Ivy Burford is a Series 66-licensed financial advisor with D.A. Davidson & Co., where she has worked since 2015. She has nine years of industry experience. Outside of her advisory role, Ivy serves as the secretary on the board of directors for the Livingston Baseball and Softball Association, a local nonprofit organization. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm incorporates both qualitative and quantitative analysis under the Advisers Act fiduciary standard and provides specialized services such as ERISA retirement plan advisory and a Private Wealth program for high-net-worth clients.

Christopher Waterbury is a financial advisor with Charles Schwab & Co., Inc. in Livingston, Montana. He holds Series 63 and Series 66 licenses and has 10 years of industry experience, all spent with Charles Schwab since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advice and access to discretionary separately managed accounts. The firm is notable for its large client base, integrated custody and brokerage services, and a structured approach to alternative investments.

Glenn Weisner is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1989, focusing on family wealth management strategies, portfolio management services, and retirement income. Glenn emphasizes personalized wealth management approaches tailored to clients’ long-term goals, supporting them with investment insights from Merrill and banking and lending solutions from Bank of America. Glenn holds a Bachelor's Degree and an MBA in Finance, both from the University of Toledo. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He is committed to educating clients to help them make informed, non-emotional financial decisions, viewing himself more as an educator than a salesperson. In addition to his professional work, Glenn is engaged in community service, volunteering with local organizations. His personal interests include fishing, spending time with his family, and traveling.

Kassandra Van Egmond is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes positions at Wells Fargo Bank and Fifth Third Bank. Outside of advising, she is a co-owner of a rental property in Tennessee with her spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a mix of research-driven investment approaches and offers brokerage and advisory solutions through a large network of financial professionals.

July Hardesty is a financial advisor at Edward Jones with two years of industry experience. She held roles at PFL Tech Inc. for five years and worked at Yellowstone Valley Lodge & Grill prior to her current position. Hardesty holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and operates a nationwide network of more than 23,700 advisors.

Matthew Blades is a financial advisor with Edward Jones in Livingston, MT, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management and a nationwide network of over 23,700 advisors. The firm provides a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James McMahon is a financial advisor with Cetera and holds Series 63 and Series 65 designations, with 31 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc., Stifel Nicolaus & Co Inc, Watts Capital Partners LLC, and Kestra Investment Services, LLC. Outside of advising, he is the owner of JAM III, LLC, which manages rental and Airbnb properties. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base, including individuals, retirement plans, and institutional accounts, offering diverse portfolio management options and a multi-manager platform with access to both affiliated and third-party managers.

Annie McLaughlin is a financial advisor with LPL Financial and holds the Series 66 designation. She has five years of industry experience, including six years at Citi before joining LPL Financial in 2026. In addition to her advisory role, she is a business owner associated with Lincoln University, PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Stephanie Cunningham is a Series 66-licensed financial advisor at Edward Jones in Livingston, Montana, with 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, Cunningham serves as the current president of the Livingston Rotary Club and has held leadership roles in local animal welfare organizations, including past president of the Spay Neuter Project and volunteer work with the Stafford Animal Shelter. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a national network of more than 23,700 financial advisors.

Katelyn Matsuda is a financial advisor at LPL Financial in Livingston, MT, holding Series 63 and Series 65 credentials with one year of industry experience. Her prior work includes roles at First Interstate Bank, Mountain Tracks LLC, Counterpoint Inc., and Wells Fargo. She is also the owner of Diamond T K LLC, a business outside of her investment advisory activities. 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 financial planning and portfolio management services, combining a broad platform with extensive non-advisory financial activities.

Anthony Noble is a financial advisor with OSAIC in Livingston, MT, holding the ChFC® designation and Series 63 and 65 licenses. He has 19 years of industry experience, including 17 years with FSC Securities Corporation and over two decades as president of A.E. Noble Associates, Inc. Anthony also serves as treasurer of the Yellowstone Bend Citizens Council, a local nonprofit involved in solar and environmental projects. OSAIC serves a wide range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes asset-allocation tools and automated rebalancing to construct diversified portfolios that may include stocks, bonds, mutual funds, ETFs, and alternative investments.

Gabrial Mathews is a financial advisor at Lighthouse Wealth Strategies, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Lighthouse Wealth Strategies since 2023. Outside of finance, he works as a bartender at Montana Rib and Chophouse. Lighthouse Wealth Strategies is a team of six advisors based in Livingston, MT.