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.

Brian Eicholtz is the Resident Director and Wealth Management Advisor at Merrill, based in Missoula, Montana. He works closely with individuals, couples, and families, particularly focusing on the career-building generation and retirees, to help them build, preserve, and manage their wealth. His expertise includes portfolio management, retirement income planning, college education planning, legacy planning, socially responsible investing, tax minimization, and individual and corporate investment strategies. Brian oversees portfolio strategy creation, client relationship management, and team strategy development. He holds the Certified Plan Fiduciary Advisor® (CPFA™) designation, along with the Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. Brian began his career at Merrill in 2010 and joined the team led by Kimberly Roth, his mother-in-law, in 2013 after earning both his bachelor's and master's degrees from the University of Montana. He has been recognized on multiple occasions by Forbes as one of the Best-in-State Wealth Advisors and for next-generation advisory excellence. Brian’s approach is highly personalized and collaborative, grounded in an understanding of clients as individuals and families. His team values long-term relationships, offering attentive and reliable service supported by their experience as a family-based practice. Outside of his professional life, Brian lives in Missoula with his wife Danielle and their two daughters. He enjoys outdoor activities such as biking, fishing, and skiing and is involved with Big Brothers and Big Sisters of Missoula. Brian aims to simplify clients’ financial lives so they can focus on what matters most to them, maintaining a commitment to reliability and personalized service.

Ian Crowe is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In his role, he focuses on delivering personalized wealth management strategies aimed at assisting individuals, families, and businesses in achieving their financial goals. He manages custom investment strategies on a discretionary basis by selecting from a range of Merrill Lynch Wealth Management model portfolios and third-party investment options. Ian’s approach emphasizes building long-term relationships and developing comprehensive, tailored plans that align with each client’s unique objectives. He strives to simplify complex financial decisions and provide clear pathways to success, helping clients preserve and grow their wealth while concentrating on what matters most to them. He holds a Bachelor's Degree from the Oklahoma State University System and maintains the Personal Investment Advisor (PIA) designation. Ian is also involved with the Missoula Young Professionals organization. Outside of work, he enjoys activities including basketball, boxing, camping, football, golfing, horseback riding, hunting, skiing, and spending time with his family.

Daniel Kiely is a Wealth Management Advisor at Merrill Lynch Wealth Management in Missoula. He has been with Merrill Lynch since 2000, following his experience as a commodities trader at the Chicago Mercantile Exchange. Daniel focuses on total wealth management, providing strategies for multidimensional personal and business finances. He works closely with clients to understand their specific situations, establish objectives, develop strategies, make recommendations, and review progress toward their financial goals. His approach emphasizes personalized advice and access to specialized investment services offered by Merrill Lynch Wealth Management. Daniel holds a bachelor's degree from DePauw University and is a CERTIFIED FINANCIAL PLANNER™ certificant. He also holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise includes college education planning, family wealth management strategies, legacy and philanthropic planning, portfolio management, and tax minimization. Outside of his professional role, Daniel is active in his community as a board member and past president of the Clark Fork Coalition. He lives in Missoula with his wife and enjoys fishing, music, reading, skiing, and spending time with his family.

Nathaniel Blaine is a Wealth Management Advisor and Merrill Resident Director with a career in financial advising since early 2019. He is a CERTIFIED FINANCIAL PLANNER® professional, a designation he has held since 2015. Before entering wealth management, Nathaniel accumulated nearly 14 years of experience in banking and mortgage lending. Alongside his civilian career, he serves in the Montana Air National Guard, currently in his 13th year as a Logistics Readiness Officer, having previously worked as a Journeyman Comptroller after enlisting in 2010. Nathaniel’s expertise encompasses a broad range of client focus areas including college and education planning, family wealth strategies, legacy and retirement planning, socially responsible and ESG investing, tax minimization, and managing new wealth among others. He works closely with clients to develop personalized financial strategies tailored to their long-term goals. Nathaniel holds a Bachelor's degree from the University of Montana and an Associate's degree from the Community College of the Air Force. He is also a Personal Investment Advisor (PIA). Originally from New England, Nathaniel relocated to Montana in 2000 to attend the University of Montana and pursue outdoor activities. He resides in the Bitterroot Valley with his daughter and partner, and their family enjoys hunting, fishing, camping, skiing, and boating. Nathaniel is involved in his community through his participation with the Stevensville Youth Softball Association.