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.

Kristi Sevareid is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2002, with additional experience at Bank of America and Ameriprise Financial Services. 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 institutions.

Brendan Sedgwick is a Financial Advisor at Merrill Lynch Wealth Management. Drawing from his background in banking and wealth management, he provides personalized financial guidance focused on building trust and long-term client relationships. Brendan works closely with individuals and families to help them pursue their financial goals through tailored wealth management and planning strategies. Brendan's expertise includes college education planning, family wealth management, legacy planning, personal retirement planning, and individual and corporate investment strategies. He brings experience gained over several years in the investment and banking industry, complemented by a disciplined approach shaped by his time as a collegiate hockey player at the University of Providence. He holds a Bachelor's Degree from the University of Providence and the Personal Investment Advisor (PIA) designation. Outside of his professional role, Brendan enjoys cooking, fishing, hunting, and ice hockey.

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.

Mason Melby is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Billings, MT. He has five years of industry experience, including roles at Edward Jones since 2017 and a prior position at First Interstate Bank. Outside of his advisory work, Melby previously owned a business specializing in seamless raingutters. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering services that include tax-efficient strategies and affiliated investment products.

Krista Kananen is a financial advisor with Merrill in Billings, MT, holding a Series 66 designation and two years of industry experience. Before joining Merrill in 2024, she worked at Wipfli LLP and Valley Credit Union. She serves on the Board of Directors for Love and SONshine Ministries, a local organization providing support for pregnant teens and young mothers. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

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.

Adam Zwemke is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he provides goals-based wealth management strategies for individuals, as well as consulting services for corporate retirement plans, corporate funds, foundations, and endowments. Prior to joining Merrill Lynch in 2021, Adam began his career as a Water Resources Engineer for a civil engineering consulting firm. Adam holds the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Plan Fiduciary Advisor® (CPFA®) designation, and holds Series 7 and Series 66 FINRA registrations. He earned a Bachelor of Science degree in Civil Engineering from Montana State University. Born and raised in Billings, Montana, Adam enjoys biking, boating, fishing, golfing, skiing, and spending time with his family. He is involved in community activities such as "Tuesdays on the Town."

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.

Denise Stanley is a financial advisor with Merrill in Billings, MT, holding a Series 66 credential and two years of industry experience. She has been with Merrill since 2016 and also works at Keystone, Inc. outside of her advisory role. Additionally, she owns and serves as president of Stanley Trucking, Inc., a trucking business inherited from her late husband. Merrill, along 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, institutions, and charitable organizations.

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.

Timothy Kienitz is the Resident Director at Merrill Lynch Wealth Management. He provides goals-based wealth management strategies for individuals, as well as consulting services for corporate retirement plans, corporate funds, foundations, and endowments. His work focuses on family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Before joining Merrill Lynch in 2018, Timothy began his career as a Water Resources Engineer at a civil engineering consulting firm. He holds the Chartered Financial Analyst (CFA) designation, the CERTIFIED FINANCIAL PLANNER (CFP) certification, and the Personal Investment Advisor (PIA) designation. He is also registered with FINRA Series 7 and Series 66. Timothy earned a Bachelor of Science in Civil Engineering from Montana State University. Timothy is involved with Relational Wisdom 360 and has personal interests that include camping, golfing, running, and spending time with his family.

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.