Clarene Westburg is a financial advisor with LPL Financial in Billings, MT, holding a Series 66 credential and 16 years of industry experience. Her prior roles include positions at Cetera, D.A. Davidson & Co., and First Interstate Bank, where she currently serves as Regional Trust Manager. Outside of her advisory work, she is the business operations manager of WestFab Custom Fabrication LLC, a family business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

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.

Kristy Jo Damon is a financial advisor at Ameriprise in Billings, MT, with two years of industry experience. She previously worked at Stockman Wealth Management and Stockman Bank for a combined nine years. Damon is also involved in independent insurance brokering, focusing on Medicare Supplement plans with several providers. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice based on a comprehensive Recommendation Report.

Grant O’Bryan is a financial advisor at XYPN Sapphire with a Series 65 credential and one year of industry experience. Prior to joining XYPN Sapphire, he worked at Alchemy Wealth Management and has served as a commissioned Public Works Officer in the U.S. Army Reserve since 2017. His military role involves planning, resourcing training, and preparing educational materials. XYPN Sapphire provides investment management and financial planning services to individuals, trusts, estates, business entities, and retirement plans. The firm utilizes a long-term, risk-based investment approach grounded in Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management along with integrated financial planning.