Ryan Sullivan is a financial advisor with Off the Beaten Path Financial and holds a Series 65 registration. He has three years of industry experience and previously worked in plumbing and engineering firms before joining his current practice. Off the Beaten Path Financial is an independent, fee-only advisory firm serving individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm offers discretionary investment management, financial and business planning, and advisory services for business owners, combining passive and active strategies with fundamental, technical, and cyclical analysis.

Seth Swandal is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and three years of industry experience. He has held roles at various Cambridge entities since 2022. Outside of his advisory work, he owns Bar 93 Fence Contractors LLC, coaches a local sports team, and volunteers with the Wilsall Community Scholarship Fund and Communities That Care in Park County. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a range of portfolio management strategies and custody arrangements.