Shane Mccann is a financial advisor at Tucker Asset Management LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Aegis Wealth Management and Change Path, LLC. Mccann is also the owner of Montana Retirement Income Advisory, where he serves as an insurance agent specializing in life insurance, annuities, and long-term care sales. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm employs a top-down, macroeconomic asset-allocation process across a range of growth, fixed-income, alternative, and structured investment strategies.

Geoffrey Gilbert is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He has been managing Inukshuk Investments, LLC since 2013. The firm provides discretionary portfolio management and financial planning services to individuals, businesses, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. Inukshuk Investments employs an active, world-cap strategy that incorporates fundamental, cyclical, and technical analysis across a range of portfolio styles, including Aggressive Growth, Total Return, and Conservative Income.

Ward Wenholz is a financial advisor with Sapphire Financial Strategies, L.L.C., holding Series 63, 65, and 66 licenses and over 21 years of industry experience. He has worked at Sapphire Financial Strategies since 2018 and previously at First Advisors National from 2015 to 2018. Wenholz is also president and owner of Sapphire Financial Services, Inc., where he sells fixed insurance products. Sapphire Financial Strategies provides ongoing portfolio management and advisory services primarily to individual clients, utilizing a multi-disciplinary investment approach that includes fundamental, technical, and quantitative analysis alongside value investing principles. The firm manages discretionary assets in the mid-teens of millions and serves several dozen individual accounts.

As the husband of a physician assistant and the brother of a physician, I noticed something off in the financial planning industry. Physician assistants were getting the short end of the stick while physicians got the red-carpet treatment. That is why I built Advanced Practice Planning. My goal is to fill the gap left by old-school finance and make sure APPs get the guidance they deserve. As a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), I bring the expertise to help APPs work through the complex parts of their financial lives. I have been featured in publications such as CNBC, MarketWatch, and Investor’s Business Daily, where I have shared strategies for budgeting, negotiating employment contracts, and more. When I am not working, you will find me in the Montana landscape. Skiing, hiking, or floating the Bitterroot River on a Saturday. You might catch me at a Penn State football game in the fall while visiting family in Pennsylvania. We are!

Paul Lasiter is a CFP® affiliated with Evergreen Summit Advisors, LLC in Missoula, MT. He has been associated with Evergreen Summit Advisors since 2026 and has prior experience at the University of Montana and Pepperdine University. Evergreen Summit Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management and discretionary portfolio management, combining modern portfolio theory with passive and active strategies, and provides financial planning, tax preparation assistance, and educational seminars.

Molly Nelson is a CFP® professional with 19 years of industry experience. She is the founder and manager of Money Sense LLC, an independent advisory firm she joined in 2024 after roles at Mariner Wealth Advisors and Avantax. In addition to her advisory work, Molly operates an online financial education platform called The Money Coven, providing weekly Q&A sessions and educational content. Money Sense LLC offers financial planning and education to individuals, families, and high-net-worth clients through limited-scope consultations and online resources, focusing on retirement, tax, cash flow, and risk management. The firm emphasizes recommendations based on Modern Portfolio Theory and passive, low-cost investments without managing client assets or charging percentage-of-assets fees.

Ryne Mading is a CFP® professional with nine years of industry experience. He is the sole advisor at Switchbacks Capital Advisory, LLC, an independent firm he joined in 2026. His prior experience includes roles at LPL Financial, Golden State Wealth Management, and Merrill Lynch. Outside of his advisory work, he teaches financial education workshops. Switchbacks Capital Advisory, LLC offers discretionary investment management, comprehensive wealth management, and financial planning services to individuals, high-net-worth clients, families, trusts, and charitable organizations. The firm uses exchange-traded funds, low-cost mutual funds, individual securities, and cryptocurrency ETFs to build tailored portfolios aligned with clients’ objectives and risk tolerance.

Lucas Duffy is a financial advisor at Willow Creek Capital Management, Inc. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at Raymond James Financial Services and Rock Creek Group, as well as positions at George Washington University and Plum Property Management. Willow Creek Capital Management provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs fundamental analysis and modern portfolio theory in its investment approach and offers ESG screening based on Morningstar data for clients who request it.

Hannah Santa Cruz is a CFP® with 15 years of industry experience, currently serving as an advisor at Pathfinder Planning and Investments. Her prior roles include positions at Core Planning, Focus Partners Wealth, Churchill Management Group, Stockman Wealth Management, Peak Investment Management, and Ameriprise. Pathfinder Planning and Investments provides wealth management and financial planning services to individuals and charitable organizations, offering both ongoing investment management and project-based planning. The firm uses a Modern Portfolio Theory approach, combining passive and active investment vehicles with a focus on tax efficiency and socially responsible options.

Jill Tripp is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Pathfinder Planning and Investments in Missoula, MT. She previously worked at Core Planning and Stewart & Associates PLLC. Outside of her advisory role, she is a member of JT Squared LLC and provides light bookkeeping and property information tracking services to an investment management client on a consulting basis. Pathfinder Planning and Investments offers wealth management and financial planning services to individuals and charitable organizations, utilizing a fee-only model and a disciplined investment approach based on Modern Portfolio Theory. The firm combines passive and active investment vehicles, applies asset-location principles for tax efficiency, and provides socially responsible investment options upon request.

