Nicole Chakos is a financial advisor with Capstone Wealth Management in Billings, MT, holding a Series 65 license and two years of industry experience. She has been with Capstone Wealth since 2022 and also owns and operates N Chakos, Incorporated, a women's clothing distribution business she founded in 2014. In addition to her advisory role, she is a licensed insurance agent. Capstone Wealth Management serves individuals and high-net-worth clients, focusing on business owners, executives, and professionals planning ownership transitions or retirement. The firm manages approximately $301 million in assets using a disciplined, data-driven investment approach and offers specialized services including 1031 exchange facilitation.

Josiah Jagoda is a financial advisor with Capstone Wealth Management in Billings, MT. He holds a Series 65 designation and has been with Capstone Wealth since 2025. Prior to joining the firm, he spent four years at Hillsdale College and five years at Arete Prep Academy. Capstone Wealth Management serves individual and high-net-worth clients, focusing on business owners and professional executives. The firm offers wealth management, portfolio management, financial planning, specialized planning for business owners and executives, and 1031 exchange advisory services, managing approximately $354 million in client assets.

Mark Thomas is a financial advisor at Capstone Wealth with 23 years of industry experience. He has been with Capstone Wealth Management, Inc. since 2006. Thomas holds Series 63 and Series 65 licenses and is also a licensed insurance agent and consultant, providing insurance evaluations and policy analyses alongside his advisory role. Capstone Wealth Management serves individuals and high-net-worth clients, particularly business owners, executives, and professionals planning ownership transitions or retirement. The firm manages approximately $301 million in client assets using a disciplined, data-driven investment approach and offers specialized services including 1031 exchange facilitation.

Austin Thomas is a financial advisor at Capstone Wealth with a Series 65 designation and four years of industry experience. He has worked at Capstone Wealth Management since 2021 and previously held roles at DoorDash, Zenreach, Highland Capital Brokerage, and Investacorp. Since 2023, he is also a licensed insurance agent, advising clients on their insurance needs alongside his advisory duties. Capstone Wealth Management serves individual and high-net-worth clients, focusing on business owners and professional executives. The firm provides wealth and portfolio management, financial planning, and specialized services including 1031 exchange advisory, managing approximately $354 million in client assets.

Marcene Skillen Robison is a financial advisor at Capstone Wealth with a Series 65 designation and one year of industry experience. Her prior roles include positions at Reciprocity Industries, Billings Clinic, and Headframe Spirits. Capstone Wealth Management serves individual and high-net-worth clients, focusing on business owners and professional executives. The firm offers wealth management, portfolio management, financial planning, and specialized services such as 1031 exchange advisory, employing a research-driven investment approach with diversified portfolios and periodic rebalancing.

Thomas Webber is a CFP® with 15 years of experience in financial advising, currently with Capstone Wealth Management, Inc. since 2016. He previously worked at Pruco Securities LLC and The Prudential Insurance Company of America. Webber is also a licensed insurance agent, evaluating and recommending insurance products alongside his advisory role. Capstone Wealth Management serves individuals and high-net-worth clients, focusing on business owners, executives, and professionals planning ownership transitions or retirement. The firm manages approximately $301.1 million in client assets using a disciplined, data-driven approach that includes wealth management, specialized financial planning, and 1031 exchange facilitation.