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® 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.

Austin Thomas is a financial advisor at Capstone Wealth with a Series 65 designation and four years of industry experience. He has worked at Capstone Wealth Management since 2021 and previously held roles at DoorDash, Zenreach, Highland Capital Brokerage, and Investacorp. Since 2023, he is also a licensed insurance agent, advising clients on their insurance needs alongside his advisory duties. Capstone Wealth Management serves individual and high-net-worth clients, focusing on business owners and professional executives. The firm provides wealth and portfolio management, financial planning, and specialized services including 1031 exchange advisory, 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 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.

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 at MSH Capital Advisors LLC with six years of industry experience. He holds the Series 66 designation and has worked previously 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. MSH Capital Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and state or municipal entities. The firm offers portfolio management, retirement plan consulting, securities-based lending, and ongoing financial planning through a network of independent advisors, utilizing third-party custodians and unaffiliated sub-advisers for specialized strategies.

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.

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® 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-licensed financial advisor with Merit Financial Advisors in Billings, MT, with four years of industry experience. Prior to joining Merit Financial Advisors in 2026, Shay worked at Strategic Retirement Plans for five years and held various roles including a CPA study period and other positions in financial services. Outside of advisory work, Shay is a co-owner of Montana ToM, LLC, involved in managing real estate. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in client assets. The firm provides coordinated wealth-management services with a long-term, diversified investment approach supported by an internal Investment Management team and committee.

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.