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.

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.

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.

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.

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.