Colin Murphy is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Personal and Workplace Advisors and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and clients’ savings rates in its planning approach.

Jordan Stevick is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2014. He also 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, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Darcy Krengel is a Series 66-licensed advisor at D.A. Davidson & Co. in Helena, MT, with 13 years of industry experience. He has been with D.A. Davidson & Co. since 2011. Outside of his advisory role, he serves on the finance committee of the Montana Youth Diabetes Alliance Board. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers services under the Advisers Act fiduciary standard and ERISA fiduciary duties, with capabilities that include retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant net worth.

Joseph Klempel is a financial advisor at Lincoln Investment with a Series 66 designation and five years of industry experience. He worked previously at Edward Jones for five years and held roles in the energy and excavation sectors before transitioning into financial services. Outside of his advisory work, he serves as a contract facilitator for a sales training company through Klempel Consulting, LLC, conducting periodic training sessions. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Alexandra Haas 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 Northwestern Mutual. Alexandra’s background includes several years in education, having taught at Saint Mary's College, Saint Ursula Academy, and Guardian Angels School. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm follows the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, providing services such as ERISA plan advisory, comprehensive financial planning, equity research, and a specialized private wealth program.

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 on the Carroll College Endowment Investment Committee in Helena, MT. 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 a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and specialized wealth management programs.

Micah Fiske is a financial advisor with D.A. Davidson & Co. and holds a Series 66 designation. He has one year of industry experience and has taught a dance fitness class at Carroll College since 2017. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning and wealth management, operating under fiduciary standards and utilizing 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 with D.A. Davidson & Co., holding a Series 66 designation and 12 years of industry experience. She has been with D.A. Davidson & Co. since 2016. 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, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Matthew Doucette is a financial advisor with Eagle Strategies (New York Life) based in Helena, MT, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He has been with Eagle Strategies since 2021 and serves as an adjunct instructor at the University of Montana-Missoula College, teaching an online introductory hospitality course. Doucette also serves on the board of the Missoula Airport Authority and participates in its finance committee. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Khamsin Bailey is a Series 66 licensed financial advisor with nine years at D.A. Davidson & Co. and seven years of industry experience overall. Prior to joining the firm, Bailey worked in project management for one year. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, and charitable organizations, offering a range of financial planning and wealth management solutions under fiduciary standards.

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 Anderson Zurmuehlen and Three Forks Public Schools. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of advisory solutions under fiduciary standards, including ERISA retirement plan services and comprehensive financial planning, alongside municipal advisory and underwriting activities.

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 with D.A. Davidson & Co. and holds a Series 66 designation. She has one year of industry experience and previously worked at Wells Fargo Bank N.A. and held roles outside finance at 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, and charitable organizations. The firm offers various services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth.

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, Denning, Downey & Associates CPAs, and other organizations. Dylan operates businesses under Sonder Financial Strategies and The Chamberlin Group as part of his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various portfolio management tools.

Roxanne Meury is a financial advisor with Edward Jones in Helena, MT, holding the Series 63 and Series 65 credentials. She has 18 years of industry experience, having worked at Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices across the United States.

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.