Kristy Jo Damon is a financial advisor with Ameriprise in Billings, MT, holding a Series 66 designation and one year of industry experience. She previously worked at Stockman Wealth Management and Stockman Bank. In addition to her advisory role, she is involved in independent insurance brokering focusing on Medicare Supplement plans through multiple providers. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm provides a range of advisory, brokerage, and insurance solutions through affiliated entities.

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.