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 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™ 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.

Mason O'Donnell is a CFA® charterholder with six years of experience in the financial industry, currently serving at Investment Management Group. His prior roles include several years at Stockman Wealth Management and Stockman Bank, as well as experience at TD Ameritrade and Northwestern College. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, offering individual portfolio management, financial planning, 401(k) plan advisory, and an automated investment program. The firm operates as a business line of Stockman Wealth Management and focuses on continuous, tailored investment advice based on each client’s investment policy and account documentation.

Abby Coffee is a financial advisor at Investment Management Group with five years of industry experience. She holds a Series 65 designation and has previously worked at Stockman Wealth Management. Outside of her advisory role, she has experience in agricultural and hospitality businesses. Investment Management Group primarily serves financial institutions and institutional-type clients, offering tailored advisory services including portfolio management and 401(k) plan advisory. The firm emphasizes continuous investment advice aligned with clients’ policies and manages a majority of assets on a non-discretionary basis.

Robert Lee is a financial advisor with Eagle Strategies (NY Life) in Billings, Montana, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to his current role, he worked in automotive sales and management for over a decade. He also serves as a Notary Public for the State of Montana. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through various programs and manages a substantial majority of assets on a non-discretionary basis.

Chad Lippert is a CFP® with 28 years of experience in the financial industry and has been with D.A. Davidson & Co. for 27 years. He manages Lippert Farms, LLC, a farming operation, and serves as the head varsity football coach for the Broadview School District. 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 such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant assets, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Christine Malchuski is a financial advisor with Valic Financial Advisors and holds a Series 66 designation. She began her financial advisory career in 2026 after 31 years with Billings Public Schools and a brief tenure at Northern Hotel. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and serves close to 300,000 clients with a heavy reliance on centralized technology and model-driven solutions.

Sabrina Gates is a financial advisor at D.A. Davidson & Co. with two years of industry experience. Prior to joining D.A. Davidson in 2023, she worked at Western Security Bank for six years. Outside of her advisory role, she owns and operates a janitorial services business in Billings, Montana. 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 a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and using both qualitative and quantitative analysis.

Paul Reinker is a financial advisor at CWM, LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Arbor Point Advisors, SECURITIES AMERICA, Inc., and PRUCO Securities, LLC. He is also the owner of Reinker, Inc. and Reinker Holdings, LLC. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm offers services such as portfolio management, financial planning, and retirement-plan solutions, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Todd Preston is a financial advisor with D.A. Davidson & Co. in Billings, MT, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with D.A. Davidson since 2002. Outside of his advisory role, he serves as Chair of the School District #2 Audit Committee and as Secretary/Treasurer of the Shadow Lawn Home Owners Association. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Michelle Gams is a financial advisor with Eagle Strategies (New York Life) based in Billings, MT, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. Her prior roles include positions at Gams Financial Group, LLC, Retirement Solutions, Miller, Gams & Associates, Nylife Securities, and New York Life Insurance Company. Outside of her advisory work, she owns a cattle operation for beef production and serves on the boards of the Accounting and Financial Women’s Alliance Women of Influence and the YWCA Billings Endowment Board. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers a variety of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Leah Brockschmidt is a financial advisor with Eagle Strategies (NY Life) in Billings, Montana. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at NYLIFE Securities LLC, Adam Gross, and First Interstate Bank. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and administers a majority of its assets on a non-discretionary basis.

Julie Redfern is a financial advisor with Eagle Strategies (NY Life) in Billings, MT, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked with Eagle Strategies since 2012 and operates under the DBA Retirement Solutions to service clients' insurance and financial product needs. Additionally, she serves as a notary public for clients and local residents. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, serving a diverse client base including defined contribution and defined benefit plans as well as charitable and corporate entities.

Gennivie Egan is a financial advisor with Eagle Strategies (NY Life) based in Billings, MT, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Eagle Strategies, she worked at New York Life and NYLIFE Securities, LLC, and has experience in diverse roles including healthcare and property services. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and primarily manages assets on a non-discretionary basis, working extensively with retirement investors and institutional plan sponsors.