Michael Augustine is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience and holds Series 63 and Series 65 credentials. He has been with D.A. Davidson since 2016. Augustine serves as a board member of the American Red Cross Montana Region and as treasurer for the Stonegate Homeowners Association in Bozeman, MT. 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 emphasizes fiduciary standards and offers a range of advisory services including retirement plan advisory, financial planning, and private wealth management.

Johnathan Taylor is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 11 years of industry experience. Prior to joining D.A. Davidson in 2021, he worked at Edward Jones from 2015 to 2021. He has been involved with Montana State University since 2006. Outside of his advisory role, Taylor serves on the boards of local nonprofit organizations, including Headwaters Community Housing Trust as vice president and the Gallatin Valley YMCA. 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 operates under fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth.

Lauren Fordham is a financial advisor at D.A. Davidson & Co. with two years of industry experience. She holds a Series 66 designation and is based in Bozeman, MT. Prior to her current role, her work history includes positions outside the financial industry such as at Jake's Bar & Grill and Starbucks. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of advisory solutions under fiduciary standards, including ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

David Haring is a financial advisor with Money Concepts Capital Corp in Bozeman, MT, holding a Series 66 license and eight years of industry experience. He has been with Money Concepts since 2017 and also works as a tax professional and manager at LWK Associates of Montana, DBA H&R Block. Haring serves on the Board of Directors for Bozeman Aikido, a nonprofit organization. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a range of managed programs and uses fundamental and technical analysis along with modern portfolio theory to manage accounts.

Michael Hixson is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he has been associated with Guardian Life since 2008. Outside of his advisory work, he is involved in insurance sales independent of Guardian. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Alexander Lambert is a financial advisor with Transamerica Retirement Advisors, LLC, based in Bozeman, MT. He holds the Series 63 and Series 65 licenses and has three years of industry experience. Prior to his current role, he worked with Cetera Investment Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners by providing managed advice and investment education services. The firm uses proprietary technology and third-party expertise to offer asset allocation and retirement planning guidance, operating at scale with a large client base primarily focused on non-discretionary asset management.

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 at Principal Financial Services with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Principal, she worked at Thrivent Financial and Thrivent Investment Management. Wallace is a board member and founder of Fertility Friendly LLC, a nonprofit supporting families facing fertility challenges, and serves as an event and support coordinator for Special Olympics Montana. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions through direct advisory and promoter arrangements.

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.