Lewis Card is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. He holds the Series 66 designation and previously worked at Great Falls College MSU for five years. Card is a past president and current voting member of the board of directors of the Rotary Club of Great Falls, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers services under fiduciary standards and supports clients with comprehensive financial planning, discretionary and non-discretionary retirement plan advice, and a private wealth program for high-net-worth clients.

Daniel Konen is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and 26 years of industry experience. His prior roles include long-term positions at Junkermier Clark Campanella Stevens Pc, Avantax Investment Services, and 1st Global Advisors. Outside of his advisory work, he serves as a trustee for family trusts and is a member of Inspired Entertainment, LLC, an entertainment and talent management company. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, and estate planning, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.

Jay Stenzel is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and possessing 40 years of industry experience. He has worked with Commonwealth since 2016 and previously spent 31 years at Waddell & Reed, Inc. In addition to his advisory role, Stenzel is the owner and president of Windy Bench, Inc., a cattle ranch that is leased out. Commonwealth Financial Network supports a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Jesse Cameron is a financial advisor with First Command Advisory Services in Great Falls, MT, holding a Series 66 designation and 13 years of industry experience. He has been with First Command Advisory Services since 2015 and has worked with affiliated First Command entities since 2013. Outside of his advisory work, he owns JCAM Enterprises, a personal business LLC. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporations, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to select and monitor model portfolios and approved third-party managers.

Jory Thompson is a Series 66-licensed financial advisor with Valic Financial Advisors in Great Falls, MT. He joined the firm in 2025 and has a background in education, having worked with Big Horn County School District #4 and Fort Benton School District for a combined 14 years. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing centralized technology and third-party model managers.

Kaidin Phelan is a financial advisor at Commonwealth Financial Network with a Series 65 designation and one year of industry experience. Prior to his current role, he worked at Swensen, Phelan and Associates and has experience in various roles outside finance, including positions at the Legacy of the Plains Museum and Walmart. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and custody and clearing services.

Corry Prestidge is a CFP® and ChFC® affiliated with First Command Advisory Services, where he has worked for 11 years. He is based in Great Falls, MT, and holds Series 63 and Series 65 licenses. Outside of his advisory role, Prestidge serves as secretary on the board of a family cattle business, Canyon Cattle Company. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized team and approved third-party managers.

Myra Bakke is a financial advisor with Cetera Planning Partners, holding a Series 65 designation and five years of industry experience. She previously worked at Avantax Planning Partners for five years and is a shareholder and accountant with Douglas Wilson & Company, P.C., a CPA firm where she has provided tax preparation, consulting, and bookkeeping services since 1998. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, offering investment management, comprehensive financial planning, and tax-related services. The firm’s investment approach centers on diversified portfolios using mutual funds and ETFs, supported by a formal planning process and access to a broad network of affiliated resources.

Brian Olsen is a financial advisor at Valic Financial Advisors with 21 years of industry experience. He holds the Series 66 designation and has worked at Valic Financial Advisors since 2005. He is also affiliated with Agia, where he serves as an agent for non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors using a centralized technology platform.

Daniel Baker is a financial advisor at D.A. Davidson & Co. with three years of industry experience. He holds a Series 66 designation and has previously worked at Albertsons for 30 years. Baker serves as a finance council member for Our Lady of Lourdes Parish, a nonprofit organization in Great Falls, MT. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers various advisory services under the Advisers Act fiduciary standard and ERISA fiduciary duties, incorporating both qualitative and quantitative investment analysis.

Bryce Widhalm is a Series 66-licensed financial advisor at D.A. Davidson & Co. in Great Falls, MT, with six years of industry experience. He has worked at D.A. Davidson & Co. since 2020 and previously held positions at Aflac, C.E.D, Northwestern Mutual, Enterprise Rent-A-Car, and Herberger's. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers comprehensive financial planning, equity research, ERISA-compliant retirement plan advisory, and a private wealth program for clients with more than $20 million in net worth, operating under fiduciary standards.

Kallie Tinsen is a financial advisor at D.A. Davidson & Co. with 14 years of industry experience and holds a Series 66 designation. She has worked at D.A. Davidson & Co. across multiple periods since 2014, with brief intervals outside the industry. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and incorporating both qualitative and quantitative investment analyses.

Nicholas Storrusten is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He has held roles at both D.A. Davidson and Wells Fargo Bank and Clearing Services. He is a licensed Notary Public for the state of Montana, providing notary services to D.A. Davidson clients. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides services under fiduciary standards and distinguishes itself by participating in municipal advisory and underwriting activities, in addition to offering specialized wealth management programs.

Amy Gehring is a financial advisor with D.A. Davidson & Co. in Great Falls, MT, holding a Series 66 designation and 19 years of industry experience. She has been with D.A. Davidson Trust Company since 2010. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides fiduciary-standard advisory services with a range of offerings such as ERISA retirement plan advice, financial planning, and a private wealth program for high-net-worth clients.

Tracy Eisenbarth is a Series 66 licensed financial advisor with D.A. Davidson & Co. in Great Falls, MT, where she has worked since 2006, accumulating 19 years of industry experience. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, financial planning, and a private wealth program for clients with significant net worth.

Kaleen Hansen is a financial advisor with SPC in Great Falls, MT, holding Series 63 and Series 65 licenses and 27 years of industry experience. Since 2001, Hansen has worked with Sigma Financial Corp. Outside of advisory work, Hansen operates Akela Investment Services, LLC, a financial services practice, and has experience as an independent insurance contractor. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, providing both discretionary and nondiscretionary management options.

Eric Gysler is a financial advisor at D.A. Davidson & Co. with 39 years of industry experience. He has been with D.A. Davidson since 2008 and holds Series 63 and Series 65 credentials. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Matthew Merry is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Principal Securities Inc and Principal Life Insurance Company since 2011 and was previously with Union Financial Inc from 2015 to 2017. Outside of his advisory work, he serves as both director and secretary on the board of the Golden Triangle Sporting Dog Club, organizing events and managing club records. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Jake Olsen is a financial advisor with Valic Financial Advisors in Great Falls, MT. He holds the Series 66 designation and has been in the industry since 2025. Prior to his advisory role, he worked at the University of Providence and Charles M Russell High School. Outside of his advisory work, he is also an agent selling non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating at scale with over 1,200 advisors.

Mark Sporkia is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at D.A. Davidson since 2020, following an 11-year tenure at Charles Schwab. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers a range of services under the Advisers Act fiduciary standard and ERISA fiduciary duties, including retirement plan advisory, equity research, financial planning, and a private wealth program for clients with substantial assets.