Geoffrey Gilbert is a CFA® charterholder and holds a Series 65 license with 19 years of industry experience. He has been managing Inukshuk Investments, LLC since 2013. The firm provides discretionary portfolio management and financial planning services to individuals, businesses, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. Inukshuk Investments employs an active, world-cap strategy that incorporates fundamental, cyclical, and technical analysis across a range of portfolio styles, including Aggressive Growth, Total Return, and Conservative Income.

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.

Susan Estep is a financial advisor at Willow Creek Capital Management, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services Advisors and Wells Fargo Advisors. Estep is also an owner of Estep, Geeting and Weber Capital Management and serves as president of Willow Creek Capital Management. Willow Creek Capital Management provides portfolio management and pension consulting primarily to institutional clients such as pension and profit-sharing plans and charitable organizations, while also serving individuals and high-net-worth clients. The firm employs fundamental analysis and modern portfolio theory with a long-term trading approach and offers ESG integration through Morningstar-based screening.

Darla Felix is a Series 66-licensed advisor with S.G. Long & Company in Missoula, Montana, where she has worked since 2014, totaling 12 years of industry experience. She also holds roles as Chief Financial Officer and Human Resources Manager for affiliated firms, focusing on accounting and management. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofits, offering tailored investment strategies that align with clients’ goals and risk tolerance. The firm operates primarily on a non-discretionary basis and delivers many advisory services through wrap-fee programs sponsored by RBC Correspondent Services.

Laurel Farrell is a financial advisor at Portfolio Logix, LLC with Series 63 and Series 65 credentials and three years of industry experience. Her background includes roles in real estate, healthcare, and small business, as well as serving as Treasurer for the Missoula chapter of Hellgate Elk's Club. Portfolio Logix, LLC provides discretionary and non-discretionary portfolio management and financial consulting to individuals, charitable organizations, corporations, and small businesses, managing approximately $33.7 million in client assets. The firm employs a tailored investment process that incorporates asset allocation and fundamental, technical, and cyclical analysis, utilizing a range of strategies including derivatives and option trading.

David Weber is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 22 years of industry experience. Prior to joining Raymond James, he worked at Wells Fargo Advisors Financial Network for nine years. Weber is also an officer and vice president of Willow Creek Capital Management, a support company unrelated to investment activities. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary advisory relationships and provides tailored financial planning and investment consulting supported by firm research and an extensive affiliate network.

Theodore Heuchling is a financial advisor at Portfolio Logix, LLC in Missoula, MT, with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cetera Advisors LLC from 2013 to 2019. He has been the sole owner of a fixed insurance sales business since 2003. Portfolio Logix, LLC provides discretionary and non-discretionary portfolio management and hourly financial consulting to individuals, charitable organizations, corporations, and small businesses, managing approximately $33.7 million in client assets. The firm uses a tailored investment process that incorporates asset allocation along with fundamental, technical, and cyclical analysis, and employs various strategies including derivatives and options.

Jeremy Brown is a financial advisor with Front Street Capital Management, Inc. in Missoula, MT. He holds a Series 65 designation and has seven years of industry experience. Prior to joining Front Street Capital Management in 2016, he worked at Dorsey & Whitney LLP from 2009 to 2016. Front Street Capital Management is an SEC-registered investment adviser managing approximately $614 million. The firm provides discretionary portfolio management and consulting to individual clients, pension and charitable accounts, and investment company clients, including managing a publicly registered mutual fund. Their investment approach emphasizes a bottom-up, long-term fundamental and qualitative analysis of equities, offering distinct strategies across mutual funds, fixed income, and a conservative equity strategy called the Delano “margin of safety.”

Taylor Gentry is a financial advisor at Panoramic Capital Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Fi Holdings LLC and Endeavour Capital. Gentry is involved with several investment-related entities, including serving administrative and development roles in private equity and real estate projects. Panoramic Capital Partners serves individuals, trusts, retirement plans, foundations, and business entities by providing asset management, comprehensive portfolio management, financial planning, and consulting services. The firm employs an individualized investment approach that includes various asset classes and third-party money managers, with ongoing portfolio monitoring and integration of planning and business considerations.

Natalie Larson is a financial advisor at S.G. Long & Company with Series 66 credentials and three years of experience at the firm. Her prior work includes roles at the University of Montana, the City of Missoula, First Security Bank, Cracker Barrel, and Arlee High School. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations, offering tailored, client-driven investment strategies primarily on a non-discretionary basis.

Joshua Denney is a financial advisor with S.G. Long & Company in Missoula, MT, holding a Series 66 designation and 17 years of industry experience. He has been with S.G. Long & Company since 2008. Outside of his advisory role, Denney owns Pennici Brothers LLC, a business focused on buying and selling collectible baseball cards. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm’s client-driven investment process is tailored to each client’s goals, income needs, and risk tolerance, typically operating on a non-discretionary basis through client-directed strategies or model portfolios.

Joshua Eder is a CFP® with 19 years of industry experience, currently serving as an advisor at S.G. Long & Company since 2008. He is based in Missoula, MT, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a member of the Board of Directors for the Missoula Downtown Association and Downtown Missoula Partnership, and he owns a small business buying and selling shoes. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm’s investment approach is client-driven and tailored to individual goals, typically operating on a non-discretionary basis through client-directed strategies or model portfolios.

Marcus Welnel is a financial advisor at S.G. Long & Company in Missoula, MT, holding a Series 66 designation and with two years of industry experience. Prior to joining S.G. Long & Company, he worked at Park Avenue Securities LLC and Guardian Life Insurance Company. Outside of his advisory role, he serves as General Manager of SANIL, overseeing the NIL Collective for the University of Montana. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations, offering tailored, client-driven investment strategies primarily through non-discretionary accounts and model portfolios.

Kelly Brunger is a financial advisor with S.G. Long & Company in Missoula, MT, holding a Series 66 designation and seven years of industry experience. Prior to joining S.G. Long & Company, Brunger worked at Deutsche Bank Securities for twelve years and was involved with Alaska to Africa Travel for seven years. Outside of advisory work, Brunger receives residual commissions from wellness product consulting and sales through Melalueca and Wellness Co. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm’s investment approach is client-driven and tailored to individual goals, typically operating on a non-discretionary basis and utilizing client-directed strategies or model portfolios.

Dominic Piazza is a financial advisor at Front Street Capital Management, Inc. in Missoula, MT, holding a Series 65 designation with seven years of industry experience. He has been with Front Street Capital Management since 2015, with a brief period of extended travel from 2017 to 2018. Front Street Capital Management is an SEC-registered investment adviser managing approximately $614 million, serving individual clients, pension and charitable accounts, and investment company clients. The firm employs a bottom-up, long-term fundamental approach to equities and offers specialized strategies, including managing a publicly registered mutual fund, the Tarkio Fund.