Donna Lori Emmett

Carson Quinnell is a CFP® with four years of industry experience, currently affiliated with Investment Management Group in Glendive, MT. Prior to joining Stockman Wealth Management in 2022, he worked at UPS and Bozeman Arborcare. Investment Management Group serves primarily financial institutions and institutional clients, offering portfolio management, financial planning, 401(k) advisory, and an automated investment program. The firm manages most institutional accounts on a non-discretionary basis with an emphasis on client-specific investment policies, utilizing fundamental and qualitative analysis alongside both long- and short-term strategies.

Angie Hagen is a Series 66 licensed financial advisor with Edward Jones in Glendive, MT, bringing 20 years of industry experience, including over 18 years with Edward Jones. Outside of her advisory role, she is involved in several community and entrepreneurial activities, including serving as president of a retail business, Love Like Justice, and as a director of the Justice Foundation. She also has experience managing agricultural operations alongside her husband. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Kayla Rivas is a Series 66-licensed financial advisor with Edward Jones in Glendive, MT, having three years of industry experience. Prior to joining Edward Jones, she worked at Dawson County High School and HKT Big Sky Motors. Outside of her advisory role, she coaches 6th and 7th grade girls basketball for Glendive Public Schools. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Melonie Beeler is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Her background includes roles at Voya Financial Advisors and ownership of Culver Financial Advisors, LLC. She is also president of the Glendive Lions, a nonprofit organization involved in community service and fundraising. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Dillon Beeler is a financial professional at Cetera with three years of industry experience. He holds Series 63 and Series 65 credentials and has held various roles within Cetera-affiliated firms since 2021. Beeler serves as a governing board member for the nonprofit organization Action for Eastern Montana. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and advisory services, including access to affiliated and third-party managers, and oversees more than $256 billion in assets.