Christopher Nolt is the sole advisor at Solid Rock Wealth Management in Bozeman, MT, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has operated his own business since 1996 and founded Solid Rock Wealth Management in 2014. In addition to financial advising, he owns and operates Solid Rock Realty Advisors, LLC, a commercial real estate brokerage, and holds a state real estate license. Solid Rock Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, index-oriented investment approach supported by academic research and partnerships with Dimensional Fund Advisors, and it offers services including real estate advisory related to IRC Section 1031 exchanges.

Travis Hartman is a financial advisor at Springhill Wealth Management with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Lucent Financial, Stockman Wealth Management, U.S. Bank Private Wealth Management, and Wells Fargo Private Bank. Outside of his advisory work, he has ownership interests in several non-investment businesses focused on real estate and equipment leasing. Springhill Wealth Management is an independent advisory firm managing approximately $82 million for around 71 clients. The firm serves individuals, families, trusts, estates, and various entities with discretionary and non-discretionary investment management, financial planning, and legacy-position services, employing a strategic and tactical asset allocation approach across multiple asset classes.

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.

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.

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.

Bjorn Borg is a CFP® professional with 13 years of industry experience, currently serving at AlphaStar Capital Management. His career includes roles at iCapital Markets LLC, Wealthvest, and Jackson National Life Distributors, among others. He also holds a position as Vice President of Sales at Ensight, an insurance technology firm focused on digitized illustration technology for annuities. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for individuals, trusts, businesses, and other advisers. The firm employs both predefined model portfolios and custom strategies that use strategic asset allocation combined with quantitative and momentum analysis.

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.

Reed Mcelyea is a financial advisor with Investment Management Group in Bozeman, MT, holding Series 65 and Series 66 licenses and having three years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and Montana State University. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality, while also offering individual portfolio management and financial planning. The firm is a subsidiary of Stockman Financial Corporation and emphasizes investment advice tailored to clients' policies, with a notable client mix that includes banks, insurance companies, and pension consulting.

Joshua Bartling is a Series 65-licensed financial advisor at Investment Management Group with two years of industry experience. His work history includes roles at Stockman Wealth Management and Stockman Bank, as well as earlier experience outside finance at Bunkhouse Brewery and Cold Smoke Coffeehouse. He has also been involved with the Evangelical Free Church of Bozeman. Investment Management Group provides advisory services primarily to financial institutions and similar clients, while also managing individual portfolios and offering financial planning and 401(k) advisory. The firm emphasizes tailored investment advice and uses a combination of fundamental and qualitative analysis across discretionary and non-discretionary accounts.

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.

David Haring is a financial advisor with Money Concepts Capital Corp in Bozeman, MT, holding a Series 66 license and eight years of industry experience. He has been with Money Concepts since 2017 and also works as a tax professional and manager at LWK Associates of Montana, DBA H&R Block. Haring serves on the Board of Directors for Bozeman Aikido, a nonprofit organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and uses fundamental and technical analysis along with modern portfolio theory to manage accounts.

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.

Troy Miller is a CFP®, ChFC®, and Series 63 credentialed advisor with 40 years of industry experience. He currently works at Private Advisor Group, LLC and has prior experience with VisionPoint Advisory Group and LPL Financial, LLC. Outside of his advisory role, he serves as an emcee and auctioneer for Ballenger Auctioneers in Bozeman, MT. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing both in-house portfolio management and third-party strategists, supported by technology platforms and diverse investment strategies.

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.

Ellen Ross is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 credentials and 24 years of industry experience. She previously worked at LPL Financial and Cetera Investment Services before joining Private Advisor Group. Outside of her advisory role, she is a licensed notary. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines direct portfolio management with access to third-party managers and utilizes proprietary technology platforms.

Molly Mc Guire is a CFP®-certified financial advisor with 13 years of industry experience, currently with Money Concepts Capital Corp in Bozeman, MT. She has previously worked at Edward Jones and is also employed as a tax associate at LWK Associates, a franchise of H&R Block, where she prepares federal and state tax returns. Outside of her advisory role, she volunteers with the Sweet Pea Festival of Arts, assisting with admissions and volunteer recruitment training. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing over $3 billion for nearly 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations, using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.