Gary Wrotny is a financial advisor at Watson House Investment Management, LLC in Bozeman, MT, holding a Series 65 designation with six years of industry experience. He has been with Watson House since 2018 and was self-employed prior to that. Watson House is an independent, fee-only investment adviser managing approximately $14.1 million for individuals, high-net-worth clients, trusts, and estates. The firm provides discretionary portfolio management and financial planning across multiple asset classes, utilizing asset allocation strategies based on fundamental, technical, and macroeconomic analysis, with ongoing portfolio monitoring and quarterly client reviews.

Christopher Nolt is the sole advisor at Solid Rock Wealth Management in Bozeman, MT, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has operated his own business since 1996 and founded Solid Rock Wealth Management in 2014. In addition to financial advising, he owns and operates Solid Rock Realty Advisors, LLC, a commercial real estate brokerage, and holds a state real estate license. Solid Rock Wealth Management provides discretionary investment management and financial planning to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a passive, index-oriented investment approach supported by academic research and partnerships with Dimensional Fund Advisors, and it offers services including real estate advisory related to IRC Section 1031 exchanges.

Frederick Maxted is the sole advisor at Group W Investment Management LLC in Bozeman, MT. He holds the CFA® designation and a Series 65 license, with 22 years of industry experience. Maxted has been with Group W Investment Management since its founding in 2003. Group W Investment Management provides discretionary portfolio management and investment advice to individuals, estates, trusts, charitable organizations, and businesses. The firm employs a long-term, tax-efficient investment approach focused on a three-class framework of equities, fixed income, and cash, with an emphasis on fundamental, value-oriented equity analysis.

Brenda Davis is a financial advisor at Montana Investment Advisors Inc in Bozeman, MT, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has been with Montana Investment Advisors since 1992. Montana Investment Advisors provides discretionary, fee-based portfolio management for individuals, retirement and pension plans, trusts, endowments, and charitable organizations. The firm focuses on long-term holdings in fundamentally sound growth companies combined with fixed-income securities, managing approximately $47.4 million in separately managed accounts.

Paul Quinn is a financial advisor with Quinn Capital LLC in Bozeman, MT, holding a Series 65 designation and 18 years of industry experience. He has been affiliated with Marylhurst University since 2004. Quinn Capital LLC provides discretionary private investment management to high-net-worth individuals, trusts, estates, charitable organizations, businesses, and pension plans. The firm employs a “growth at a reasonable price” equity strategy focused on capital appreciation and preservation, combining fundamental and technical analysis within a buy-and-hold framework.

Timothy Randak is a CFA charterholder and the sole advisor at Arkell Asset Management, LLC in Bozeman, MT, with 15 years of industry experience. He has been with Arkell Asset Management since its founding in 2011. Arkell Asset Management provides personalized financial planning and discretionary investment management to individuals, high-net-worth clients, small businesses, and retirement plans. The firm follows a strategic asset-allocation approach primarily using passively managed index mutual funds and ETFs, offering multiple service tiers including a low-touch investment management option.

Camy Toth is a CFP® professional with 13 years of industry experience, currently serving as the sole advisor at Springbrook Financial, LLC since 2022. Prior to this, Camy worked at Northfork Financial LLC for seven years and operated Alpine Bookkeeping Services LLC for eight years. Springbrook Financial provides financial planning, consulting, and wealth management services to individuals, charities, and business entities, focusing on strategic asset allocation, diversification, and periodic rebalancing. The firm primarily manages assets on a non-discretionary basis and offers customized Investment Policy Statements to its clients.

Virginia Arnold is a financial advisor at Yellowstone Investment Planners, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Yellowstone Investment Planners since 2005 and Piper Jaffray Inc. since 1997. Yellowstone Investment Planners is an independent, single-advisor firm that manages discretionary and primarily non-discretionary portfolios for individuals, trusts, and estates. The firm emphasizes client-approved trading and incorporates non-traditional partnership interests in portfolios, using asset-allocation models and fundamental research across multiple asset classes.

Jay Mattfeldt is a financial advisor at Firetower Advisors in Bozeman, MT. He holds a Series 65 designation and has 23 years of experience at Northrop Grumman. Firetower Advisors provides financial planning and discretionary investment management primarily for individual clients, emphasizing fundamental analysis and asset allocation to create diversified portfolios tailored to client goals and risk tolerance. The firm offers standalone consulting and portfolio management with no account minimums, managing accounts on a discretionary basis while allowing clients to select their own custodians.

Jon Goodman is a financial advisor with JCG Advisory Group, LLC in Bozeman, MT, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at LPL Financial LLC and Independent Financial Partner. He is also involved with affiliated entities focused on life, health, disability insurance, and commodity trading. JCG Advisory Group provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm employs a quantified, risk-first investment approach that incorporates third-party analytics and limited AI tools, offering diversified portfolios that may include options, short sales, and margin strategies, with ongoing discretionary monitoring.

