fargo Clearing, Wells Fargo Advisors, and A. G. Edwards & Sons. Jensen is involved with JFS Inc., a business entity unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions and supports advisors with technology such as machine learning tools.

Given Kutz is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. He previously worked at Western International Securities, Inc. and Rowe and Associates, Inc. He is also involved with Rowe Financial Group, a DBA associated with his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of investment and financial planning solutions.

Lisa Woirhaye is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds a Series 66 designation and has worked at Merrill and UBS since 2007 and 2021, respectively. Outside of her advisory role, she is a part-time coach for Beachbody LLC, a nutrition company offering workout programs and supplements. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research to tailor investment strategies to client goals and risk tolerances.

Mark Glidewell is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2017, previously spending two years with Investment Centers of America, Inc. Outside of his advisory role, he serves as an assistant varsity boys basketball coach at Valley Christian School in Missoula, MT. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Smith is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2016. Outside of his advisory role, he serves as a board member and governess for the Spirit at Play Early Childhood Program in Missoula, Montana. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kevin Bateman is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has worked at Osaic since 2018 and previously at Signator Investors, Inc. from 2015 to 2018. Bateman is president of Taurus Wealth Management, where he provides investment-related services. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk-tolerance assessments, and automated rebalancing across a range of investment types.

Justin Weimer is a financial advisor with LPL Financial in Missoula, MT, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Waddell & Reed, Edward Jones, and his own limited liability company, Greg Schmautz LLC. 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 a network of over 22,800 advisors and diverse investment strategies.

Robert Braun is a financial advisor at Osaic with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Osaic since 2018 following a three-year tenure at Signator Investors, Inc. Braun is also involved in sales and marketing of securities and investment advisory products through Taurus Wealth Management LLC and markets fixed annuities and non-variable insurance via his sole proprietorship. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios tailored to client needs.

Douglas Bonnie is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, National Association since 2015 and MORGAN STANLEY SMITH BARNEY LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, using a structured planning process supported by firm-approved tools and market modeling techniques.

Solon Linton is a Senior Financial Advisor with Merrill Lynch Wealth Management in Missoula, Montana. He co-founded the KLO Group, where he oversees business development, asset management, and client relationship management. Solon works with individuals and families, including entrepreneurs and medical professionals, providing retirement planning, customized asset allocation, and tax minimization strategies. With more than a decade of experience, Solon offers a range of financial strategies aimed at growing, preserving, and managing client wealth. He emphasizes understanding each client’s unique objectives, risk tolerance, time horizons, and liquidity needs to tailor appropriate financial plans. As a qualified Portfolio Manager, he builds and manages personalized investment strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. He manages client portfolios, including discretionary strategies through the firm's Investment Advisory Program. Solon holds the Chartered Retirement Planning Counselor (CRPC) designation, along with certifications including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree in finance from the University of Montana. Outside of work, Solon lives in Missoula with his wife and two daughters. He enjoys outdoor activities such as skiing, climbing, and competitive cycling. He served as a board member for MTB Missoula from 2016 through 2022.