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 licenses and bringing 24 years of industry experience. Her prior experience includes roles at LPL Financial, Cetera Investment Services, and Fintegra. She maintains a notary service associated with her securities trading activities. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party investment strategies and technology platforms to meet client needs.

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 career includes roles at Ameritas Life Insurance Corp., Ameritas Investment Corp., David White & Associates, and Canvas Financial – Boom Planning. He is also the owner of IJ Financial, an independent insurance agency. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning solutions through both discretionary and non-discretionary programs, employing a variety of investment vehicles and leveraging multiple program platforms and third-party managers.

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 been with Davenport & Company LLC since 2009 and previously worked at Citigroup Global Markets and Legg Mason Wood Walker, Incorporated. Davenport & Company serves individual and institutional clients, offering asset management, brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams and a Manager Research group overseeing separately managed accounts, mutual funds, ETFs, and unified managed accounts.

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, Montana, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining D.A. Davidson, he worked at Ausdal Financial Partners and has a diverse background that includes roles in retail and food services, as well as involvement with Bozeman Running Company and Bunkhouse Brewery. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. 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 and utilizing both qualitative and quantitative investment analysis.

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.