Kenneth Robbins is a financial advisor with Eagle Spirit Investments Consulting, Inc. He holds a Series 66 designation and has 16 years of industry experience. He has been with Eagle Spirit Investments Consulting since 2011. Robbins is a minority shareholder of Robbins, Inc., a family corporation that previously managed a small business. Eagle Spirit Investments Consulting provides discretionary portfolio management and financial planning services to individual and organizational clients, including institutional and nonprofit entities. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to implement tailored long- and short-term trading strategies, managing client assets directly with a focus on a limited set of instruments and client relationships.

Matthew Platler is the sole advisor at Platler Capital Management LLC in Bigfork, MT, holding Series 63 and Series 65 designations with 20 years of industry experience. He has led Platler Capital Management since 2008, continuing with the independent firm since 2024. Platler Capital Management provides investment management, financial planning, and consultation services to individuals, including high-net-worth clients, trusts, estates, and retirement plan participants. The firm employs a non-discretionary investment approach using fundamental and technical analysis combined with strategies such as diversification and tactical asset allocation, requiring client authorization for each transaction.

Scott Cummings is the sole advisor at Noisy Creek Capital, an independent firm based in Bigfork, MT. He holds a Series 65 designation and has three years of industry experience. Before founding Noisy Creek Capital, he worked at Eightfold.ai, Qualtrics, and Accenture, with a background that includes engineering, management consulting, and software companies. Noisy Creek Capital provides discretionary portfolio management and investment advice to individuals, high-net-worth individuals, trusts, and estates. The firm uses a combination of fundamental, technical, and cyclical analysis to manage customized investment portfolios with a long-term orientation, while also accommodating shorter-term trades as market conditions or client objectives require.

Cody Kirk is a CFP® and holds a Series 66 license with 11 years of experience in the financial services industry. He has previously worked at D.A. Davidson & Co., Southport Capital, and WealthNest Financial LLC. Kirk is currently the sole advisor at WildRye Financial, an independent firm based in Bigfork, MT. WildRye Financial provides investment management and financial planning services to individuals, high-net-worth clients, and foundations, including 529 college savings plans. The firm customizes portfolios using a range of securities and may recommend third-party managers, with a focus that includes retirement plan advice under ERISA fiduciary standards.

Max Corder is a financial advisor with H R Financial Services, Inc. in Somers, MT, holding Series 63 and Series 65 designations and 23 years of industry experience. He has been with H R Financial Services since 2002. H R Financial Services, Inc. provides discretionary portfolio and wealth management services to individuals, families, trusts, estates, charitable organizations, and businesses. The firm uses a combination of technical and fundamental analysis to manage accounts on a discretionary basis, focusing on personalized management for a small client roster.

Michael Tumolo is a financial advisor at Reppond Investments, Inc. with 17 years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including CMG Capital Management Group and Schreiner Capital Management, Inc. Outside of his advisory role, he serves as a custodian for a U.S. Post Office. Reppond Investments, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as ERISA retirement plans and other advisers through sub-advisory arrangements. The firm uses a quantitative, rules-based investment process driven by proprietary algorithms to guide portfolio construction and rebalancing across various strategies, including trend-following, sector rotation, and AI-enhanced approaches.

Ben Reppond is a financial advisor at Reppond Investments, Inc. in Bigfork, Montana, holding a Series 65 designation with 11 years of industry experience. He has been with Reppond Investments since 2014. Outside of his advisory role, he serves as an instructor at Flathead Valley Community College, teaching classes part-time. Reppond Investments provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as retirement-plan advisory services and signal-licensing to other registered advisers. The firm uses proprietary, rules-based quantitative models and mathematical algorithms to generate daily investment signals, managing approximately $44 million in client assets.

Edgerton Scott III is a CFA® charterholder with over 30 years of industry experience, currently serving as the sole advisor at Bergen Park Capital Management, LLC. He was previously with Templeton Global Advisors for 23 years before joining Bergen Park Capital Management in 2019. Bergen Park Capital Management provides discretionary investment advisory services primarily to accredited and qualified high-net-worth individuals and charitable organizations. The firm pursues a global equity-based strategy focused on identifying mispriced companies and manages portfolios according to client offering documents, including acting as adviser and general partner to private funds.

Kristen Kline is a financial advisor at NewEdge Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Southern Style Financial, Inc. doing business as Mission Trails Financial, and BWK, Inc. Ms. Kline provides advisory services through NewEdge Advisors, LLC under the Mission Trails Financial name. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management, financial planning, and consulting services through a network of independent advisers, combining centralized due diligence with technology-supported solutions.

Nancy Kornblum is a CFP® with 27 years of industry experience, currently affiliated with Commonwealth Financial Network in Lakeside, MT. She has worked at Commonwealth since 2008 and previously held a position at Ameriprise from 2002 to 2008. Kornblum is also co-owner and managing partner of a private real estate holding company that owns the building housing her branch office. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $213 billion in client assets. The firm provides a broad platform including discretionary and nondiscretionary managed account programs, access to third-party asset managers, retirement consulting, and custody services.

Brigand Kline is a CFP®-designated financial advisor with 21 years of industry experience, currently serving clients at NewEdge Advisors since 2025. Prior to joining NewEdge, he spent ten years with Southern Style Financial, Inc. dba Mission Trails Financial. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support diverse client needs.

David Shiell is a financial advisor at MAI Capital Management, LLC with 23 years of industry experience. He holds a Series 65 designation and has worked at MAI Capital Management since 2022, following previous roles at Intersect Capital LLC and Big Sky Asset Management LLC. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm’s investment approach includes customized portfolio management across a range of strategies implemented through in-house managers and third-party sub-advisers, complemented by financial planning and tax services.

Schuyler Tudor is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2020. Outside of his advisory role, he is involved in personal home care and coaches 8th grade volleyball for Bigfork Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Keven Picardo is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 42 years of industry experience. He has worked at various Cetera entities since 2020 and previously spent 17 years at First Allied Securities, Inc. Outside of his advisory role, Picardo is involved with Wall Street Advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with a range of portfolio management and financial planning services.

David Meeks is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Morgan Stanley. He previously worked at UBS Financial Services for 20 years before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including tailored financial planning and strategies supported by firm-approved tools and research.

Wendell Whitman is a financial advisor with Edward Jones in Somers, MT, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Outside of advising, he has a passive investment stake in Holland Lake Lodge, a hotel and restaurant in Condon, MT. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, with a large nationwide network of financial advisors and branch offices.

Tara Allen is a CFP® and holds a Series 66 license with six years of experience at Edward Jones. She has maintained a legal practice since 1998 and is a partner at a law firm in San Francisco, where she continues to manage existing cases. Additionally, she performs appellate law work for the California Supreme Court on a limited basis. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offers affiliated mutual funds, overlay services, and a fiduciary standard for advisory services.

Matthew Mumau is a financial advisor with Edward Jones in Somers, Montana, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior roles include positions at Wells Fargo Bank, Robinhood Financial, Charles Schwab & Co., Inc., and Fidelity Brokerage Services LLC. He was also self-employed for one year. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a wide network of financial advisors and branch offices, offering a range of advisory programs, tax-efficient services, and affiliated investment products.

David Rensvold is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial since 2016. Prior to that, he was employed at Cetera and First Interstate Bank, where he continues as an Investment Specialist. 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 various advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.