Brock Johnsen is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and has prior work experience at Strategic Financial Inc, North Dakota State University, and in sales and education roles. Outside of his advisory work, he is involved in a non-variable insurance agency. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Patrick Wahl Jr. is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Based in Helena, MT, he has been involved in collegiate and youth athletics as a baseball umpire and football official and assists with gameday operations at Carroll College. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services, supported by a large nationwide network of financial advisors and branch offices.

Guy Peel is a CFP® with 47 years of industry experience. He is currently with OSAIC since 2023 and previously worked at Capital Financial Advisory Inc. and FSC Securities Corporation for over 30 years each. In addition to his advisory role, he serves as president of Capital Financial Advisory, Inc., engaging in the solicitation of fixed annuity and fixed life insurance business. OSAIC Wealth, Inc. serves a diverse client base, including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools and automated rebalancing to manage portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments, with discretionary or non-discretionary account management.

Christina Irey is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at The Investment Group LLC and Greenfield Environmental Trust Group, Inc. She is based in Helena, Montana. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered by investment adviser representatives using a mix of discretionary and non-discretionary strategies.

David Polk is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Peter Sullivan is a CFP® with 28 years of experience in financial advising. He is currently with Cetera and its affiliates, having held positions at VOYA Financial Advisors and operated Sullivan Financial Group since 1998. He serves on the executive committee of the local National Association of Insurance and Financial Advisors chapter and is a board member of both the Helena Rotary Club Foundation and NAIFA-Helena. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across diverse program structures.

Matthew Maloy is a CFP® professional affiliated with LPL Financial who has nine years of industry experience. His career includes roles at Cetera and the U.S. Department of State. He is also involved with The Investment Group, LLC, which operates as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management options, supported by advanced research tools and serving a large network of over 22,800 advisors.

Kami Stevenson is a Series 66-licensed financial advisor with Edward Jones in Helena, MT, and has two years of industry experience. Prior to joining Edward Jones, Stevenson worked at Stockman Bank of Montana for 12 years and was involved with Helena Septic, LLC for three years. Outside of financial advising, Stevenson has ownership interests in real estate holdings and manages residential rentals. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a network of over 23,000 advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Randall Simkins is a financial advisor with Osaic Wealth, Inc. in Helena, Montana, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He spent 24 years at Royal Alliance Associates, Inc. before joining Osaic in 2023. Outside of advisory work, he is a part-owner of Scratch Golf LLC, a business venture involving property ownership with a partner. Osaic Wealth, Inc. serves a diverse client base, including individual, high-net-worth, institutional, and charitable investors, providing services such as integrated brokerage and advisory, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that may include a variety of asset types and offers both discretionary and non-discretionary management options.

Brian Nelson is a CFP® and ChFC® with 25 years of industry experience, currently affiliated with Cetera. His career includes roles at Voya Financial Advisors and White Pine Insurance & Financial Group. Nelson serves as a board member of the Helena Area Community Foundation and is the immediate past president of the Montana chapter of NAIFA. Cetera Investment Advisers LLC operates as a national multi-manager platform serving individual, institutional, and corporate clients with a variety of portfolio management and retirement services, offering both discretionary and non-discretionary solutions.

Carl White III is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 34 years of industry experience. His work history includes roles at Securities America Advisors, Opportunity Bank of MT, Edward Jones, and TD Wealth Management Services. Carl operates Dunn Financial Solutions as a DBA for his LPL business in Helena, MT. 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 financial planning, model portfolio programs, third‑party asset management, and institutional platforms, providing advice through a large network of investment adviser representatives.

Clint Morrison is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Royal Alliance for 10 years before joining OSAIC. In addition to his advisory role, he is a financial consultant at Summit Financial Advisors, where he is involved in insurance consulting and sales. OSAIC serves a broad range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary portfolio management with access to multiple third-party money managers and platforms.

Erin Bradshaw is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, she worked at Wipfli LLP and Galusha Higgins and Galusha for eight years. Bradshaw manages a minimal rental property on the side. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Donna Torgerson is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously served seven years with Lewis and Clark County Elections as an election judge. Additionally, she operates an independent coaching practice. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Brian Otterstrom is a financial advisor with LPL Financial, holding a Series 66 license and possessing 11 years of industry experience. He previously worked at Securities America Inc for eight years before joining LPL Financial in 2024. Outside of advisory work, he is a business owner of Beaver Creek Investments in Helena, MT. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided through a large network of investment adviser representatives.

Jayme Watson is a CFP® and ChFC® professional with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. She also has an ongoing involvement with Pilates Plus since 2015. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, with over $1 trillion in assets under management supported by a nationwide network of more than 23,700 advisors.

Loren Voss is a Series 66-licensed financial advisor with seven years at Thrivent Investment Management and a total of six years of industry experience. Prior to joining Thrivent, he worked at SoFi and SRI International. He is based in Helena, Montana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering holistic, goal-based analyses across topics such as retirement, tax, estate, and special needs planning. The firm offers these services alongside managed-account programs without discretionary trading authority for the planning service.

Shannon Daily is a CFP®-designated financial advisor with Edward Jones in Helena, MT, holding three years of industry experience. Prior to joining Edward Jones, Shannon held various roles including positions at Chip Cookies and Planet Fitness. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Alexander Beveridge is a financial advisor at Edward Jones in Helena, MT, holding the CFP®, ChFC®, and Series 66 designations with eight years of industry experience. He has worked at Edward Jones since 2017 and previously held roles at Costco and the University of Montana. Beveridge serves in the Montana National Guard as a Force Support Officer. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and is notable for its large network of advisors and branch offices, as well as affiliated capabilities beyond traditional advisory services.

Autumn Keller is a financial advisor with Thrivent Investment Management in Helena, MT. She holds the Series 66 designation and has 13 years of industry experience, including 11 years at THRIVENT Financial. Outside of her advisory role, Keller serves as a board member for Promise 686 Montana, a ministry focused on supporting children and families through church-based initiatives. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a range of financial topics without discretionary trading authority. The firm integrates planning with managed-account solutions under a consolidated billing option called “WealthPlan.”