James Price is the sole advisor at Dividends & More in Troy, MT, holding Series 63 and Series 65 licenses with two years of industry experience. He has been associated with Dividends & More since 1995. Dividends & More provides discretionary portfolio management and ongoing account monitoring for a small client base of about two dozen households, managing approximately $20 million in assets. The firm uses fundamental analysis to select investments across various asset classes and maintains a hands-on approach with continuous portfolio monitoring and rebalancing, relying on a single custodian and not engaging in block-trade aggregation.

Scott Bullock is a financial advisor at Robert Baird & Co. with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including McAdams Wright Ragen, Wells Fargo, and Citigroup Global Markets. Bullock has been with Robert Baird since 2014. Robert Baird & Co.’s Private Wealth Management department, where Bullock works as part of The DDK Group, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of services including financial planning, portfolio management through separately managed accounts, and custody and brokerage services, supported by internal research and tools such as artificial intelligence.