Alexander Lambert is a financial advisor with Transamerica Retirement Advisors, LLC in Bozeman, MT. He holds Series 63 and Series 65 credentials and has two years of industry experience. Prior to his current role, he worked at Transamerica Life Insurance Company and Cetera. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs that provide managed portfolios and investment education, relying on third-party investment models and software to deliver asset allocation and retirement guidance.

Neil Sexton is a CFP® professional with 25 years of industry experience, all with D.A. Davidson & Co. in Bozeman, MT. He holds the Series 66 designation and has been with the firm since 2001. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a private wealth program for clients with over $20 million in net worth, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts.

Troy Miller is a CFP®, ChFC®, and Series 63 credentialed advisor with 40 years of industry experience. He currently works at Private Advisor Group, LLC and has prior experience with VisionPoint Advisory Group and LPL Financial, LLC. Outside of his advisory role, he serves as an emcee and auctioneer for Ballenger Auctioneers in Bozeman, MT. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing both in-house portfolio management and third-party strategists, supported by technology platforms and diverse investment strategies.

Paula Stocker is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with D.A. Davidson & Co. since 2000. 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 services ranging from ERISA retirement plan advisory to comprehensive financial planning and a private wealth program for high-net-worth clients.

Keith Poch is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Valic Financial Advisors since 1997 and also works as an agent for Agia, focusing on non-securities insurance products. 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, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and operating at scale with over 1,200 advisors.

Alexander Dabney is a CFP® with 10 years of experience in the financial services industry, currently serving at D.A. Davidson & Co. since 2015. He is a board member and finance committee member of the nonprofit THRIVE in Bozeman, MT. 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 operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Thomas Langmo is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Creative Planning since 2022 and was previously with Wipfli Financial Advisors and WipFli LLP. Outside of his financial advisory role, he owns a lawn care and handyman business and works part-time in retail home improvement. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Christopher Baugh is a financial advisor at NewEdge Advisors with 26 years of industry experience. He holds a Series 66 designation and has held roles at firms including Raymond James Financial and his own entities such as CBJB Inc and Baugh Adams Financial. Outside of advisory work, he is involved as a co-manager of a livestock operation and serves as a director for the Beloved Widows Support Foundation, a nonprofit focused on assisting widows of ministers. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisor representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, emphasizing centralized due diligence and use of technology to support both advisors and clients.

Kenneth King is a financial advisor with Eagle Strategies (New York Life) in Bozeman, MT, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Eagle Strategies since 2020 and has concurrent experience with Nylife Securities LLC and New York Life Insurance Company since 2015. Outside of his advisory role, he occasionally provides consulting on topics such as ion implantation and semiconductor market dynamics through Guidepoint. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes customized recommendations and primarily manages assets on a non-discretionary basis, working with a diverse range of clients including retirement plans and charitable organizations.

Jacob Werner is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2007. He holds Series 63 and Series 65 licenses and is based in Bozeman, MT. Outside of his advisory role, Werner is a board member and the finance committee chair for the Bridger Bowl Association, a ski resort in Bozeman. 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, equity research, modular and comprehensive financial planning, and a Private Wealth program for clients with assets exceeding $20 million.

Ashley Wallace is a financial advisor with Principal Financial Services in Bozeman, MT, holding Series 66 and Series 63 licenses and three years of industry experience. Prior to joining Principal, Wallace worked for Thrivent Financial and Thrivent Investment Management. She is a board member and founder of Fertility Friendly LLC, a nonprofit providing resources to families facing fertility challenges, and serves as an event and support coordinator for Special Olympics Montana. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm’s advisory services include direct advisory programs, financial planning, and retirement plan consulting, with access to third-party money manager asset allocation and separately managed account solutions.

Carrie Mcaleer is a financial advisor with D.A. Davidson & Co. in Bozeman, MT, holding a Series 66 designation and 13 years of industry experience. She has been with D.A. Davidson & Co. since 2013. Outside of her advisory role, she serves as a notary public for the state of Montana. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations. The firm offers comprehensive financial planning and specialized programs such as ERISA retirement plan advisory and a private wealth program for clients with significant assets.

Anne Ashton is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. She holds the CFP® designation and Series 66 license, and has been with D.A. Davidson & Co. since 2010. Outside of her advisory role, she is a member of Owen Family Cabin, LLC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes a fiduciary standard and offers services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth individuals.

Ryan Meeks is a CFP® with 13 years of industry experience, currently with D.A. Davidson & Co. in Bozeman, MT. He has been with the firm since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides services under fiduciary standards with a focus on retirement plan advisory, financial planning, and wealth management for high-net-worth clients.

Dagny Maidman is a financial advisor at Cresset Asset Management, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. Maidman also serves as a trustee for a client trust account. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves a diverse client base including individuals, high-net-worth clients, trusts, and corporations, utilizing a disciplined, risk-aware investment approach that incorporates strategic asset allocation, manager selection, and both active and passive implementation across various asset classes.

Jennifer Graff is a financial advisor at Focus Partners Wealth, LLC with 15 years of industry experience. She holds the Series 65 designation and has worked at several firms, including The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Strasbaugh Financial Advisory, Inc. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, corporate and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Joseph Dahinden is a financial advisor with D.A. Davidson & Co., holding a Series 66 credential and 14 years of industry experience. He has been with D.A. Davidson & Co. since 2016. Outside of his advisory role, Dahinden serves as vice president of Dahinden Farms, Inc., and is active on the boards of several nonprofit organizations, including the Belgrade Community Foundation, Special Olympics of Montana, St. Catherine Health Care, where he serves as president, and ZoeCare. 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 provides fiduciary-adherent investment advice, retirement plan management, and financial planning, with additional capabilities in municipal advisory services and affiliated trust services.

Ellen Ross is a financial advisor with Private Advisor Group, LLC, holding Series 65 and Series 66 credentials and 24 years of industry experience. She previously worked at LPL Financial and Cetera Investment Services before joining Private Advisor Group. Outside of her advisory role, she is a licensed notary. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that combines direct portfolio management with access to third-party managers and utilizes proprietary technology platforms.

Rebekka Starr is a financial advisor with D.A. Davidson & Co. in Bozeman, MT. She holds Series 63 and Series 65 licenses and has two years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 various services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with over $20 million in net worth.

Ivar Jones Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at David White & Associates and founding IJ Financial. Outside of his advisory work, he is licensed as an independent insurance agent and is involved in real estate holding through Iron House LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supporting both discretionary and non-discretionary advisory relationships through its network of Investment Adviser Representatives.