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.

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.

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.

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.

Kamrey Boyer is a financial advisor at Tandem Wealth Advisors with a Series 65 designation and one year of industry experience. Prior to joining Tandem, Kamrey held positions at Valley Credit Union and served in various roles related to education and public service in Pennsylvania. Tandem Wealth Advisors is an employee-owned, SEC-registered investment adviser that provides discretionary investment management and financial planning to a broad range of clients, including individuals, families, trusts, and retirement plans. The firm applies a combined top-down and bottom-up investment approach focused on diversified, balanced portfolios and offers specialized services such as sub-advisory roles and model management for unified accounts.

Aaron Tyburski is a financial advisor at MDRN Capital with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including LPL Financial, Red Oak Financial Group, and AYCO, a Goldman Sachs company. Outside of his advisory role, Tyburski is also an insurance agent involved in insurance and annuity sales through MDRN Insurance. MDRN Capital serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing discretionary investment management, comprehensive financial planning, and retirement-plan advisory services. The firm employs a multi-advisor team model and typically constructs portfolios using unaffiliated Independent Managers alongside low-cost mutual funds and ETFs, focusing on long-term investment strategies with adjustments for tax management and client liquidity needs.

Eric Flynn is a CFA® charterholder with five years of experience in financial advising. He is currently with Aprio Wealth Management, LLC in Bozeman, MT. Prior to this, he held positions at Compound Planning, Inc., Wipfli LLP, Creative Planning, LLC, and Bitterroot Capital Advisors, LLC. Outside of his advisory work, Flynn serves as Treasurer of Flynn Ranch, Inc., and owns Flynn Ranch Hunting, LLC and Flynn Farms, LLC. He also chairs the advisory council for the College of Business at Montana State University and represents CFA Institute’s President’s Council. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, qualified retirement plans, trusts, and business entities. The firm uses asset allocation combined with techniques such as dollar-cost averaging, technical analysis, and various trading strategies, and it maintains continuous account monitoring with at least annual client reviews.

Andrew Eakin is a financial advisor at Continuum Advisory, LLC in Bozeman, MT, holding the ChFC® designation with 27 years of industry experience. His prior experience includes roles at Wealth Management Associates, Triad Advisors, Inc., and Osaic Wealth, Inc. He serves as executor and successor trustee of his parents’ estate and is a limited partner in a family limited partnership receiving royalties from mineral rights in Minnesota. Continuum Advisory provides financial planning, consulting, and discretionary portfolio management to individuals, including high-net-worth clients, and institutional clients such as pension and profit-sharing plans. The firm’s advisors use a range of investment vehicles and offer retirement plan consulting and ERISA fiduciary services while maintaining a high level of professional integration across financial and legal disciplines.

Rebecca Dammann is a CFP® with 14 years of industry experience, currently serving as an advisor at Ashton Thomas Private Wealth. She has worked at Ashton Thomas Securities, M.S. Howells & CO, and Wells Fargo Advisors during her career. Outside of her advisory role, she serves as treasurer and secretary for a local homeowners association. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, businesses, trusts, family offices, retirement plans, and institutional clients. The firm employs a diversified investment approach, utilizing mutual funds, ETFs, independent managers, and specialist strategies through its Amplify Platform.

Janie Strasser is a CFP® with 21 years of industry experience. She currently works at Chicago Partners Investment Group LLC, where she has been since 2018. Prior to that, she was with Empirical Wealth Management from 2016 to 2018 and has longstanding involvement with MDS Investments, Inc. DBA Ponderosa Wealth Management dating back to 1997. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other entities. The firm employs a long-term, diversified, asset-allocation approach combining fundamental analysis with quantitative portfolio construction across a broad range of investment vehicles.

Everett Jensen is a financial advisor with Ashton Thomas Private Wealth in Bozeman, MT, holding Series 65 and Series 63 licenses and having two years of industry experience. Prior to joining Ashton Thomas in 2025, he worked at World Equity Group, WealthVest Marketing, and Edward Jones. Outside of his advisory role, he serves as Vice President of Benchmark Land Surveying in Sidney, MT. Ashton Thomas Private Wealth provides investment advisory and wealth management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a platform model that includes discretionary and non-discretionary portfolio management and utilizes a range of investment strategies across mutual funds, ETFs, independent managers, and sub-advisers.

John Dubose IV is a CFP® with 32 years of industry experience, currently serving as a senior wealth advisor at Ashton Thomas Private Wealth in Bozeman, MT. His prior experience includes roles at Wells Fargo Advisors, LLC and M.S. Howells & Co. Outside his advisory work, he is the manager of a single-member LLC and owns residential rental properties in Bozeman, MT, and Georgetown, SC. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to a wide range of clients, including individuals, trusts, family offices, and institutional accounts. The firm employs a platform model with access to third-party managers and uses diversified investment strategies across mutual funds, ETFs, and specialized products.

Michael Strasser is a financial advisor with Chicago Partners Investment Group LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Chicago Partners since 2018 and is also affiliated with Mds Investments, Inc. since 2011. Outside of advising, he serves as a board member and shareholder of Ambature, a technology and materials science company, and owns and manages a small hay farm through Six Bears Holdings, LP. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment strategy utilizing fundamental analysis and customized portfolios, and is notable for sponsoring affiliated pooled investment vehicles and serving as a private fund adviser and sub-advisor.

Kimberly Hartman is a CFP® professional at Investment Management Group with one year of industry experience. She has previously worked at Stockman Wealth Management and held roles at Montana State University Alumni Foundation, ROC Wheels, Dovetail Collaborative Financial Planning, Professional Financial Management, and Montana State University. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality, as well as individual portfolio management and financial planning. The firm emphasizes continuous, tailored investment advice and manages most assets on a non-discretionary basis using fundamental and qualitative analysis.

Andrew Brief is an investment advisor with Kestra Advisory Services LLC and holds Series 63 and Series 65 credentials. He has 36 years of industry experience and has been with Kestra and its related entities since 2016. Outside of his advisory role, he is a franchisee of Pickleball Montana, overseeing the development and operation of indoor pickleball facilities in Montana. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including very large institutional investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party managed solutions.

Roxanne Watkins is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Valic Financial Advisors since 2000 and also works with Agia as an agent for non-securities insurance products. Outside of her advisory role, she manages a short-term vacation rental property in Montana. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

George James is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to that, he worked at ICMA Retirement Corporation for three years. Outside of his advisory role, he participates as a website tester for UserTesting.com. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process centered on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and a range of retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.

Jennifer Graff is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds the Series 65 designation and has worked at several firms, including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Strasbaugh Financial Advisory, Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Nathaniel Liebe is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Thrivent Investment Management Inc. He served six years in the United States Air Force. Nathaniel also operates insurance brokerage activities under the names 1847Financial and Bridger Wealth, focusing on insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through its advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options and combines advisory and broker-dealer services, managing billions in assets under management.

Philip Wyant is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has served in the US Army since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over one trillion dollars in assets under management and a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Alex Buell is a CFP® professional with 10 years of experience in the financial services industry, all of which have been spent with Edward Jones. He is based in Bozeman, MT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients through a broad network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Scott Brown is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brown is a part owner of BWIBZN, LLC, an investment-related business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas like business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Anna Collins is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab since 2019, following five years at Wells Fargo Bank N.A. Outside of her advisory role, she manages basic landlord responsibilities for a condominium she owns. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory recommendations with access to affiliated discretionary separately managed accounts, delivering investment guidance via multi-asset model portfolios and alternative investment options.

Bridget Thibault is a CFP®-certified financial advisor with four years of industry experience. She is currently with Charles Schwab & Co., Inc. and previously worked at Raymond James Financial Services Advisors, Inc. Bridget has a background that includes roles outside finance, such as positions at Columbia Hospitality and Montana Aleworks. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management combined with brokerage, custody, and cash-sweep services.

