Shane Mccann is a financial advisor at Tucker Asset Management LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Aegis Wealth Management and Change Path, LLC. Mccann is also the owner of Montana Retirement Income Advisory, where he serves as an insurance agent specializing in life insurance, annuities, and long-term care sales. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations. The firm employs a top-down, macroeconomic asset-allocation process across a range of growth, fixed-income, alternative, and structured investment strategies.

Geoffrey Gilbert is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He has been managing Inukshuk Investments, LLC since 2013. The firm provides discretionary portfolio management and financial planning services to individuals, businesses, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. Inukshuk Investments employs an active, world-cap strategy that incorporates fundamental, cyclical, and technical analysis across a range of portfolio styles, including Aggressive Growth, Total Return, and Conservative Income.

Ward Wenholz is a financial advisor with Sapphire Financial Strategies, L.L.C., holding Series 63, 65, and 66 licenses and over 21 years of industry experience. He has worked at Sapphire Financial Strategies since 2018 and previously at First Advisors National from 2015 to 2018. Wenholz is also president and owner of Sapphire Financial Services, Inc., where he sells fixed insurance products. Sapphire Financial Strategies provides ongoing portfolio management and advisory services primarily to individual clients, utilizing a multi-disciplinary investment approach that includes fundamental, technical, and quantitative analysis alongside value investing principles. The firm manages discretionary assets in the mid-teens of millions and serves several dozen individual accounts.

Jimmy Huggins is a financial advisor with Diamond Investment Management Services, LLC in Arlee, MT. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Huggins has been with Diamond Investment Management Services since 2012. Diamond Investment Management Services, LLC provides discretionary portfolio management and investment supervisory services to individual and high-net-worth clients. The firm uses fundamental research to tailor strategies to client objectives, employing a variety of investment approaches and maintaining oversight of third-party money managers.

As the husband of a physician assistant and the brother of a physician, I noticed something off in the financial planning industry. Physician assistants were getting the short end of the stick while physicians got the red-carpet treatment. That is why I built Advanced Practice Planning. My goal is to fill the gap left by old-school finance and make sure APPs get the guidance they deserve. As a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®), I bring the expertise to help APPs work through the complex parts of their financial lives. I have been featured in publications such as CNBC, MarketWatch, and Investor’s Business Daily, where I have shared strategies for budgeting, negotiating employment contracts, and more. When I am not working, you will find me in the Montana landscape. Skiing, hiking, or floating the Bitterroot River on a Saturday. You might catch me at a Penn State football game in the fall while visiting family in Pennsylvania. We are!

Paul Lasiter is a CFP® affiliated with Evergreen Summit Advisors, LLC in Missoula, MT. He has been associated with Evergreen Summit Advisors since 2026 and has prior experience at the University of Montana and Pepperdine University. Evergreen Summit Advisors is a fee-only registered investment adviser serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers wealth management and discretionary portfolio management, combining modern portfolio theory with passive and active strategies, and provides financial planning, tax preparation assistance, and educational seminars.

Molly Nelson is a CFP® professional with 19 years of industry experience. She is the founder and manager of Money Sense LLC, an independent advisory firm she joined in 2024 after roles at Mariner Wealth Advisors and Avantax. In addition to her advisory work, Molly operates an online financial education platform called The Money Coven, providing weekly Q&A sessions and educational content. Money Sense LLC offers financial planning and education to individuals, families, and high-net-worth clients through limited-scope consultations and online resources, focusing on retirement, tax, cash flow, and risk management. The firm emphasizes recommendations based on Modern Portfolio Theory and passive, low-cost investments without managing client assets or charging percentage-of-assets fees.

Ryne Mading is a CFP® professional with nine years of industry experience. He is the sole advisor at Switchbacks Capital Advisory, LLC, an independent firm he joined in 2026. His prior experience includes roles at LPL Financial, Golden State Wealth Management, and Merrill Lynch. Outside of his advisory work, he teaches financial education workshops. Switchbacks Capital Advisory, LLC offers discretionary investment management, comprehensive wealth management, and financial planning services to individuals, high-net-worth clients, families, trusts, and charitable organizations. The firm uses exchange-traded funds, low-cost mutual funds, individual securities, and cryptocurrency ETFs to build tailored portfolios aligned with clients’ objectives and risk tolerance.

Natalie Larson is affiliated with SGL Investment Advisors, Inc. She holds a Series 66 designation and has experience working in various roles since 2015, including positions at the University of Montana, the City of Missoula, and First Security Bank. Her current role at SG Long Financial Services Corp. began in 2023. SGL Investment Advisors provides discretionary portfolio management and wrap-fee advisory services to individuals, trusts, retirement plans, non-profits, corporations, and municipalities. The firm offers actively managed and passive ETF-based portfolios supported by an in-house research team using a Business/Value/People framework.

Joshua Denney is a financial advisor with SGL Investment Advisors, Inc. in Missoula, MT, holding a Series 66 designation and bringing 18 years of industry experience. He has been with SGL Long & Company since 2008. Outside of his advisory role, Denney owns a collectibles business focused on buying and selling baseball cards. SGL Investment Advisors provides discretionary portfolio management and wrap-fee advisory services to individuals, trusts, retirement plans, non-profits, corporations, and municipalities. The firm offers actively managed and ETF-based model portfolios supported by an in-house research team using a Business/Value/People framework and provides ongoing account monitoring and quarterly reporting.

