Dean Morris is a financial advisor at Prospera Financial Services, Inc. with six years of industry experience. He holds a Series 65 credential and has previously worked at Dorsey & Company Inc for 21 years. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services through various platforms and customizable portfolio management options.

Laura Mehl is a financial advisor with Edward Jones in Polson, MT, holding a Series 66 credential and 1 year of industry experience. She has been affiliated with Edward Jones since 2002. Outside of advising, she is involved in creating and selling artwork and crafts, with plans for her pieces to be displayed in a local gallery. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

David Miller is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2011. Outside of his advisory role, he serves as president and board member of the Riverside Terraces Landowners Association in Polson, MT, and works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals, employing a variety of portfolio management strategies and platform arrangements tailored to client needs.

Adam Heggelund is a financial advisor with Edward Jones in Polson, MT, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2018, following prior roles at MacDon Inc. and a brief period outside of the workforce. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a range of financial needs. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a variety of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Wesley Rigler is a financial advisor at Edward Jones in Polson, MT, holding a Series 66 designation. He has one year of industry experience, including prior roles at Centurion Management and AT&T/DirecTV. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and supports its services through a large network of financial advisors and branch offices nationwide.

Jacob Baumann is a financial advisor with Edward Jones in Polson, MT, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Brett Rigler is a Series 66-licensed financial advisor with Edward Jones in Polson, Montana, with nine years of industry experience. He has been with Edward Jones since 2016 and has operated Bigsky Tools since 2003. 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 solutions supported by a large national network of financial advisors and branch offices.

Curtis Peterson is a financial advisor with Morgan Stanley in Polson, MT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Henry Worden III is a financial advisor with Edward Jones in Polson, MT, holding Series 63 and Series 66 licenses and 38 years of industry experience. He has been with Edward Jones since 1987. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

David Rensvold is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at LPL Financial since 2016 and previously held positions at Cetera and First Interstate Bank, where he continues to serve as an Investment Specialist. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.