ADVISOR BIO

Adam Sloan is a financial professional with over 7 years of experience in the financial services industry. Adam is currently registered with Osaic Wealth, Inc. and holds a Series 66, Series 7 and SIE licenses. Adam has previously worked with Securities America, Inc. and has also experience in construction and road maintenance, insurance sales and real estate. Adam provides financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals and selection of other advisors.

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ADVISOR BIO

Addison Vergara is a financial advisor with D.a. Davidson & Co. based in Kalispell, Montana. Addison has been working in the industry since 2018 and is registered with the state of Montana and Texas. Addison holds several licenses, including Series 66, Series 7, and the SIE. Addison has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Addison is also an active board member with Dream Adaptive Recreation in Whitefish, Montana.

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ADVISOR BIO

Andrew William Kirk is a financial advisor with Edward Jones. Andrew has been in the industry since January 20, 2009 and has a strong track record of providing financial guidance to individuals, families, and businesses. He offers a wide range of services, including financial planning, investment management, and retirement planning. Andrew holds the Series 7, Series 66, and SIE licenses. Andrew is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Andrew is committed to helping clients achieve their financial goals.

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Anna Viera Steblina is a financial advisor at Stifel, Nicolaus & Company, Inc. with over 25 years of experience in the industry. Anna has extensive experience providing financial advice to individuals, corporations, and institutional clients. Anna has held prior roles at Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and D.A. Davidson & Co.. Anna is licensed to provide investment advice in multiple states.

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Austin Frederick Willis is a financial advisor with Wells Fargo Clearing Services, LLC in Kalispell, MT. Austin has been in the financial services industry since 2014. Austin specializes in portfolio management for individuals and businesses. Austin also provides financial planning and pension consulting services. Austin is registered with the state of Montana to provide investment advice. Austin has passed the Series 63, 65, 6, and 7 securities exams.

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ADVISOR BIO

Bryan Goodfried is a financial advisor with over 15 years of experience in the financial services industry. Bryan is currently registered with LPL Financial LLC and holds Series 6, 7, 63, and SIE licenses. Bryan provides a wide range of financial services to individuals, families, and businesses including financial planning, portfolio management, and retirement planning. Prior to joining LPL Financial LLC, Bryan was a financial advisor with Northwestern Mutual Investment Services, LLC. Bryan is committed to providing his clients with personalized financial advice and guidance. He is also a member of the Kalispell Chamber of Commerce and is active in the community.

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Chance Barrett is a financial advisor with Edward Jones. Chance has been in the industry since 2013 and holds the Series 66, Series 7TO, SIE and Series 7 licenses. Chance is registered in 27 states and specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Chance also provides services for other clients, including partnerships, investment clubs, limited liability companies, charitable organizations, corporations, and pension and profit-sharing plans.

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Charles Gassaway is a financial advisor with Wells Fargo Clearing Services, LLC. Charles Gassaway is a registered representative with the state of Montana, and has been in the industry since 2017. Charles Gassaway is active in both the broker-dealer and investment advisory business, and has passed both the Series 7 and Series 66 exams. The advisor has a significant number of clients and manages a substantial amount of assets. Charles Gassaway specializes in providing financial planning, investment consulting, and portfolio management services to individuals and businesses. Charles Gassaway is licensed in several states, including Montana, Texas, Idaho, Oregon, and Washington.

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ADVISOR BIO

Christopher Maxwell Hamill is a financial advisor with over 7 years of experience in the financial services industry. Christopher is registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide investment advice in Arizona, Florida, Idaho, Minnesota, Montana, and Washington. Christopher holds the Series 66, SIE, and Series 7 securities licenses. Christopher is also a certified CrossFit coach. Christopher provides investment advice and financial planning services to a wide range of clients, including individuals, families, businesses, and retirement plans. Christopher is committed to helping clients achieve their financial goals.

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Cody Allen Buck is a financial advisor with D.a. Davidson & Co. Cody has been in the financial services industry for over 7 years. Cody is registered with the Securities and Exchange Commission (SEC) and holds Series 7 and 66 licenses. Cody specializes in providing financial planning and investment management services for individuals, businesses, and charitable organizations.

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