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 with LPL Financial in Billings, MT, holding the ChFC® and Series 63 credentials with 24 years of industry experience. Her background includes roles at Waddell & Reed, various insurance carriers, and ownership of KND, LLC. She is involved in a cattle business outside of her advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Heather Anderson is a financial advisor with LPL Financial and holds a Series 66 designation. She has 20 years of industry experience, including prior roles at Securities America Advisors, Mutual of Omaha Investor Services, and Thrivent Investment Management. Outside of her advisory work, Anderson owns a photography business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, leveraging both proprietary and third-party strategies, supported by technology tools designed for advisor use.

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 designation and bringing 21 years of industry experience. Prior to joining Cetera, Tex worked at First Financial Equity Corporation for 13 years. Outside of his advisory role, he is a board member of the Montana Safari Club, a nonprofit organization focused on wildlife conservation and hunter education. Cetera Investment Advisers LLC is an SEC-registered advisor serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting a range of discretionary and non-discretionary program structures.

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 with Wells Fargo Clearing holding Series 63 and Series 65 designations and one year of industry experience. Prior to joining Wells Fargo Clearing in 2025, he worked at Wells Fargo Bank, N.A. from 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 with LPL Financial in Billings, MT, holding a Series 66 designation and 16 years of industry experience. His prior career includes 12 years at Edward Jones and brief roles at Waddell & Reed, Douglas Mullowney, and various insurance carriers before joining LPL Financial in 2021. He is also affiliated with Montana Tax Group, PLLC, a business separate from his investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, wrap and model portfolio programs, third-party asset management, and institutional platforms, supported by extensive resources and technology.

Zachary Lawson is a financial advisor at Edward Jones in Billings, MT, holding a Series 66 designation with three years of industry experience. His prior work includes roles in law enforcement at the Overland Park Police Department and positions in retail and entrepreneurship. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Wayne Wallace is a financial advisor with Edward Jones in Billings, MT, holding a CFP® designation and Series 63 and 66 licenses, with 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Wallace is involved in managing rental property businesses. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Charles Wagner is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2004 and Bank of America, N.A. since 2009. Wagner serves on the board of Child Bridge, a Montana-based nonprofit that supports families caring for children from foster care who have experienced abuse and neglect. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities.