Joshua Thomas Horton

Ryan Swain is a financial advisor at Big Sky Wealth Advisors, LLC with three years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including World Equity Group, Inc. and The Leaders Group Inc. Outside of securities trading, he is also licensed as a health and life insurance agent. Big Sky Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, families, trusts, retirement plans, corporations, and charitable organizations. The firm employs a blend of strategic, tactical, and core-satellite asset allocation methods supported by various analytical approaches and a proprietary portfolio optimization model.

Kevin Burnett is a financial advisor at Northwest Investment Advisors, Inc. in Great Falls, MT, with 10 years of industry experience. He holds a Series 66 designation and has been with Northwest Investment Advisors since 2017. Outside of advising, Burnett owns a landscaping business and provides computer support and training through Clover Technologies, LLC. He is also a commissioned notary public for the state of Montana. Northwest Investment Advisors, Inc. offers investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million for about 95 clients and uses a mix of fundamental analysis and varied investment strategies, generally operating on a non-discretionary basis with regular portfolio reviews.

Teagan Parker is a financial advisor at Rosemeyer Management Group with a Series 65 credential and one year of industry experience. Prior to joining Rosemeyer, Parker worked in healthcare and fitness-related roles, including positions at Benefis Health System and Orange Theory Fitness. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, and institutional clients. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation and integrates financial planning with portfolio management.

Brent Leavitt is a CFP® professional with 10 years of experience in the financial services industry. He is affiliated with Interactive Financial Advisors and operates as the sole proprietor of Battle Born Financial Advisor, an insurance brokerage through which he works as an insurance agent. His prior experience includes roles at Nevada Benefits and Interactive Financial Advisors. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models and third-party providers, managing client assets primarily with ETFs and mutual funds across a range of risk profiles.

Michael Kubas is a CFA® charterholder and holds a Series 63 license with 22 years of industry experience. He has been with D.A. Davidson & Co. and Davidson Investment Advisors since 2005. Both firms are based in Great Falls, MT. Davidson Investment Advisors is an SEC-registered investment adviser serving individuals and institutions with discretionary and non-discretionary portfolio management. The firm uses a centralized investment team to manage multi-cap equity, equity income, and fixed income strategies, emphasizing active, long-term management and tax-related services.

Daniel Zuidema is a financial advisor at Sequent Planning, LLC with one year of industry experience. He holds Series 63 and Series 65 designations and has been the owner of Zuidema Insurance since 1990, where he offers insurance products and services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations, providing asset management, financial planning, and retirement-plan services through a network of independent investment adviser representatives. The firm emphasizes a structured risk framework and diversified manager exposures while offering regular investment communications uncommon among peers of its size.