George Andrew James

Janie Strasser is a CFP® with 21 years of industry experience. She currently works at Chicago Partners Investment Group LLC, where she has been since 2018. Prior to that, she was with Empirical Wealth Management from 2016 to 2018 and has longstanding involvement with MDS Investments, Inc. DBA Ponderosa Wealth Management dating back to 1997. Chicago Partners Investment Group LLC provides investment advisory services to high-net-worth individuals, trusts, not-for-profit plans, endowments, corporations, and other entities. The firm employs a long-term, diversified, asset-allocation approach combining fundamental analysis with quantitative portfolio construction across a broad range of investment vehicles.

Michael Strasser is a financial advisor with Chicago Partners Investment Group LLC, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Chicago Partners since 2018 and is also affiliated with Mds Investments, Inc. since 2011. Outside of advising, he serves as a board member and shareholder of Ambature, a technology and materials science company, and owns and manages a small hay farm through Six Bears Holdings, LP. Chicago Partners Investment Group LLC serves a diverse client base including individuals, trusts, nonprofits, and corporations, offering portfolio management, financial planning, retirement services, and family-office reporting. The firm employs a long-term, diversified investment strategy utilizing fundamental analysis and customized portfolios, and is notable for sponsoring affiliated pooled investment vehicles and serving as a private fund adviser and sub-advisor.

Kimberly Hartman is a CFP® professional at Investment Management Group with one year of industry experience. She has previously worked at Stockman Wealth Management and held roles at Montana State University Alumni Foundation, ROC Wheels, Dovetail Collaborative Financial Planning, Professional Financial Management, and Montana State University. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality, as well as individual portfolio management and financial planning. The firm emphasizes continuous, tailored investment advice and manages most assets on a non-discretionary basis using fundamental and qualitative analysis.

Andrew Brief is an investment advisor with Kestra Advisory Services LLC and holds Series 63 and Series 65 credentials. He has 36 years of industry experience and has been with Kestra and its related entities since 2016. Outside of his advisory role, he is a franchisee of Pickleball Montana, overseeing the development and operation of indoor pickleball facilities in Montana. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including very large institutional investors. The firm offers services such as fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party managed solutions.

Roxanne Watkins is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Valic Financial Advisors since 2000 and also works with Agia as an agent for non-securities insurance products. Outside of her advisory role, she manages a short-term vacation rental property in Montana. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models for portfolio construction and management.

Tamilla Simpson is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Thrivent Financial and Thrivent Investment Management. Outside of advising, she co-owns Chromovule Creative LLC, where she serves as secretary, treasurer, and limited partner. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.