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Michelle B
CFP®, Series 65
Anaconda, MT
Blueprint Investing LLC
Michelle Bryant is a CFP® and holds a Series 65 license with one year of industry experience. She is currently an advisor at BluePrint Investing LLC, where she has worked since 2023. Prior to joining BluePrint, she was with Granite Peak Wealth Advisors for five years and Glacier Wealth Management for two years. BluePrint Investing LLC provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, and retirement plan participants. The firm employs a long-term, asset-allocation strategy focused on broad diversification using primarily index and passive mutual funds and ETFs, and it incorporates independent sub-advisers and private fund recommendations for qualified clients.
Wyatt L
Series 66
Anaconda, MT
Edward Jones
Wyatt Larson is a Series 66 licensed financial advisor with Edward Jones, based in Anaconda, MT. He has been with the firm since 2016, totaling nine years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Joseph M
Series 66
Anaconda, MT
STIFEL
Joseph Militello Jr. is a financial advisor at Stifel with 21 years of industry experience. He holds the Series 66 designation and has worked at Stifel since 2009, following positions at UBS Financial Services and Piper Sandler & Co. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodologies and probabilistic modeling developed by its Investment Strategy Group to support asset allocation and financial planning analyses.
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