At D.A. Davidson Companies, we identify and evaluate market trends, investment ideas and business opportunities, and turn them into actionable insights and strategies. Founded in 1935 as a small brokerage firm, D.A. Davidson has grown into a diversified financial services company comprised of seven distinct business units across the U.S. Through the years, our most important service has remained consistent: a personalized approach that reflects the individuality of each of our clients. As part of an employee-owned company, each of our associates has a unique perspective of success. We believe in doing what is right for our clients and are empowered to deliver high-impact solutions. We are with our clients every step of the way—leveraging our nationally-recognized research, capital markets and investment banking expertise, and a robust network of financial advisors. Clients not only benefit from our expansive platform of solutions and services, but also from strong values rooted in tradition and a deep sense of responsibility to our communities. Business units include: • Wealth Management • Trust Services • Investment Management • Equity Capital Markets • Investment Banking • Fixed Income Capital Markets

Front Street Capital Management, Inc. is a registered investment adviser serving clients with a long term investment focus. We are the portfolio manager to the Tarkio Fund, a no-load mutual fund (TARKX), and provide professional management of individual accounts, IRA and retirement assets, 401(k)s, trusts and foundations on a fee only basis. We find outstanding companies at reasonable valuations with a long term focus. Our own capital is invested in the same companies we choose for our clients.

Western Values. Personal Touch. Our firm was founded in 2009 in the middle of the Financial Crisis. With only a few clients and tough times, this was a daunting task. Our business was built one relationship at a time, helping our clients stay the course and give guidance. It's during times like this the rubber meets the road and true friendships are formed. People appreciate an honest account when times are tough, transparency, and an outlook with a message of hope. The Western Way. We pride ourselves on the same western values that define the region we call home. We value a handshake and personal relationships. We believe you are only as good as your word. When we make a promise, we keep it. We believe our clients needs two things from us: someone they can trust and someone they can count on.

XYPN makes it possible. XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services.

Founded in 2008, Destra Capital was purpose-built to help independent thought leaders achieve better wealth outcomes by sourcing the next generation of investment solutions. To achieve these goals, Destra selects experienced partners with unique investment strategies or services. Mutual funds, interval funds, closed-end funds, separate accounts, and investment services - all are tools that the team uses to help investors intentionally grow their wealth outcomes over time. More than 15 years later, the firm has helped thousands of investors break away from the pack and blaze their own investing trail. We continue to encourage our clients to challenge the conventional and explore new ways of delivering financial freedom.

At Capstone Wealth, we serve financially established families and business owners to preserve their wealth, manage their income security and achieve their legacy vision for the generation to follow. We achieve that through a combination of partnership, clarity and insight -- each step working uniquely together to advance the process. The value of Capstone Wealth is its commitment to serve each client individually and is measured in the confidence and peace of mind that comes by forming long and lasting, productive partnerships. Capstone's economic value to the families we serve is far greater than our fee earned as an independent financial advisor. We work solely to the unique interest of each client.

XYPN makes it possible. XYPN is the only turnkey advice and planning platform that makes it possible for fee-for-service financial advisors to build the independent firm of their dreams with complete autonomy. We do this through ongoing advocacy and access to education and training, curated technology, compliance support, community, and back-office and client support services.

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