Peter Burns is a financial advisor at Sankala Group LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Techniservices Inc. and the University of Colorado Boulder. Outside of his advisory role, he is a partner in two real estate holding companies, Catalina Properties LLC and Catalina Properties II LLC. Sankala Group LLC provides discretionary and non-discretionary investment advisory services to individuals and institutions, including high-net-worth clients, estates, trusts, and charitable organizations. The firm employs a value-biased fundamental and technical risk management approach to global equity portfolios and uses a range of investment vehicles including ETFs, closed-end funds, and option strategies.

Jonathon Butler is a CFP® with 11 years of industry experience, currently serving as an advisor at Opulence Planning in Helena, MT. His prior experience includes roles at MassMutual and Northwestern Mutual. Opulence Planning serves individual clients—including high-net-worth individuals—as well as charitable organizations, corporations, and employer plan sponsors, offering discretionary investment management alongside comprehensive financial planning and retirement consulting. The firm’s investment approach focuses on strategic asset allocation using passive, index-based funds and ETFs, with accounts managed exclusively through a wrap-fee program.

Keith Bushnell is a financial advisor with Allied Investment Advisors LLC in Helena, Montana. He holds the Series 63 and Series 65 designations and has seven years of industry experience. Prior to joining Allied Investment Advisors in 2025, he worked at Great West Financial, Randall & Hurley, and Employee Benefit Resources. Allied Investment Advisors is an SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, corporations, and financial institutions. The firm uses fundamental analysis and a long-term investment approach, offering customized portfolios primarily composed of equities, fixed income, mutual funds, and ETFs.

Rod Olson is a financial advisor with DAI Wealth, LLC, holding Series 63 and Series 66 designations and 19 years of industry experience. He previously worked at Berthel Fisher & Company Financial Services Inc for 17 years. Outside of his advisory role, Olson is involved in insurance sales, specializing in fixed and life insurance products. DAI Wealth, LLC offers discretionary and non-discretionary investment management and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm utilizes third-party managers and platform providers to tailor portfolios to client objectives and provides ongoing due diligence and performance reporting.

April Cardoza is a financial advisor at Ashton Thomas Private Wealth with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including D.A. Davidson and Wells Fargo Advisor LLC. Outside of her advisory role, she owns Pickles Paints, a mobile painting business, and serves as a notary public assisting D.A. Davidson clients. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and family office services. The firm employs a range of investment strategies and operates the Amplify Platform to provide back-office support and access to various investment solutions.

Elise Strommen is a financial advisor with Investment Management Group in Helena, MT, holding a Series 65 designation and two years of industry experience. Her prior roles include positions at Stockman Wealth Management and Stockman Bank. Investment Management Group serves primarily financial institutions and institutional clients, offering portfolio management, financial planning, 401(k) advisory, and automated investment programs. The firm emphasizes tailored investment advice aligned with clients’ policies, managing many institutional accounts on a non-discretionary basis using fundamental and qualitative analysis.

Michelle Juntunen is a financial advisor with Investment Management Group in Helena, MT. She holds the ChFC® designation and Series 66 license, with nine years of industry experience. Her prior work includes roles at Stockman Wealth Management, M.S. Howells & Co., Buchanan Capital Inc, and Prospera Financial Services. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality, while also offering individual portfolio management and financial planning. The firm emphasizes continuous investment advice tailored to each client's written investment policy and manages a mix of discretionary and non-discretionary accounts.

Deanna Tierney is a financial advisor with Ashton Thomas Private Wealth in Helena, MT, holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at Wells Fargo Bank, N.A., Wells Fargo Advisors LLC, and M. S. HOWELLS & Co. She also serves as a Senior Private Client Banking Consultant, working with investment clients on advanced banking needs. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, using a range of investment strategies and proprietary platforms.

Raeann Yarn is a financial advisor with Ashton Thomas Private Wealth in Helena, MT, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Ashton Thomas in 2024, she worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory role, she participates in the TikTok Creator Program as a content creator focused on fashion and also works as a food delivery driver for Door Dash. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, and family office services, utilizing a range of investment strategies and the Amplify Platform for back-office support and access to program managers.

David Ashby is a CFA® charterholder with nine years of industry experience. He has worked at Stockman Wealth Management since 2016 and previously spent 20 years at Wells Fargo. He is affiliated with Investment Management Group, which provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality. The firm offers individual portfolio management, financial planning, 401(k) plan advisory, and an automated investment program, emphasizing tailored investment advice and a mix of discretionary and non-discretionary management approaches.

Daniel Fontenot is a financial advisor with Ashton Thomas Private Wealth in Helena, MT, holding Series 65 and Series 63 designations and four years of industry experience. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Wells Fargo Bank, N.A. He is currently associated with Ashton Thomas Private Wealth, LLC in a client service capacity. Ashton Thomas Private Wealth provides investment advisory and wealth-management services to individuals, business entities, trusts, family offices, retirement plans, and institutional accounts. The firm employs a diversified investment approach, using mutual funds, ETFs, independent managers, sub-advisers, and strategies such as options and selective cryptocurrency exposure through ETFs or specialist managers.

Katherine Gillette is a CFP® and Series 65 credentialed financial advisor with five years of industry experience. She currently works at Ashton Thomas Private Wealth and has previously held roles at Moneta Group Investment Advisors, IWP Wealth Management, and Wipfli Financial Advisors. Ashton Thomas Private Wealth offers investment advisory and wealth management services to a diverse client base, including individuals, trusts, family offices, and institutional accounts. The firm employs a platform approach that incorporates mutual funds, ETFs, independent managers, and alternative strategies, with access to third-party managers via its Amplify Platform.

Alexa Bass is a financial advisor with D.A. Davidson & Co. in Helena, MT, holding a Series 66 designation and 13 years of industry experience. She has been with D.A. Davidson since 2013. Outside of her advisory role, Bass is co-owner of a local Dairy Queen restaurant through StoneBridge Enterprises LLC and serves as a board member of the Montana Justice Foundation. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations. The firm offers various advisory services under the Advisers Act fiduciary standard, combining qualitative and quantitative analysis, and distinguishes itself by serving as a municipal advisor and acting as a qualified custodian for select assets.

Daniel Trost is a CFP® professional with 18 years of industry experience, currently serving as an advisor at D.A. Davidson & Co. since 2008. He holds board positions with the Montana Teachers Retirement System and the Montana Board of Investments, both public entities involved in pension plan governance and investment oversight. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering a range of advisory, planning, and private wealth management services.

Molly Mosness is a financial advisor at D.A. Davidson & Co. in Helena, MT, holding Series 63 and Series 65 licenses with 27 years of industry experience, including 23 years at her current firm. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, providing services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Christian Paulus is a financial advisor at Empower Advisory Group with four years of industry experience. His prior positions include roles at Thrivent Investment Management, Thrivent Financial, and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are closely integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Amy Smiedala is a financial advisor with D.A. Davidson & Co. in Helena, MT. She holds a Series 66 designation and has seven years of industry experience, including five years at Florence Crittenton prior to joining D.A. Davidson in 2018. She is also a Notary Public for the State of Montana. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Hillary Allen is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Oppenheimer, Bank of America, Merrill, Mass Mutual Investors Services, and MetLife Securities. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Fred Krepps Jr. is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2013. Outside of his advisory work, he serves as treasurer for two local Helena non-profits, the Capital High Booster Club and Keystone Wellness. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations. The firm operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Colin Murphy is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Personal and Workplace Advisors and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and clients’ savings rates in its planning approach.