Erika Ferris is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with The Wealth Consulting Group and LPL Financial LLC, having previously worked at firms including Stockman Wealth Management and D.A. Davidson & Co. Ferris provides administrative support to WCG Wealth Advisors, LLC, an independent investment advisory firm. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies and offers a range of portfolio management services through multiple custodial platforms.

Robert Harsha is a Certified Financial Planner® with 23 years of industry experience. He is currently affiliated with Merit Financial Advisors and has held prior roles at Strategic Retirement Plans, Commonwealth Financial Network, Yellowstone Financial Group Inc., Lifemark Securities Corp., and PRUCO Securities, LLC. He is also the owner of Yellowstone Financial Group, Inc. Merit Financial Advisors is a multi-team SEC-registered firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm focuses on long-term, diversified asset allocation using centrally managed model portfolios and oversees portfolio construction through an internal investment team and committee.

Marni Cowan is a financial advisor at Investment Management Group in Billings, MT, with 31 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at LPL Financial and Cetera. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality, while also offering individual portfolio management and financial planning. The firm emphasizes continuous investment advice tailored to each client’s written policies and operates as a subsidiary of Stockman Financial Corporation.

Brian Suskevich is a financial advisor with Dakota Wealth, LLC in Billings, MT, holding a Series 65 designation and 11 years of industry experience. He worked at Loveless Wealth Management LLC for seven years before joining Dakota Wealth in 2022. Dakota Wealth advises a diverse client base including individuals, trusts, foundations, retirement plans, and business enterprises, offering wealth management, financial planning, retirement plan advisory, and portfolio management services. The firm employs a long-term, customized investment approach using a combination of fundamental, technical, and quantitative analysis to build diversified portfolios, and it is directly involved in pooled and private fund structures as well as serving as a sub-advisor to a registered ETF.

Ronald O'Donnell is a CFA® and Series 65 credentialed advisor with 23 years of industry experience. He is currently with Investment Management Group in Billings, MT, and has an extensive work history with Stockman Wealth Management spanning over 15 years. Investment Management Group serves primarily financial institutions and institutional clients, including banks and a municipality, while also offering individual portfolio management and financial planning. The firm focuses on tailored investment advice based on each client’s written policies, managing most institutional accounts on a non-discretionary basis and employing fundamental and qualitative analysis alongside various investment strategies.

Eli Caekaert is a financial advisor at Dakota Wealth, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Dakota Wealth, he held positions at Janus Henderson Distributors US LLC and Janus Henderson Investors US LLC. Dakota Wealth, LLC advises a diverse range of clients including individuals, trusts, foundations, retirement plans, and business enterprises. The firm employs a primarily long-term, customized investment approach that integrates fundamental, technical, and quantitative analysis to build diversified portfolios across various asset classes.

Kyle Geffre is a CFP® with 26 years of industry experience, currently serving at Investment Management Group. His prior experience includes roles at Stockman Wealth Management, LPL Financial LLC, and First Interstate Bank. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality, while also offering individual portfolio management and financial planning. The firm emphasizes continuous investment advice tailored to client policies and manages a majority of assets on a non-discretionary basis.

Stephen Sorich is a financial advisor with Geneos Wealth Management, Inc. in Billings, MT, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at Geneos Wealth Management since 2013 and concurrently at AKJ Investment Group since 2009. Sorich serves as a board member of the Billings West Rotary Club. Geneos Wealth Management is an SEC-registered investment adviser that provides financial planning, portfolio management, and referrals to third-party money managers for individuals, trusts, estates, corporations, and institutional clients. The firm employs a variety of investment strategies including fundamental and technical analysis and offers customized accounts, model-based allocations, and advisor-managed platforms.

Jennifer Hemphill is a CFP® with 16 years of industry experience. She is currently with Investment Management Group, part of Stockman Wealth Management, where she has worked for the past eight years. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality, while also offering individual portfolio management and financial planning. The firm follows a continuous, tailored investment approach and manages a majority of assets on a non-discretionary basis.

Amanda Mc Allister is a financial advisor at Merit Financial Advisors in Billings, MT, holding a Series 65 credential with one year of industry experience. She previously worked at Strategic Retirement Plans for four years and at Ultra Graphics for seven years. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation through centrally managed model portfolios, combining internal management and third-party sub-advisers, while offering both wrap and non-wrap account options.

