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.

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 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.

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.

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 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.