Austin Taylor is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He has been the sole advisor at Bow Stream Investments LLC since 2015. The firm manages approximately $8.63 million in discretionary assets for a limited client base including individuals, trusts, charitable organizations, corporations, and certain institutional clients. Bow Stream Investments focuses on deep fundamental research in microcap and small-cap U.S. stocks, maintaining concentrated portfolios typically holding ten or fewer positions and employing strategies such as options and short sales as part of its investment approach.

Edward Rainford is the sole advisor at GlacierWealth, an independent investment advisory firm based in Whitefish, MT. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, including 22 years with GlacierWealth. GlacierWealth provides discretionary and non-discretionary investment management and integrated financial planning primarily for individual clients, while also serving charitable organizations, corporate clients, and pension or profit-sharing plans. The firm uses a Risk Tolerance Assessment to guide investment policy and applies a combination of asset allocation, fundamental, technical, and quantitative analysis in managing client portfolios.

Kristin Hetzer is a CFP® with 42 years of industry experience and is the principal advisor at Royal Palms Capital, LLC, where she has worked since 2005. She is also licensed as an insurance agent. Royal Palms Capital offers customized investment supervisory and consulting services to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm employs both fundamental and technical analysis across multiple investment strategies tailored to client risk tolerance and objectives.

Alfred Matarazzo is a financial advisor with Main Line Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career includes long-term roles at FSC Securities Corporation and Main Line Financial Advisors LLC. Outside of finance, he is a passive partner in a craft spirits distillery and has served on nonprofit and industrial development boards. Main Line Retirement Advisors serves individual investors, including high-net-worth clients, and corporate retirement plan sponsors, providing discretionary wealth management and comprehensive financial planning. The firm manages portfolios primarily on a discretionary basis, combining fundamental and technical analysis, options strategies, and third-party manager allocations.

Andrew Coco is a Series 65-licensed advisor with seven years of industry experience. He has worked at Piedmont Capital Management, LLC since 2024 and previously operated Coco Enterprises, LLC for six years. Prior to his financial career, he was employed by Norfolk Southern Railroad for three years. Piedmont Capital Management is a registered investment adviser serving individual and high-net-worth clients, family offices, trusts, and other entities. The firm offers discretionary wealth management and standalone financial planning, managing approximately $200 million in client assets with an investment approach that integrates technical, fundamental, and cyclical analysis.

Zachary Matarazzo is a CFP® credentialed financial advisor with eight years of industry experience, currently serving at Main Line Retirement Advisors, LLC since 2017. Prior to his advisory career, he was a full-time student for ten years. Main Line Retirement Advisors, LLC (d/b/a HeartStone Advisors) provides discretionary wealth management and comprehensive financial planning to individual investors, including high-net-worth clients, as well as retirement plan consulting and participant education for corporate sponsors. The firm manages approximately $394 million in assets using a combination of fundamental and technical analysis, options strategies, and third-party manager allocations.

Diego Biggerstaff is a financial advisor at Piedmont Capital Management, LLC with a Series 65 credential. He has one year of industry experience. Prior to joining Piedmont Capital Management, he held roles in various fields including consumer services and education. Piedmont Capital Management, LLC provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, family offices, pension and profit-sharing plans, trusts, and other entities. The firm uses a combination of technical, fundamental, and cyclical analysis to manage portfolios and serves a high volume of clients through standardized processes and custodial platform services.

Thomas Schuch is a CFP® professional with 12 years of industry experience. He has been with Piedmont Capital Management, LLC since 2024 and previously worked at Coco Enterprises, LLC for ten years. Piedmont Capital Management serves individual and high-net-worth clients, family offices, trusts, and other entities with discretionary wealth management and standalone financial planning. The firm manages approximately $200 million in assets and offers educational seminars to the public, using a blend of technical, fundamental, and cyclical analysis to construct and monitor portfolios.

Joseph Laszewski is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Stack Financial Management Inc since 2016. In addition to his advisory role, he is a non-managing member of SFM Legacy, LLC, a business established to ensure the internal succession of Stack Financial Management. Stack Financial Management provides fee-only, discretionary investment management for individuals, plans, business entities, trusts, estates, and charitable organizations. The firm employs equity-focused strategies informed by historical, macroeconomic, and technical analysis and manages nearly $2.0 billion across a nine-advisor team.

James Stack is the founder of Stack Financial Management Inc and holds a Series 65 designation with 31 years of experience in the financial industry. He also founded and owns InvesTech Research, a stock market research firm and publisher of an investment newsletter, where he is involved in research, writing, and public speaking. Stack has been with Stack Financial Management since 1994 and has directed InvesTech Research since 1979. Stack Financial Management is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.9 billion with an eight-advisor team and focuses on equity-oriented portfolios that use historical, macroeconomic, and technical analysis to guide allocation decisions.

