Michael Beck is a financial advisor with LPL Financial in Billings, Montana, holding a Series 66 designation and 14 years of industry experience. He has worked at LPL Financial since 2015 and also operates Accounting & Financial Solutions, P.C., where he has been active for over two decades. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

Daniel Krug is a financial advisor with Primerica Advisors in Billings, MT, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Primerica Advisors since 2001 and also affiliated with Primerica Financial Services since 2000. Outside of his advisory role, he is involved in business activities related to Primerica Mortgage and referrals for home security and automation products. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based investment strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Joshua Medvidofsky is a CFP® professional with 19 years of experience in the financial advisory industry. He currently works at OSAIC and has previously held roles at Lincoln Financial Advisors Corporation, MG Financial Advisors, and Principal Life Insurance Company, among others. He also serves as an agent and owner of MG Financial Advisors, offering various insurance products including health, disability, and life insurance. OSAIC serves a diverse client base that includes individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing a range of investment tools and third-party platforms to manage portfolios on discretionary or non-discretionary bases.

Laura Radue is a financial advisor with UBS Financial Services in Billings, MT, holding a Series 66 designation and 12 years of industry experience. She has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Blain Bogar is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he operates Big Sky Wealth Management Inc. as a DBA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and nonprofit organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to research, model portfolios, and technology-driven investment solutions.

Stephan Sawtelle is a financial advisor with Thrivent Investment Management in Billings, Montana, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Vita-Pros and Dordt University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without portfolio management for institutional clients. The firm’s services include comprehensive written recommendations and annual reviews, delivered through a network of financial advisors.

William Royer is a financial advisor with UBS Financial Services in Billings, MT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2004. In addition to his advisory role, Royer serves as an advisor to the Montana Healthcare Foundation, managing a $210 million endowment and participating in investment committee meetings. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.

Brandon Hamilton is a financial advisor with Thrivent Investment Management in Billings, MT, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at Thrivent since 2020 and previously spent five years at Vivint Smart Home. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written financial planning recommendations across a broad range of topics without implementing those recommendations. The firm combines holistic, goal-based analyses with managed-account services under a consolidated billing option known as “WealthPlan.”

George Burgin III is a financial advisor with Thrivent Investment Management in Billings, MT, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Thrivent Financial and its investment management division since 2015. Outside of his advisory work, Burgin owns a commercial winery, Burgin Cellars, and operates a photography business, selling fine art through his website; he also occasionally officiates weddings. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm offers holistic, goal-based analysis combined with managed-account programs under a consolidated billing system, while maintaining separate planning and investment management services.

Julie Asher is a financial advisor with RBC Capital Markets in Billings, MT, holding a Series 66 credential and 22 years of industry experience. Her prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank. She serves on the Board of Directors for the Education Foundation in Billings, which supports educational opportunities for local public school students. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors and institutional clients. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, employing strategies tailored to clients’ risk profiles through both in-house and third-party investment managers.

Randall Porter is a financial advisor with OSAIC in Billings, MT, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at LPL Financial, First Interstate Bank, and Cetera Investment Services. In addition to his advisory work, he is involved with Ridgeline Wealth Partners LLC, engaging in insurance sales and service. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes, offering both discretionary and non-discretionary management options.

Sabryn Vasseur is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Wells Fargo Clearing, Sabryn worked at Wells Fargo Bank, NA, and has experience in various roles across education and retail sectors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to inform its investment approach and offers both brokerage and advisory solutions through a large network of advisors.

Jackson Cobb is a financial advisor with UBS Financial Services in Billings, MT, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, he worked at Stockman Bank of Montana and Northwestern Mutual. Outside of his advisory role, he serves as a high school basketball referee for the Montana High School Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Christopher Beierwaltes is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise in Billings, MT. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a member advisor of Prairie Springs Group, LLC, an entity used to manage team-related expenses. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations, supported by a centralized retirement-income consulting team.

Jason Wise is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Inc. and First Financial Equity Corporation. He is also a principal and EVP-Wealth Advisor at Ridgeline Wealth Partners LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions. The firm employs a range of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Linda Nevins is a financial advisor at Edward Jones in Billings, MT, holding a Series 66 designation with 21 years of experience at the firm. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Robert Beck is a financial advisor with LPL Financial in Billings, Montana, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory role, Beck serves as a JV softball coach at Skyview High School in Billings. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and third-party research.

Devin Wertman is a financial advisor at Edward Jones in Billings, MT, with four years of industry experience. He holds the Series 66 designation and previously worked at First Interstate Bank, Chief Dull Knife College, United Tribes Technical College, and Anytime Fitness. Wertman serves as a board member for the Billings Symphony Orchestra and Chorale, a position he holds through 2027. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Bart Jagodzinski is a financial advisor with OSAIC based in Billings, MT, holding a Series 66 designation and 21 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2022 and previously spent 11 years at First Financial Equity Corporation. Outside of his advisory role, he is a managing member of Jag Wealth Group LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs firm-provided asset-allocation tools and supports discretionary and non-discretionary account management along with legacy platform programs.

Logan Connerly is a Series 66 credentialed financial advisor with Thrivent Investment Management, based in Billings, MT. He joined Thrivent in 2025 and previously held roles in landscaping and event center management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering both one-time and ongoing planning engagements. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed accounts through its WealthPlan option, while maintaining separate planning and portfolio management services.