Teresa Sanders is a financial advisor with LPL Financial in Billings, MT, holding a Series 66 designation and bringing 12 years of industry experience. She previously worked at Cetera Investment Services and has served at First Interstate Bank since 2008, where she also acts as a trust specialist. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, third-party research, and advanced portfolio management technologies.

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-credentialed advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, he worked at Edward Jones for three years and is involved with Zento Box LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services supported by research, model portfolios, and third-party management, alongside financial planning and access to various financial products.

David Kelley is a financial advisor with RBC Capital Markets in Billings, MT, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management provides services to individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized investment strategies, utilizing both in-house and third-party managers, and integrates its capital-markets resources into client solutions.

Christopher Anderson is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with both Merrill and Bank of America since 2012 and 2013, respectively. Outside of his advisory work, he serves as Power of Attorney for Expressive Therapies LLC, a for-profit business based in Billings, Montana. Merrill, along 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, institutions, and charitable organizations.

Rachel Bonner is a financial advisor with Cetera, holding a Series 66 designation and bringing 19 years of industry experience. She has held roles at multiple firms, including First Financial Equity Corporation and Sitzman Bonner Wealth Management. Outside of her advisory work, she serves as a board member for Aspens Angels Grief Recovery and participates in local media appearances with her husband. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a network of independent advisors and operates a multi-manager platform that supports discretionary and non-discretionary strategies across various program structures.

Matthew Haddad is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and previously worked at Wells Fargo Bank NA from 2016 to 2018. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Morgan Reif is a financial advisor with Edward Jones in Billings, Montana. He holds a Series 66 designation and has eight years of industry experience, including three years working at the Billings Gazette before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Ryan Burrows is a financial advisor at Edward Jones with 27 years of industry experience. He has been with Edward Jones since 2002 and holds the Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Kennedy Langel is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Prior to Merrill, Kennedy held positions at Bank of America, the Billings Clinic Foundation, and Carroll College. Outside of advisory work, Kennedy serves as the President and district representative on the Board of Governors for the Annafeld Home Owners Association in Billings, MT. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Marsha Gunn is a Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management. She co-leads The Gunn/Ready Wealth Management Group, serving clients including physicians, attorneys, CPAs, and multiple generations of families, many employed in industries such as energy, utilities, and railroads. Marsha emphasizes developing client relationships and providing tailored advice based on a planning-centered, data-driven, and client-focused approach. Marsha's expertise encompasses college education planning, family wealth management strategies, personal retirement planning, women and wealth, and retirement income. She holds several professional designations, including the Chartered Retirement Planning Counselor® (CRPC®), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Marsha began her career in 1999 and joined Merrill Lynch in 2008. She earned a Bachelor's degree in Finance from Montana State University Bozeman. Marsha values clear communication and works to simplify financial concepts for clients and their families. She and her husband Jamie reside in Billings, Montana, where they enjoy outdoor activities such as camping and ATV riding, as well as supporting Montana State Bobcats sports as season ticketholders.

Michael Vondra is a financial advisor with Edward Jones in Billings, MT, holding CFP®, ChFC®, and Series 66 designations. He has 10 years of industry experience and has been with Edward Jones since 2015. Outside of his advisory role, he owns Lone Tree Resources LLC, which manages a single-family home rental property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Baylee Bakken is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, she provides financial guidance and develops customized wealth management strategies tailored to clients' goals. Baylee also contributes to the oversight of business operations and resource management within her team. She has expertise in areas such as family wealth management, legacy planning, philanthropic planning, retirement income, and services for endowments, foundations, and non-profits. Baylee holds a bachelor's degree in marketing from Baylor University and an MBA from the University of Texas at Tyler. She has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Baylee supports several non-profit organizations and serves on the boards of Girl Scouts of Northeast Texas, Selah Life Choices, and Whitehouse ISD Education Foundation. She is a member of The Women's Fund of Smith County and active in community organizations including the Children's Advocacy Center of Smith County and Green Acres Baptist Church.

David Kuhns is a financial advisor with Stifel in Billings, Montana, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stifel Nicolaus & Co. since 2015. Outside of his advisory role, Kuhns serves as a board member of the Billings Christian School Education Foundation and manages a small-scale farming operation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Crystal Rieker is a financial advisor with Ameriprise in Billings, MT, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of financial advising, she is involved in independent insurance brokering and operates an art and painting business. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm combines research-driven modeling with tax-efficient strategies and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

John Vondra is a financial advisor with Edward Jones in Billings, MT, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 39 years of industry experience, including 34 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Cade Strasheim is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Billings, MT. He has two years of industry experience and has worked with Thrivent and its affiliates since 2023. Prior to entering the financial industry, Cade held various roles including work at North Country Business Products and Uber Eats. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics, with options to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Michael Wendlandt is a financial advisor at LPL Financial with 37 years of industry experience. His prior roles include positions at Global Wealth Advisors, Commonwealth Financial Network, Securities America, and Apex Advisory Services. Outside of his advisory work, he is the director of ministry and development at 4:13 Ranch and owns Trout Peak Enterprises. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement consulting, and brokerage services supported by model portfolios and research from multiple sources.

Lori Russell is a financial advisor with Merrill in Billings, MT, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Merrill and its predecessor Merrill Lynch since 1996. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Abigail Kanning is a financial advisor at Stifel with six years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at D.A. Davidson & Co. and Resource Financial Planning, Inc. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.