Sophie Millington is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and one year of industry experience. Prior to joining D.A. Davidson, she held various roles in the hospitality and retail sectors, including positions at Altitude Gallery and Montana Ale Works. 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 emphasizes fiduciary standards and employs both qualitative and quantitative analysis to recommend and monitor investments.

Leisl Mooer is a financial advisor with Eagle Strategies (NY Life) based in Bozeman, MT. She holds a Series 66 designation and has 12 years of industry experience. Her work history includes roles at McKenna Financial, LLC and NYLife Securities LLC. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of program types tailored to client objectives, with an emphasis on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Allegra Mohr is a financial advisor with D.A. Davidson & Co. in Bozeman, MT, holding a Series 66 credential and two years of industry experience. Prior to joining D.A. Davidson, she worked in various roles including at Freebird Stores and Booksamillion. Mohr is also the sole proprietor of Montana Building Maintenance, Inc., a commercial cleaning business. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm provides 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.

Brian Brown is a CFP®-registered financial advisor with D.A. Davidson & Co. in Bozeman, MT, where he has worked for 32 years since 1994. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Brown serves as president of a local homeowners association, where he organizes meetings and manages fund allocations. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a specialized Private Wealth program for clients with net worth exceeding $20 million.

Scott Petersen is a financial advisor at PNC Wealth Management with 16 years of industry experience. He has held positions at PNC Investments since 2017 and previously worked at TD Ameritrade. Petersen is also president of High Value Ventures LLC, a real estate investment company. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist platform for employees. The firm utilizes algorithm-driven risk assessments and outsourced portfolio management using mutual funds and ETFs.

William Calliott is a CFA® charterholder with 58 years of industry experience. He has worked at Davenport & Company LLC since 2009 and has been with Citigroup Global Markets since 2006. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, providing asset management, brokerage, public finance, and advisory services. The firm uses dedicated portfolio manager teams and a Manager Research group to construct and monitor a range of investment strategies across separately managed accounts, mutual funds, and ETFs.

Ethan Zwickey is a financial advisor at D.A. Davidson & Co. with two years of industry experience and holds the Series 66 designation. Prior to joining D.A. Davidson in 2023, he had roles at InterContinental Hotel Group - Kimpton and Montana State University. D.A. Davidson & Co. provides investment advisory and brokerage services to a range of clients, including retirement plans, individual investors, and charitable organizations. The firm offers ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Logan Manley is a financial advisor with Empower Advisory Group in Bozeman, MT, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Empower Financial Services. Before entering the financial industry, he worked in various construction and painting positions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Jack Murray is a financial advisor with D.A. Davidson & Co. in Bozeman, MT, holding Series 63 and Series 66 designations and possessing 26 years of industry experience. His prior roles include positions at LPL Financial, LLC and First Interstate Bank. He is the managing member of LJW Holdings LLC, a business entity for tax and investment purposes. D.A. Davidson & Co. offers 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 operates under fiduciary standards and provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, along with specialized wealth management for clients with net worth exceeding $20 million.

Molly Mc Guire is a CFP®-certified financial advisor with 13 years of industry experience, currently with Money Concepts Capital Corp in Bozeman, MT. She has previously worked at Edward Jones and is also employed as a tax associate at LWK Associates, a franchise of H&R Block, where she prepares federal and state tax returns. Outside of her advisory role, she volunteers with the Sweet Pea Festival of Arts, assisting with admissions and volunteer recruitment training. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing over $3 billion for nearly 14,700 clients. The firm provides portfolio management, financial planning, and consulting services to individuals, pension plans, trusts, charitable organizations, and corporations, using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers.

Madison Moery is a Series 66-licensed financial advisor with Eagle Strategies (NY Life) based in Bozeman, MT, with two years of industry experience. Prior to joining Eagle Strategies in 2025, Madison worked at McKenna Financial and has experience in the food service industry. She is also a commissioned notary. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers, with a focus on tailored recommendations and primarily non-discretionary asset management.

Thomas Miller is a CFP® professional with 26 years of industry experience, currently with Eagle Strategies (NY Life) since 2012. His prior roles include positions at NYLife Securities LLC and New York Life Insurance Company, where he has worked since 2008. Miller is active in the hockey community as a USA Hockey Official and serves as a board member for the Billings Ice Hockey Officials Association. He also volunteers with the CFP Board Foundation for Financial Planning, providing pro bono financial advice, and holds a board position with NAIFA Montana. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Eric Schneider is a financial advisor at D.A. Davidson & Co. in Bozeman, MT, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Ausdal Financial Partners and various positions in the retail and food service sectors. 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, utilizing both qualitative and quantitative analysis, and offers specialized programs such as ERISA retirement plan advisory and a Private Wealth program for high-net-worth clients.

Britton Mcmannis is a Series 66 licensed advisor with D.A. Davidson & Co. in Bozeman, MT, where he has worked since 2014. He has 13 years of industry experience. Outside of his advisory role, he serves as vice president of the non-profit Manhattan Baseball league in Manhattan, MT, assisting with league logistics. 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 services from ERISA retirement plan advisory to comprehensive financial planning and manages a private wealth program for clients with over $20 million in net worth.

Morgan Owen is a CFP® with 18 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2010. He is the president of the Bridger Bowl Foundation, a nonprofit organization that provides funds for children’s ski lessons, rental tickets, and related activities in Bozeman, Montana. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individuals, charitable organizations, and corporations. The firm maintains fiduciary standards and provides both discretionary and non-discretionary investment management alongside comprehensive financial planning and specialized wealth management programs.

Lauren Wachtell is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 63 licenses. She has one year of industry experience, including prior roles at Wealth Enhancement Brokerage Services and World Equity Group, Inc. Outside of finance, she has worked with businesses in the coffee and food sectors, including Trident Coffee and Man Candy Beef Jerky. Wealth Enhancement Advisory Services manages over $122 billion in assets through a broad advisor network, offering financial planning, asset management, and retirement-plan consulting for individuals, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee and a variety of implementation tools and services.

Meghann McKenna is a financial advisor with Eagle Strategies (NY Life) based in Bozeman, MT, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 21 years of industry experience, including roles at McKenna Financial, NYLife Securities, and New York Life Insurance Company. McKenna also serves as a Director for NYLARC Holding Company Inc., a reinsurance firm, and acts as an independent contractor for registered agent services related to LLC compliance in Montana. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored solutions delivered through various program types and predominantly managing assets on a non-discretionary basis.

Darby Minnick is a financial advisor with Primerica Advisors in Bozeman, MT, holding a ChFC® designation and Series 63 license. He has 44 years of industry experience, including over 27 years with Primerica Advisors and Guardian Life Insurance Co. of America. Minnick is also a published author of the book *The Team Approach*, available through online retailers. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services including lending solutions and donor-advised fund options.

Jase Foster is a CFP® and holds the Series 66 designation with five years of industry experience. He has been with D.A. Davidson & Co. since 2020 and has previous work experience spanning various roles in healthcare, education, and retail. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with more than $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Nathaniel Liebe is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and two years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Thrivent Investment Management Inc. He served six years in the United States Air Force. Nathaniel also operates insurance brokerage activities under the names 1847Financial and Bridger Wealth, focusing on insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through its advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options and combines advisory and broker-dealer services, managing billions in assets under management.