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.

Alice Marquardt is a CFP® professional with 15 years of experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. She has previously worked within Wells Fargo entities from 2013 through 2022. Marquardt is involved with the Providence Montana Health Foundation, serving on the finance committee and as treasurer, where she assists with investment oversight and fundraising activities. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold and integrates advisory services with other financial products and referral channels.

Chester Morris is a financial advisor at Ameriprise with 31 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to his current role at Ameriprise since 2020, he was with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory work, he owns a canoe instruction business in Florence, MT. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities, employing a centralized consulting team that uses research, modeling, and tax-efficiency analysis to generate tailored retirement income recommendations.

Skyleigh Thompson is a financial advisor at Edward Jones in Missoula, MT, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Thompson worked at Granite Peak Wealth Advisors and was involved with the University of Montana and Pfahler Sport Specific. Outside of finance, Thompson coaches youth girls soccer with the Missoula Surf Soccer Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, supported by a nationwide network of over 23,000 financial advisors and $1.01 trillion in assets under management.

Marla Cassidy is a financial advisor with RBC Capital Markets in Missoula, MT, holding a Series 66 designation and 10 years of industry experience. She previously worked at D.A. Davidson & Co. for 11 years before joining RBC Capital Markets in 2026. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies based on each client’s Advisory Risk Profile and utilizing both in-house and third-party investment managers.

Dale Baldwin is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at OSAIC since 2018, following a three-year tenure at Signator Investors, Inc. Baldwin also managed Homestead Orchards Inc. for 38 years. Outside of his advisory roles, he serves as a notary public providing services without charge. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a wide range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.