Jordan David Spitzer

Corey Stapleton is the principal advisor at Stapleton Financial Group, an independent firm based in Billings, Montana. He holds the Series 66 designation and has 29 years of industry experience. He has led Stapleton Financial Group since 2016. Stapleton Financial Group provides discretionary investment management and financial planning primarily for individuals and high-net-worth clients. The firm customizes portfolios based on client objectives and risk tolerance, emphasizing diversification and cost considerations while offering services that include collaboration with clients' attorneys and accountants.

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.

Seth Dyk is a financial advisor at CFD Investment Advisory LLC in Billings, MT. He holds a Series 65 designation and has been working in the industry since 2023, including his current role at CFD Investment Advisory since 2026. In addition to advising, he works as a valuation analyst performing business valuations and sales. CFD Investment Advisory LLC provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes a fiduciary, long-term approach combining fundamental, technical, and cyclical analysis to build diversified portfolios using low-cost mutual funds, ETFs, and other securities.

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.

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.