Benjamin Hayes is a financial advisor at Stack Financial Management Inc in Whitefish, MT. He holds a Series 65 designation and has one year of industry experience. Prior to joining Stack Financial Management, he worked at Logan Health and Penn Highlands in healthcare-related roles. Stack Financial Management provides fee-only, discretionary investment management for a variety of clients including individuals, pension plans, trusts, and charitable organizations. The firm uses an investment approach informed by historical, macroeconomic, technical, and fundamental analysis, managing nearly $2.0 billion across a nine-advisor team.

Jeanine Morreim is a Series 65-licensed financial advisor with five years of industry experience, currently with Stack Financial Management Inc in Whitefish, MT. She previously worked at Glacier Bancorp, Inc. for eleven years. Morreim is a non-managing member of SFM Legacy, LLC, an entity established for the internal succession of Stack Financial Management. Stack Financial Management is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.9 billion across an eight-advisor team, focusing on equity-oriented portfolios with allocation adjustments based on market risk and proprietary research.

Aimee Weller is a financial advisor at Stack Financial Management Inc with 12 years of industry experience. She holds a Series 65 designation and has been with Stack Financial since 2008. Weller is a non-managing member of SFM Legacy, LLC, an entity established to ensure the internal succession of Stack Financial Management. Stack Financial Management is a fee-only registered investment adviser managing approximately $1.9 billion across a diverse client base that includes individuals, pension and profit-sharing plans, business entities, trusts, and charitable organizations. The firm employs an equity-oriented investment approach with portfolio allocations adjusted based on market risk assessments and fundamental analysis.

Dillon Manley is a CFP® professional with six years of industry experience, currently serving at Stack Financial Management Inc. He previously worked at Fidelity Investments and held roles at The Leaders Group, Wealthvest Marketing, and Montana State University. Stack Financial Management provides fee-only, discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, focusing on equity-oriented strategies supported by comprehensive research and diversified portfolio options.

Annell Danczyk is a CFA® charterholder with 18 years of industry experience. She has been with Stack Financial Management Inc since 2003, where she is part of an eight-advisor team based in Whitefish, MT. Stack Financial Management is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.9 billion and focuses on equity-oriented portfolios with allocation shifts based on market risk, using a combination of historical, macroeconomic, and technical analysis.

Catherine Hetrick is a Series 65-licensed financial advisor with Stack Financial Management Inc. in Whitefish, MT, where she has worked since 1999. She has 21 years of industry experience and is part of an eight-advisor team. Stack Financial Management is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.9 billion and focuses on equity-oriented portfolios with allocation adjustments based on market risk and a variety of analytical approaches.

Lisa Stack is a financial advisor at Stack Financial Management Inc with 16 years of industry experience. She holds a Series 65 credential and has been with Stack Financial Management since 1994. In addition to her advisory role, she serves as the Chief Financial Officer of Investech Research, a stock market research and investment newsletter firm, a position she has held since 1987. She is also co-owner of Last Best Place Investments, LLC, a non-investment business involved in real estate management. Stack Financial Management is a fee-only registered investment adviser serving individuals, pension plans, business entities, trusts, and charitable organizations. The firm manages approximately $1.9 billion with an eight-advisor team, focusing on equity-oriented portfolios and using proprietary research to guide allocation decisions, while also providing sub-advisory services to other advisers.

Zach Jonson is a CFA® charterholder with 21 years of experience in the financial industry. He has worked at Stack Financial Management, Inc. since 2018 and previously spent 14 years at Icon Distributors, Inc. He is a non-managing member of SFM Legacy, LLC, an entity established to ensure the internal succession of Stack Financial Management. Stack Financial Management is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. The firm manages approximately $1.9 billion with an eight-advisor team, focusing on equity-oriented portfolios that adjust allocations based on market risk, fundamental analysis, and sector studies.

Dawneen Oehlerich is a financial advisor at KilterHowling LLC in Whitefish, MT, holding Series 63 and Series 65 credentials with 28 years of industry experience. She has worked at KilterHowling since 2016 and previously spent nine years at Alba Capital Management, LLC. KilterHowling LLC provides discretionary portfolio management and retirement consulting to individuals, high-net-worth clients, charitable organizations, and participant-directed retirement plans. The firm employs a range of investment strategies using mutual funds, ETFs, individual equities, bonds, and alternative investments, managing assets with a small advisory team across a relatively large asset base.

Claudine Johnson is a financial advisor with Investment Management Group, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at Edward Jones for eight years before joining Stockman Wealth Management, where she has been employed for three years. Investment Management Group serves primarily financial institutions and institutional clients, including banks and a municipality, while also offering individual portfolio management and financial planning services. The firm emphasizes tailored investment advice aligned with clients’ written policies, managing many institutional accounts on a non-discretionary basis using fundamental and qualitative analysis.