Brady Goyn is a CFA® charterholder and Series 65 licensed advisor at Allied Investment Advisors LLC with one year of industry experience. Prior to joining Allied, he worked for The University of Wyoming Foundation for six years. Allied Investment Advisors is an SEC-registered firm serving individuals, pension plans, trusts, corporations, and other financial institutions. The firm employs a fundamental, long-term investment approach, customizes strategies to client objectives, and offers services including portfolio management, financial planning, retirement plan consulting, and divorce-related financial guidance.

Gary Lucas is a CFA® charterholder with 23 years of industry experience. He has been with Allied Investment Advisors LLC in Billings, MT since 2011. Outside of his advisory role, he is a managing member of a family real estate investment entity. 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 investment strategies across various asset classes, customizing portfolios to client objectives and offering services including portfolio management, financial planning, and retirement consulting.

Gabe Gundlach is a financial advisor at Allied Investment Advisors LLC with three years of industry experience. He holds the Series 65 designation. Prior to joining Allied, Gabe worked at Scheels All Sports, Security Abstract & Title, and Albertsons. Allied Investment Advisors is an SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, corporations, and other financial institutions. The firm employs a fundamental, long-term investment approach tailored to client objectives, offering discretionary and non-discretionary portfolio management along with financial planning and retirement consulting services.

John Galt is a financial advisor at Allied Investment Advisors LLC in Billings, MT, holding a Series 65 credential with one year of industry experience. His prior roles include two years at Stockman Wealth Management, five years at Bitterroot Capital Advisors LLC, and eight years at Eide Bailly LLP. Allied Investment Advisors is an SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, corporations, and other financial institutions. The firm emphasizes fundamental analysis and long-term portfolio construction across equities, fixed income, mutual funds, and ETFs, tailoring strategies to client objectives and risk tolerance.

Mark Thomas is a financial advisor at Capstone Wealth with 23 years of industry experience. He has been with Capstone Wealth Management, Inc. since 2006. Thomas holds Series 63 and Series 65 licenses and is also a licensed insurance agent and consultant, providing insurance evaluations and policy analyses alongside his advisory role. Capstone Wealth Management serves individuals and high-net-worth clients, particularly business owners, executives, and professionals planning ownership transitions or retirement. The firm manages approximately $301 million in client assets using a disciplined, data-driven investment approach and offers specialized services including 1031 exchange facilitation.

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® professional with 29 years of industry experience. She has been with Allied Investment Advisors LLC since 2019 and previously worked at First Interstate Bank and LPL Financial. Allied Investment Advisors is an SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, corporations, and other financial institutions. The firm employs a fundamental, long-term investment approach, customizing portfolios across equities, fixed income, mutual funds, and ETFs to align with client objectives and risk tolerance.

Austin Thomas is a Series 65-registered advisor at Capstone Wealth with four years of industry experience. Prior to joining Capstone Wealth Management, Inc., he worked at Doordash, Inc. and Zenreach. He is also a licensed insurance agent and dedicates time to evaluating clients’ insurance needs alongside his advisory role. Capstone Wealth Management serves individual and high-net-worth clients, focusing on business owners and professional executives. The firm offers wealth management, portfolio management, financial planning, and 1031 exchange advisory services, managing approximately $354 million in client assets.

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 eight years of experience, currently serving at Clark Asset Management, LLC. Prior to joining Clark Asset Management in 2025, Kary worked at Wade Financial Advisory and Stockman Wealth Management. Outside of his advisory role, he serves as Treasurer for the Advisory Board of the Salvation Army and is Vice President of the Board of Directors for Code Girls United, a nonprofit focused on increasing girls’ participation in STEM fields. Clark Asset Management provides wealth management and financial planning services to individual and high-net-worth clients, focusing on retirement income, tax planning, risk management, and estate and college savings. The firm employs a passive investment strategy primarily using index funds and ETFs, charges a fixed flat fee for its services, and operates multiple offices across the region.

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.

