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Katherine D
ChFC®, Series 63
Billings, MT
LPL Financial
Katherine Dietz is a financial advisor with LPL Financial in Billings, MT, holding the ChFC® and Series 63 credentials with 24 years of industry experience. Her background includes roles at Waddell & Reed, various insurance carriers, and ownership of KND, LLC. She is involved in a cattle business outside of her advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.
Gordon E
Series 66
Billings, MT
LPL Financial
Gordon Escene is a financial advisor with LPL Financial in Billings, MT, holding a Series 66 designation and 16 years of industry experience. His prior career includes 12 years at Edward Jones and brief roles at Waddell & Reed, Douglas Mullowney, and various insurance carriers before joining LPL Financial in 2021. He is also affiliated with Montana Tax Group, PLLC, a business separate from his investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supported by extensive resources and technology.
Chad H
CFP®, Series 66
Billings, MT
LPL Financial
Chad Hooker is a CFP® professional with 14 years of experience, currently serving as a financial advisor at LPL Financial since 2021. His prior roles include work at Waddell & Reed, LLC, and various insurance agencies, along with entrepreneurial ventures such as Blue Roan LLC and Hooker Livestock, Inc. Outside of advising, he is involved in a livestock business in Billings, MT. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutional clients. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.
Michael W
Series 63, Series 65
Billings, MT
LPL Financial
Michael Wendlandt is a financial advisor with LPL Financial in Billings, MT, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His prior roles include positions at Global Wealth Advisors, Commonwealth Financial Network, Securities America, Inc., and Apex Advisory Services, Inc. Outside of his advisory work, Wendlandt is the director of ministry and development at 4:13 Ranch and owns Trout Peak Enterprises. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party asset managers, and customized strategies, supported by extensive operational and research tools.
Douglas M
Series 66
Billings, MT
LPL Financial
Douglas Mullowney is a Series 66-licensed financial advisor with LPL Financial, based in Billings, Montana, with 28 years of industry experience. He previously worked at Waddell & Reed, Inc. for 24 years and held roles with various insurance carriers for over two decades. Mullowney is also involved with Montana Tax Group, PLLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, portfolio management, and institutional platforms, supporting advisors with advanced research tools and a broad range of investment strategies.
Bryce H
Series 66
Billings, MT
LPL Financial
Bryce Hill is a financial advisor with LPL Financial in Billings, MT, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2021, he worked with various insurance carriers and Waddell & Reed, Inc. from 2017 to 2021. He is also involved with Montana Tax Group, PLLC, a business entity related to tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms with a range of advisory strategies and operational tools.
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