Brock Baker is a Series 65-licensed advisor with Allied Investment Advisors LLC, where he has worked since 2015. He has 10 years of industry experience and is based in Billings, Montana. Allied Investment Advisors is an SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, corporations, and other financial institutions. The firm focuses on fundamental analysis with a long-term investment approach, offering customized portfolio management, financial planning, retirement consulting, and divorce-related financial guidance.

Sarah Siderius is a CFP® with 28 years of experience in financial advising. She has worked at Allied Investment Advisors LLC since 2019 and previously held roles at First Interstate Bank, LPL Financial, and Cetera Investment Services. Allied Investment Advisors LLC is an SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, corporations, and other financial institutions. The firm offers portfolio management, financial planning, retirement plan consulting, and Certified Divorce Financial Analyst services, using a fundamental, long-term investment approach tailored to client objectives and risk tolerance.

Gary Buchanan is a financial advisor with MSH Capital Advisors LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Buchanan Capital Inc., M.S. Howells & Co., and Prospera Financial. Buchanan serves as an advisory board member for the Maureen and Mike Mansfield Center and has been involved in local political activities, including a campaign for Montana’s 2nd congressional district. MSH Capital Advisors LLC is an SEC-registered advisory firm managing approximately $1.09 billion across 11 investment adviser representatives. The firm serves individuals, retirement plans, trusts, foundations, small businesses, and governmental entities, offering portfolio management, retirement plan consulting, financial planning, securities-based lending, and access to third-party managers and model portfolios.

Kary Meschke is a CFP® with seven years of industry experience, currently serving as an advisor at Clark Asset Management, LLC. Prior to joining Clark in 2025, Kary worked at Wade Financial Advisory and Stockman Wealth Management. Outside of financial advising, Kary volunteers as Treasurer for the Salvation Army Advisory Board and serves as Vice President of the Board of Directors for Code Girls United, a nonprofit focused on encouraging girls to pursue STEM careers. Clark Asset Management serves individual and high-net-worth clients with investment management and comprehensive financial planning. The firm employs a primarily passive investment approach using index funds and ETFs, emphasizing tax-aware portfolio construction and ongoing financial planning across multiple areas.

Kellie Hirsch is a financial advisor with Allied Investment Advisors LLC in Billings, MT, holding a Series 65 designation and bringing 15 years of industry experience. She has been with Allied Investment Advisors since 2013. Outside of her advisory role, she is also a Notary Public. Allied Investment Advisors is an SEC-registered firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, corporations, and other financial institutions. The firm employs a fundamental, long-term investment approach and offers customized portfolio management, financial planning, retirement plan consulting, and specialized divorce financial analysis.

Colton Welhaven is a financial advisor with MSH Capital Advisors LLC in Billings, MT, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at First Interstate Bank and Wipfli LLP. Welhaven serves on the boards of the Billings Catholic Schools Foundation and Rocky Mountain College, where he chairs the finance committee, and he is also involved with the Billings Chamber of Commerce Finance Committee and Foundation Board. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and government entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and tailored financial planning through a network of independent advisors using specialized strategies and third-party platforms.

Eric Vermulm is a CFA® charterholder with 21 years of industry experience. He has been with Allied Investment Advisors LLC since 2018 and previously worked at Stockman Wealth Management. Outside of advising, he owns and manages a farming operation and a commercial rental property in Montana. Allied Investment Advisors is an SEC-registered firm serving individuals, pension plans, trusts, corporations, and financial institutions. The firm emphasizes fundamental analysis and long-term portfolio construction, offering customized strategies and a range of services including financial planning and retirement consulting.

Ryan Gomendi is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2026. He previously worked at Commonwealth Financial Network and co-owns Kingdom Stewards Inc., a private entity facilitating securities, advisory, and insurance business. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving clients nationwide. The firm offers coordinated wealth-management services and employs a long-term, diversified investment approach managed by an internal committee, allowing advisors to customize portfolios with discretionary or non-discretionary authority.

Kaelen Shay is a Series 65 credentialed financial advisor at Merit Financial Advisors with five years of industry experience. Prior to joining Merit Financial Advisors, Shay worked at Strategic Retirement Plans and holds a background that includes roles in tax services and accounting. He is also a co-owner of Montana ToM, LLC, a local real estate management entity. Merit Financial Advisors is a multi-team registered investment adviser serving over 20,000 clients across 66 offices, managing approximately $23.9 billion in assets. The firm’s investment approach emphasizes long-term, diversified portfolios constructed from centrally managed sleeves and model allocations, with flexibility for customization by advisors.

