Megan Smith is a Series 66 credentialed financial professional with six years of industry experience, currently affiliated with Cetera. Her prior work includes roles at First Financial Equity Corporation and Stockman Bank of Montana. Outside of her advisory work, she is involved in health and wellness product sales, makeup and skincare distribution, and serves as a notary. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing both affiliated and third-party managers under various program structures.

Stephen Knudson is a CERTIFIED FINANCIAL PLANNER™ professional with 32 years of experience, currently with Stifel Nicolaus & Co Inc in Billings, MT since 2013. He serves on the Board of Directors and the Endowment Board for the Boys & Girls Clubs of Yellowstone County. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Trenton Thelen is a financial advisor with UBS Financial Services in Billings, MT, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at U.S. Bancorp Advisors, U.S. Bancorp Investments, U.S. Bank, Dynamic Wealth Advisors, and Edward Jones. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor plans according to client goals and risk tolerances.

Elery Polkow is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones in Billings, MT. His previous roles include positions at LPL Financial, First Interstate Bank, and Ameriprise Financial Services, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hailey Jacobs is a financial advisor at RBC Capital Markets with six years of industry experience. She holds a Series 66 designation and has previous work experience at Morgan Stanley and St. John's Lutheran Ministries. Outside of her advisory role, she works as an independent consultant for Scentsy, hosting product events and managing orders. RBC Wealth Management serves individual and institutional clients with a range of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party investment managers.

Tari Broderick is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Billings, MT. She has five years of industry experience, including five years with Elsevier, Inc. Outside of her advisory role, Tari serves as a board member and is the owner/president/treasurer of Git's, Inc., a family business in Columbus, MT that includes a gas station, grocery, laundromat, and motel, which is currently up for sale. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Janelle Williams is a financial advisor at Morgan Stanley with 29 years of industry experience. She has been with Morgan Stanley since 2013 and holds Series 63 and Series 65 licenses. Outside of her advisory work, she is involved in organizing class reunions and managing scholarships and memorials for the Billings West High School Class of 1977. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery conversations and proprietary planning tools.

Shaun Seedhouse is a financial advisor with Thrivent Investment Management in Billings, MT, holding Series 63 and Series 66 designations with 23 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves as the secretary of a local business owners association and owns a recreational activities club that hosts weekly hockey ice time for friends. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on goal-based analyses and broad financial planning topics without portfolio management or institutional advisory services.

Susan Sullivan is a financial advisor at RBC Capital Markets with 38 years of industry experience. She has been with RBC since 2013 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves on the board of directors and as treasurer for the Yellowstone Art Museum and is a board member of the Cloverleaf Meadows Homeowners Association. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored advisory programs that include portfolio management, financial planning, and brokerage services. The firm uses a combination of in-house and third-party investment managers and offers various program structures to meet client needs.

Jamie Moltzan is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning using firm-approved tools and methodologies.

Sandy K Berkram is a financial advisor with UBS Financial Services in Billings, MT, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, Berkram serves as treasurer for the Billings Scarlets Legion Baseball Booster Club, managing deposits, accounts payable, and financial records. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and capital market assumptions to tailor client plans.

Michael Noble is a financial advisor with Edward Jones in Billings, MT, holding a Series 66 designation and two years of industry experience. He previously worked at Wells Fargo Bank for 20 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, separately managed accounts, and affiliated investment products.

Marissa Jones is a financial advisor at RBC Capital Markets based in Billings, MT, holding a Series 66 designation with six years of industry experience. She has previously worked at City National Bank and has academic experience at Rocky Mountain College and Montana State University Billings. Outside of her advisory role, Jones is actively involved in ranching operations through Montana's Finest Cattle Company LLC and volunteers with the nonprofit organization Love and Sonshine. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering customized advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Lorenda Wahl is a financial advisor with Morgan Stanley in Billings, MT, holding a Series 66 designation and having 28 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside a variety of investment offerings.

Teresa Sanders is a financial advisor with LPL Financial in Billings, MT, holding a Series 66 designation and 13 years of industry experience. She has worked at LPL Financial since 2016 and previously spent five years at Cetera Investment Services. Sanders also serves as a Trust Specialist with First Interstate Bank, where she has been employed since 2008. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Zenith Bollenbach is a Series 66 registered advisor affiliated with LPL Enterprise LLC, based in Billings, MT. He began his career in the financial services industry in 2022 with Edward Jones and has been with LPL Enterprise since 2026. Outside of his advisory role, he is involved with Zento Box LLC. LPL Enterprise serves a diverse clientele including individual and high-net-worth investors, retirement plans, and institutional clients. The firm primarily utilizes model-driven investment strategies and offers access to third-party asset managers, financial planning, and various affiliated non-securities products and services.

David Kelley is a financial advisor with RBC Capital Markets in Billings, MT, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management provides services to individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with customized investment strategies, utilizing both in-house and third-party managers, and integrates its capital-markets resources into client solutions.

Rachel Bonner is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. Her previous roles include positions at Morgan Stanley and First Financial Equity Corporation. She is active in the community as a board member of Aspens Angels Grief Recovery and participates in local media appearances alongside her husband. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services supported by a nationwide network of over 10,000 advisors.

Matthew Haddad is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having eight years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and previously worked at Wells Fargo Bank NA from 2016 to 2018. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

David Kuhns is a financial advisor with Stifel in Billings, Montana, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stifel Nicolaus & Co. since 2015. Outside of his advisory role, Kuhns serves as a board member of the Billings Christian School Education Foundation and manages a small-scale farming operation. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.