Michael Mccormick is a financial advisor with Mccormick Financial Advisors, LLC in Bozeman, MT. He holds a Series 66 designation and has 18 years of industry experience. Prior to founding his own firm in 2017, he worked at Cascade Financial Management Inc starting in 2011. Mccormick Financial Advisors provides comprehensive financial planning and investment management to individuals, trusts, estates, charitable organizations, corporations, and small businesses. The firm is notable for its inclusion of corporate and business clients, as well as employer-sponsored retirement plans, and employs a tailored investment approach using a variety of financial instruments and third-party managers.

Andrew Sullivan is a CFA® charterholder and holds a Series 63 license, with 12 years of industry experience. He has been the sole advisor at Quarterpoint Capital Management, LLC since 2013. Quarterpoint provides discretionary portfolio management and investment advisory services primarily to individual investors, families, and trusts. The firm employs a research-driven, value-oriented approach focused on fundamental analysis and direct company due diligence, typically concentrating holdings in a limited number of names with an emphasis on smaller or less-followed companies.

Sarah Fitzgerald is a CFP® and Series 65 registered advisor representative with Northfork Advisors, based in Bozeman, MT. She has four years of industry experience and has held roles at 45North Partners LLC and Northfork Financial LLC since 2019. In addition to advising clients, she oversees day-to-day operations at Northfork Advisors. Northfork Advisors is an independent, fee-only registered investment advisor serving individuals, high-net-worth families, foundations, trusts, nonprofits, and other entities. The firm emphasizes long-term, risk-managed asset allocation and specializes in values-aligned and ESG investing, offering comprehensive financial planning and portfolio management services.

Brock Schimbeno is a financial advisor at Blackmore Financial Solutions in Bozeman, MT, holding a Series 66 designation with 10 years of industry experience. He has been with Blackmore Group, LLC since 2015. Outside of his advisory role, he owns and operates Blackmore Commodities, a brokerage focused on hedging strategies for agricultural producers. Blackmore Financial Solutions provides holistic wealth management and financial planning services to individuals, couples, and small businesses. The firm offers customized portfolios using fundamental and technical analysis and incorporates derivative strategies for qualified clients, while also serving a significant non-high-net-worth client base through flat-fee and hourly planning options.

Mike Monteith is a CFP® with eight years of industry experience, currently serving as an advisor at Monteith Wealth in Bozeman, MT. His prior experience includes roles at Advisory Services Network, LLC and Empirical Wealth Management. Monteith Wealth serves individual and high-net-worth clients by providing ongoing portfolio management and integrated financial planning. The firm employs a long-term, ETF- and index fund-based investment approach grounded in modern portfolio theory and offers tax-related and accounting services through one of its principals who is a licensed CPA.

Jenifer Schimbeno is a financial advisor at Blackmore Financial Solutions with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Private Bank. Outside of her advisory role, she hosts the Beautifully Equipped podcast and serves on the board of directors for the Bozeman Area Community Foundation. Blackmore Financial Solutions provides holistic wealth management and financial planning to individuals, couples, and small businesses, offering customized portfolios and discretionary account management that includes fundamental and technical analysis. The firm serves a broad client base with services ranging from hourly planning to active management of stock options and commodity futures.

Christa Hudak is a CFP® and ChFC® with eight years of industry experience. She has worked at CoCreate Financial since 2019 and previously held roles at Raymond James Financial Services and Hudak & Associates, Inc. Outside of financial advising, she was involved with Journey Evangelical Church in 2019. CoCreate Financial provides integrated wealth management to individuals, charitable organizations, pension plans, and closely held business owners. The firm typically manages accounts on a discretionary basis using model portfolios, third-party managers, and dividend-yielding stocks and bonds, with a focus on wrap-fee programs and business-owner services.

Brandon Smith is a CFP® with 10 years of industry experience, currently serving at Professional Financial Management, Inc. since 2015. He holds a Series 65 license and is based in Bozeman, MT. Professional Financial Management, Inc. provides fee-only financial planning and discretionary portfolio management to individuals, trusts, business owners, charitable organizations, and retirement plan sponsors. The firm manages approximately $265 million in client assets, focusing on globally diversified portfolios with small-cap and value equity tilts, tax-efficient strategies, and use of short- and mid-term fixed income to reduce volatility.

Wesley Shifrin is a CFA® charterholder and Series 65 licensee with nine years of industry experience. He has worked with Northfork Financial LLC since 2016 and HomeStake Venture Partners LLC since 2017, becoming a Partner and Advisor at NorthFork in 2022. Prior to his investment advisory roles, he held positions at Wildland Trekking Company and Big Sky Resort. NorthFork Advisors is an independent, fee-only registered investment advisor serving individuals, families, foundations, trusts, nonprofits, and other entities. The firm focuses on long-term, risk-managed asset allocation and specializes in values-aligned and ESG investing, offering comprehensive financial planning, discretionary portfolio management, and investment consulting.

Thomas White is a financial advisor at Mountain Wealth Management, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch Bank of America and Bank of America N.A. Outside of his advisory role, he serves as an officer and board member of the Bobcat Quarterback Club, a nonprofit organization affiliated with Montana State University. Mountain Wealth Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as certain corporate entities. The firm employs an investment approach based on Modern Portfolio Theory and long-term trading, utilizing individualized Investment Policy Statements and a range of investment vehicles, including ETFs, mutual funds, and alternative assets.