Joshua Eder is a CFP® certificant with 20 years of industry experience, currently serving as the sole advisor at SGL Investment Advisors, Inc. He has been with S.G. Long & Company since 2008. Outside of his advisory role, Eder is a member of the board of directors for the Missoula Downtown Association and Downtown Missoula Partnership and operates a small business buying and selling shoes. SGL Investment Advisors provides discretionary portfolio management and wrap-fee advisory services to individuals, trusts, retirement plans, non-profits, corporations, and municipalities. The firm offers actively managed and ETF-based portfolio models supported by an in-house research team that employs a Business/Value/People framework for security evaluation.

Lucas Duffy is a financial advisor at Willow Creek Capital Management, Inc. with one year of industry experience. He holds a Series 65 designation and has worked at firms including Rock Creek Group and Raymond James Financial Services. Willow Creek Capital Management provides portfolio management and pension consulting services to individuals, high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach, offers ESG screening upon client request, and serves as a fiduciary for retirement accounts.

Hannah Santa Cruz is a CFP® professional with 15 years of experience in financial advising. She currently practices at Pathfinder Planning and Investments in Missoula, MT, having held prior roles at several firms including Churchill Management Group and Stockman Wealth Management. Pathfinder Planning and Investments provides wealth management and financial planning services to individuals and charitable organizations, utilizing both passive and active investment vehicles with an emphasis on asset allocation and tax efficiency. The firm offers discretionary account management and incorporates socially responsible investment options upon client request.

Marcus Welnel is a financial advisor at SGL Investment Advisors, Inc. in Missoula, MT, holding a Series 66 designation with three years of industry experience. Prior to this role, he worked at Guardian Life and the Guardian Life Insurance Company from 2023 to the present. He is also the General Manager of SANIL, where he operates and manages the NIL Collective for the University of Montana. SGL Investment Advisors provides discretionary portfolio management and wrap-fee advisory services to individuals, trusts, retirement plans, non-profits, corporations, and municipalities. The firm utilizes an in-house research team that evaluates securities through a Business/Value/People framework and offers both actively managed and ETF-based portfolio models.

Jill Tripp is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Pathfinder Planning and Investments in Missoula, MT. She previously worked at Core Planning and Stewart & Associates PLLC. Outside of her advisory role, she is a member of JT Squared LLC and provides light bookkeeping and property information tracking services to an investment management client on a consulting basis. Pathfinder Planning and Investments offers wealth management and financial planning services to individuals and charitable organizations, utilizing a fee-only model and a disciplined investment approach based on Modern Portfolio Theory. The firm combines passive and active investment vehicles, applies asset-location principles for tax efficiency, and provides socially responsible investment options upon request.

Kelly Brunger is a financial advisor with SGL Investment Advisors, Inc. in Missoula, Montana, holding a Series 66 designation and eight years of industry experience. Prior to joining SGL, Kelly spent 12 years at Deutsche Bank Securities. Outside of financial advising, Kelly has been involved in wellness product consulting and sales through Melalueca and Wellness Co., from which they receive residual commissions. SGL Investment Advisors provides discretionary portfolio management and wrap-fee advisory services to a range of clients including individuals, trusts, retirement plans, non-profits, corporations, and municipalities. The firm employs an in-house research team using a Business/Value/People framework to manage both active and passive investment models, including ESG direct-indexing options.

Eric Joynt is a CFP® and ChFC® with nine years of experience in the financial services industry. He is currently with Prospettiva Financial, where he has worked since 2022, and has prior experience with SG Long Financial and State Farm Insurance. Prospettiva Financial serves individuals, trusts, estates, charitable organizations, and pension or profit-sharing plans, managing approximately $116 million in discretionary assets. The firm offers wealth management, financial planning, and retirement plan advisory services, with a focus on tailored portfolios, continuous account supervision, and specialized work with state and municipal government clients.

Susan Estep is a financial advisor at Willow Creek Capital Management, Inc. with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services, Wells Fargo Advisors, Merrill, and Citigroup Global Markets. She is also an owner and officer at Willow Creek Capital Management and Estep, Geeting and Weber Capital Management. Willow Creek Capital Management provides discretionary and non-discretionary portfolio management and pension consulting to individuals, high-net-worth clients, retirement plans, charitable organizations, and business entities. The firm integrates fundamental analysis and modern portfolio theory with a long-term trading approach and offers ESG screening using Morningstar data for clients who request it.

Robert Seidenschwarz is a financial advisor with SGL Investment Advisors, Inc. in Missoula, MT, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been affiliated with S.G. Long & Company since 1995 and serves as a lecturer at the University of Montana's Critical Language School, teaching on global economic activities. SGL Investment Advisors provides discretionary portfolio management and wrap-fee advisory services to individuals, trusts, retirement plans, non-profits, corporations, and municipalities. The firm employs an in-house research team that evaluates securities through a Business/Value/People framework and offers both actively managed and ETF-based model portfolios.

Laurel Farrell is a financial advisor with Portfolio Logix, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles at Cathy Richman Properties and the Missoula City-County Health Department. She serves as Treasurer for the Hellgate Elk's Club in Missoula. Portfolio Logix, LLC provides discretionary and non-discretionary portfolio management and financial consulting to individuals, charitable organizations, corporations, and small businesses. The firm customizes asset allocation and security selection based on clients’ objectives and risk tolerance, utilizing a variety of instruments including equities, fixed income, and derivatives.