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.

Katherine Dietz is a financial advisor at LPL Financial with 24 years of industry experience. She holds the ChFC® and Series 63 designations. Her prior experience includes roles at Waddell & Reed, various insurance carriers, and involvement with W&R Insurance Agencies. Outside of her advisory work, she has business interests such as the Nance Cattle Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technologies including machine learning.

Heather Anderson is a financial advisor with LPL Financial based in Billings, MT. She holds a Series 66 designation and has 20 years of industry experience. Prior to joining LPL Financial in 2020, she worked at Securities America Advisors and Securities America Inc from 2015 to 2020. Outside of her advisory role, she is the owner of High Mountain Heather, LLC, a business related to photography. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, with access to model portfolios and research from multiple sources, including LPL Research and third-party subadvisors.

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 credential and over 20 years of industry experience. He has worked at Cetera since 2022 and previously spent 13 years at First Financial Equity Corporation. Outside of his advisory role, Janecek serves as a board member of the Montana Safari Club, a nonprofit focused on wildlife conservation and hunter’s rights. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with access to third-party money managers and a range of discretionary and non-discretionary portfolio management options.

Sydney Wade is a financial advisor with Merrill in Billings, MT, holding a Series 66 credential and three years of industry experience. Prior to joining Merrill, Wade worked at True North Financial and EBMS. Outside of work, Wade serves as a board member for the Cherry Creek II Homeowners Association, where they maintain records and communicate with residents. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Jurovich is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has worked at Wells Fargo Bank since 2018 and joined Wells Fargo Clearing in 2025. Prior to that, he was employed by Albertsons from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Joan Crouch is a financial advisor at Osaic Wealth Inc. with 24 years of industry experience. She holds a Series 66 designation and previously worked at Voya Financial Advisors before joining Osaic in 2020. Outside of her advisory role, she owns a small tree farm that produces food, crafts, fruits, and vegetables. Osaic Wealth Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services and utilizes various asset-allocation and portfolio management tools to construct customized investment 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.

Donald Groshans is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at Stillwater Mining Company for 18 years and had a brief tenure at Adaptive Performance Center. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Robin O'Neil is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2013. Outside of his advisory role, he serves as Secretary of the Congregation for St. John's Evangelical Lutheran Church of Laurel, Montana. Merrill provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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.

Gordon Escene is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones for 12 years, as well as other firms including Waddell & Reed and Douglas Mullowney. Escene is also affiliated with Montana Tax Group, PLLC, a tax-related business. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory and brokerage services, employing both discretionary and non-discretionary management strategies supported by LPL Research and third-party subadvisors.