Erika Ferris is a CFP® professional with 24 years of industry experience, currently serving at The Wealth Consulting Group in Billings, MT. Her prior experience includes roles at LPL Financial LLC, Allied Investment Advisors LLC, GWFS Equities, Inc., and Stockman Wealth Management. She also provides administrative support to an independent investment advisor firm. The Wealth Consulting Group is an SEC-registered wealth management firm that serves individual clients, corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and consulting, using a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies to client goals and risk tolerances.

Robert Harsha is a CFP® with 23 years of industry experience and is currently affiliated with Merit Financial Advisors. His prior experience includes roles at Strategic Retirement Plans, Commonwealth Financial Network, and Yellowstone Financial Group Inc., where he was also an owner. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm offers coordinated wealth-management services with an investment approach focused on long-term, diversified portfolios managed through centrally overseen models complemented by advisor customization.

Marni Cowan is a financial advisor at Investment Management Group with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Cetera, and First Interstate Bank. Investment Management Group provides advisory services primarily to financial institutions and institutional-type 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 investment policy and manages a substantial portion of assets on a non-discretionary basis.

Brian Suskevich is a financial advisor at Dakota Wealth, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Loveless Wealth Management LLC for seven years. Dakota Wealth Management provides investment advisory and wealth management services to individuals, trusts, retirement plans, foundations, charitable organizations, business enterprises, pooled investment vehicles, and registered investment companies. The firm constructs customized portfolios using diversified allocations across multiple asset classes, combining fundamental, technical, cyclical, and charting analysis, and serves as investment manager to a registered mutual fund as well as sub-adviser to an 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 and previously worked at Janus Henderson Distributors US LLC and Janus Henderson Investors US LLC. Dakota Wealth, LLC serves a diverse client base including high net worth individuals, trusts, foundations, and business enterprises. The firm provides wealth management, financial planning, and retirement plan advisory services, emphasizing customized, primarily long-term portfolios and active management of private funds and registered ETFs.

Kyle Geffre is a CFP® professional affiliated with Investment Management Group, based in Billings, MT, with 26 years of experience in the financial industry. He has worked at Stockman Wealth Management since 2016 and previously held roles at LPL Financial, Cetera, 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 clients' policies and operates largely on a non-discretionary basis for institutional accounts.

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 with one year of industry experience. She holds a Series 65 designation and previously worked at Strategic Retirement Plans for four years and Ultra Graphics for seven years. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices and managing approximately $23.9 billion in client assets. The firm offers coordinated wealth-management services including asset management and financial planning, with an investment approach focused on long-term, diversified portfolios managed through centrally overseen models that advisors can customize.

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 in Billings, MT. He holds a Series 65 designation and has one year of experience in the industry. His prior work history includes roles at Legacy Integrated, Wal-Mart, AT&T Mobility Services, Albertson's, and Starbucks. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers customized and model portfolios, including alternative and illiquid investments, and provides both discretionary and non-discretionary investment advice.

Donald Loveless is a CFP® and CFA® with 15 years of industry experience. He is currently with Dakota Wealth, LLC and previously led Loveless Wealth Management LLC for 35 years. Dakota Wealth Management provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, trusts, retirement plans, and charitable organizations. The firm employs a customized, diversified investment approach using a range of asset types and combines multiple research methodologies, while also managing registered mutual funds, ETFs, and private funds.

Isaiah Broyles is a financial advisor at Merit Financial Advisors in Billings, MT, holding Series 66 and Series 63 credentials with three years of industry experience. His prior roles include positions at Commonwealth Financial Network, Strategic Retirement Plans, Bank of America, Merrill, and other firms. He also has a background with Yellowstone Christian College, where he worked for ten years. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios using centrally managed models and offers a range of wealth-management services including financial planning, retirement plan consulting, and employee financial-wellness programs.

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, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Merit, he spent 12 years working with Billings Public Schools. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across numerous offices. The firm focuses on long-term, diversified portfolios managed through a combination of centrally managed models and advisor customization, offering a range of wealth-management services including asset management, financial planning, and retirement plan advice.

Nathan Fisk is a financial advisor at Investment Management Group with two 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 his advisory work, he owns Fisk Entertainment LLC, an events and DJ service that organizes music for weddings and corporate events. 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 tailored investment advice and uses a combination of fundamental, qualitative, and asset allocation strategies, managing a substantial portion of assets on a non-discretionary basis.

Gabriel Lapito is a CFP® and PFS™ with 19 years of experience in the financial industry. He currently works at Merit Financial Advisors and previously spent 19 years at Strategic Retirement Plans and 19 years at Commonwealth Financial Network. He serves as president and director of Kingdom Stewards, Inc., an operating company for securities, investment advisory, and insurance business practices. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolios managed through centrally coordinated models, offering wealth management, retirement plan advice, and financial wellness programs.

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.