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.

Luke Daly is a financial advisor with Empower Advisory Group in Billings, MT. He holds Series 63 and Series 65 licenses and has three years of industry experience. Prior to joining Empower Advisory Group in 2025, he worked at First Interstate Bank and LPL Financial. Daly is also a licensed real estate agent with PureWest, providing mortgage and real estate services. Empower Advisory Group offers financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm’s integrated approach combines point-in-time financial plans with optional managed account solutions, emphasizing long-term portfolio returns and aligned with Empower’s recordkeeping and administrative platforms.

Adam Gross is a financial advisor with Eagle Strategies (New York Life) in Billings, MT, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with Eagle Strategies since 2022 and has been associated with New York Life entities and Retirement Solutions since 2014. Outside of finance, Gross is the owner of Digital Layer Design, a freelance graphic design and photography business. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis, with a particular focus on fiduciary responsibilities to retirement investors.

Kadin Lacasse is a financial advisor with Valic Financial Advisors holding a Series 66 designation. Lacasse has been with Valic Financial Advisors since 2025 and previously held positions at CHS Refinery, Montana State University, Bridger Bowl, Lone Pine Landscaping, and Laurel Public Schools. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides wrap programs, portfolio management, and financial planning services through a large network of advisors and utilizes a technology-driven approach that includes discretionary unified managed accounts with tax-aware and ESG overlay options.

Jenna Johnson is a financial advisor at Sequoia Financial Group, L.L.C. with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Eide Bailly Advisors and Horace Mann Investors. She was also involved with the YWCA from 2021 to 2022. Sequoia Financial Group provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse range of clients, including high-net-worth individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house and third-party investment strategies overseen by an Investment Policy Committee and offers specialized services such as sub-advisory roles and private fund management.

Patrick Audet is a financial advisor at Valic Financial Advisors in Billings, MT, holding a Series 66 designation with six years of industry experience. His prior work includes roles at Agia and the School Administrators of Montana. He is also engaged as an agent for non-securities insurance products through Agia. 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, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Lee Forshee is a CFP® with 17 years of industry experience, currently affiliated with CWM, LLC. His prior experience includes roles at Carson Wealth and Ameriprise Financial Services. CWM, LLC serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a large network of advisors. The firm manages portfolios primarily on a discretionary basis using model portfolios and combines fundamental and technical analysis with various sub-advisory and customization tools, emphasizing fiduciary oversight and comprehensive retirement plan services.

Darcee Campanella is a financial advisor with D.A. Davidson & Co. in Billings, MT, holding Series 63 and Series 65 licenses and with 34 years of industry experience. She previously worked at Merrill for 15 years and Bank of America for seven years before joining D.A. Davidson. 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 comprehensive financial planning, ERISA retirement plan advisory, and a private wealth program for high-net-worth clients.

Edward Aders Jr. is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Stifel Nicolaus & Co Inc since 2020 and previously at D.A. Davidson & Co. from 2009 to 2020. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support client decision-making.

Bradley Kadlec is a financial advisor with Primerica Advisors in Billings, MT, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2010. Outside of advisory work, he is the owner of Kadlec Construction Co. and has been involved in other business ventures including a partnership interest in 3 DJ's, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm’s investment approach utilizes model-delivery strategies overseen by unaffiliated asset managers and offers a range of portfolio options supported by BNY Mellon Advisors and Pershing.

Kendal Hernandez is a financial advisor with Primerica Advisors in Billings, MT, holding Series 65 and Series 63 licenses and having seven years of industry experience. He has been with Primerica Advisors since 2019 and was previously associated with Primerica Financial Services beginning in 2018. Outside his advisory role, Hernandez is involved in sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and focuses on advisory services rather than institutional portfolio management.

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.

Joshua Hedge is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management. He is also a Global Institutional Consultant, part of Merrill's Global Consulting Group, which provides consulting services to institutional and ultra-high-net-worth clients. In his role, he offers wealth management strategies for individuals as well as consulting services for retirement plans and institutional funds. Before joining Merrill Lynch in 2012, Joshua began his financial career as a CPA at Deloitte & Touche in Denver specializing in income and transfer tax strategies. He holds several professional designations, including Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Joshua is a graduate of Xavier University with a Bachelor of Science in Business Administration, double majoring in Accountancy and Finance, and he earned a Master's Degree in Taxation from the University of Denver. He holds FINRA Series 7 and 66 registrations.

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.

Seth Hedge is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving on the Anderson, Hedge, Wagner, Kienitz, Zwemke and Associates team. In this role, he provides wealth management strategies for individuals as well as consulting services for corporate retirement plans, corporate funds, foundations, and endowments. Seth joined Merrill Lynch in 2018 following a career that began with the nonprofit Cru Global at Montana State University and an internship in tax accountancy with Eide Bailly LLP. He holds Series 7 and 66 FINRA registrations. Seth's educational background includes a Bachelor of Science in Chemical and Biological Engineering and a Master of Professional Accountancy, both from Montana State University. His professional credentials include the Chartered Financial Analyst (CFA) designation, Certified Financial Planner (CFP) certification, and Certified Plan Fiduciary Advisor (CPFA) designation. He does not provide tax or legal advice in his capacity at Merrill Lynch. Fluent in English, Chinese, and Spanish, Seth combines his multidisciplinary education and diverse skills to support his clients' financial goals. Further details regarding personal interests or community involvement are not provided.

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.

Kayla Lucas Buchanan is a financial advisor with Merrill in Billings, MT, holding a Series 66 designation and 19 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.