Anna Wessell is a financial advisor at RBC Capital Markets with eight years at the firm and a total of ten years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo for two years. Outside of her advisory role, she is involved with the Boulder Arrowhead Little League, assisting volunteers with concessions and baseball activities, and serves as an election judge in Yellowstone County, Montana. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, tailored strategies based on client risk profiles, and access to both in-house and third-party investment managers.

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.

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 holding Series 65 and Series 63 licenses and has two years of industry experience. His prior work includes roles at U.S. Bancorp Investments and U.S. Bank. He is also involved with First Interstate Investment Services in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of advisory and brokerage services supported by advanced research tools and a broad spectrum of investment strategies.

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.

Derek Nansel is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing Services since 2021. Outside of his advisory role, he is involved as a basketball official for the Billings Official Association. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets through more than 14,000 financial advisors.

Brooks Schaaf is a financial advisor with Ameriprise in Billings, MT, holding a Series 66 designation. He has less than one year of industry experience and has held various roles outside of financial services, including involvement with Ubuntu Sport Spokane and Spokane Nordic. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Paige Spalding is a Wealth Management Advisor at Merrill Lynch Wealth Management. She began her career with Merrill Lynch in 1992 in Tampa, Florida, and relocated to Billings, Montana in 1996 to work alongside her father, Dick Spalding, also a Merrill advisor. Paige continues to serve many multigenerational families across the country, with a particular focus on those in her home state. She holds a Bachelor’s Degree from the University of Montana and has obtained several professional designations, including the Chartered Retirement Planning Counselor™ designation awarded by the College for Financial Planning Institutes Corp. and the Certified Plan Fiduciary Advisor (CPFA). Paige’s areas of expertise include college education planning, family wealth management strategies, retirement planning, philanthropic planning, portfolio management services, and tax minimization, with particular attention to women and wealth. Beyond her professional work, Paige is actively involved in the Billings community. She serves on multiple boards, such as the Big Sky State Games Board, Missions United Board, Cottonwood Park Supporting Organization, and the LOUVIN Foundation. She is a member of the First Presbyterian Church and participates in higher education initiatives through the University of Montana Alumnae Association and the Montanans for Higher Education campaign. Paige enjoys traveling and spending time with her husband, family, friends, and her Havanese dogs.

Douglas Mullowney is a Series 66-licensed financial advisor with LPL Financial, based in Billings, Montana, with 28 years of industry experience. He previously worked at Waddell & Reed, Inc. for 24 years and held roles with various insurance carriers for over two decades. Mullowney is also involved with Montana Tax Group, PLLC, a business entity for tax and investment purposes. 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 financial planning, portfolio management, and institutional platforms, supporting advisors with advanced research tools and a broad range of investment strategies.

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.