Robert Schnee

Austin Taylor is a CFA® charterholder and Series 63 licensee with seven years of industry experience. He has been the sole advisor at Bow Stream Investments LLC since 2015. The firm manages approximately $8.63 million in discretionary assets for a limited client base including individuals, trusts, charitable organizations, corporations, and certain institutional clients. Bow Stream Investments focuses on deep fundamental research in microcap and small-cap U.S. stocks, maintaining concentrated portfolios typically holding ten or fewer positions and employing strategies such as options and short sales as part of its investment approach.

Tary Middlesworth is a CFP® and CFA® with 11 years of experience in financial advising. He is the sole advisor at Entrusted Wealth and has previously worked at Baker Boyer National Bank and operated Middlesworth Financial. In addition to his advisory role, he provides remote operational support at Baker Boyer National Bank, focusing on investment reporting, reconciliation, and technology projects. Entrusted Wealth serves individuals, families, foundations, endowments, and other non-profit organizations, offering financial planning and discretionary portfolio management. The firm emphasizes a long-term, diversified investment approach grounded in Modern Portfolio Theory, primarily using mutual funds and exchange-traded funds tailored to each client’s needs.

Kristin Hetzer is a CFP® professional with 41 years of industry experience, currently serving as the sole advisor at Royal Palms Capital, LLC since 2005. She holds Series 63 and Series 65 licenses and is also a licensed insurance agent. Royal Palms Capital LLC is an independent registered investment adviser providing discretionary investment management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities. The firm’s client-driven investment process incorporates both fundamental and technical analysis to develop and implement tailored portfolios with ongoing monitoring and adjustments.

David Wigginton is a CFP® and CFA® with 18 years of industry experience. He has been with Glacier Investment Management since 2017 and previously held roles at Discern Analytics, Discern Securities, Inc., and Discern Investment Analytics, Inc. Outside of advisory work, he serves as a managing director at Discern Analytics, a data visualization and analytics firm. Glacier Investment Management serves individuals, families, trusts, estates, corporations, charitable organizations, and retirement plans with integrated wealth management, financial planning, tax and estate planning, and investment management. The firm’s approach focuses on risk management, diversification, and a long-term perspective, using proprietary models combined with fundamental and technical analysis to construct portfolios primarily composed of ETFs, mutual funds, separately managed accounts, and select alternatives.

John Knopik is a CFP® professional with 20 years of experience in financial advising. He has worked at Ascent Wealth Management PLLC since 2019 and previously spent 11 years with Jordahl & Sliter Wealth Management Group, LLC. Ascent Wealth Management is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients. The firm provides comprehensive financial planning and portfolio management, using a blend of Modern Portfolio Theory and active management across various asset classes.

Parker Lenz is a financial advisor at Pinecrest Advisors in Kalispell, MT, holding a Series 65 designation with three years of industry experience. Prior to his current role, he has worked in various positions including at Snow Fox Data, where he is also employed as a Senior Data Consultant focusing on analytics, AI/ML, and data engineering. Pinecrest Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, and institutions. The firm manages discretionary assets using a mix of ETFs, equities, fixed income, and mutual funds, applying both strategic and tactical investment approaches.