Hannah Dennehy is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked at Georgia Family Insurance Agency and Montana State University. Outside of her advisory role, she is involved in youth sports coaching, serving as a volunteer assistant volleyball coach for Bozeman High School and coaching at Montana State’s volleyball camps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive goal-based planning without portfolio management or discretionary trading authority. Their services include a range of planning topics and the option to combine planning with managed accounts through a consolidated billing program called WealthPlan.

Justin Lappe is a financial advisor at Edward Jones in Bozeman, MT, holding the ChFC® designation and Series 66 license with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as the assistant to the Commanding Officer of RS Portland in the Marine Corps, performing special assignments as needed. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates with a nationwide network of over 23,700 advisors.

Gaige De Shazer is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he worked at Coach X and Evergreen Homeloans and has a background that includes six years at Montana State University and four years at Sentinel High School. Outside of his advisory role, he works as an Uber driver on a part-time basis. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment strategy methodology.

Sarah Hessler is a Series 66-licensed financial advisor with Charles Schwab, based in Bozeman, MT, with 15 years of industry experience. Before joining Schwab in 2019, she worked at D.A. Davidson & Co. from 2015 to 2019. She serves as a committee member for the Charitable Advisors Roundtable at One Valley Community Foundation. Charles Schwab & Co., Inc. provides wealth advisory services primarily to high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, combining brokerage, custody, and advisory functions with both non-discretionary and discretionary investment management options.

David Palagi is a financial advisor at Stifel with 43 years of industry experience. He has held positions at Stifel Nicolaus & Co Inc since 2009 and previously worked at Citigroup Global Markets from 1994 to 2009. Palagi holds Series 63 and Series 65 designations. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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 at Thrivent Investment Management with 13 years of industry experience. He holds Series 65 and Series 66 designations and has been with Thrivent Financial and Thrivent Investment Management since 2016. He is based in Bozeman, MT. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning that covers various topics, including retirement and tax planning, without including implementation of recommendations.

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.

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 based in Bozeman, Montana, holding Series 63 and Series 66 licenses and possessing 27 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as a committee member of the Painted Hills Homeowner Association and as a board member of the Bozeman Symphony. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 49 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co. Inc. since 2009, following 15 years at Citigroup Global Markets. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is supported by proprietary analysis and allocation methodologies developed by its Investment Strategy Group, providing clients with guidance based on forward-looking capital market assumptions.

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.