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.

David Dernbach is a financial advisor at BDL Wealth Management PLLC in Billings, MT, holding the PFS™ designation with over 16 years of experience in accounting and wealth management. He also owns and operates Dernbach & Associates, PLLC, a CPA firm providing tax planning and accounting services. BDL Wealth Management PLLC offers discretionary portfolio management primarily to individual and high-net-worth clients, focusing on passive, index-based portfolios constructed from ETFs and mutual funds. The firm integrates its affiliated accounting services into its advisory model and conducts regular portfolio reviews to ensure alignment with client goals.