Casey Ebelt is a financial advisor at Edward Jones in Dillon, MT, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining Edward Jones, Casey worked in healthcare and education sectors including roles at Apollo Rehab, Partners in Homecare, George Fox University, and the University of Montana. Outside of their advisory role, Casey volunteers as a basketball coach for the Dillon Public School System. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Edwin Mcdevitt III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2006. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various programs supported by extensive research and portfolio management resources.

Trent Cottom is a financial advisor with Edward Jones in Dillon, MT, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he manages a commercial rental property and is involved in several real estate LLCs. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm combines a large advisor and branch network with affiliated capabilities such as mutual funds and securities-based lending.

Brenda Sweeney is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dennis Schurg is a financial advisor with Edward Jones in Dillon, MT, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dale Giem is a financial advisor with LPL Financial in Dillon, Montana, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2016, he worked at D.A. Davidson & Co. for nine years. Outside of his advisory role, Giem serves on the boards of the Beaverhead County Museum and 3 Rivers Communications and owns a purebred Angus breeding business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of advisors.

Michael Blando is a Series 66-licensed financial advisor with Edward Jones in Dillon, MT, and has 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brittney Ferris is a financial advisor with Edward Jones in Dillon, MT. She holds a Series 66 designation and has worked at Edward Jones since 2023. Prior to her current role, she has experience in education and hospitality, including positions at The University of Montana Western and Knotty Pine Tavern. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.