Catherine Kipling is a CFP® professional with 20 years of industry experience. She founded and has operated Kipling & Co. since 2015, serving clients from Hamilton, MT. Kipling & Co. is an independent, fee-only firm serving individual households and small businesses with financial planning and portfolio management focused on retirement, insurance, tax planning, and estate considerations. The firm emphasizes tailored advice through client conversations, minimal trading, and low-cost securities, and it does not accept commissions or sell investment products.

John Passuccio is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. He holds the CFP® and Series 66 designations and has been with D.A. Davidson since 2004. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and employing both qualitative and quantitative analysis.

James Moerkerke is a CFP® professional with 44 years of industry experience, serving at D.A. Davidson & Co. since 1981. He holds Series 63 and Series 65 licenses and is based in Hamilton, Montana. Outside of his advisory role, Moerkerke is involved in local community activities, including serving as trustee and board chairman of the Stevensville Rural Fire District, and he manages a light industrial and RV storage rental business. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad spectrum of clients, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers services framed under fiduciary standards, including ERISA-compliant retirement plan advice and comprehensive financial planning, and it distinguishes itself by participating in municipal advisory and underwriting activities.

Trevor Morton is a CFP® and Series 66 credentialed advisor at D.A. Davidson & Co. with four years of industry experience. He previously worked for Hess Corporation for eight years before joining D.A. Davidson in 2021. Outside of his advisory role, he buys, sells, and collects sports trading memorabilia. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management programs while operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Francesco Dangelo is a financial advisor with D.A. Davidson & Co. in Hamilton, MT, holding Series 63 and Series 65 designations and 31 years of industry experience. He has been with D.A. Davidson & Co. since 1995. Outside of his advisory role, he serves as a director for The Roxy Theater, a nonprofit organization in Missoula, MT, and is a finance committee member for the Bear Harbor Homeowners Association in Polson, MT. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Carrie Long is a financial advisor with D.A. Davidson & Co. in Hamilton, Montana, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with D.A. Davidson & Co. since 2008. Outside of her advisory role, she is a notary public for the state of Montana. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a Private Wealth program for clients with net worth exceeding $20 million.

Janet Acheatel is a CFP® professional with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC. She has held positions at The Colony Group, LLC and HoyleCohen, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse clientele, including individuals, high-net-worth families, and institutions. The firm employs a long-term investment approach focused on tax- and fee-sensitivity within an enhanced open architecture framework that integrates various active and passive strategies.

Willa Lande is a financial advisor at Edward Jones in Hamilton, MT, holding Series 63 and Series 65 licenses with 33 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

April Geroy is a financial advisor with Edward Jones in Hamilton, MT, holding a Series 66 designation and over 25 years of professional experience. Prior to joining Edward Jones, she worked at Intel Corporation for 24 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Samuel Sharples is a financial advisor with LPL Financial in Hamilton, Montana, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he is involved with Allegis Advisor Group / Cason Group as a financial producer. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of advisory and brokerage services supported by an in-house research team and a variety of investment delivery options tailored to client needs.

Robert Miller Jr. is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Morgan Stanley since 2016 and is also affiliated with Morgan Stanley Private Bank, N.A. Outside of his advisory role, Miller is involved with The Outpost, an Airbnb rental in Hamilton, MT. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Joshua Loveless is a Series 66 licensed financial advisor with Edward Jones in Hamilton, MT, where he has worked since 2015. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies, including managed solutions, separately managed accounts, and affiliated mutual funds.

Brian Adams is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2025, he worked at LPL Financial LLC/Sagemont and held real estate roles at Montana Westgate Realty and Crye-Leike Realtors. Outside of his advisory work, Adams volunteers as a firefighter with the Hamilton Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Darrell Reese is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has previously worked with Raymond James Financial Services and currently operates Reese & Associates LLC alongside his role at Sagemont Investment Group. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of advisory and brokerage services supported by an in-house research team that provides model portfolios and multiple investment delivery options tailored to client needs.

Michael Thomas Jr. is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Commonwealth Financial Network, Thomas Capital Management, LLC, and Cambridge Investment Research. Outside of his advisory work, he participates in the Amazon Vine program as a product reviewer. Ameriprise provides retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Deborah Sesa Gantz is a Series 66-licensed financial advisor with Edward Jones in Hamilton, MT, with seven years of industry experience. She has worked at Edward Jones since 2018 and previously held roles with Hamilton School District 3 and Daly Hospital Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Gary Erickson is a financial advisor at Wyndfall Financial Inc with 17 years of industry experience. He holds a Series 66 designation and previously worked at H.D. Vest Advisory Representative and H.D. Vest Investment Services from 2008 to 2019. Outside of advising, Erickson has served as president and tax preparer for a tax preparation business. Wyndfall Financial Inc serves a small number of individual clients, providing portfolio management and financial planning services combined with accounting-related offerings. The firm integrates educational seminars and workshops into its client engagement, focusing on a hands-on approach for non–high-net-worth individuals.