Steve Montgomery is a financial advisor with Legion Private Wealth Management in Ellensburg, WA, holding Series 65 and Series 66 licenses and eight years of industry experience. His prior work includes roles at Legion Capital Management, Financial Advocates Investment Management, Family Heritage, Merrill, and Morgan Stanley Dw Inc. He is also involved with Legion Insurance Group. Legion Private Wealth Management offers investment management, co-advisory services, and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, valuation-based approach to build tailored investment strategies and provides access to private real estate investments and certain derivatives within separately managed accounts.

Lowell Bruhn is a financial advisor at Legion Private Wealth Management with one year of industry experience. He holds a Series 65 designation and has served in the United States Navy since 2016. Legion Private Wealth Management offers discretionary and non-discretionary investment management, co-advisory services, and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a fundamental, valuation-based investment approach and provides tailored strategies, including private real estate investments and, through licensed representatives, insurance products.