Marcene Skillen Robison is a financial advisor at Capstone Wealth with a Series 65 designation and one year of industry experience. Her prior roles include positions at Reciprocity Industries, Billings Clinic, and Headframe Spirits. Capstone Wealth Management serves individual and high-net-worth clients, focusing on business owners and professional executives. The firm offers wealth management, portfolio management, financial planning, and specialized services such as 1031 exchange advisory, employing a research-driven investment approach with diversified portfolios and periodic rebalancing.

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 22 years of industry experience. He is a financial advisor with Allied Investment Advisors LLC in Billings, MT, where he has worked since 2018. His prior experience includes roles at Stockman Wealth Management, Stack Financial Management Inc, and Investment Management Group. Outside of advisory work, Vermulm is involved in farming and commercial property management in Montana. 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 uses a fundamental, long-term investment approach and offers customized portfolio management, financial planning, and retirement consulting services.

Thomas Webber is a CFP® with 15 years of experience in financial advising, currently with Capstone Wealth Management, Inc. since 2016. He previously worked at Pruco Securities LLC and The Prudential Insurance Company of America. Webber is also a licensed insurance agent, evaluating and recommending insurance products alongside his advisory role. Capstone Wealth Management serves individuals and high-net-worth clients, focusing on business owners, executives, and professionals planning ownership transitions or retirement. The firm manages approximately $301.1 million in client assets using a disciplined, data-driven approach that includes wealth management, specialized financial planning, and 1031 exchange facilitation.

Ryan Gomendi is a CFP® certificant with 10 years of industry experience. He is currently with Merit Financial Advisors and previously worked at Commonwealth Financial Network and Strategic Retirement Plans. He is a co-owner of Kingdom Stewards Inc., an entity established to facilitate securities, advisory, and insurance business. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm offers asset management, financial planning, retirement plan consulting, and employee financial-wellness programs through a network of investment adviser representatives and employs a long-term, diversified investment approach managed by an internal team and overseen by an investment committee.

Kaelen Shay is a Series 65-registered financial advisor with Merit Financial Advisors in Billings, Montana, and has five years of industry experience. Prior to joining Merit, Kaelen worked at Strategic Retirement Plans and held various roles including tax and accounting positions. Outside of advising, Kaelen is a co-owner of Montana ToM, LLC, a real estate management entity based in Billings. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation managed through a combination of internal teams and third-party sub-advisers, offering both discretionary and non-discretionary account services.

Zachary Rohrer is a financial advisor with Global View Capital Management LLC in Billings, MT, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has worked at multiple affiliated firms within the Global View Capital group since 2015 and serves as a committee member providing compliance and audit guidance at Valley Credit Union. Additionally, Rohrer has accounting experience at KC & Company, PC. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm emphasizes technical and quantitative analysis applied to ETFs and mutual funds, managing portfolios according to model objectives with proprietary research and execution capabilities.

Maribeth Rector is a financial advisor at Dakota Wealth, LLC in Billings, MT, holding a Series 65 designation with 10 years of industry experience. She previously worked at Loveless Wealth Management LLC for six years before joining Dakota Wealth in 2022. Dakota Wealth, LLC serves a diverse client base including high-net-worth individuals, trusts, foundations, retirement plans, and business enterprises, offering wealth management, financial planning, retirement plan advisory, and portfolio management. The firm employs a long-term, customized investment process combining fundamental, technical, and quantitative analysis, and is involved in managing pooled and private fund structures as well as serving as sub-advisor to a registered ETF.

Ronna Voges is a financial advisor at Investment Management Group with seven years of industry experience. She holds the Series 65 and Series 66 credentials. Her prior work includes roles at Stockman Wealth Management, RiverStone Health, First Interstate Bank, and Cetera Investment Services LLC. Outside of her advisory work, she leads a team as an independent consultant in skincare and haircare solutions and serves as a brand partner in health and wellness. 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 focuses on continuous investment advice tailored to client policies, managing both discretionary and non-discretionary accounts through fundamental and qualitative analysis.