Jordan Stevick is a financial advisor at D.A. Davidson & Co. with 12 years at the firm and 7 years of industry experience. He holds a Series 66 designation. Outside of his advisory role, Stevick serves as a Notary Public for the State of Montana. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse 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, comprehensive financial planning, and a private wealth program for clients with significant net worth.

Darcy Krengel is a Series 66 licensed advisor with D.A. Davidson & Co. in Helena, MT, where he has worked since 2011, totaling 15 years at the firm and 13 years of industry experience overall. He serves as a board member of the Montana Youth Diabetes Alliance, participating on its finance committee. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program targeting clients with net worth above $20 million.

Joseph Klempel is a financial advisor with Lincoln Investment and holds a Series 66 designation. He has five years of industry experience, including five years at Edward Jones prior to joining Lincoln Investment. Outside of his advisory role, Klempel works as a contract facilitator for Klempel Consulting, LLC, providing sales training sessions. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers through a platform supported by an in-house Investment Management & Research team and a layered delivery model of advisors and co-advisers.

Alexandra Haas is a financial advisor with D.A. Davidson & Co. in Helena, MT. She holds a Series 66 credential and has one year of industry experience. Prior to joining D.A. Davidson, she worked at Northwestern Mutual and has a background that includes four years at Saint Mary's College/University of Notre Dame and over a decade in educational roles. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Jason Rennecker is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including U.S. Bancorp Investments, Pruco Securities, and Elevations Credit Union. Prior to his current role, he also worked in the retail sector at Bob Ward's Sports and Outdoors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients. The firm delivers services through an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering long-term focused financial plans and optional managed account solutions.

Shawn Holland is a CFA® charterholder and holds a Series 66 license with 13 years of industry experience. He has been with D.A. Davidson & Co. since 2014. Outside of his advisory role, he serves as a member of the Carroll College Endowment Investment Committee, a nonprofit organization based in Helena, 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 a range of services under fiduciary standards, including ERISA retirement plan advisory, wealth management, and comprehensive financial planning.

Micah Fiske is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2024. Outside of his advisory role, he teaches a dance fitness class at Carroll College, where he has been involved since 2017. 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, financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Joseph Bentley is a financial advisor with J.W. Cole Advisors, Inc. in Helena, MT, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior work includes roles at Truist Securities, Inc. and J.W. Cole Financial, Inc. Outside of advising, he is a 50% member of XRDG LLC, a clothing brand engaged in strategic oversight and brand development. J.W. Cole Advisors serves individuals, charities, corporations, and retirement plans nationwide through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions with investment decisions made on discretionary or non-discretionary bases.

Rachel Stanich is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers 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 investment analysis.

Matthew Doucette is a financial advisor with Eagle Strategies (New York Life) in Helena, MT, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has served as an adjunct instructor at the University of Montana-Missoula College since 2018 and is a board member of the Missoula Airport Authority, where he participates in the finance committee. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad mix of individual and institutional clients. The firm emphasizes tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Khamsin Bailey is a Series 66-credentialed financial advisor with D.A. Davidson & Co. in Helena, MT, where he has worked since 2017. He has seven years of industry experience, including one year in project management prior to joining the firm. 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 ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Kyle Olson is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds the Series 66 designation and has previously worked at firms including Anderson Zurmuehlen and Kohanaiki. 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 advisory services under fiduciary standards and maintains capabilities in retirement plan advisory, comprehensive financial planning, and private wealth management.

John Brown is a Series 66 licensed financial advisor with GWN Securities Inc. in Helena, MT, where he has worked since 2019. He has seven years of industry experience, including roles at Northwestern Mutual and Ameriprise Financial Services. Outside of his advisory work, Brown holds several leadership positions in oil and gas companies, including serving as president of JB Exploration Inc. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts and model portfolios through a network of approximately 423 advisors, employing a range of investment strategies from traditional asset allocation to legacy market-timing and momentum-based approaches.

Auriana Kent is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Bank N.A. and in roles outside the financial industry, including Panda Express and The Montana Club. 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, and offers a range of financial planning and wealth management programs under a fiduciary standard.

Ryan Egebrecht is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. His work history includes roles at Wells Fargo Bank, NA, Wells Fargo Clearing, and JP Morgan Securities LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Dylan Krezelak is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors and Denning, Downey & Associates CPAs. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary strategies.

Roxanne Meury is a financial advisor at Edward Jones with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Janet Johnston is a financial advisor at Edward Jones in Helena, MT, holding a Series 66 designation with seven years at Edward Jones and four years in the industry overall. Her prior work experience includes roles at Montana Audubon and Westaff. She is also the owner of Montana Portable Solutions, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

Adam Klippenstein is a financial advisor with Edward Jones in Helena, Montana, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he serves as a Staff Sergeant in the Army National Guard. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs under a fiduciary standard.

Christopher Field is a financial advisor at Cetera with 37 years of industry experience. He holds the CFP® designation as well as Series 63, 65, and 66 licenses. Prior to his current role, he worked at The January Corporation and has been associated with Cetera Wealth Services, LLC since 2013. Field is also the owner of Field Wealth Management LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients with a variety of portfolio management, financial planning, and retirement services. The firm operates as a multi-manager platform offering access to affiliated and third-party managers across various program structures and custodial relationships.