Lee Humphrey Jr. is a CFP® and ChFC® with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He is based in Billings, MT. Outside of advising, he is a managing member of LDH Properties, a property holding company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and provides affiliated mutual funds, trust services, and securities-based lending options.

Spencer Larsen is a financial advisor at Morgan Stanley in Billings, MT, holding Series 65 and Series 63 licenses with 14 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of advising, Larsen owns a vacation rental property in Eureka, MT. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm serving both individual and institutional clients with tailored financial planning and investment programs. The firm manages approximately $2.74 trillion in assets and employs a structured planning process using tools such as Monte Carlo simulations and long-term return estimates.

Katie Mueller is a financial advisor at RBC Capital Markets with 10 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets since 2015, also working at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles, utilizing both in-house and third-party investment managers.

Misty Claerbout is a financial advisor with Stifel in Billings, Montana, holding a Series 66 designation and 20 years of industry experience. She has worked with multiple firms, including Prospera Financial for 11 years and Stifel Nicolaus & Co Inc since 2017. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Shawn Hackmann is a financial advisor with Ameriprise in Laurel, MT, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Hackmann serves as a golf coach at Laurel High School. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement income recommendations through a centralized consulting team.

Christin Stevens is a financial advisor at Edward Jones in Billings, MT, holding a Series 66 designation and beginning her advisory career in 2024. Her prior experience includes roles in banking and insurance, as well as periods of homemaking. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients, with extensive resources such as discretionary and non-discretionary investment strategies, affiliated mutual funds, and a fiduciary standard of care.

Randy Parker is a financial advisor with Raymond James Financial in Billings, MT, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Raymond James Financial Services since 2003 and served at New Day Ranch, Inc. for 14 years. Parker is also the president of RC Parker PC, a company through which he manages his financial advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, supporting a broad advisor network and specialized institutional programs.

Hanna Wagner is a financial advisor with LPL Financial in Billings, Montana, holding a Series 66 designation and bringing three years of industry experience. She has been with LPL Financial since 2018 and has worked at First Interstate BancSystem Inc. since 2008. Wagner serves on the Yellowstone County Montana Tax Appeals Board. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm offers a range of financial planning and asset management solutions for individuals, retirement plans, banks, and institutions.

Mark Debourg is a financial advisor with OSAIC based in Billings, MT, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has held positions at firms including Invesco Advisers, Inc., Aim Private Asset Management, Inc., and Royal Alliance Associates, Inc. In addition to his advisory work, he is involved in insurance sales through Ridgeline Wealth Partners. OSAIC serves a diverse range of retail and institutional clients via a large network of affiliated advisers and offers an array of brokerage and advisory services, including integrated financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Mark Erickson is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds a Series 66 designation and has been with Thrivent and its affiliates since 2022. Prior to his current role, he spent 12 years associated with Faith Evangelical Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a network of Financial Advisors. The firm offers holistic, goal-based planning that covers various topics such as retirement, tax, estate, and special needs planning, with the option to combine planning and managed-account services under a consolidated billing arrangement.

David Rimer is a financial advisor with Wells Fargo Clearing in Billings, MT, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Wells Fargo, he worked at Savant Investment Group, LLC and operated VetMobile Veterinary Corporation PC. He also spent a year engaged in extended travel. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Clarene Westburg is a financial advisor with LPL Financial in Billings, MT, holding a Series 66 credential and 16 years of industry experience. Her prior roles include positions at Cetera, D.A. Davidson & Co., and First Interstate Bank, where she currently serves as Regional Trust Manager. Outside of her advisory work, she is the business operations manager of WestFab Custom Fabrication LLC, a family 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 financial planning, model portfolios, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

Clyde Barton is a financial advisor at Morgan Stanley Wealth Management with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022. Outside of his advisory role, Barton serves as a board member of Boulder Arrowhead Baseball, a local sports organization in Billings, Montana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Kristy Jo Damon is a financial advisor at Ameriprise in Billings, MT, with two years of industry experience. She previously worked at Stockman Wealth Management and Stockman Bank for a combined nine years. Damon is also involved in independent insurance brokering, focusing on Medicare Supplement plans with several providers. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice based on a comprehensive Recommendation Report.

Grant O’Bryan is a financial advisor at XYPN Sapphire with a Series 65 credential and one year of industry experience. Prior to joining XYPN Sapphire, he worked at Alchemy Wealth Management and has served as a commissioned Public Works Officer in the U.S. Army Reserve since 2017. His military role involves planning, resourcing training, and preparing educational materials. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm utilizes a long-term, risk-based investment approach grounded in Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management along with integrated financial planning.