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.

David Milkovich is a financial advisor with Ameriprise in Bozeman, MT, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Ameriprise and its predecessor entities since 2005. Outside of his advisory role, he is involved in cattle buying and selling and owns a business that holds rental properties. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendations tailored to clients’ financial situations.

Manuel Maria N E Sou De Bessa Monteiro is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at Imoboliaria Bessa Monteiro, Lda., Bank of Bozeman, Montana State University, and CLIP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,700 financial advisors and 15,100 branch offices.

Georgia Taylor Bahn is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has eight years of industry experience. Her prior roles include positions at Edward Jones, Principal Financial Services, and US Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Charles Griffith is a financial advisor with LPL Financial in Bozeman, MT, holding CFP®, Series 63, and Series 65 designations and bringing 48 years of industry experience. His career includes long tenures at Waddell & Reed, INC. and various insurance carriers before joining LPL Financial. He also served in a non-investment role at First Lutheran Church. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions through a broad platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

Jane Fitzwilliam is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 20 years of industry experience. She previously worked at Merrill from 2009 to 2018. Outside of her advisory role, she serves as an at-large board member of Willson Preschool in Bozeman, MT. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Michael Schmidt Jr. is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes roles at Merrill, Bank of America, and Wells Fargo Advisors. Outside of his advisory work, he serves as a committee member for the Painted Hills Homeowners Association and is a board member of the Bozeman Symphony. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of individual and institutional clients.

Emily Schram is a financial advisor at Stifel with six years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2016, including time at Sifel, Nicholaus & Company. Prior to her financial industry career, she worked at Summit Dental and APRS Physical Therapy. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to guide asset allocation and financial planning.

Jonathan Herz is a financial advisor with LPL Financial in Bozeman, MT, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2016 and previously held roles at First Interstate Bank, Cetera Investment Services, Principal Financial Services, and Thrivent Investment Management. Outside of his advisory work, Herz serves as a coach on the basketball staff for Bozeman Bucks. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment options, including model portfolios and third-party asset management, supported by various operational and research tools.

Jonas Bieliauskas is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing from 2016 to 2023. Bieliauskas serves on the Finance Committee and Board of Trustees for the Cancer Support Community Montana, a nonprofit organization supporting those affected by cancer. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Elizabeth Cure is a financial advisor at Stifel with 48 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. since 2009. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning analyses.

Kelly Brown is a financial advisor with Wells Fargo Advisors based in Bozeman, MT, holding Series 63 and Series 65 licenses and having 30 years of industry experience. Prior to joining Wells Fargo Advisors in 2017, Brown worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk management, and niche services such as business-owner transition and special-needs planning. The firm uses proprietary research and tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.

Emerson Fersch is a financial advisor with LPL Financial, holding CFP® and ChFC® designations and over 33 years of industry experience. He has worked at several firms, including Sii Investments, Independent Financial Group, LLC, and Sentra Securities Corporation. In addition to advising, he owns an insurance agency that he has operated since 1995. 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, and institutional platforms, supported by advanced operational tools and oversight of over $819 billion in discretionary assets.

Paul Jones is a CFP®-certified financial advisor with over 21 years of industry experience. He is currently with LPL Financial and has previously worked at Waddell & Reed, Inc. for 17 years. Outside of his advisory work, he has been involved with community organizations including the Bozeman Area Chamber of Commerce and local LDS Church groups. 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 advisory services, utilizing both proprietary research models and third-party strategies across various investment approaches.

Patrick Lewis is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009. Outside of his advisory role, he serves as an executor and co-executor involved in estate administration. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages a broad range of client assets and offers both direct and corporate financial planning arrangements.

Katie Pederson is a CFP®-designated financial advisor with Edward Jones in Bozeman, MT, where she has worked since 2010, accumulating 15 years of industry experience. She is a partner in a family LLC, Five Pines, LLC, which holds properties in Bozeman. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices nationwide.

Amy Lenoble is a financial advisor with LPL Financial in Bozeman, MT, holding Series 63 and Series 65 credentials and five years of industry experience. She has worked at LPL Financial since 2021 and previously at Capital Investment Advisers and Friedline Financial. Outside of finance, she was involved with En Pointe Dance & Fitness from 2017 to 2020. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of discretionary and non-discretionary strategies and operational tools.

Scott Dohm is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked within various divisions of Wells Fargo since 2017 and previously held roles at Carroll College and United Parcel Service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options supported by Wells Fargo research and tools, with services tailored to clients meeting certain net-worth criteria.