Mitchell Roberts

Ward Wenholz is a financial advisor with Sapphire Financial Strategies, L.L.C., holding Series 63, 65, and 66 licenses and over 21 years of industry experience. He has worked at Sapphire Financial Strategies since 2018 and previously at First Advisors National from 2015 to 2018. Wenholz is also president and owner of Sapphire Financial Services, Inc., where he sells fixed insurance products. Sapphire Financial Strategies provides ongoing portfolio management and advisory services primarily to individual clients, utilizing a multi-disciplinary investment approach that includes fundamental, technical, and quantitative analysis alongside value investing principles. The firm manages discretionary assets in the mid-teens of millions and serves several dozen individual accounts.

Hi, I'm Caleb, the Founder and CEO of Advanced Practice Planning, LLC and husband to a PA-C. We help PAs retire with confidence. As a husband of a PA-C and brother of a physician, I uncovered a troubling trend in the financial planning industry. Advanced Practice Providers were consistently overlooked while their physician counterparts enjoyed superior service. This disparity fueled my mission to create a solution that bridges the gap created by traditional finance, ensuring that APPs receive the attention and guidance they truly deserve.

Molly Nelson is a CFP®-certified financial advisor with 19 years of industry experience. She is the founder and manager of MoneySense LLC in Missoula, MT, where she has worked since 2024. Prior to this, she held roles at Mariner Wealth Advisors, Avantax Advisory Services, and other firms. Molly operates an online financial education platform, The Money Coven, offering educational content and weekly Q&A sessions. MoneySense LLC provides financial planning and education services to individuals, families, and high-net-worth clients, focusing on project-based advice in areas such as retirement planning, tax planning, and investment analysis. The firm emphasizes financial education and offers guidance grounded in Modern Portfolio Theory, typically recommending passive, low-cost index funds without managing client assets directly.

Ryne Mading is a CFP®-certified financial advisor with nine years of industry experience, currently serving clients at Golden State Wealth Management, LLC. His prior experience includes roles at Bank of America, Merrill, and Rocky Mountain Bank. Outside of his advisory work, Mading teaches financial education workshops focused on financial planning and personal finance. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of analytical approaches and offers tailored advice based on client objectives and risk tolerance.

Lucas Duffy is a Series 65-licensed financial advisor with Willow Creek Capital Management, Inc. He has been with the firm since 2024 and has prior experience at Raymond James Financial Services and Rock Creek Group. Lucas’s background also includes roles at George Washington University and involvement with the Montana Democratic Party. Willow Creek Capital Management provides portfolio management and pension consulting services primarily to pension and profit-sharing plans, charitable organizations, and institutional clients, while also serving individuals and high-net-worth clients. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach and offers ESG integration through Morningstar-based screening.

Eric Joynt is a CFP® and ChFC® with nine years of experience in the financial services industry. He is currently with Prospettiva Financial, where he has worked since 2022, and has prior experience with SG Long Financial and State Farm Insurance. Prospettiva Financial serves individuals, trusts, estates, charitable organizations, and pension or profit-sharing plans, managing approximately $116 million in discretionary assets. The firm offers wealth management, financial planning, and retirement plan advisory services, with a focus on tailored portfolios, continuous account supervision, and specialized work with state and municipal government clients.