William Lussenheide is a financial advisor with Lussenheide Capital Management, Inc. in Florence, MT, holding a Series 65 designation and possessing 23 years of industry experience. He has been with Lussenheide Capital Management since 2003. Lussenheide Capital Management provides discretionary investment supervisory services primarily to individual clients, as well as to investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs proprietary, mechanical trend-following market-timing systems to manage asset allocation across U.S. and selected international markets and publishes an internet newsletter called the Investment Warrior Report.

David Liesenfelt is a Series 65 credentialed advisor with 23 years of industry experience, affiliated with Lussenheide Capital Management, Inc. He is also president of Fresh Concepts, Inc., a consulting firm he has led since 1988. Based in Florence, MT, he works alongside one other advisor at his firm. Lussenheide Capital Management provides discretionary investment supervisory services primarily to individual clients, as well as to various institutional and nonprofit entities. The firm employs proprietary mechanical trend-following market-timing systems to manage asset allocation and trade mutual funds across U.S. and selected international markets, and it publishes an internet newsletter called the Investment Warrior Report.

Kenneth Kay is a financial advisor with Northwest Investment Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for nine years. Outside of his advisory role, he owns a proprietary molecular testing business and serves as a notary public. Northwest Investment Advisors, Inc. offers personalized investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million across about 95 clients, using a combination of fundamental analysis and varied investment strategies, typically operating on a non-discretionary basis with monthly portfolio reviews.

Andrew Frey is a CFA® charterholder with 10 years of industry experience. He is currently with United Capital Financial Advisors, where he has worked since 2024. His prior roles include positions at U.S. Bank Private Wealth Management and Cutler Investment Counsel. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models developed by an Investment Policy Committee and offers portfolio customization for ESG and faith-based preferences.

Eric Rolshoven is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with American Independent Securities Group since 2017 and also operates Treasure State Retirement Planning, a sole proprietorship offering insurance and securities services. American Independent Securities Group provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses. The firm offers a range of portfolio management options, including discretionary and non-discretionary arrangements, access to third-party managers, and estate-planning services.

Craig Rutledge is a financial advisor at Integrity Alliance, LLC with 38 years of industry experience. He holds a Series 66 designation and has been involved with Integrity Alliance since 2025. Rutledge also has a background with The VisionLink Advisory Group and M HOLDINGS SECURITIES, and he owns Visionlink Corporate Insurance Services, which sells non-variable insurance policies. Additionally, he consults on compensation and incentive plan management through Visionlink Advisory Group and Visionlink Digital. Integrity Alliance is a large advisory and brokerage network serving individual investors, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers through various platforms, employing a range of investment approaches including discretionary and model portfolios.

Chenelle Hofman is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson & Co. since 2016. 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 services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Tannor Bach is a Series 66 licensed financial advisor with Edward Jones in Lolo, Montana. He began his career at Edward Jones in 2026 after six years at Automatic Data Processing and four years at Grand Canyon University. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Cody Velin is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Outside of his advisory work, he serves as a volunteer firefighter for the Stevensville Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, mutual funds, and fiduciary services. The firm is notable for its large retail advisor network and affiliated capabilities beyond advisory services, including trust and securities-based lending options.

Haley Stevenson is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked in various roles including healthcare and social services at Bellin Health, Shawano County Aging and Disability Resource Center, Family Services of NEW, and Lutheran Social Services. 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 and advisory services supported by a large nationwide network of financial advisors and branch offices.

Nickolas Gazzara is a CFP®-designated financial advisor with Edward Jones, based in Lolo, MT. He has 10 years of industry experience, including roles at Merrill and Bank of America prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across the United States. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.