Eric Joynt is a CFP® and ChFC® with nine years of experience in the financial services industry. He is currently with Prospettiva Financial, where he has worked since 2022, and has prior experience with SG Long Financial and State Farm Insurance. Prospettiva Financial serves individuals, trusts, estates, charitable organizations, and pension or profit-sharing plans, managing approximately $116 million in discretionary assets. The firm offers wealth management, financial planning, and retirement plan advisory services, with a focus on tailored portfolios, continuous account supervision, and specialized work with state and municipal government clients.

Susan Estep is a financial advisor at Willow Creek Capital Management, Inc. in Missoula, MT, holding Series 63 and Series 65 licenses, with 39 years of industry experience. She has worked at Raymond James Financial Services Advisors and Wells Fargo Advisors Financial among other roles. Estep is also involved as an owner and officer in her firm and affiliated entities focused on strategic and tactical operations. Willow Creek Capital Management provides discretionary portfolio management and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs fundamental analysis and modern portfolio theory with a long-term approach, offering customized Investment Policy Statements and ESG screening when requested.

Laurel Farrell is a financial advisor at Portfolio Logix, LLC with three years of industry experience. She holds Series 63 and Series 65 designations. Prior to her current role, she held positions at Cathy Richman Properties and Bergman Plastic Surgery, among others. She serves as Treasurer for the Hellgate Elk's Club in Missoula, MT. Portfolio Logix, LLC provides discretionary and non-discretionary portfolio management and financial consulting to individuals, charitable organizations, corporations, and small businesses. The firm customizes asset allocation and security selection to clients’ objectives and risk tolerance, utilizing a variety of investment instruments and strategies, including derivatives and options.

David Weber is a Series 66-licensed financial advisor with 22 years of industry experience. He has worked at Willow Creek Capital Management, Estep, Geeting, and Weber Capital Management, and Raymond James Financial Services since 2019, following nine years at Wells Fargo Advisors Financial Network. In addition to his advisory roles, Weber holds officer positions at two support companies affiliated with his firm. Willow Creek Capital Management provides discretionary portfolio management and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs fundamental analysis and modern portfolio theory with a long-term trading approach and offers ESG screening for clients who request it.

Theodore Heuchling is a financial advisor at Portfolio Logix, LLC in Missoula, MT, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera Advisors LLC from 2013 to 2019. He has been the sole owner of a fixed insurance sales business since 2003. Portfolio Logix, LLC provides discretionary and non-discretionary portfolio management and hourly financial consulting to individuals, charitable organizations, corporations, and small businesses, managing approximately $33.7 million in client assets. The firm uses a tailored investment process that incorporates asset allocation along with fundamental, technical, and cyclical analysis, and employs various strategies including derivatives and options.

Jeremy Brown is a Series 65-licensed financial advisor with seven years of industry experience, currently working at Front Street Capital Management, Inc. in Missoula, MT. He has been with Front Street Capital Management for ten years. Front Street Capital Management serves a diverse client base including individual and high-net-worth clients, retirement plans, trusts, charitable organizations, and investment companies. The firm uses a bottom-up, fundamental investment approach with qualitative analysis, managing portfolios on a discretionary basis and providing services such as options and margin trading when appropriate.

Taylor Gentry is a Series 65-licensed financial advisor with Panoramic Capital Partners LLC, based in Missoula, MT, and has two years of industry experience. Prior to joining Panoramic, Taylor worked at Fi Holdings LLC and Endeavour Capital. Outside of advisory roles, Taylor is involved in investment-related administrative and development activities with multiple LLCs in Portland, Oregon, and Papillion, Nebraska. Panoramic Capital Partners LLC serves individuals, trusts, retirement plans, nonprofits, and businesses by providing discretionary asset management, financial planning, business consulting, and retirement plan consulting. The firm constructs customized portfolios using a blend of individual securities, mutual funds, alternative investments, and vetted third-party managers, with ongoing monitoring and rebalancing tailored to client objectives and risk tolerances.

Natalie Larson is a financial advisor with S.G. Long & Company in Missoula, MT. She holds a Series 66 designation and has three years of industry experience, including prior roles at S G Long Financial Services Corp. and various positions in education and public service. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm offers portfolio management, brokerage execution, and hourly financial planning, primarily operating on a non-discretionary, client-directed basis.

Joshua Denney is a financial advisor with S.G. Long & Company in Missoula, MT, holding a Series 66 designation and 18 years of industry experience. He has been with S.G. Long & Company since 2008. Outside of his advisory role, he owns a collectibles business focused on buying and selling baseball cards. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, retirement accounts, corporations, and nonprofits with portfolio management, brokerage execution, and hourly financial planning. The firm primarily operates on a non-discretionary basis, working with clients to establish goals and risk tolerances, while also offering discretionary overlay programs and hourly planning services.

Joshua Eder is a CFP® professional with 20 years of experience in the financial industry and has been with S.G. Long & Company since 2008. He serves on the board of directors for the Missoula Downtown Association and Downtown Missoula Partnership, contributing to local nonprofit efforts. Eder also owns a small business buying and selling shoes as a hobby. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, retirement accounts, corporations, and nonprofits. The firm primarily operates in a non-discretionary, client-directed manner and offers portfolio management, brokerage execution, and hourly financial planning.