Zachary Rohrer is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has held roles at several affiliated firms since 2015 and currently works with Kc & Company, Pc as a staff accountant. Rohrer also serves as a committee member at Valley Credit Union, providing guidance on compliance and annual audits. Global View Capital Management provides discretionary investment management and financial planning services to individuals, trusts, corporations, and retirement plans. The firm employs quantitative and technical methods, supported by its proprietary research platform, to manage model-based investment strategies aligned with client risk profiles and objectives.

Maribeth Rector is a financial advisor at Dakota Wealth, LLC with 10 years of industry experience and holds a Series 65 credential. She previously worked at Loveless Wealth Management LLC for six years before joining Dakota Wealth in 2022. Dakota Wealth, LLC serves individuals, trusts, foundations, retirement plans, charitable organizations, and business enterprises with customized wealth management and investment services. The firm emphasizes long-term portfolio construction using a range of asset types and maintains active management roles in private funds and registered ETFs.

Ronna Voges is a financial advisor with Investment Management Group in Billings, MT, holding Series 65 and Series 66 licenses and six years of industry experience. Her prior work includes roles at Stockman Wealth Management, RiverStone Health, and First Interstate Bank. Outside of her advisory work, she owns a skincare and haircare consulting business and serves as a brand partner in a health and wellness company. Investment Management Group primarily serves financial institutions and institutional clients, including banks and a municipality, while also providing individual portfolio management and financial planning. The firm emphasizes tailored investment advice guided by each client’s written policy and manages a majority of assets on a non-discretionary basis.

Erika Ferris is a CFP® professional with 24 years of industry experience, currently serving at The Wealth Consulting Group in Billings, MT. Her prior experience includes roles at LPL Financial LLC, Allied Investment Advisors LLC, GWFS Equities, Inc., and Stockman Wealth Management. She also provides administrative support to an independent investment advisor firm. The Wealth Consulting Group is an SEC-registered wealth management firm that serves individual clients, corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and consulting, using a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies to client goals and risk tolerances.

Robert Harsha is a CFP® with 23 years of industry experience and is currently affiliated with Merit Financial Advisors. His prior experience includes roles at Strategic Retirement Plans, Commonwealth Financial Network, and Yellowstone Financial Group Inc., where he was also an owner. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services with an investment approach focused on long-term, diversified portfolios managed through centrally overseen models complemented by advisor customization.

Marni Cowan is a financial advisor at Investment Management Group with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at LPL Financial, Cetera Investment Services LLC, and First Interstate Bank. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality, while also serving individual investors. The firm emphasizes continuous investment advice aligned with each client’s written investment policy, managing institutional accounts mainly on a non-discretionary basis and employing fundamental and qualitative investment analysis.

Brian Suskevich is a financial advisor at Dakota Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Loveless Wealth Management LLC for seven years. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm constructs customized portfolios using diversified allocations across multiple asset classes, combining fundamental, technical, cyclical, and charting analysis, and serves as investment manager to a registered mutual fund as well as sub-adviser to an ETF.

Ronald O'Donnell is a CFA® and Series 65 credentialed advisor with 23 years of industry experience. He is currently with Investment Management Group in Billings, MT, and has an extensive work history with Stockman Wealth Management spanning over 15 years. Investment Management Group serves primarily financial institutions and institutional clients, including banks and a municipality, while also offering individual portfolio management and financial planning. The firm focuses on tailored investment advice based on each client’s written policies, managing most institutional accounts on a non-discretionary basis and employing fundamental and qualitative analysis alongside various investment strategies.

Eli Caekaert is a financial advisor at Dakota Wealth, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Janus Henderson Distributors US LLC and Janus Henderson Investors US LLC. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, and business enterprises. The firm provides wealth management, financial planning, and retirement plan advisory services, emphasizing customized, primarily long-term portfolios and active management of private funds and registered ETFs.

Kyle Geffre is a CFP® professional affiliated with Investment Management Group, based in Billings, MT, with 26 years of experience in the financial industry. He has worked at Stockman Wealth Management since 2016 and previously held roles at LPL Financial, Cetera, and First Interstate Bank. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality, while also offering individual portfolio management and financial planning. The firm emphasizes continuous investment advice tailored to clients' policies and operates largely on a non-discretionary basis for institutional accounts.

Stephen Sorich is a financial advisor with Geneos Wealth Management, Inc. in Billings, MT, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Geneos Wealth Management since 2013 and concurrently at AKJ Investment Group since 2009. Sorich serves as a board member of the Billings West Rotary Club. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and referrals to third-party money managers for individuals, trusts, estates, corporations, and institutional clients. The firm employs a variety of investment strategies including fundamental and technical analysis and offers customized accounts, model-based allocations, and advisor-managed platforms.