Heather Anderson is a financial advisor with LPL Financial and holds a Series 66 designation. She has 20 years of industry experience, including prior roles at Securities America Advisors, Mutual of Omaha Investor Services, and Thrivent Investment Management. Outside of her advisory work, Anderson owns a photography business. 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 financial planning and investment management services, leveraging both proprietary and third-party strategies, supported by technology tools designed for advisor use.

Julia Finnicum is a CFP® professional with 26 years of industry experience, currently serving at LPL Financial since 2022. Prior to joining LPL, she worked at Edward Jones for 16 years and Piper Sandler & Co. for six years. She is based 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 other institutions. The firm offers a broad range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Blain Bogar is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked at LPL Financial since 2009 and previously at UBS Financial Services and Piper Sandler & Co. He also operates under the DBA Big Sky Wealth Management Inc. outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Reed Gerth is a financial advisor with LPL Financial in Billings, Montana, holding a Series 66 credential and 18 years of industry experience. He previously worked at Wells Fargo Advisors and Edward Jones. 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 and access to model portfolios and third-party asset management.