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.

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.

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.

Cody Kirk is a CFP® and holds a Series 66 license with 11 years of experience in the financial services industry. He has previously worked at D.A. Davidson & Co., Southport Capital, and WealthNest Financial LLC. Kirk is currently the sole advisor at WildRye Financial, an independent firm based in Bigfork, MT. WildRye Financial provides investment management and financial planning services to individuals, high-net-worth clients, and foundations, including 529 college savings plans. The firm customizes portfolios using a range of securities and may recommend third-party managers, with a focus that includes retirement plan advice under ERISA fiduciary standards.

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.

David Mulnix is a financial advisor at Evergreen Wealth Partners LLC with five years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC and Glacier Bank. He is also a licensed insurance agent in Kalispell, Montana. Evergreen Wealth Partners LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses fundamental analysis to construct long-term oriented portfolios primarily consisting of ETFs, mutual funds, individual equities, and bonds, and sponsors a wrap fee program that bundles transaction costs into its asset-based management fee.

Evan Harris is a financial advisor at Evergreen Wealth Partners LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial LLC for nine years. Harris serves as a board member for Lighthouse Christian Home, an assisted living center in Kalispell, MT. Evergreen Wealth Partners LLC provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm uses fundamental analysis to construct long-term model portfolios primarily consisting of ETFs, mutual funds, individual equities, and bonds, and offers a wrap fee program that bundles transaction costs into its asset-based fees.

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.

Edgerton Scott III is a CFA® charterholder with three years of industry experience, currently serving at Bergen Park Capital Management, LLC since 2019. Prior to this role, he spent 23 years at Templeton Global Advisors. Bergen Park Capital Management provides discretionary investment advisory services primarily to accredited and qualified investors, including high net worth individuals and charitable organizations. The firm manages approximately $127.4 million through a global equity-based strategy focused on identifying mispriced companies and offers tailored portfolio management within client-specific mandates.

Todd Tessler is a financial advisor at Life Planning Advisors LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual Securities, Inc. from 2015 to 2021 before joining Life Planning Advisors in 2013. Outside of his advisory role, he manages a collectibles company focused on car and antique auto collections. Life Planning Advisors provides asset management, financial planning, estate, tax, and risk-management planning services primarily to individual and high-net-worth clients, as well as business entities. The firm develops model Investment Policy Statements for clients and implements diversified, low-cost, tax-efficient portfolios using passive mutual funds and ETFs, typically operating in a non-discretionary capacity with referrals to third-party managers.

Jeffrey Goldman is a CFP® professional with 23 years of industry experience, currently serving at Life Planning Advisors LLC since 2009. He is also president of LPA Insurance Services, an insurance agency he has operated since 2001. Life Planning Advisors provides financial planning and asset management services to individual, high-net-worth, and business clients, focusing on diversified, low-cost, tax-efficient portfolios managed primarily on a non-discretionary basis. The firm emphasizes customized Investment Policy Statements and refers clients to third-party portfolio managers after conducting due diligence and ongoing reviews.

Bryce Stacy is a financial advisor at Merit Financial Advisors in Kalispell, MT, holding a Series 66 designation. He has been in the industry since 2022, with prior experience at LPL Financial, Mersberger Financial, Northwestern Mutual, and BNSF. Outside of his advisory work, he is a 50% owner of RAFTER 3 BRAND LLC, a business involved in agricultural and cattle operations. Merit Financial Group, LLC is an SEC-registered advisory firm managing approximately $10.6 billion with 144 advisors serving a diverse client base including individuals, businesses, retirement plan sponsors, and charitable organizations. The firm employs a long-term, diversified investment approach using model portfolios and customizable sleeves, overseen by a central Investment Management team and Investment Committee.

Curtis Howard is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc., Integrity Wealth Advisors, LLC, and LPL Financial LLC. Outside of advisory services, he is involved in selling fixed insurance products to churches and religious groups and has authored books. 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.

Kamren Barkus is a financial advisor at A.G.P. / Alliance Global Partners in Kalispell, MT, holding a Series 66 designation with one year of industry experience. Prior to joining A.G.P., he was employed at D.A. Davidson and spent five years at San Diego State University. A.G.P. / Alliance Global Partners provides advisory and brokerage services to a diverse client base including individuals, trusts, corporations, and retirement-plan sponsors. The firm offers portfolio management, financial planning, and access to third-party managers, with a notable focus on international investing through its EPC Advisors Group division.

Thomas Adolph is a financial advisor at IP Financial Advisory Services LLC with 26 years of industry experience. He holds a Series 66 designation and has worked at multiple firms including Innovation Partners LLC and KMS Financial Services, Inc. He is also co-owner of Adolph & Bothwell Financial Advisors LLC and is involved in insurance product sales as an agent. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolios and provides access to third-party investment advisors, focusing mainly on non-high-net-worth individuals.