Tracy Short is a financial advisor at Morgan Stanley with 31 years of industry experience. She has held roles at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney and Morgan Stanley & Co., Incorporated since 2007 and 2009, respectively. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

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.

William Gordon Jr. is a Series 66 credentialed financial advisor with Edward Jones in Billings, MT, where he has worked for the past 13 years. He has a total of 12 years of experience in the financial industry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

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.

Monica Ascheman is a financial advisor at Edward Jones in Billings, MT, holding a Series 66 designation. She has been with Edward Jones since 2002, accumulating 24 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and tax-efficient services, supported by a nationwide network of over 23,700 financial advisors.

Jordan Spitzer is a Financial Advisor with Merrill Lynch Wealth Management, where he has worked since 2019. He is a CERTIFIED FINANCIAL PLANNER4 professional, a certification awarded by the Certified Financial Planner Board of Standards, Inc., and holds Series 7 and 66 FINRA registrations. Jordan works closely with individuals, couples, and multigenerational families, providing comprehensive financial planning and wealth management services, including retirement income, legacy planning, liquidity management, and small business strategies. Jordan holds a Bachelor of Science degree in Finance from Montana State University Billings. He specializes in assisting clients with pre-retirement strategies, cash-flow modeling, small business retirement planning, and coordinated wealth planning. His approach emphasizes attentive listening and personalized service to address each client's unique financial goals and circumstances. Outside of his professional responsibilities, Jordan spends time with his wife Abbey and their young son. They enjoy outdoor activities such as hiking, mountain biking, backpacking, and traveling to national parks.

Jayne Duenow is a financial advisor at Merrill with 13 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Merrill since 2021. Prior to joining Merrill, she was involved with Jayne & Signature Sweets & Supplies for 16 years. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

Chad Hooker is a CFP® professional with 14 years of experience, currently serving as a financial advisor at LPL Financial since 2021. His prior roles include work at Waddell & Reed, LLC, and various insurance agencies, along with entrepreneurial ventures such as Blue Roan LLC and Hooker Livestock, Inc. Outside of advising, he is involved in a livestock business 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 institutional clients. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Trevor Meier is a financial advisor with LPL Financial based in Billings, MT, holding a Series 66 credential and four years of industry experience. He previously worked at Ameriprise and First Interstate Bank. Outside of his advisory role, he is involved in non-variable insurance 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a range of investment strategies.

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.

Kaleb Haub is a financial advisor at Edward Jones in Billings, MT, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Word of Life and Mattress King for several years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

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.

Dean Studer III is a financial advisor with Ameriprise in Billings, MT, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Yellowstone Bank and as a financial advisor associate at SFGE, LLC. He also has experience outside finance, having worked in construction and at Saint John's University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, which includes a written Recommendation Report and ongoing advice tailored to dependable income sources and tax-aware withdrawal strategies.