Daniel Hitchcock is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.

Flora Champion Thomas is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. Her career has been primarily with Wells Fargo entities since 2009. Outside of her advisory role, she owns a personal organization business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting net-worth thresholds, including specialized services such as business-owner transition and special-needs analysis.

Kris Moos is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding a Series 66 designation and 25 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Cambridge Investment Research and FSC Securities Corporation. He serves on the boards of the Human Resource Development Council, which provides housing, food, transportation, education, and other assistance, and the Bozeman Chamber of Commerce. Moos is also a part-owner of a local sports card business. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include specialized services like business-owner transition and special-needs planning. The firm’s advisors use proprietary research and tools to develop tailored recommendations delivered through client meetings and summary letters, with clients choosing the implementation or brokerage options that suit their needs.

Shayla Berumen is a financial advisor with Edward Jones in Belgrade, MT, holding the ChFC® designation and Series 66 license, and has seven years of industry experience. She previously worked at Big Sky Western Bank and Stockman Bank before joining Edward Jones in 2018. Outside of her advisory role, she is the managing member of a real estate rental business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Tamilla Simpson is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Thrivent Financial and Thrivent Investment Management. Outside of advising, she co-owns Chromovule Creative LLC, where she serves as secretary, treasurer, and limited partner. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

James Mc Glue is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various specialized services and integrates advisory services with other financial products and referral channels.

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.

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.

Scott Dohm is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked within various divisions of Wells Fargo since 2017 and previously held roles at Carroll College and United Parcel Service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options supported by Wells Fargo research and tools, with services tailored to clients meeting certain net-worth criteria.

Erin Yost is a CFP® and holds a Series 66 license with 25 years of experience in the financial services industry. She has worked at Charles Schwab since 2019 and previously spent five years at D.A. Davidson & Co. Erin serves as a committee member for the Charitable Advisors Roundtable, contributing to charitable advisor events in the Bozeman community. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary SMAs, offering multi-asset model portfolios and centralized custody and brokerage services.

Brant Wiehardt is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Merrill, U.S. Bancorp Investments, and Northwestern Mutual. He is also involved in investment-related entrepreneurial ventures through ownership of two LLCs in Bozeman, MT. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a wide range of investment and fee-based financial planning services that cover various specialized areas including business-owner transition and special-needs planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, delivered through discrete planning engagements.

Travis Tuttle is a financial advisor with Primerica Advisors in Bozeman, MT, holding Series 63 and Series 65 licenses and 23 years of industry experience. His career includes longstanding roles at PFS Investments Inc. and Primerica Financial Services since 2000 and 2001, respectively, as well as leadership of a strategic business consulting firm, Tuttle Enterprises LLC. Prior to this, he was involved with Bend Soap Company and Sound City Bible Church. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm operates a wrap-fee asset management program using model-driven investment strategies managed by third parties, supporting trade execution and custody with Pershing and overlay management by BNY Mellon Advisors.

Jacob Balyeat is a CFP® certificant with 13 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to joining LPL, he worked at Investment Centers of America for two years. In addition to his advisory role, he is involved with Glidewell Insurance, where he handles non-variable insurance products including life, long-term care, disability, and other coverage lines. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and access to research from LPL Research and third-party subadvisors.

Ben York is a financial advisor with Edward Jones in Bozeman, MT, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Montana State University, XY Investment Solutions, and United Parcel Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as affiliated financial services beyond advisory offerings.

Candace Corette Pratt is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding a Series 66 designation and 22 years of industry experience. Her career includes over 17 years with Wells Fargo entities, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm’s approach involves tailored recommendations supported by proprietary research and planning tools, with planning engagements typically discrete and fees based on service complexity.

Jacob Gottenborg is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has two years of industry experience and has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2023. Outside of his advisory role, he has been involved with the Valley City Eagles Club. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships using firm-approved analytical tools.

James Kubiak is a financial advisor at Edward Jones in Bozeman, MT, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.