Seasoned, general retirement planning financial advisors in Bozeman, MT

Alisha Hill is a financial advisor at LPL Financial with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Gulliford Sales Company and Printing Industries of Utah. Outside of her advisory work, she is associated with Danny Boy Entertainment LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory services with a range of non-advisory financial products and technology support.

Christopher Nolt is the sole advisor at Solid Rock Wealth Management in Bozeman, MT, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has operated his own business since 1996 and founded Solid Rock Wealth Management in 2014. In addition to financial advising, he owns and operates Solid Rock Realty Advisors, LLC, a commercial real estate brokerage, and holds a state real estate license. Solid Rock Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, index-oriented investment approach supported by academic research and partnerships with Dimensional Fund Advisors, and it offers services including real estate advisory related to IRC Section 1031 exchanges.

Ronald Hegardt is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he leads the Hegardt, Carroll & Associates team in Rancho Santa Fe, California. He oversees a team of seven professionals and collaborates with internal corporate partners at Bank of America/Merrill, focusing on fixed income investments and strategies. Ron works alongside clients and their tax and legal advisors to develop income tax minimization and estate planning strategies aligned with clients' financial goals. With 30 years of experience in the financial services industry, Ron primarily serves high-net-worth families and institutions, providing traditional portfolio advice and wealth management strategies. Before joining Merrill Lynch Wealth Management in 2003, he spent ten years as a Financial Advisor with Morgan Stanley. He holds a Bachelor's degree in Finance from Santa Clara University, where he also studied economics in London, and an MBA from the University of San Diego. Ron resides in Big Sky, Montana, with his wife, Kim, and maintains a home in San Diego, California. He enjoys outdoor activities such as tennis, golf, fly-fishing, and skiing. Ron supports charitable organizations including Make-A-Wish San Diego, BarX Project, and Ingold Sports Park.

Troy Miller is a CFP®, ChFC®, and Series 63 credentialed advisor with 40 years of industry experience. He currently works at Private Advisor Group, LLC and has prior experience with VisionPoint Advisory Group and LPL Financial, LLC. Outside of his advisory role, he serves as an emcee and auctioneer for Ballenger Auctioneers in Bozeman, MT. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing both in-house portfolio management and third-party strategists, supported by technology platforms and diverse investment strategies.

Hannah Dennehy is a financial advisor at Thrivent Investment Management with two years of industry experience. She holds a Series 66 designation and previously worked at Georgia Family Insurance Agency and Montana State University. Outside of her advisory role, she is involved in youth sports coaching, serving as a volunteer assistant volleyball coach for Bozeman High School and coaching at Montana State’s volleyball camps. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering comprehensive goal-based planning without portfolio management or discretionary trading authority. Their services include a range of planning topics and the option to combine planning with managed accounts through a consolidated billing program called WealthPlan.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Amanda Scheele is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 16 years of industry experience. She has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Raymond James. Amanda is also involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a broad platform of portfolio management styles and affiliated research.

Lori Fell is a financial advisor with Edward Jones in East Lansing, MI, holding a Series 66 designation and 16 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she owns a business focused on property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, tax-efficient services, and affiliated mutual funds.

Kenneth Blaschke is a financial advisor at HeadInvest in Portland, ME, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has been with HeadInvest since 2009. HeadInvest serves a diverse range of clients, including individuals, trusts, endowments, and government entities, providing discretionary portfolio management and financial planning. The firm employs a holistic, asset-allocation driven approach, combining fixed-income selection with low-cost ETFs and emphasizing tax efficiency.

Michael Ipp is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Raymond James Financial Services Advisors since 2010 and serves as an independent contractor for 1792 Wealth Advisors. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client decision-making, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.