Julia Finnicum is a CFP® professional with 26 years of industry experience, currently serving at LPL Financial since 2022. Prior to joining LPL, she worked at Edward Jones for 16 years and Piper Sandler & Co. for six years. She is based in Billings, MT. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Maria Evanson is a financial advisor with Primerica Advisors in Billings, MT, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2022. Outside of her advisory role, she serves as a board director for the River Rock Subdivision Property Owners Association and works as a bookkeeper for Wilson Bookkeeping. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and selectively managed account options to individual and high-net-worth clients, operating primarily as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Edward Corcoran Jr. is a financial advisor with Primerica Advisors in Billings, MT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Primerica Advisors since 1999 and with Primerica Financial Services since 1990. Outside of his advisory role, he owns Dare to Deviate, LLC, which manages office space in Billings. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Janiel Begger is a financial advisor at Edward Jones in Billings, MT, holding a Series 66 designation with five years of industry experience. Prior to rejoining Edward Jones in 2023, Janiel worked at RBC Capital Markets and has diverse experience including roles in healthcare and fitness. Outside of advising, Janiel teaches hot yoga classes periodically and serves as a third assistant coach for the Montana State University Billings women's basketball team. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jennifer Benjamin is a Series 66-licensed financial advisor with UBS Financial Services in Billings, Montana. She has 14 years of industry experience and has been with UBS since 2004. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor client strategies.

Clayton Sweet is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. He has worked with Cetera and its related entities since 2021 and previously was with Voya Financial Advisors. Outside of his advisory role, Sweet serves as a board member for the Tomorrow Come Foundation and leads mission trips locally and abroad through Faith Chapel. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various investment strategies and program structures.

David Staton is a financial advisor with Mass Mutual Investors Services in Billings, MT, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has previously worked at MetLife Securities and MassMutual Life Insurance Company. Outside of his advisory role, Staton serves as chairman of the National Rifle Association’s Billings chapter, coordinating its annual fundraising banquet. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning supported by firm-approved analytical tools.

Christian Molvig is a financial advisor at Stifel with 25 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2015 and holds the Series 63 and Series 65 designations. Stifel serves a diverse clientele, including individual investors, institutional clients, charitable organizations, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodology using forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning.

Veronica Kuzma Murch is a financial advisor with RBC Capital Markets in Billings, MT, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. Outside of her advisory role, she serves on the board of directors for Veterans Navigation Network, a nonprofit supporting Montana veterans with job networking and educational resources. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies and access to both in-house and third-party investment managers.

Sean Robinson is a financial advisor at OSAIC with three years of industry experience and holds the Series 66 designation. His prior experience includes roles at LPL Financial and First Interstate Bank. Outside of advisory work, he has been involved with the Billings Softball Association. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a wide range of services such as brokerage and investment advisory, financial planning, retirement consulting, and access to third-party money managers, utilizing various asset-allocation tools and investment vehicles.

Jewel Bruzelius is a financial advisor with Thrivent Investment Management in Billings, MT, holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Thrivent, she worked at Scheels and has been involved with various organizations including Northern State University and multiple church communities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority.

Troy Bruce is a financial advisor with Osaic Wealth Inc. in Billings, MT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Ridgeline Wealth Partners, First Financial Equity Corporation, LPL Financial, and Heartland Financial. Outside of advising, he owns an LLC for purchasing residential real estate as a potential second home. Osaic Wealth serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a wide network of affiliated advisers and multiple platforms. The firm offers integrated brokerage, advisory, and financial planning services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Robert Mcgarvey is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His career includes long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise, LLC serves a broad client base including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm offers financial planning, access to third-party asset managers, and model-driven investment strategies through a network of investment adviser representatives.

Douglas Osborne is a financial advisor with Mass Mutual Investors Services based in Billings, MT. He holds the ChFC® designation and Series 63 license, with 44 years of industry experience. Osborne has been with Mass Mutual Investors Services since 1993 and has worked with MassMutual Life Insurance Company since 1972. He is also involved in fee-based insurance advising and sales of individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Todd Vralsted is a financial advisor with UBS Financial Services in Billings, MT, holding Series 63 and Series 65 licenses and 30 years of industry experience. He has worked at UBS since 2006 and concurrently with U.S. Bancorp Piper Jaffray Inc. since 2001. Outside of advising, he is a partner involved in real estate investment and development ventures. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers institutional trading capabilities alongside wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Scott Hatler is a CFP® with 24 years of experience in the financial services industry, currently serving as a financial advisor at UBS Financial Services since 2013. He holds Series 63 and Series 65 licenses and is based in Billings, MT. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Carina Lange is a financial advisor with LPL Financial, holding a Series 66 designation and possessing 21 years of industry experience. Her career includes roles at Cetera and First Interstate Bank, where she has been involved since 1995. She also has ongoing involvement with First Interstate Bank in Billings, MT. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad range of advisory and brokerage services.

Ryan Stevens is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 designation and has previously worked at M. S. Howells & Co., Ashton Thomas Private Wealth, and Wells Fargo in various advisory roles. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management, offering proprietary research and model-based asset allocations tailored to client goals and risk tolerances.

James Shaver is a financial advisor with OSAIC based in Billings, Montana, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. His prior affiliations include Royal Alliance Associates, Cetera Advisor Networks, and First Financial Equity Corporation. He is also involved as an insurance agent with Ridgeline Wealth Partners LLC. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios across various asset classes.

Mark Sullivan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has been with Primerica Advisors since 1989 and has operated a remodeling construction business since 2001. Prior to that, he worked for Carpenters Local #82 for 25 years. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.