John Passuccio is a CERTIFIED FINANCIAL PLANNER™ (CFP®) with 22 years of industry experience. He has been with D.A. Davidson & Co. since 2004. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards.

James Moerkerke is a CFP® professional with 45 years of experience at D.A. Davidson & Co., where he has worked since 1981. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Moerkerke serves as chairman and trustee of the Stevensville Rural Fire District and manages a light industrial rental and RV storage business as a managing partner. D.A. Davidson & Co. provides investment advisory and brokerage services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of advisory solutions, including ERISA plan services, comprehensive financial planning, and a private wealth program for clients with significant assets, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Trevor Morton is a CFP®-certified financial advisor with D.A. Davidson & Co. in Hamilton, Montana, bringing five years of industry experience. Prior to joining D.A. Davidson in 2021, he worked eight years at Hess Corporation. Outside of his advisory role, he is involved in buying, selling, and collecting sports trading memorabilia as a sole proprietor. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and using both qualitative and quantitative analysis.

Francesco Dangelo is a financial advisor with D.A. Davidson & Co. in Hamilton, MT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with D.A. Davidson since 1995. Outside of his advisory role, he serves as a director for The Roxy Theater, a nonprofit in Missoula, MT, and is a finance committee member for the Bear Harbor Homeowners Association in Polson, MT. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Carrie Long is a financial advisor with D.A. Davidson & Co. in Hamilton, MT, holding Series 63 and Series 65 licenses and with 14 years of industry experience. She has been with D.A. Davidson & Co. since 2008. Outside of her advisory work, she serves as a notary public for the state of Montana. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services including ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Janet Acheatel is a CFP® certificant with 20 years of industry experience. She is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, HoyleCohen, LLC, Raymond James Financial, Brandes Investment Partners, LP, and Nicholas-Applegate Capital Management LLC. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with comprehensive wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, integrating a variety of portfolio management tools and legacy strategies.

Willa Lande is a financial advisor at Edward Jones in Hamilton, MT, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

April Geroy is a financial advisor at Edward Jones with a Series 66 license and one year of industry experience. Prior to joining Edward Jones, she worked at Intel Corporation for 24 years. She also has experience with the Missoula Strikers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ryan Williams is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he held roles in educational and athletic organizations, including the Florence Township School District and Canyons Athletic Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Miller Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Morgan Stanley since 2016 and is also affiliated with Morgan Stanley Private Bank, N.A. Outside of his advisory role, Miller is involved with The Outpost, an Airbnb rental in Hamilton, MT. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Joshua Loveless is a Series 66 licensed financial advisor with Edward Jones in Hamilton, MT, where he has worked since 2015. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including managed solutions, separately managed accounts, and affiliated mutual funds.

Brian Adams is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2025, he worked at LPL Financial LLC/Sagemont and held real estate roles at Montana Westgate Realty and Crye-Leike Realtors. Outside of his advisory work, Adams volunteers as a firefighter with the Hamilton Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Darrell Reese is a financial advisor with LPL Financial in Hamilton, MT, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. His career includes roles at Raymond James Financial Services, Ameriprise, RBC Capital Markets, and UBS Financial Services. He is also involved with Reese & Associates LLC and Sagemont Investment Group, entities related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets.

Michael Thomas Jr. is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Commonwealth Financial Network, Thomas Capital Management, LLC, and Cambridge Investment Research. Outside of his advisory work, he participates in the Amazon Vine program as a product reviewer. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Deborah Sesa Gantz is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2018. Prior to her current role, she worked with the Hamilton School District and the Daly Hospital Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets with a large nationwide network of financial advisors and offers a variety of advisory programs and investment solutions.