Jonathan Krivec is a financial advisor at Investment Management Group in Billings, MT, holding a Series 65 designation. He has one year of industry experience and has previously worked at Stockman Bank and Montana State University. Investment Management Group serves primarily financial institutions and institutional clients, including banks and a municipality, offering tailored investment management, financial planning, and 401(k) advisory services. The firm utilizes fundamental and qualitative analysis within discretionary and non-discretionary management approaches and is a wholly owned subsidiary of Stockman Financial Corporation.

David Jobrack is a financial advisor at Legacy Wealth Management, LLC, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Wal-Mart, Inc., AT&T Mobility Services, Albertson's, Inc., and Starbucks, Inc. Legacy Wealth Management serves individual clients across various wealth levels, as well as charitable organizations and business entities, providing portfolio management, financial planning, and consulting services. The firm uses in-house model portfolios, sub-advisers, and a broad investment menu, including alternative and illiquid investments, tailoring strategies to clients' objectives and risk tolerances.

Donald Loveless is a CFP® and CFA® with 15 years of industry experience. He has been with Dakota Wealth, LLC since 2022 and previously operated Loveless Wealth Management LLC for 35 years. Dakota Wealth, LLC advises a diverse range of clients including individuals, trusts, foundations, retirement plans, and business enterprises, offering wealth management, financial planning, retirement plan advisory, and portfolio management services. The firm employs a long-term, customized investment approach that integrates fundamental, technical, and quantitative analysis to build diversified portfolios across various asset classes, and it is involved in managing pooled investment vehicles and serving as a sub-advisor to a registered ETF.

Isaiah Broyles is a financial advisor at Merit Financial Advisors in Billings, MT, holding Series 66 and Series 63 credentials with four years of industry experience. His prior roles include positions at Commonwealth Financial Network, Strategic Retirement Plans, and Bank of America, among others. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm’s investment approach centers on long-term, diversified asset allocation with both internally managed portfolios and third-party managers, supporting discretionary and non-discretionary account arrangements.

Patrick Angland is a financial advisor at Investment Management Group with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stockman Wealth Management since 2022 and US Bank from 2013 to 2022. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality. The firm offers individual portfolio management, financial planning, 401(k) plan advisory, and an automated investment program, managing most institutional accounts on a non-discretionary basis with investment strategies based on fundamental and qualitative analysis.

Joshua Monson is a financial advisor with Merit Financial Advisors in Montana. He holds the Series 65 designation and has one year of industry experience. Prior to joining Merit, he spent 12 years working for Billings Public Schools. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm employs a long-term, diversified asset allocation strategy managed by an internal investment team and investment committee, offering customizable model portfolios alongside third-party managers and sub-advisers.

Nathan Fisk is a financial advisor at Investment Management Group with three years of industry experience. He holds a Series 65 designation and has worked previously at Stockman Wealth Management, Stockman Bank of Montana, and Alternatives, Inc. Outside of finance, he owns Fisk Entertainment LLC, an events and DJ service specializing in music for weddings and corporate events. Investment Management Group serves primarily financial institutions and institutional clients, offering portfolio management, financial planning, and specialized advisory services. The firm emphasizes tailored investment advice based on client policies and manages a significant portion of assets on a non-discretionary basis.

Gabriel Lapito is a CFP® and PFS™ credentialed advisor with 19 years of industry experience. He is currently with Merit Financial Advisors and previously worked at Commonwealth Financial Network and Strategic Retirement Plans. Outside of his advisory role, he is president and director of Kingdom Stewards, Inc., an operating company for securities, investment advisory, and insurance services. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and other institutional clients. The firm emphasizes long-term, diversified asset allocation with customized model portfolios overseen by an internal investment management team and investment committee.

Eric George is a Series 65-licensed financial advisor with 16 years of industry experience. He is currently with Investment Management Group, a business line of Stockman Wealth Management, and has held various positions within Stockman Wealth Management since 2016. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality, while also offering services to individual investors. The firm employs fundamental and qualitative investment analysis and manages a substantial portion of assets on a non-discretionary basis.

Larry Johns is a CFA® charterholder with Series 63 and Series 65 licenses and has four years of industry experience. He is currently with Stockman Wealth Management and previously worked at First Interstate Bank for ten years. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality, while also offering individual portfolio management and financial planning. The firm operates as a business line of Stockman Wealth Management and manages most assets on a non-discretionary basis, using fundamental and qualitative investment analysis with regular account reviews.