Devin Scott is a financial advisor with LPL Financial in Billings, MT, holding a Series 66 designation and over 12 years of industry experience. He has worked with First Interstate Bank and Cetera in addition to his tenure at LPL Financial. Scott is involved in an investment entity focused on venture capital funds through Sports VC Investments. 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 and access to model portfolios and third-party asset management.

Molly Van Binsbergen is a financial advisor with Raymond James Financial and holds a Series 66 designation. She has 13 years of industry experience, including prior work at Edward Jones. She serves on the business advisory board for Skyview High School’s business department. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Kyle Stone is a financial advisor with Morgan Stanley in Billings, MT, holding a Series 66 designation and seven years of industry experience. His career includes roles at Morgan Stanley since 2018, including Morgan Stanley Private Bank, N.A., as well as prior positions at Mountain Plains Equity Group, HDR, Inc., and Montana State University Billings. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services primarily in an advisory capacity.

Christian Bautista is a financial advisor with LPL Financial in Billings, MT, holding a Series 66 designation and three years of industry experience. He previously worked at Edward Jones and has a diverse background including roles at Wells Fargo and Montana State University Billings. Bautista is involved with Ness Services, LLC, a business outside the investment industry. 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, and institutional platforms, supported by extensive operational tools and oversight of over $819 billion in discretionary assets.

Amy Yates is a financial advisor with Morgan Stanley in Billings, MT, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools.

Cory Bruce is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of investment options that include insurance-related vehicles and bank deposit sweep programs.

Debra Sundberg is a Series 66-licensed financial advisor with Edward Jones in Billings, MT, where she has worked since 2011, accumulating 14 years of industry experience. Outside of her advisory work, she is involved in beekeeping and honey delivery through Sunshine Apiary in Columbus, MT. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment advisory programs and maintaining a large national network of advisors and branches.

James Barnes is a financial advisor at Edward Jones with 26 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. Barnes has been with Edward Jones since 1999 and serves in Billings, MT. He is a member of the Billings Masonic Temple Endowment Board, where he is involved in fund management. 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 through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Andrew Joshu is a financial advisor with Primerica Advisors in Billings, MT, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he has worked at Horizon Air for over two decades. Outside of his advisory work, he also works as a delivery driver, committing significant hours during securities trading times. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Kenneth Kallem is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 1998 to 2020. Outside of his advisory role, he is involved in managing Prairie Springs Group, LLC, which handles team-related administrative expenses. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-assisted recommendations through a centralized consulting team.

Heather Anderson is a financial advisor with LPL Financial and holds a Series 66 designation. She has 20 years of industry experience, including prior roles at Securities America Advisors, Mutual of Omaha Investor Services, and Thrivent Investment Management. Outside of her advisory work, Anderson owns a photography business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, leveraging both proprietary and third-party strategies, supported by technology tools designed for advisor use.

Peter Egge is a CFP® and Series 66-registered financial advisor with Edward Jones in Billings, MT. He has eight years of industry experience, including ten years at Humana prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large national network of financial advisors and branch offices.

Tex Janecek is a financial advisor with Cetera, holding a Series 66 designation and bringing 21 years of industry experience. Prior to joining Cetera, Tex worked at First Financial Equity Corporation for 13 years. Outside of his advisory role, he is a board member of the Montana Safari Club, a nonprofit organization focused on wildlife conservation and hunter education. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a range of discretionary and non-discretionary program structures.

Jacob Jurovich is a financial advisor with Wells Fargo Clearing holding Series 63 and Series 65 designations and one year of industry experience. Prior to joining Wells Fargo Clearing in 2025, he worked at Wells Fargo Bank, N.A. from 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Donell Small is a financial advisor with OSAIC in Billings, MT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at OSAIC and Ridgeline Wealth Partners since 2022 and spent 13 years with First Financial Equity Corporation. Outside of his advisory role, he plays and teaches bagpipes and serves as president of the Bozeman Kappa Sigma Building Association, overseeing fraternity house operations. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisors, offering integrated brokerage and advisory services with a range of investment options and third-party solutions.

Jennifer Yanchisin is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She has been with Wells Fargo in various capacities since 2011 and holds a Series 63 designation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chelsey Mc Shane is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and has worked at City National Bank and RBC Capital Markets since 2020. Outside of her advisory role, she serves as Treasurer and Secretary on the board of the Yellowstone Soccer Association, a youth soccer program in Billings, MT. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles through both in-house and third-party investment managers.

Michael Mc Daniel is a financial advisor with RBC Capital Markets in Billings, MT. He holds a Series 66 designation and has one year of industry experience. Prior to joining RBC Capital Markets, he worked for Whitewood Transport, Inc. for 11 years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies and integrates capabilities from affiliated asset managers and capital markets services.

Zachary Lawson is a financial advisor at Edward Jones in Billings, MT, holding a Series 66 designation with three years of industry experience. His prior work includes roles in law enforcement at the Overland Park Police Department and positions in retail and entrepreneurship. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Tracy Short is a financial advisor at Morgan Stanley with 31 years of industry experience. She has held roles at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated since 2007 and 2009, respectively. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.