James Wangerin is the sole advisor at James C Wangerin, CPA/PFS with 1 year of industry experience. He holds the PFS™ and Series 63 designations and has been involved in the accounting and tax preparation field through Wangerin CPA & Wangerin EA since 2017. He is also a licensed insurance agent, though he does not sell insurance. The firm provides portfolio management services primarily to individual clients, along with small businesses and non-profits, managing about $5.15 million in assets across roughly 61 client relationships. It offers both discretionary and non-discretionary management options using stocks, mutual funds, ETFs, bonds, and options, and integrates accounting and insurance services through affiliated entities.

Dwight O'hara is a financial advisor at Osaic Advisory Services, LLC with 33 years of industry experience. He holds a Series 63 designation and has previously worked with Arbor Point Advisors, Securities America, Inc., Cetera Advisors LLC, and KMS Financial Services. O'hara serves as a director for the Kohrs Library Foundation and the Foundation for the Diocese of Helena, where he is involved in managing or overseeing investment portfolios. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement consulting, and other services through multiple program models, utilizing a combination of proprietary and third-party platforms.