Bozeman, MT Twin Lakes Avenue Office

Scott Brown is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brown is a part owner of BWIBZN, LLC, an investment-related business. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas like business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.

Daniel Hitchcock is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.

Flora Champion Thomas is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. Her career has been primarily with Wells Fargo entities since 2009. Outside of her advisory role, she owns a personal organization business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting net-worth thresholds, including specialized services such as business-owner transition and special-needs analysis.

Kris Moos is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding a Series 66 designation and 25 years of industry experience. Prior to joining Wells Fargo Advisors in 2025, he worked at Cambridge Investment Research and FSC Securities Corporation. He serves on the boards of the Human Resource Development Council, which provides housing, food, transportation, education, and other assistance, and the Bozeman Chamber of Commerce. Moos is also a part-owner of a local sports card business. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include specialized services like business-owner transition and special-needs planning. The firm’s advisors use proprietary research and tools to develop tailored recommendations delivered through client meetings and summary letters, with clients choosing the implementation or brokerage options that suit their needs.

James Mc Glue is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Bank of America and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering various specialized services and integrates advisory services with other financial products and referral channels.

Kelly Brown is a financial advisor with Wells Fargo Advisors based in Bozeman, MT, holding Series 63 and Series 65 licenses and having 30 years of industry experience. Prior to joining Wells Fargo Advisors in 2017, Brown worked at Bank of America and Merrill Lynch, Pierce, Fenner & Smith. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk management, and niche services such as business-owner transition and special-needs planning. The firm uses proprietary research and tools to develop tailored recommendations, with clients deciding on implementation through brokerage or advisory programs.

Scott Dohm is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked within various divisions of Wells Fargo since 2017 and previously held roles at Carroll College and United Parcel Service. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options supported by Wells Fargo research and tools, with services tailored to clients meeting certain net-worth criteria.

Brant Wiehardt is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Merrill, U.S. Bancorp Investments, and Northwestern Mutual. He is also involved in investment-related entrepreneurial ventures through ownership of two LLCs in Bozeman, MT. Wells Fargo Advisors serves individuals, trusts, and institutional clients, offering a wide range of investment and fee-based financial planning services that cover various specialized areas including business-owner transition and special-needs planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations, delivered through discrete planning engagements.

Candace Corette Pratt is a financial advisor with Wells Fargo Advisors in Bozeman, MT, holding a Series 66 designation and 22 years of industry experience. Her career includes over 17 years with Wells Fargo entities, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. The firm’s approach involves tailored recommendations supported by proprietary research and planning tools, with planning engagements typically discrete and fees based on service complexity.