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 27 years of experience at D.A. Davidson & Co. in Billings, MT, where he has worked since 1999. He also manages an independent 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 over $20 million in net worth.

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.

Ryan Wittman is a financial advisor with CWM, LLC and holds Series 63 and Series 65 licenses. He has 21 years of industry experience and has worked with firms including Carson Wealth, True North Financial, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. Outside of his advisory role, he is the owner of Motivational Tubing LLC, a company involved in race car chassis and CNC part machining, and serves on the board of directors for Billings Walk to Emmaus, a Christian leadership development organization. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, employing discretionary account management with model portfolios overseen by an in-house Investment Committee and utilizing various analytical and customization tools.

Sabrina Gates is a financial advisor with D.A. Davidson & Co. in Billings, MT, holding a Series 66 designation and two years of industry experience. Prior to joining D.A. Davidson in 2023, she worked for Western Security Bank from 2017 to 2023 and spent one year as a homemaker. Outside of her advisory role, she is the owner and operator of a janitorial services business. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable and corporate clients. The firm offers both discretionary and non-discretionary retirement plan advice, comprehensive financial planning, and specialized services for high-net-worth clients.

Paul Reinker is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with several firms, including Arbor Point Advisors, Securities America, Inc., and Carson Wealth. He is also an owner of Reinker Holdings, LLC and Reinker, Inc., the latter involved in income and payroll management and tax planning. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm employs discretionary management using model portfolios, combining fundamental and technical analysis with third-party sub-advisors and customization tools while providing a range of retirement-plan services and institutional support.

Todd Preston 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. 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. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm offers a range of services such as retirement plan advisory, equity research, comprehensive financial planning, and private wealth management for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative tools.

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.

Patrick Oleary is a CFP® with 29 years of industry experience and has been with D.A. Davidson & Co. since 1996. He serves on the board and a committee 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 and high-net-worth investors, charitable organizations, and corporations. The firm offers a range of services including ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Elizabeth Latimore is a financial advisor with Eagle Strategies (NY Life) based in Billings, MT, holding a Series 66 designation and two years of industry experience. Her professional background includes roles at Nylife Securities LLC and Retirement Solutions, alongside over two decades at HGFA-Architects, PLLC. Outside of advising, she is an independent contractor with Latimore Essentials, selling household, beauty, wellness, and nutrition products. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm offers a range of financial planning and investment management services, emphasizing tailored solutions and non-discretionary asset management within an integrated New York Life affiliate structure.

Donovan Kelly is a financial advisor at Independent Financial Group, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Independent Financial Group since 2012. In addition to his advisory role, he is the owner of Kelly Accounting, a tax preparation and accounting business, and provides notary services in Montana. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives, utilizing multiple investment platforms and program options.

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 with 30 years of industry experience. He has been with D.A. Davidson since 2009. Haarr is involved in community service through his role as president and board member of the Billings West Rotary Club. D.A. Davidson & Co. provides advisory and brokerage services to a diverse client base, including retirement plans, individuals, charities, and corporations, offering services under fiduciary standards with a focus on qualitative and quantitative investment analysis and comprehensive financial planning.

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.

Vic Mullet is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Centaurus Financial since 2007 and serves as president of Guardian Alliance Financial Services, where he is involved in the sales of health and life insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through discretionary and non-discretionary arrangements, employing a variety of investment analysis techniques and specialized services.