Lisa N Krei

Peter Burns is a financial advisor at Sankala Group LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Techniservices Inc. and the University of Colorado Boulder. Outside of his advisory role, he is a partner in two real estate holding companies, Catalina Properties LLC and Catalina Properties II LLC. Sankala Group LLC provides discretionary and non-discretionary investment advisory services to individuals and institutions, including high-net-worth clients, estates, trusts, and charitable organizations. The firm employs a value-biased fundamental and technical risk management approach to global equity portfolios and uses a range of investment vehicles including ETFs, closed-end funds, and option strategies.

Jonathon Butler is a CFP® with 11 years of industry experience, currently serving as an advisor at Opulence Planning in Helena, MT. His prior experience includes roles at MassMutual and Northwestern Mutual. Opulence Planning serves individual clients—including high-net-worth individuals—as well as charitable organizations, corporations, and employer plan sponsors, offering discretionary investment management alongside comprehensive financial planning and retirement consulting. The firm’s investment approach focuses on strategic asset allocation using passive, index-based funds and ETFs, with accounts managed exclusively through a wrap-fee program.

Keith Bushnell is a financial advisor with Allied Investment Advisors LLC in Helena, Montana. He holds the Series 63 and Series 65 designations and has seven years of industry experience. Prior to joining Allied Investment Advisors in 2025, he worked at Great West Financial, Randall & Hurley, and Employee Benefit Resources. Allied Investment Advisors is an SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, corporations, and financial institutions. The firm uses fundamental analysis and a long-term investment approach, offering customized portfolios primarily composed of equities, fixed income, mutual funds, and ETFs.

Rod Olson is a financial advisor with DAI Wealth, LLC, holding Series 63 and Series 66 designations and 19 years of industry experience. He previously worked at Berthel Fisher & Company Financial Services Inc for 17 years. Outside of his advisory role, Olson is involved in insurance sales, specializing in fixed and life insurance products. DAI Wealth, LLC offers discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm utilizes third-party managers and platform providers to tailor portfolios to client objectives and provides ongoing due diligence and performance reporting.

April Cardoza is a financial advisor at Ashton Thomas Private Wealth with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including D.A. Davidson and Wells Fargo Advisor LLC. Outside of her advisory role, she owns Pickles Paints, a mobile painting business, and serves as a notary public assisting D.A. Davidson clients. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and family office services. The firm employs a range of investment strategies and operates the Amplify Platform to provide back-office support and access to various investment solutions.

Elise Strommen is a financial advisor with Investment Management Group in Helena, MT, holding a Series 65 designation and two years of industry experience. Her prior roles include positions at Stockman Wealth Management and Stockman Bank. Investment Management Group serves primarily financial institutions and institutional clients, offering portfolio management, financial planning, 401(k) advisory, and automated investment programs. The firm emphasizes tailored investment advice aligned with clients’ policies, managing many institutional accounts on a non-discretionary basis using fundamental and qualitative analysis.