Megan Smith is a Series 66 credentialed financial professional with six years of industry experience, currently affiliated with Cetera. Her prior work includes roles at First Financial Equity Corporation and Stockman Bank of Montana. Outside of her advisory work, she is involved in health and wellness product sales, makeup and skincare distribution, and serves as a notary. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing both affiliated and third-party managers under various program structures.

Stephen Knudson is a CERTIFIED FINANCIAL PLANNER™ professional with 32 years of experience, currently with Stifel Nicolaus & Co Inc in Billings, MT since 2013. He serves on the Board of Directors and the Endowment Board for the Boys & Girls Clubs of Yellowstone County. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Trenton Thelen is a financial advisor with UBS Financial Services in Billings, MT, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at U.S. Bancorp Advisors, U.S. Bancorp Investments, U.S. Bank, Dynamic Wealth Advisors, and Edward Jones. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans according to client goals and risk tolerances.

Elery Polkow is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones in Billings, MT. His previous roles include positions at LPL Financial, First Interstate Bank, and Ameriprise Financial Services, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jodi Swanson is a financial advisor with Merrill in Billings, MT, holding a Series 66 designation and 22 years of industry experience. She has been with Merrill Lynch since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hailey Jacobs is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and has previous work experience at Morgan Stanley and St. John's Lutheran Ministries. Outside of her advisory role, she works as an independent consultant for Scentsy, hosting product events and managing orders. RBC Wealth Management serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party investment managers.

Bradley Brandon is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their personal priorities and develop tailored strategies that align with their short-, mid-, and long-term financial goals. His approach includes supporting families through investment management and retirement planning, helping them manage complexities related to wealth preservation and legacy planning. Brandon specializes in areas including family wealth management strategies, employee financial health, liquidity management, personal retirement planning, legacy planning, and special needs planning strategies. He also provides clients access to additional resources from Bank of America specialists, covering banking, credit, home financing, and small business solutions. His professional designation includes Personal Investment Advisor (PIA), and he holds a bachelor's degree from Wayne State University. Outside of his professional responsibilities, Bradley Brandon spends time with his family and participates in outdoor recreational activities such as baseball, golfing, hiking, hunting, running, and traveling in Montana. His client-focused philosophy emphasizes uncovering what matters most to each family to create and pursue effective financial strategies.

Tari Broderick is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Billings, MT. She has five years of industry experience, including five years with Elsevier, Inc. Outside of her advisory role, Tari serves as a board member and is the owner/president/treasurer of Git's, Inc., a family business in Columbus, MT that includes a gas station, grocery, laundromat, and motel, which is currently up for sale. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Janelle Williams is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley since 2013 and holds Series 63 and Series 65 licenses. Outside of her advisory work, she is involved in organizing class reunions and managing scholarships and memorials for the Billings West High School Class of 1977. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery conversations and proprietary planning tools.

Shaun Seedhouse is a financial advisor with Thrivent Investment Management in Billings, MT, holding Series 63 and Series 66 designations with 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as the secretary of a local business owners association and owns a recreational activities club that hosts weekly hockey ice time for friends. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses and broad financial planning topics without portfolio management or institutional advisory services.

Susan Sullivan is a financial advisor at RBC Capital Markets with 38 years of industry experience. She has been with RBC since 2013 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves on the board of directors and as treasurer for the Yellowstone Art Museum and is a board member of the Cloverleaf Meadows Homeowners Association. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that include portfolio management, financial planning, and brokerage services. The firm uses a combination of in-house and third-party investment managers and offers various program structures to meet client needs.

Jamie Moltzan is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning using firm-approved tools and methodologies.

Sandy K Berkram is a financial advisor with UBS Financial Services in Billings, MT, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, Berkram serves as treasurer for the Billings Scarlets Legion Baseball Booster Club, managing deposits, accounts payable, and financial records. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and capital market assumptions to tailor client plans.

Michael Noble is a financial advisor with Edward Jones in Billings, MT, holding a Series 66 designation and two years of industry experience. He previously worked at Wells Fargo Bank for 20 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Marissa Jones is a financial advisor at RBC Capital Markets based in Billings, MT, holding a Series 66 designation with six years of industry experience. She has previously worked at City National Bank and has academic experience at Rocky Mountain College and Montana State University Billings. Outside of her advisory role, Jones is actively involved in ranching operations through Montana's Finest Cattle Company LLC and volunteers with the nonprofit organization Love and Sonshine. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Melissa Hereim is a financial advisor with Merrill in Billings, MT, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lorenda Wahl is a financial advisor with Morgan Stanley in Billings, MT, holding a Series 66 designation and having 28 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of investment offerings.

Teresa Sanders is a financial advisor with LPL Financial in Billings, MT, holding a Series 66 designation and 13 years of industry experience. She has worked at LPL Financial since 2016 and previously spent five years at Cetera Investment Services. Sanders also serves as a Trust Specialist with First Interstate Bank, where she has been employed since 2008. 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 a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Hannah Studer is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Bank of America and Wipfli LLP, as well as a four-year tenure at Montana State University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Zenith Bollenbach is a Series 66 registered advisor affiliated with LPL Enterprise LLC, based in Billings, MT. He began his career in the financial services industry in 2022 with Edward Jones and has been with LPL Enterprise since 2026. Outside of his advisory role, he is involved with Zento Box LLC. LPL Enterprise serves a diverse clientele including individual and high-net-worth investors, retirement plans, and institutional clients. The firm primarily utilizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and various affiliated non-securities products and services.