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.

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.

Aaron Tyburski is a financial advisor at MDRN Capital with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Red Oak Financial Group, Osaic Wealth, and Bozeman Financial Advisors. Outside of his advisory role, he is also involved in insurance and annuity sales through MDRN Insurance. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a combination of fundamental and technical analysis with a primarily long-term investment orientation and uses a mix of Independent Managers, mutual funds, ETFs, and individual securities.

Eric Flynn is a CFA® charterholder with four years of industry experience. He is currently with Aprio Wealth Management, LLC and has previously worked at firms including Compound Planning, Inc. and Wipfli LLP. Outside of his advisory role, Flynn serves as chair of the advisory council for the College of Business at Montana State University and is treasurer of Flynn Ranch, Inc., a family business. Aprio Wealth Management serves individuals, qualified retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm manages approximately $2.64 billion and employs a multi-advisor approach with tailored investment programs that include asset allocation, dollar-cost averaging, and both long- and short-term strategies.

Janie Strasser is a CFP® professional with 20 years of industry experience. She has been with Chicago Partners Investment Group LLC since 2018 and previously worked at Empirical Wealth Management and MDS Investments, Inc. DBA Ponderosa Wealth Management. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, endowments, and corporations. The firm employs a long-term, diversified investment approach with customized portfolios and offers services such as discretionary portfolio management, financial planning, and family-office reporting.

Michael Strasser is a financial advisor with Chicago Partners Investment Group LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Chicago Partners since 2018 and is also affiliated with Mds Investments, Inc. since 2011. Outside of advising, he serves as a board member and shareholder of Ambature, a technology and materials science company, and owns and manages a small hay farm through Six Bears Holdings, LP. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment strategy utilizing fundamental analysis and customized portfolios, and is notable for sponsoring affiliated pooled investment vehicles and serving as a private fund adviser and sub-advisor.

David Haring is a financial advisor with Money Concepts Capital Corp in Bozeman, MT, holding a Series 66 license and eight years of industry experience. He has been with Money Concepts since 2017 and also works as a tax professional and manager at LWK Associates of Montana, DBA H&R Block. Haring serves on the Board of Directors for Bozeman Aikido, a nonprofit organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and uses fundamental and technical analysis along with modern portfolio theory to manage accounts.

Roxanne Watkins is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Valic Financial Advisors since 2000 and also works with Agia as an agent for non-securities insurance products. Outside of her advisory role, she manages a short-term vacation rental property in Montana. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Troy Miller is a CFP® and ChFC® with 39 years of industry experience. He is currently with Private Advisor Group, LLC and has previously worked at VisionPoint Advisory Group and LPL Financial, LLC. Outside of his advisory work, he serves as an emcee and auctioneer for Ballenger Auctioneers in Bozeman, MT. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and corporate retirement plans. The firm offers portfolio management, financial planning, and access to third-party asset management programs, utilizing a range of investment approaches and supporting held-away account management through technology partnerships.

George James is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to that, he worked at ICMA Retirement Corporation for three years. Outside of his advisory role, he participates as a website tester for UserTesting.com. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process centered on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio techniques and a range of retirement plan services supported by affiliated legal, trust, and recordkeeping businesses.