Gary Wrotny is the principal advisor at Watson House Investment Management, LLC in Bozeman, MT. He holds a Series 65 designation and has seven years of industry experience. His background includes self-employment prior to founding Watson House Investment Management in 2018. Watson House Investment Management is an independent firm offering fee-only, discretionary investment management and financial planning to individual and institutional clients. The firm manages approximately $20 million across 14 client relationships, using a combination of fundamental, technical, and macroeconomic analysis along with options and derivatives when appropriate.

Christopher Nolt is the sole advisor at Solid Rock Wealth Management in Bozeman, MT, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has operated his own business since 1996 and founded Solid Rock Wealth Management in 2014. In addition to financial advising, he owns and operates Solid Rock Realty Advisors, LLC, a commercial real estate brokerage, and holds a state real estate license. Solid Rock Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, index-oriented investment approach supported by academic research and partnerships with Dimensional Fund Advisors, and it offers services including real estate advisory related to IRC Section 1031 exchanges.

Frederick Maxted is the sole advisor at Group W Investment Management LLC in Bozeman, MT. He holds the CFA® designation and a Series 65 license, with 22 years of industry experience. Maxted has been with Group W Investment Management since its founding in 2003. Group W Investment Management provides discretionary portfolio management and investment advice to individuals, estates, trusts, charitable organizations, and businesses. The firm employs a long-term, tax-efficient investment approach focused on a three-class framework of equities, fixed income, and cash, with an emphasis on fundamental, value-oriented equity analysis.

Brenda Davis is a financial advisor at Montana Investment Advisors Inc in Bozeman, MT, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has been with Montana Investment Advisors since 1992. Montana Investment Advisors provides discretionary, fee-based portfolio management for individuals, retirement and pension plans, trusts, endowments, and charitable organizations. The firm focuses on long-term holdings in fundamentally sound growth companies combined with fixed-income securities, managing approximately $47.4 million in separately managed accounts.

Paul Quinn is a financial advisor with Quinn Capital LLC in Bozeman, MT, holding a Series 65 designation and 18 years of industry experience. He has been affiliated with Marylhurst University since 2004. Quinn Capital LLC provides discretionary private investment management to high-net-worth individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm employs a “growth at a reasonable price” equity strategy focused on capital appreciation and preservation, combining fundamental and technical analysis within a buy-and-hold framework.

Timothy Randak is a CFA® charterholder and the sole advisor at Arkell Asset Management, LLC, based in Bozeman, MT. He has 16 years of industry experience and has led Arkell Asset Management since 2011. Arkell Asset Management is an independent, fee-only registered investment adviser serving individuals, high-net-worth clients, small businesses, and retirement plans. The firm manages approximately $75 million for about 71 clients, focusing on strategic asset allocation with passive index funds and ETFs, and offers multiple service levels tailored to client preferences.

Camy Toth is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at Springbrook Financial, LLC since 2022. Prior to this, Camy worked at Northfork Financial LLC for seven years and operated Alpine Bookkeeping Services LLC for eight years. Springbrook Financial provides financial planning, consulting, and wealth management services to individuals, charities, and business entities, focusing on strategic asset allocation, diversification, and periodic rebalancing. The firm primarily manages assets on a non-discretionary basis and offers customized Investment Policy Statements to its clients.

Travis Hartman is a financial advisor at Springhill Wealth Management with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Lucent Financial, Stockman Wealth Management, U.S. Bank Private Wealth Management, and Wells Fargo Private Bank. Outside of his advisory work, he has ownership interests in several non-investment businesses focused on real estate and equipment leasing. Springhill Wealth Management is an independent advisory firm managing approximately $82 million for around 71 clients. The firm serves individuals, families, trusts, estates, and various entities with discretionary and non-discretionary investment management, financial planning, and legacy-position services, employing a strategic and tactical asset allocation approach across multiple asset classes.

Virginia Arnold is a financial advisor at Yellowstone Investment Planners, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Yellowstone Investment Planners since 2005 and Piper Jaffray Inc. since 1997. Yellowstone Investment Planners is an independent, single-advisor firm that manages discretionary and primarily non-discretionary portfolios for individuals, trusts, and estates. The firm emphasizes client-approved trading and incorporates non-traditional partnership interests in portfolios, using asset-allocation models and fundamental research across multiple asset classes.

Jay Mattfeldt is a financial advisor with Firetower Advisors in Belgrade, Montana. He holds a Series 65 designation and has one year of industry experience. Prior to his advisory role, he has worked at Northrop Grumman since 2003. Firetower Advisors provides financial planning and discretionary investment management primarily for individual clients without account minimums or commissions. The firm uses fundamental analysis and asset allocation models to build diversified portfolios tailored to client goals and risk tolerance, managing accounts on a discretionary basis while allowing clients to select their own custodians.

Jon Goodman is the sole advisor at JCG Advisory Group, LLC in Bozeman, MT, holding a Series 66 designation with 18 years of industry experience. He has operated related entities including JCG Life/Health/DI, LLC, JCG CTA, LLC, and Jon C. Goodman RIA, LLC since 2016. JCG Advisory Group, LLC is an independent, state-registered investment adviser providing discretionary portfolio management and financial planning to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm employs a risk-first, tax-aware, fee-based approach, using third-party risk profiling and quantitative analytics, including AI tools, to tailor portfolios across a range of strategies and to support monitoring and decision-making.

