Jamie Lee Malsam

Jonathan Skinner is a CFP® and Series 65 holder with two years of experience in financial advising. He is currently affiliated with Investment Management Group and has previously worked at Stockman Wealth Management for three years. Before entering financial services, Skinner spent a combined sixteen years in education with Sidney Public Schools and Fairview Schools. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality, while also offering individual portfolio management and financial planning. The firm utilizes a combination of fundamental and qualitative investment analysis and manages most institutional accounts on a non-discretionary basis.

Matthew Senn is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at New Century Gold and Thrivent Investment Management Inc. Before entering financial services, he was employed at Blarney Stone Pub. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Elizabeth Verhasselt is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Her prior experience includes roles at Supporting Strategies and Kringen Construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a network of more than 23,000 financial advisors. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Gerald Hughes is a financial advisor with Edward Jones in Sidney, Montana, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as a trustee for an inheritance trust, involved in managing land leasing decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Tamra Maltese is a CFP® and Series 66-registered advisor with 24 years of industry experience, currently affiliated with Cetera. She has held positions at several firms, including Fiduciary Trust and Avantax, and owns Maltese Financial Services LLC. Outside of her advisory work, she serves as president of the Shinnick Memorial Charitable Foundation and is active on the finance council at St. Matthew's Church in Sidney, MT. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers portfolio management, financial planning, and access to a variety of third-party money managers across multiple program platforms.

Nicholas Lonski is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he serves as president of the Bishop of Myra Foundation, a personal foundation he co-manages with his wife, and is an assistant wrestling coach at Sidney High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.