Diana Whitaker

Joshua Horton is a financial advisor with Big Sky Wealth Advisors, LLC in Great Falls, MT, holding a Series 66 designation and 12 years of industry experience. He previously worked at Stifel Nicolaus for nine years and Silver Oak Securities, Inc. for one year. Outside of his advisory role, Horton owns Business Valuation and Consulting Services, Inc., which provides business valuation services. Big Sky Wealth Advisors offers discretionary investment management, financial planning, and retirement plan consulting to individuals, families, estates, trusts, retirement plans, corporations, and charitable organizations. The firm uses a combination of strategic, dynamic, tactical, and core-satellite asset allocation strategies supported by fundamental, quantitative, qualitative, and technical analysis, including a proprietary optimization model for portfolio construction.

Ryan Swain is a financial advisor at Big Sky Wealth Advisors, LLC with three years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including World Equity Group, Inc. and The Leaders Group Inc. Outside of securities trading, he is also licensed as a health and life insurance agent. Big Sky Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, families, trusts, retirement plans, corporations, and charitable organizations. The firm employs a blend of strategic, tactical, and core-satellite asset allocation methods supported by various analytical approaches and a proprietary portfolio optimization model.

Brent Leavitt is a CFP® professional with 10 years of experience in the financial services industry. He is affiliated with Interactive Financial Advisors and operates as the sole proprietor of Battle Born Financial Advisor, an insurance brokerage through which he works as an insurance agent. His prior experience includes roles at Nevada Benefits and Interactive Financial Advisors. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models and third-party providers, managing client assets primarily with ETFs and mutual funds across a range of risk profiles.

Michael Kubas is a CFA® charterholder and holds a Series 63 license with 22 years of industry experience. He has been with D.A. Davidson & Co. and Davidson Investment Advisors since 2005. Both firms are based in Great Falls, MT. Davidson Investment Advisors is an SEC-registered investment adviser serving individuals and institutions with discretionary and non-discretionary portfolio management. The firm uses a centralized investment team to manage multi-cap equity, equity income, and fixed income strategies, emphasizing active, long-term management and tax-related services.

Daniel Zuidema is a financial advisor at Sequent Planning, LLC with one year of experience in the industry. He holds Series 63 and Series 65 licenses and has been the owner and insurance agent of Zuidema Insurance since 1990. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets and offers discretionary asset management, written financial planning, and retirement plan consulting, primarily implementing portfolios through ETF-based strategic models.

Maxwell Lundgren is a financial advisor at Davidson Investment Advisors, Inc. with two years of industry experience. He has previously worked at Schnee's and has a background that includes both professional roles and extended academic study. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management services to individuals and institutions, employing a combination of fundamental, quantitative, and qualitative analysis to manage equity and fixed income strategies. The firm serves a diverse client base, including registered investment companies, retirement plans, and trusts, and is part of the larger D.A. Davidson Companies financial services group.