Tary Middlesworth is a CFP® and CFA® with 11 years of experience in financial advising. He is the sole advisor at Entrusted Wealth and has previously worked at Baker Boyer National Bank and operated Middlesworth Financial. In addition to his advisory role, he provides remote operational support at Baker Boyer National Bank, focusing on investment reporting, reconciliation, and technology projects. Entrusted Wealth serves individuals, families, foundations, endowments, and other non-profit organizations, offering financial planning and discretionary portfolio management. The firm emphasizes a long-term, diversified investment approach grounded in Modern Portfolio Theory, primarily using mutual funds and exchange-traded funds tailored to each client’s needs.

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.

David Wigginton is a CFP® and CFA® with 18 years of industry experience. He is the sole advisor at Glacier Investment Management, where he has worked since 2017. Prior to that, he was a managing director at DISCERN Analytics, a data visualization and analytics firm, where he assists with due diligence and corporate transactions on a limited basis. Glacier Investment Management is an independent registered investment advisor offering wealth management, financial planning, tax and estate planning, and retirement plan advisory services to individuals, families, trusts, businesses, charitable organizations, and retirement plans. The firm emphasizes risk management, diversification, and a long-term investment approach, with specialized pension consulting and group retirement plan advisory services for public and private plan sponsors.

John Knopik is a CFP® professional with 20 years of experience in financial advising. He has worked at Ascent Wealth Management PLLC since 2019 and previously spent 11 years with Jordahl & Sliter Wealth Management Group, LLC. Ascent Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm provides comprehensive financial planning and portfolio management, using a blend of Modern Portfolio Theory and active management across various asset classes.

Parker Lenz is a financial advisor at Pinecrest Advisors in Kalispell, MT, holding a Series 65 license and four years of industry experience. His prior work includes roles at US Bank, Fox River Capital, and Saputo Dairy Products. Outside of advising, Parker works as a Senior Data Consultant at Snow Fox Data, focusing on analytics development, AI/ML, and data engineering. Pinecrest Advisors offers discretionary investment management and comprehensive financial planning to individuals, high-net-worth households, trusts, estates, and institutional clients. The firm emphasizes individualized portfolio construction using a range of investment vehicles and employs both strategic and tactical allocation approaches.

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.

Todd Tessler is a financial advisor with Life Planning Advisors LLC in Bigfork, Montana, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Life Planning Advisors since 2013 and was previously with Mutual Securities, Inc. for six years. Outside of his advisory work, Tessler manages a collectibles company focused on car and antique auto collections. Life Planning Advisors provides asset management, financial planning, estate, tax, and risk-management planning primarily for individual and high-net-worth clients, as well as business entities. The firm emphasizes non-discretionary, diversified portfolios using low-cost, tax-efficient passive mutual funds and ETFs, coupled with customized Investment Policy Statements and ongoing portfolio reviews.

Jeffrey Goldman is a CFP® professional with 23 years of industry experience, currently serving at Life Planning Advisors LLC since 2009. He is also president of LPA Insurance Services, an insurance agency he has operated since 2001. Life Planning Advisors provides financial planning and asset management services to individual, high-net-worth, and business clients, focusing on diversified, low-cost, tax-efficient portfolios managed primarily on a non-discretionary basis. The firm emphasizes customized Investment Policy Statements and refers clients to third-party portfolio managers after conducting due diligence and ongoing reviews.

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 three years of industry experience, currently serving at Bergen Park Capital Management, LLC since 2019. Prior to this role, he spent 23 years at Templeton Global Advisors. Bergen Park Capital Management provides discretionary investment advisory services primarily to accredited and qualified investors, including high net worth individuals and charitable organizations. The firm manages approximately $127.4 million through a global equity-based strategy focused on identifying mispriced companies and offers tailored portfolio management within client-specific mandates.

David Mulnix is a financial advisor at Evergreen Wealth Partners LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial and Glacier Bank. Mulnix is also a licensed insurance agent in Kalispell, Montana. Evergreen Wealth Partners LLC provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a primarily fundamental, long-term investment approach and offers ongoing portfolio monitoring and periodic reviews.

Evan Harris is a financial advisor at Evergreen Wealth Partners LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial from 2012 to 2025. Harris serves as a board member for Lighthouse Christian Home, an assisted living center in Kalispell, MT. Evergreen Wealth Partners LLC provides discretionary investment management, comprehensive financial planning, and retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily fundamental, long-term investment approach.

Bryce Stacy is a financial advisor at Merit Financial Advisors in Kalispell, MT, holding a Series 66 designation. He has been in the industry since 2022, with prior experience at LPL Financial, Mersberger Financial, Northwestern Mutual, and BNSF. Outside of his advisory work, he is a 50% owner of RAFTER 3 BRAND LLC, a business involved in agricultural and cattle operations. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.

Curtis Howard is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Golden State Wealth Management since 2020 and has prior experience at LPL Financial and Integrity Wealth Advisors. Outside of advisory work, he is involved in selling fixed insurance products to churches and religious groups. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm emphasizes discretionary portfolio management and uses a range of analytic approaches and third-party managers to construct tailored portfolios.

Kamren Barkus is a financial advisor at A.G.P. / Alliance Global Partners with two years of industry experience. He holds a Series 66 designation and previously worked at D.A. Davidson and San Diego State University. Kamren is based in Kalispell, MT. A.G.P. / Alliance Global Partners is a multi-team investment adviser and broker-dealer with about 131 advisors managing approximately $2.95 billion for over 7,000 clients. The firm offers portfolio management, financial planning, retirement-plan advisory, and brokerage services using an open-architecture model that includes internally managed strategies and sub-advisory relationships.

Thomas Adolph is a financial advisor with IP Financial Advisory Services LLC in Kalispell, MT. He holds a Series 66 designation and has 27 years of industry experience. His career includes roles at Innovation Partners LLC, Kms Financial Services, Inc., Adolph & Bothwell Financial Advisors LLC, S.G. Long & Company, and Waddell & Reed. Outside of advisory services, he is involved in insurance product sales focusing on disability, long-term care, and related insurance. IP Financial Advisory Services LLC primarily serves individual retail clients, offering portfolio management, financial planning, consulting, and access to third-party investment managers. The firm uses fundamental, technical, and asset allocation approaches to tailor portfolios and provides specialized consulting including actuarial and insurance services.