Michael Mccormick is a financial advisor with Mccormick Financial Advisors, LLC in Bozeman, MT. He holds a Series 66 designation and has 18 years of industry experience. Prior to founding his own firm in 2017, he worked at Cascade Financial Management Inc starting in 2011. Mccormick Financial Advisors provides comprehensive financial planning and investment management to individuals, trusts, estates, charitable organizations, corporations, and small businesses. The firm is notable for its inclusion of corporate and business clients, as well as employer-sponsored retirement plans, and employs a tailored investment approach using a variety of financial instruments and third-party managers.

Andrew Sullivan is a CFA® charterholder and holds a Series 63 license, with 12 years of industry experience. He has been the sole advisor at Quarterpoint Capital Management, LLC since 2013. Quarterpoint provides discretionary portfolio management and investment advisory services primarily to individual investors, families, and trusts. The firm employs a research-driven, value-oriented approach focused on fundamental analysis and direct company due diligence, typically concentrating holdings in a limited number of names with an emphasis on smaller or less-followed companies.

Sarah Fitzgerald is a CFP® and Series 65 registered advisor representative with Northfork Advisors, based in Bozeman, MT. She has four years of industry experience and has held roles at 45North Partners LLC and Northfork Financial LLC since 2019. In addition to advising clients, she oversees day-to-day operations at Northfork Advisors. Northfork Advisors is an independent, fee-only registered investment advisor serving individuals, high-net-worth families, foundations, trusts, nonprofits, and other entities. The firm emphasizes long-term, risk-managed asset allocation and specializes in values-aligned and ESG investing, offering comprehensive financial planning and portfolio management services.

Brock Schimbeno is a financial advisor at Blackmore Financial Solutions in Bozeman, MT, holding a Series 66 designation with 10 years of industry experience. He has been with Blackmore Group, LLC since 2015. Outside of his advisory role, he owns and operates Blackmore Commodities, a brokerage focused on hedging strategies for agricultural producers. Blackmore Financial Solutions provides holistic wealth management and financial planning services to individuals, couples, and small businesses. The firm offers customized portfolios using fundamental and technical analysis and incorporates derivative strategies for qualified clients, while also serving a significant non-high-net-worth client base through flat-fee and hourly planning options.

Mike Monteith is a CFP® and holds a Series 65 license with nine years of industry experience. He is the principal advisor at Monteith Wealth, where he has worked since 2017. Prior to founding Monteith Wealth, he worked at Advisory Services Network, LLC and Empirical Wealth Management. Monteith Wealth provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm’s investment approach is based on Modern Portfolio Theory and long-term trading, using portfolios primarily composed of ETFs, index funds, mutual funds, equities, fixed income, and, when suitable, insurance products such as annuities.

Jenifer Schimbeno is a financial advisor at Blackmore Financial Solutions with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Private Bank. Outside of her advisory role, she hosts the Beautifully Equipped podcast and serves on the board of directors for the Bozeman Area Community Foundation. Blackmore Financial Solutions provides holistic wealth management and financial planning to individuals, couples, and small businesses, offering customized portfolios and discretionary account management that includes fundamental and technical analysis. The firm serves a broad client base with services ranging from hourly planning to active management of stock options and commodity futures.

Christa Hudak is a CFP® and ChFC® with eight years of industry experience. She has worked at CoCreate Financial since 2019 and previously held roles at Raymond James Financial Services and Hudak & Associates, Inc. Outside of financial advising, she was an independent consultant for Rodan and Fields and involved with Journey Evangelical Church. CoCreate Financial provides integrated wealth management to individuals, charitable organizations, pension plans, and closely held business owners. The firm uses discretionary investment management with model portfolios and third-party managers, emphasizing dividend-yielding stocks and bonds, and offers specialized services for business owners and family-office planning.

Brandon Smith is a CFP® with 11 years of industry experience, currently serving at Professional Financial Management, Inc. since 2015. He holds a Series 65 license and works out of Bozeman, MT. Professional Financial Management, Inc. provides financial planning and discretionary portfolio management to individuals, trusts, business owners, charitable foundations, and qualified retirement plan sponsors. The firm emphasizes globally diversified, low-cost, institutional-class mutual funds with a focus on small-cap and value equities, along with short- and mid-term fixed income, implementing portfolios through written investment policy statements and maintaining attention to tax efficiency.

Wesley Shifrin is a CFA®-designated financial advisor with Northfork Advisors in Bozeman, MT, and has nine years of industry experience. He has worked with Northfork Financial LLC since 2016 and HomeStake Venture Partners LLC since 2017, serving as a Partner and Advisor at Northfork since 2022. Northfork Advisors provides investment management and comprehensive financial planning services to individuals, families, and various organizational clients. The firm’s investment approach focuses on long-term asset allocation and ESG integration, utilizing mutual funds, ETFs, and third-party managed accounts.