Kenneth Robbins

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 and holds a Series 65 designation with two years of industry experience. His prior work includes roles at Eightfold.ai, Qualtrics, and Accenture, spanning engineering, management consulting, and software sectors. Noisy Creek Capital provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, trusts, and estates, employing a mix of fundamental, technical, and cyclical analysis with a long-term investment orientation complemented by shorter-term trades as needed. The firm utilizes performance-based fee arrangements for qualified clients and manages a very small client base with continuous monitoring and regular reviews.

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 16 years of industry experience. He holds a Series 65 designation and previously worked at CMG Capital Management Group for eight years. Outside of his advisory work, he serves as a custodian for a U.S. Post Office in New Holland, Pennsylvania. Reppond Investments provides discretionary portfolio management primarily for individual and high-net-worth clients, offering retirement-plan advisory services and signal-licensing to other registered advisers. The firm uses proprietary, rules-based quantitative models to generate daily investment signals and actively manages portfolios across various risk profiles using mutual funds, ETFs, and other strategies.

Spencer Reppond is a financial advisor at Reppond Investments, Inc. with a Series 65 credential and three years of industry experience. Prior to his advisory role, he worked at Amazon.com, Inc. as an M&A Analyst in Corporate Development and has held positions at Ernst & Young, Moss Adams, and AltAssets Private Equity News. He also has an academic background with experience at Southern Methodist University. 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 algorithms to manage assets actively across various risk profiles, employing mutual funds and ETFs in strategies that include sector rotation, multi-asset, managed crypto, and AI-enabled 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.