Stoker Ostler, a Part of BMO Financial Group

Lant Webb is a financial advisor at Stoker Ostler, a part of BMO Financial Group, with 12 years of industry experience. He holds a Series 65 designation and has been with Stoker Ostler Wealth Advisors, Inc. since 2010. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm focuses on individualized investment policy statements, diversified portfolios, and integrates resources from its parent company, BMO Financial Corp., including trust and family office services.

Sean Lunny is a CFP® with 13 years of experience in the financial services industry. He has been with Stoker Ostler, a part of BMO Financial Group, since 2013. The firm provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. Stoker Ostler emphasizes individualized investment policy statements, diversified portfolio construction, ongoing due diligence, and tax-aware strategies, leveraging its affiliation with BMO’s broader wealth management and banking services.

James Mcgettigan is a financial advisor at Stoker Ostler, a part of BMO Financial Group, with six years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to joining Stoker Ostler in 2018, he worked at Eide Bailly LLP and Grant Thornton LLP. Outside of his advisory work, he manages JSMH Enterprises, LLC, a personal holdings consulting business focused on tax software and compliance. Stoker Ostler Wealth Advisors serves high-net-worth individuals, trusts, estates, charitable organizations, and other entities, offering discretionary and non-discretionary investment management, financial planning, and consulting. The firm builds portfolios based on individualized investment policy statements and integrates resources from its parent company, BMO Financial Corp., for trust, banking, and family office services.

Bradley Kutler is a CFP® with five years of industry experience, currently advising at Stoker Ostler, a part of BMO Financial Group. His prior roles include positions at The Vanguard Group, Edward Jones, Capco, and Cognizant Technology Solutions. He also tutors CFP and securities exam content on the Varsity Tutors platform. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm constructs portfolios based on individualized Investment Policy Statements and utilizes integrated resources from BMO affiliates for trust, banking, and research support.

Cody Amis is a CFP® and CFA® with 20 years of experience in the financial industry. He has been a member of Stoker Ostler Wealth Advisors since 2011. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm emphasizes individualized investment strategies, ongoing due diligence, and leverages its affiliation with BMO Financial Group for expanded trust, banking, and research capabilities.

Michelle Decker is a CFP® with 24 years of industry experience and has been with Stoker Ostler Wealth Advisors, Inc. since 1998. She is based in Scottsdale, AZ, and holds a Series 65 license. Stoker Ostler Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm emphasizes individualized investment policy statements, diversified portfolios, ongoing due diligence, and draws on affiliated resources through its ownership by BMO Financial Corp.

Justin Bobus is a CFA® charterholder with three years of industry experience. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2020, following prior roles at BMO Private Bank. Stoker Ostler Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs individualized investment policy statements and a diversified approach including fixed income, equities, REITs, ETFs, and alternative investments, supported by integrated resources from its parent company, BMO Financial Corp.

Kyler Fuhriman is a financial advisor with Stoker Ostler, a part of BMO Financial Group, holding Series 63 and Series 65 licenses and three years of industry experience. His prior work includes roles at E*TRADE Securities LLC and Goldenwest Credit Union. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm emphasizes individualized investment policy statements, diversified portfolios across multiple asset classes, and access to affiliated banking and trust services through BMO Financial Corp.

David Nuttall is a CFP® professional with six years of experience in financial advising. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2015. Based in Scottsdale, AZ, he works within a team of nine advisors. Stoker Ostler Wealth Advisors provides investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm emphasizes individualized investment strategies, ongoing due diligence, and utilizes affiliated resources through BMO Financial Corp. to support its service offerings.

Michael Bolar is a CFP® and CFA® with 25 years of industry experience. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2003. The firm provides discretionary and non-discretionary investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. Stoker Ostler constructs portfolios based on individualized Investment Policy Statements and emphasizes ongoing due diligence, tax-aware strategies, and long-term holdings.

Charles Bruening III is a CFP® and CFA® with 14 years of industry experience. He has been with Stoker Ostler Wealth Advisors in Scottsdale, AZ since 2006. Stoker Ostler Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm emphasizes individualized investment policy statements, ongoing due diligence, and long-term holdings, and operates as a wholly owned subsidiary of BMO Financial Corp., leveraging affiliated trust, banking, and research resources.

Michael Halls is a CFP® and CFA® with 25 years of industry experience. He has been with Stoker Ostler Wealth Advisors, a part of BMO Financial Group, since 2005. The firm provides investment management, financial planning, and consulting services primarily to high-net-worth individuals, trusts, estates, and charitable organizations. Stoker Ostler emphasizes individualized investment policies, diversified portfolios, and utilizes affiliated resources within BMO Financial Group to support its clients.

Daniel Lloyd Roberts is a CFP® with four years of industry experience, currently serving at Stoker Ostler Wealth Advisors, a part of BMO Financial Group. His prior experience includes roles at Bank of America, Merrill, AGS Financial Group, AMP Horizons, and Comparethemarket. Stoker Ostler Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, trusts, estates, charitable organizations, and other entities. The firm constructs portfolios based on individualized Investment Policy Statements and utilizes a range of asset classes, emphasizing due diligence, tax-aware strategies, and long-term holdings.