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.”

Thomas Kerr is a financial advisor with Edward Jones in Helena, MT, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with Edward Jones since 1997. 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 solutions through a large network of financial advisors and branch offices nationwide.

Brent Conklin is a financial advisor at Edward Jones with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2006. Outside of his advisory role, he is a partner in entities managing raw land intended for future branch office development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Stacey Otterstrom is a financial advisor with LPL Financial based in Helena, MT. She holds the Series 66 credential and has three years of industry experience, including prior work at Securities America, Inc. Outside of her advisory role, she is the owner of PLUCK! Coaching, a business she has run since 2017, and co-owner of The Virago Collaborative, LLP, a business networking partnership. 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 a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Robert Haseman is a financial advisor with Edward Jones in Helena, MT, holding CFP®, ChFC®, and Series 66 designations and 16 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he is the sole owner of a rental property business in Helena. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory strategies, tax-efficient services, and affiliated investment products, supported by a national network of over 23,000 financial advisors.

Melissa Johnson is a financial advisor at Edward Jones in Helena, MT, with six years of industry experience. She holds a Series 66 designation and has prior work history including roles at the Montana Veterans Administration and the Department of Veteran Affairs. Before entering advisory, she was involved with Helena Endodontics and Eagle Electric, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Evad Vanspoore is a financial advisor with LPL Financial in Helena, MT, holding Series 63 and 66 licenses and 21 years of industry experience. His prior experience includes roles at Cetera and First Interstate Bank. He also serves as a competition judge for the International Free Skiing Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, with investment approaches that include model portfolios, third-party subadvisors, and customized strategies.

Kevin Dunn is a financial advisor with LPL Financial in Helena, MT, holding Series 63 and Series 65 credentials and having 24 years of industry experience. His work history includes roles at Securities America Advisors, Custer Avenue Financial Group, and Brecek & Young Advisors. He serves as a board member for Intrepid Credit Union, a nonprofit organization. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a broad network of investment adviser representatives.

Lisa Krei is a financial advisor with Edward Jones in Helena, MT, holding a Series 66 designation and beginning her advisory career in 2024. Prior to joining Edward Jones, she worked in credit unions and community banking from 2017 to 2024. Outside of financial advising, she operates a drywall and painting business and is a commissioned notary for the State of Montana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Jamey Watson is a financial advisor with LPL Enterprise holding a Series 66 designation and six years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities, LLC, and Edward Jones. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses primarily model-driven investment approaches and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Gary Cockerill is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Steven Miles is a financial advisor with LPL Financial in Helena, Montana, holding Series 63 and Series 66 licenses and having 31 years of industry experience. Prior to joining LPL Financial in 2023, he spent significant time at Cetera and its affiliated entities. Outside of his advisory role, he has been involved as a sales representative for the Montana Boat Show since 2003. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive advisor-facing technology and a broad array of non-advisory financial products.

Maria Krpan is a financial advisor with Raymond James & Associates, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Woodbury Financial Services, Robinhood Financial, D.A. Davidson & Co., and the State of Montana. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse clientele, including individuals, institutions, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

John Ryan is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. He is based in Helena, MT, and holds Series 63 and Series 65 licenses. Outside of his advisory work, he is involved in racehorse training and boarding, co-owning Old Spot Racing and Hummingbird Ranch, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sean Pahut is a financial advisor with Raymond James Financial Services Advisors Inc. and Raymond James Financial Services Inc., holding Series 63 and Series 66 licenses with 28 years of industry experience. He previously worked at Montana Wealth Management, LPL Financial, LLC, and Wells Fargo Clearing. He serves on the nonprofit board of Great Falls Central Catholic High School and operates a tax preparation and accounting business through Rams Investments, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports a broad network of advisors with specialized municipal and retirement plan advisory services.

Spencer Field is a financial advisor with Cetera, holding a Series 66 license and beginning his advisory career in 2026. His professional background includes positions at Liberty Energy and NorthWestern Energy, as well as a long tenure with The MSU Exponent. Cetera Investment Advisers LLC is a nationwide network of independent advisors serving a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to various investment strategies and products.

Angela Messer is a financial advisor with Edward Jones in Helena, MT, holding a Series 66 designation and one year of industry experience. She previously worked at Anderson ZurMuehlen from 2015 to 2017 and has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christian Heisel is a financial advisor with LPL Enterprise and holds the Series 63 and Series 65 licenses. He has 19 years of industry experience, including prior roles at The Prudential Insurance Company of America, Pruco Securities LLC, and GWFS Equities, Inc. LPL Enterprise, LLC serves individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and broker-dealer and insurance-related services through affiliated entities.

Jock Bovington is a financial advisor with LPL Financial who holds Series 63 and Series 66 credentials and has 43 years of industry experience. His career includes roles at Cetera and The Investment Group LLC. Bovington is also involved with two business entities, J & T Cabin LLC and The January Corporation, which are used for tax and investment purposes unrelated to his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, asset management, and retirement advisory services through a large network of investment adviser representatives using various investment models and strategies.