Jacob Van Binsbergen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 65 designation and one year of industry experience. Prior to his current role, he worked in civil design and engineering, including positions at HDR Inc. He is also involved with a private practice, Molly VanBinsbergen PC. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advisory services using analytical tools and supports both individual and institutional clients through a large advisor network.

Kayla Schuyler is a financial advisor at Morgan Stanley in Billings, MT, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Montana Commercial Management and MyKate Consulting, as well as a teaching role at Montana State University Billings. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including financial and estate planning, leveraging proprietary investment models and simulations.

Isaac Orth is a financial advisor with Osaic Wealth Inc. and affiliated firms, holding Series 63 and Series 66 credentials with nine years of industry experience. His career includes roles at North Financial LLC, Ridgeline Wealth Partners, First Financial Equity Corporation, Rocky Mountain Bank, and LPL Financial. Outside of advising, he owns Do North Adventures LLC, which operates in guiding and taxidermy, and serves as a representative for Stone Glacier, an outdoor gear company. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charities through a large network of advisors. The firm offers integrated brokerage and advisory services with a range of investment platforms, utilizing asset-allocation tools, risk-tolerance assessments, and third-party manager access to construct customized portfolios.

Edward Davis is a financial advisor with Ameriprise in Billings, MT, holding a Series 66 designation and 15 years of industry experience. He has worked with Ameriprise and Christensen Shy & Associates since 2010 and has operated as a CPA since 2009. Outside of advising, he is involved in consulting activities unrelated to investment management. Ameriprise offers retirement-income planning services tailored to individuals nearing or in retirement with significant investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that utilizes research, modeling, and tax-efficiency analysis to develop personalized recommendations.

Ryne Sorenson is a Series 66-licensed financial advisor with Ameriprise in Billings, Montana, and has six years of industry experience. His work history includes roles at Ameriprise since 2018, as well as positions with Raspberry Island Remote Lodge, Highliner Lodge, and Pillar Bay LLC. Outside of his advisory work, he is involved in several business ventures, including co-ownership of entities managing team operations and real estate investments. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver annual, written recommendations. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Ryan Sauther is a financial advisor with Edward Jones in Billings, MT, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is a partner in a rental property business with his brother. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Reed Gerth is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He previously worked with Wells Fargo Clearing and Wells Fargo Advisors. LPL Financial serves a broad range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Anna Wessell is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo and General Electric. Outside of her advisory role, she volunteers with the Boulder Arrowhead Little League and serves as an election judge in Yellowstone County, Montana. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies using both in-house and third-party managers, with options for tax management and responsible-investing screens.

Amber Baracker Barton is a Series 66-licensed financial advisor with Edward Jones in Billings, MT, where she has worked since 2019. She has six years of industry experience, including seven years at St. Vincent Healthcare prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial services. The firm manages approximately $1.01 trillion in assets and has one of the largest networks of financial advisors and branch offices nationwide.

John Daubert is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has previously worked at Yellowstone Bank and Stockman Bank. Daubert serves as a board member for Habitat for Humanity Mid Yellowstone Valley, a nonprofit focused on building affordable housing. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes holistic analyses and allows clients to combine planning with managed-account services under a consolidated billing option.

Steve Pesanti is a financial advisor with Primerica Advisors in Billings, MT, holding Series 63 and Series 65 credentials and over 37 years of industry experience. He has worked with Primerica since 1991 and has been involved in businesses including Brothers Fire LLC and Falling Larch Enterprises LLC, a tree thinning and removal company of which he is owner and manager. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients, operating under a tiered wrap-fee structure and utilizing third-party asset managers for portfolio implementation.

Michele Sanchez is a financial advisor with Edward Jones in Billings, MT, holding a Series 66 designation and seven years of experience at the firm. Prior to joining Edward Jones, she spent 15 years working at Hampton Inn / Erk Hotels Corp. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.

Tyler Munson is a financial advisor with Merrill in Billings, MT, holding a Series 66 designation. He has prior experience at Wells Fargo from 2008 to 2022 and at Kampgrounds of America Inc. from 2022 to 2026. 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 using model-based and discretionary strategies crafted by internal and third-party managers.

David Bulkley is a financial advisor with Primerica Advisors in Billings, Montana, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Primerica Advisors since 2009 and previously worked at Aureus Medical from 2015 to 2017. Outside of his advisory role, he is involved in several food service ventures, including partnerships in concession food trailers, and owns a holding company for cryptocurrency. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a tiered wrap-fee structure and various investment models.

Sally Hedrick is a financial advisor with RBC Capital Markets in Billings, MT. She holds Series 63 and Series 65 credentials and has 35 years of industry experience, including 18 years with RBC Capital Markets. Outside of her advisory role, she owns a farm ground lease business. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.

Elizabeth Anselmi is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Stifel Nicolaus, and First Interstate Bank. 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 models, and manages approximately $2.74 trillion in client assets.

Ryan Padden is a financial advisor with LPL Financial in Billings, MT, holding Series 63 and Series 65 licenses and two years of industry experience. His previous roles include positions at U.S. Bancorp Investments, U.S. Bank, and the U.S. Army Corps of Engineers. He also has experience in business operations through Evergreen Lawn Care Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs through a national network of investment adviser representatives.

Jeffrey Aders is a financial advisor at Stifel with five years of industry experience and holds a Series 66 designation. His work history includes roles at the University of Northern Colorado and SkyWest Airlines prior to joining Stifel in 2020. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm’s investment approach relies on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Annemarie Wade is a financial advisor with RBC Capital Markets in Billings, MT, holding a Series 66 designation and bringing 28 years of industry experience. She has worked at RBC Capital Markets since 2008 and has been affiliated with City National Bank since 2020. Outside of her advisory role, she serves on the finance committee of United Way of Yellowstone County and holds board positions with the Zonta Club of Billings and its Foundation. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary management, combining in-house and third-party investment resources alongside integrated financial planning, custody, and brokerage services.

Leilani Monical is a financial advisor with UBS Financial Services in Billings, MT, holding a Series 66 credential and 12 years of industry experience. She has been with UBS Financial Services since 2006. Outside of her advisory work, Monical volunteers as a cantor for church services and occasionally performs for funerals and weddings. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.