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 financial advisor with LPL Financial, holding a Series 66 credential and 28 years of industry experience. He previously worked at Waddell & Reed, Inc. and various insurance carriers affiliated with W & R Insurance Agencies. Mullowney is also associated with Montana Tax Group, PLLC, a separate tax-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio 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.

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 at LPL Financial with a Series 66 designation and three years of industry experience. She has worked at LPL Financial since 2017 and has also been with First Interstate BancSystem Inc. since 2008. Wagner serves on the Yellowstone County MT Tax Appeals Board. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing research and model portfolios to support both discretionary and non-discretionary management.

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 with Thrivent Investment Management, holding a Series 66 designation and three years of industry experience. He has been with Thrivent and its related entities since 2022. Prior to his financial advisory career, Erickson spent over a decade involved with Faith Evangelical Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based planning across various financial topics. The firm’s approach separates planning from implementation and emphasizes periodic review and client engagement without discretionary trading authority.

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.

Aleksei Grosulak is a Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER® Professional with Merrill Lynch Wealth Management, part of the Grosulak Group Wealth Management team. In his role, he focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue the goals that matter most to them. Aleksei works with individuals, families, and business owners, designing personalized plans and implementing strategies that align with their personal aspirations. Born and raised in Billings, Montana, Aleksei holds a Bachelor's Degree from Montana State University System. Before transitioning into financial advising, he spent five years working in chemical engineering across four different states. As a CERTIFIED FINANCIAL PLANNER® Professional and Personal Investment Advisor, he leverages his diverse background to build authentic relationships and provide impactful advice and guidance for his clients. Outside of his professional work, Aleksei enjoys spending time with his wife, Kelsey, and their three children. His personal interests include coaching his kids in sports, hiking, and family activities.

Shauna Stene is a financial advisor at Ameriprise with Series 66 designation and two years of industry experience. Her prior work includes roles at First Interstate Bank and Scheels, as well as teaching positions at Montana State University Billings and West High School. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s approach incorporates in-depth investment research and tools, with a distinctive enrollment process tied to investable assets and an investment lineup influenced by affiliated product partners.

Bryce Hill is a financial advisor with LPL Financial in Billings, MT, holding a Series 66 designation and eight years of industry experience. Prior to his current role since 2021, he worked at Waddell & Reed, New York Life Insurance Co, and NYLIFE Securities. He is also associated with Montana Tax Group, PLLC, a business entity for tax and investment purposes. LPL Financial serves individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with discretionary and non-discretionary management supported by research and model portfolios.

Clarene Westburg is a financial advisor with LPL Financial in Billings, MT, holding a Series 66 designation and 16 years of industry experience. She previously worked at Cetera and First Interstate Bank, where she currently serves as Regional Trust Manager. Outside of her advisory role, Westburg manages a family business, WestFab Custom Fabrication LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios, third-party research, and technology-driven investment strategies.

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.