Douglas Osborne

Corey Stapleton is a Series 66-licensed financial advisor with 28 years of industry experience. He has been the principal of Stapleton Financial Group since 2016 and previously worked at Pruco Securities Corporation for 19 years. The firm provides discretionary investment management and written financial planning primarily to individual and high-net-worth clients, as well as some corporate clients. Stapleton Financial Group customizes portfolio allocations based on clients’ objectives and risk tolerance, using a range of investment instruments and coordinating with clients’ legal and accounting professionals as needed.

Tarra Grazley Pfister is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked with Raymond James since 2017 and previously spent 16 years at Royal Alliance Associates, Inc. Beyond her advisory role, Pfister serves as CEO of ClavesVita, Inc., a company involved in accounting and business management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and public entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a notable emphasis on advisory services that support client decision-making rather than discretionary management.

Stephen Ketterling is a CFA charterholder and financial advisor at 406 PM with 16 years of industry experience. His prior roles include positions at Morgan Stanley, First Interstate Bank, and Syntropy Wealth Management. Outside of his advisory work, he is the sole owner and managing member of a laundry service business. 406 PM provides discretionary portfolio management to individuals, families, personal trusts, and retirement accounts, using a combination of fundamental, quantitative, and technical analysis alongside macroeconomic factors to build diversified portfolios tailored to client objectives and risk tolerance.

Christian Orms is a CFA® charterholder with 18 years of industry experience. He has been the principal advisor at Optima Capital Management in Billings, Montana since 2012. Outside of his advisory role, Orms serves as president of Montana Pure Protein, a company he co-founded with his wife in 2020. Optima Capital Management provides discretionary and non-discretionary investment portfolio and wealth management services to individuals, trusts, foundations, pension and profit-sharing plans, and small businesses. The firm employs a goals-based, client-specific process for asset allocation and portfolio construction, and also offers strategic business advisory services including valuation, mergers and acquisitions, and restructuring.

Nicole Chakos is a financial advisor with Capstone Wealth Management in Billings, MT, holding a Series 65 license and two years of industry experience. She has been with Capstone Wealth since 2022 and also owns and operates N Chakos, Incorporated, a women's clothing distribution business she founded in 2014. In addition to her advisory role, she is a licensed insurance agent. Capstone Wealth Management serves individuals and high-net-worth clients, focusing on business owners, executives, and professionals planning ownership transitions or retirement. The firm manages approximately $301 million in assets using a disciplined, data-driven investment approach and offers specialized services including 1031 exchange facilitation.

Seth Blades is a financial advisor at BDL Wealth Management PLLC in Billings, MT, holding the PFS™ designation with one year of industry experience. Prior to joining BDL Wealth Management in 2024, he operated his own accounting firm, Seth H. Blades CPA PC, since 2017 and worked at Summers McNea from 2012 to 2017. He continues to provide tax planning and accounting services through his CPA firm. BDL Wealth Management PLLC offers discretionary portfolio management primarily to individual and high-net-worth clients, focusing on passive, index-based allocations using ETFs and mutual funds. The firm integrates fundamental analysis and modern portfolio theory while emphasizing low turnover and conducts regular account reviews, combining advisory services with affiliated tax and accounting offerings.