Stacy Bateson is a financial advisor with Cambridge Investment Research Advisors in Bozeman, MT, holding a Series 66 designation and nine years of industry experience. She has been with Cambridge Investment Research Advisors since 2017 and previously worked at FSC Securities Corp. Bateson is also a shareholder and CPA at Amatics CPA Group, providing tax preparation, accounting services, and business consulting. Outside of financial advising, she owns and manages Steezy LLC, a cleaning business in Bozeman. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts, offering financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals. The firm provides multiple investment platforms and strategies, including proprietary models and access to third-party managers, with both discretionary and non-discretionary implementation options.

Flora Champion Thomas is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. Her career has been primarily with Wells Fargo entities since 2009. Outside of her advisory role, she owns a personal organization business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting net-worth thresholds, including specialized services such as business-owner transition and special-needs analysis.

Michael Maierle is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 26 years of industry experience. He has worked at Raymond James since 2013 and operates Maierle Consultants, Inc. since 2017. Maierle is also an independent contractor and broker with Palisade Financial, where he specializes in life insurance and disability income products. Raymond James Financial Services Advisors, Inc. provides 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 uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Nicholas Kilmurray is a financial advisor with Raymond James Financial Services Advisors, Inc. in Bozeman, MT, holding a Series 66 designation and seven years of industry experience. He has worked with Raymond James since 2018 and is also affiliated with Palisade Financial. Kilmurray is a partner in Big Sky Advisor Group PLLC, an entity formed as part of a succession plan among four advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored non-discretionary planning and supports various advisory programs and institutional consulting across a large advisor network.

Diane Griffith is a financial advisor at LPL Financial with 33 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Terra Nova, LLC for 21 years. Outside of her advisory role, Diane serves as an organist for various churches. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Kris Moos is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding a Series 66 designation and 25 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Cambridge Investment Research and FSC Securities Corporation. He serves on the boards of the Human Resource Development Council, which provides housing, food, transportation, education, and other assistance, and the Bozeman Chamber of Commerce. Moos is also a part-owner of a local sports card business. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include specialized services like business-owner transition and special-needs planning. The firm’s advisors use proprietary research and tools to develop tailored recommendations delivered through client meetings and summary letters, with clients choosing the implementation or brokerage options that suit their needs.

Tyler Cotterell is a financial advisor with LPL Financial in Bozeman, MT, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL in 2018, he worked at Victory Office Supply for three years. He operates Cotterell Wealth Management, a financial advising business entity maintained for tax and investment purposes. 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 model portfolios and third-party asset management, supported by advanced operational tools.

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.

Shayla Berumen is a financial advisor with Edward Jones in Belgrade, MT, holding the ChFC® designation and Series 66 license, and has seven years of industry experience. She previously worked at Big Sky Western Bank and Stockman Bank before joining Edward Jones in 2018. Outside of her advisory role, she is the managing member of a real estate rental business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Tamilla Simpson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior experience includes roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of her advisory work, she is a co-owner and officer of Chromovume Creative LLC, a business she has been involved with since 2012. 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, third-party asset management, and institutional platforms, supporting clients through a large network of investment adviser representatives.

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 licenses and previously worked at Northfork Financial LLC. In addition to her advisory role, she serves as a Registered Client Associate at Palisade Financial in Bozeman, MT. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses detailed fact-finding and modeling tools to tailor non-discretionary planning and encourages clients to implement recommendations through its advisory programs or other providers.

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 in Bozeman, MT, holding a Series 66 designation and five years of industry experience. His prior work includes positions at Bank of America, Merrill, and M&T Bank, as well as roles outside finance such as at Max's Bar and Grill and Eviction Support Services. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, with flexible implementation options and an integrated approach combining advisory services with other financial products.