Blake Stenzel is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Commonwealth Financial Network since 2019 and previously at Charles Schwab and Guide Star Financial, Inc. Outside of his advisory role, he owns 406 PM & VC, LLC, a business involved in fencing, ranch work, and varmint control in Great Falls, MT. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, operations, trading, technology, and compliance support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by its Investment Management and Research team.

Lewis Card is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He has worked at D.A. Davidson & Co. since 2019 and was previously employed at Great Falls College MSU from 2014 to 2019. Card holds a Series 66 designation and has served as past president and a voting member of the board of directors for the Rotary Club of Great Falls. 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 a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth individuals, operating under fiduciary standards and utilizing both qualitative and quantitative analysis in its investment recommendations.

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.

Brian Olsen is a financial advisor with Valic Financial Advisors in Great Falls, MT, holding a Series 66 designation and over 20 years of industry experience. He has been with Valic Financial Advisors since 2005 and also serves as an agent for Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed models and providing optional tax and ESG overlay services.

Daniel Baker is a Series 66-licensed advisor at D.A. Davidson & Co. with two years of industry experience. Prior to joining D.A. Davidson, he worked for 30 years at Albertsons. He 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 retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers fiduciary-standard advice, comprehensive financial planning, and specialized services such as municipal advisory and private wealth management.

Bryce Widhalm is a financial advisor with D.A. Davidson & Co. in Great Falls, MT, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Aflac, Northwestern Mutual, and Montana State University. D.A. Davidson & Co. offers investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm operates under fiduciary standards, providing comprehensive financial planning, retirement plan advisory, and a private wealth program for high-net-worth clients.

Kallie Tinsen is a financial advisor with D.A. Davidson & Co. in Great Falls, MT, holding a Series 66 designation and 14 years of industry experience. She has worked with D.A. Davidson & Co. since 2014, with brief periods of inactivity between engagements. 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 a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Nicholas Storrusten is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Wells Fargo Bank and Wells Fargo Clearing Services. Outside of his advisory role, he serves as a notary public in Great Falls, Montana, providing notary services to D.A. Davidson clients. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, and charitable organizations. The firm operates under fiduciary standards and provides specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and private wealth management for high-net-worth clients.

Amy Gehring is a Series 66 licensed financial advisor with 19 years of industry experience. She has been with D.A. Davidson Trust Company since 2010. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Tracy Eisenbarth is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson since 2006. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant assets, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

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 with D.A. Davidson & Co. in Great Falls, MT, holding Series 63 and Series 65 designations and having 38 years of industry experience. He has been with D.A. Davidson & Co. since 2008. 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 various services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analyses.

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 credentials. His prior experience includes 11 years at Charles Schwab before joining D.A. Davidson & Co. in 2020. D.A. Davidson & Co. provides investment advisory and brokerage services to employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with over $20 million in net worth.

Jason Kiser is a financial advisor at D.A. Davidson & Co. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2011. Prior to his advisory career, he was involved with Parker Players for 18 years. 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 a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.