Ryan Stevens is a financial advisor at UBS Financial Services with 17 years of industry experience. He holds a Series 66 designation and has previously worked at M. S. Howells & Co., Ashton Thomas Private Wealth, and Wells Fargo in various advisory roles. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management, offering proprietary research and model-based asset allocations tailored to client goals and risk tolerances.

James Shaver is a financial advisor with OSAIC based in Billings, Montana, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. His prior affiliations include Royal Alliance Associates, Cetera Advisor Networks, and First Financial Equity Corporation. He is also involved as an insurance agent with Ridgeline Wealth Partners LLC. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios across various asset classes.

Mark Sullivan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 36 years of industry experience. He has been with Primerica Advisors since 1989 and has operated a remodeling construction business since 2001. Prior to that, he worked for Carpenters Local #82 for 25 years. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Brian Bentley is a financial advisor with Morgan Stanley in Billings, MT, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Outside of advising, he serves as an executor involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions. The firm offers tailored financial planning supported by structured discovery and planning tools, managing approximately $2.74 trillion in client assets.

Jesse Norman is a financial advisor at OSAIC based in Billings, MT, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Financial Equity Corporation and Royal Alliance Associates, Inc. Norman is also involved in insurance sales and service through Ridgeline Wealth Partners. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated financial services and utilizes various tools and third-party platforms to manage portfolios across multiple asset classes.

Steven Rundle is a financial professional at Cetera with 39 years of industry experience. He previously worked at First Financial Equity Corporation for 13 years before joining Cetera Wealth Services, LLC, and Cetera. Outside of his primary roles, he is also involved with FFEC Wealth Partners in a financial services capacity. 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 various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

John Mccalla is a financial advisor with RBC Capital Markets in Billings, MT, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has worked at RBC Capital Markets since 2012 and previously spent six years at City National Bank. Outside of his advisory role, he serves as President of a local condominium association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutions, and charitable organizations with customized advisory programs. The firm offers discretionary and non-discretionary portfolio management, financial planning, and brokerage services, employing a mix of in-house and third-party investment managers and various client-tailored investment strategies.

Ryan Kallem is a financial advisor at Ameriprise in Billings, MT, holding a Series 66 designation with two years of industry experience. He has been with Ameriprise since 2018 and previously worked for the Laurel School District from 2006 to 2018. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities and uses a combination of research, modeling, and algorithmic automation to generate tailored retirement income recommendations.

Lawrence Van Atta is a financial advisor with RBC Capital Markets in Billings, MT, holding Series 63 and Series 65 credentials and possessing 47 years of industry experience. He has worked at RBC Capital Markets since 2008 and is also associated with City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, using tailored strategies implemented through a combination of in-house and third-party managers.

Charles Jackson is a financial advisor with Edward Jones in Billings, MT, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Billings Public Schools and Laramie County School District #1. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large nationwide network of advisors and branch offices.

Alexander Beierwaltes is a CFP®-designated financial advisor with Ameriprise Financial Services, LLC, where he has worked for five years. He holds a Series 66 license and has four years of industry experience. Prior to Ameriprise, he worked at Yellowstone Country Club and Seven Sushi. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement income planning advice through a written Recommendation Report and ongoing support focused on income sources and tax-aware withdrawal strategies.

Jordan Scarpari is a financial advisor with Thrivent Investment Management in Billings, Montana. He holds Series 63 and Series 66 designations and has nine years of industry experience. Prior to joining Thrivent, Scarpari worked at Yellowstone Bank for one year. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based analyses and written recommendations on a range of financial topics, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Bruce Ready is a financial advisor with Merrill in Billings, MT, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with Merrill since 2008 and concurrently associated with Bank of America, NA since 2009. 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. The firm offers model-based and discretionary investment strategies managed by internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Wesley Fangsrud is a financial advisor with Morgan Stanley in Billings, Montana. He holds a Series 66 designation and has 17 years of industry experience, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations in its financial planning process.

Ronda Smith is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She previously worked at Concourse Financial Group Securities Inc. for 15 years before joining Cetera in 2025. Outside of her advisory role, she serves on the City of Billings Animal Control Board. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management and financial planning options, supporting both discretionary and non-discretionary account structures.

Adam Hines is a financial advisor with Edward Jones in Billings, MT, holding a Series 66 designation and 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he is a partner in Dominion Vision LLC, a residential rental property business based in Concord, NC. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a variety of investment advisory programs and strategies, supported by a large nationwide network of advisors and offices.

Mary Lee is a financial advisor at Morgan Stanley in Billings, Montana, holding a Series 66 designation and beginning her industry career in 2024. Prior to joining Morgan Stanley, she worked at Copper Canyon Law and Mesa Public Schools. She has also been involved with Tactical Home Concepts, LLC in a supportive capacity. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Erin Econom is a financial advisor at UBS Financial Services with six years of industry experience and holds a Series 66 designation. Prior to her advisory role, she worked at Pure Barre for four years. She is also a Pilates instructor offering group fitness and private sessions through her boutique studio, Bethany Joy Pilates. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances.

Abby Repka is a financial advisor at Wells Fargo Clearing in Billings, MT, holding Series 65 and Series 63 licenses with two years of industry experience. Her prior roles include positions at Wells Fargo Bank and Rocky Mountain Bank. Outside of finance, she has maintained self-employment since 2018. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Eddy Ulledalen is a financial advisor with Raymond James Financial in Billings, MT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has worked with Raymond James since 2000 and also owns Ed Ulledalen PC, where he serves as an independent contractor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary planning supported by advanced analytical tools.