Alice Marquardt is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2022. She has prior experience with Wells Fargo Clearing and Merrill. Marquardt is active in nonprofit work as treasurer and finance committee member for the Providence Montana Health Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes cash-flow, retirement, education, risk, and wealth-transfer planning among other specialized services. The firm integrates advisory services with other financial products and referral channels to serve its clients.

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.