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.

Patrick Oleary is a CFP®-certified financial advisor with 30 years of experience at D.A. Davidson & Co. in Billings, MT, where he has worked since 1996. He serves on the board and committees of the Billings Catholic Schools Foundation, a nonprofit organization. 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, comprehensive financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with a focus on both qualitative and quantitative investment analysis.

Donovan Kelly is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Independent Financial Group since 2012 and is the 100% owner of Kelly Accounting, a tax preparation and accounting firm. Kelly also serves as a Montana notary public and an insurance agent outside of his advisory role. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, employing model-based strategies with a blend of active and passive exposures across various risk profiles.

Carly Mann is a financial advisor with Eagle Strategies (NY Life) in Billings, MT, holding a Series 66 designation and four years of industry experience. She has worked with Retirement Solutions and Nylife Securities LLC during her career. Outside of her financial advisory role, she teaches dance at local studios, including Yellowstone Dance Studio and Diversity Dance Studio. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to individual and institutional investors and primarily manages assets on a non-discretionary basis.

Dale Haarr Jr. is a financial advisor with D.A. Davidson & Co. in Billings, MT, holding Series 63 and Series 65 credentials and offering 30 years of industry experience. He has been with D.A. Davidson & Co. since 2009. Outside of his advisory role, he is involved in community service through the Billings West Rotary Club, where he serves as a board member and president. 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 operates under fiduciary standards and offers a range of services including retirement plan advisory, comprehensive financial planning, and wealth management programs for high-net-worth clients.

Ben Kazmierski is a financial advisor with Principal Financial Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Principal Securities Inc and Principal Financial Group since 2012. Outside of his advisory role, he co-owns an escape room business and teaches continuing education through Northstar Educational Services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Anthony George is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at UBS Financial Services for 15 years before joining D.A. Davidson in 2021. Outside of his advisory role, he manages an airplane hangar through ZEPHANIAH, LLC. 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 planning and advisory services under fiduciary standards, including specialized offerings for high-net-worth clients and municipal advisory activities.

Marci Funk is a financial advisor with D.A. Davidson & Co. in Billings, Montana, holding Series 63 and Series 65 credentials and 18 years of industry experience. Prior to joining D.A. Davidson in 2021, she worked at UBS Financial Services from 2014 to 2021. Outside of her advisory role, she owns and operates 406 Lather SoapCo, a sole proprietorship involved in soap manufacturing and sales. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored 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 over $20 million in net worth, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Luke Daly is a financial advisor with Empower Advisory Group in Billings, MT. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Empower Advisory Group in 2025, he worked at First Interstate Bank and LPL Financial. Daly is also a licensed real estate agent with PureWest, providing mortgage and real estate services. Empower Advisory Group offers financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm’s integrated approach combines point-in-time financial plans with optional managed account solutions, emphasizing long-term portfolio returns and aligned with Empower’s recordkeeping and administrative platforms.

Adam Gross is a financial advisor with Eagle Strategies (New York Life) in Billings, MT, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Eagle Strategies since 2022 and has been associated with New York Life entities and Retirement Solutions since 2014. Outside of finance, Gross is the owner of Digital Layer Design, a freelance graphic design and photography business. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, with a particular focus on fiduciary responsibilities to retirement investors.

Kadin Lacasse is a financial advisor with Valic Financial Advisors holding a Series 66 designation. Lacasse has been with Valic Financial Advisors since 2025 and previously held positions at CHS Refinery, Montana State University, Bridger Bowl, Lone Pine Landscaping, and Laurel Public Schools. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides wrap programs, portfolio management, and financial planning services through a large network of advisors and utilizes a technology-driven approach that includes discretionary unified managed accounts with tax-aware and ESG overlay options.

Jenna Johnson is a financial advisor at Sequoia Financial Group, L.L.C. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Eide Bailly Advisors and Horace Mann Investors. She was also involved with the YWCA from 2021 to 2022. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house and third-party investment strategies overseen by an Investment Policy Committee and offers specialized services such as sub-advisory roles and private fund management.

Patrick Audet is a financial advisor at Valic Financial Advisors in Billings, MT, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Agia and the School Administrators of Montana. He is also engaged as an agent for non-securities insurance products through Agia. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Lee Forshee is a CFP® with 17 years of industry experience, currently affiliated with CWM, LLC. His prior experience includes roles at Carson Wealth and Ameriprise Financial Services. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with various sub-advisory and customization tools, emphasizing fiduciary oversight and comprehensive retirement plan services.

Darcee Campanella is a financial advisor with D.A. Davidson & Co. in Billings, MT, holding Series 63 and Series 65 licenses and with 34 years of industry experience. She previously worked at Merrill for 15 years and Bank of America for seven years before joining D.A. Davidson. 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 operates under fiduciary standards and offers comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for high-net-worth clients.

Edward Aders Jr. is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Stifel Nicolaus & Co Inc since 2020 and previously at D.A. Davidson & Co. from 2009 to 2020. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Bradley Kadlec is a financial advisor with Primerica Advisors in Billings, MT, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2010. Outside of advisory work, he is the owner of Kadlec Construction Co. and has been involved in other business ventures including a partnership interest in 3 DJ's, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm’s investment approach utilizes model-delivery strategies overseen by unaffiliated asset managers and offers a range of portfolio options supported by BNY Mellon Advisors and Pershing.

Kendal Hernandez is a financial advisor with Primerica Advisors in Billings, MT, holding Series 65 and Series 63 licenses and having seven years of industry experience. He has been with Primerica Advisors since 2019 and was previously associated with Primerica Financial Services beginning in 2018. Outside his advisory role, Hernandez is involved in sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and focuses on advisory services rather than institutional portfolio management.