Crystal Rieker is a financial advisor with Ameriprise in Billings, MT, holding a Series 66 designation and 10 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Outside of financial advising, she is involved in independent insurance brokering and operates an art and painting business. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm combines research-driven modeling with tax-efficient strategies and provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Cade Strasheim is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Billings, MT. He has two years of industry experience and has worked with Thrivent and its affiliates since 2023. Prior to entering the financial industry, Cade held various roles including work at North Country Business Products and Uber Eats. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across a range of topics, with options to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Abigail Kanning is a financial advisor at Stifel with six years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at D.A. Davidson & Co. and Resource Financial Planning, Inc. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Daniel Krug is a financial advisor with Primerica Advisors in Billings, MT, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Primerica Advisors since 2001 and also affiliated with Primerica Financial Services since 2000. Outside of his advisory role, he is involved in business activities related to Primerica Mortgage and referrals for home security and automation products. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based investment strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Joshua Medvidofsky is a CFP® professional with 19 years of experience in the financial advisory industry. He currently works at OSAIC and has previously held roles at Lincoln Financial Advisors Corporation, MG Financial Advisors, and Principal Life Insurance Company, among others. He also serves as an agent and owner of MG Financial Advisors, offering various insurance products including health, disability, and life insurance. OSAIC serves a diverse client base that includes individual, high-net-worth, institutional, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing a range of investment tools and third-party platforms to manage portfolios on discretionary or non-discretionary bases.

Laura Radue is a financial advisor with UBS Financial Services in Billings, MT, holding a Series 66 designation and 12 years of industry experience. She has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Blain Bogar is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 20 years of industry experience. He has worked at LPL Financial since 2009 and previously at UBS Financial Services and Piper Sandler & Co. He also operates under the DBA Big Sky Wealth Management Inc. outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Stephan Sawtelle is a financial advisor with Thrivent Investment Management in Billings, Montana, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Vita-Pros and Dordt University. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial planning without portfolio management for institutional clients. The firm’s services include comprehensive written recommendations and annual reviews, delivered through a network of financial advisors.

William Royer is a financial advisor with UBS Financial Services in Billings, MT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2004. In addition to his advisory role, Royer serves as an advisor to the Montana Healthcare Foundation, managing a $210 million endowment and participating in investment committee meetings. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.

Brandon Hamilton is a financial advisor with Thrivent Investment Management in Billings, MT, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at Thrivent since 2020 and previously spent five years at Vivint Smart Home. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written financial planning recommendations across a broad range of topics without implementing those recommendations. The firm combines holistic, goal-based analyses with managed-account services under a consolidated billing option known as “WealthPlan.”

George Burgin III is a financial advisor with Thrivent Investment Management in Billings, MT, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Thrivent Financial and its investment management division since 2015. Outside of his advisory work, Burgin owns a commercial winery, Burgin Cellars, and operates a photography business, selling fine art through his website; he also occasionally officiates weddings. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm offers holistic, goal-based analysis combined with managed-account programs under a consolidated billing system, while maintaining separate planning and investment management services.

Julie Asher is a financial advisor with RBC Capital Markets in Billings, MT, holding a Series 66 credential and 22 years of industry experience. Her prior work includes roles at Morgan Stanley and Morgan Stanley Private Bank. She serves on the Board of Directors for the Education Foundation in Billings, which supports educational opportunities for local public school students. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors and institutional clients. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, employing strategies tailored to clients’ risk profiles through both in-house and third-party investment managers.

Randall Porter is a financial advisor with OSAIC based in Billings, MT, holding a Series 66 designation and 15 years of industry experience. He has worked with firms including LPL Financial, First Interstate Bank, and Morgan Stanley. In addition to his advisory role, he is involved in insurance sales and service through Ridgeline Wealth Partners LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers across multiple platforms. The firm employs asset-allocation tools and automated rebalancing to manage diverse portfolios, including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Sabryn Vasseur is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Wells Fargo Clearing, Sabryn worked at Wells Fargo Bank, NA, and has experience in various roles across education and retail sectors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm uses research and analytics to inform its investment approach and offers both brokerage and advisory solutions through a large network of advisors.

Jackson Cobb is a financial advisor with UBS Financial Services in Billings, MT, holding a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, he worked at Stockman Bank of Montana and Northwestern Mutual. Outside of his advisory role, he serves as a high school basketball referee for the Montana High School Association. 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 aligned with clients’ goals and risk tolerances.

Christopher Beierwaltes is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Ameriprise in Billings, MT. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is a member advisor of Prairie Springs Group, LLC, an entity used to manage team-related expenses. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, 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 personalized recommendations, supported by a centralized retirement-income consulting team.

Jason Wise is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance Associates, Inc. and First Financial Equity Corporation. He is also a principal and EVP-Wealth Advisor at Ridgeline Wealth Partners LLC. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions. The firm employs a range of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Robert Beck is a financial advisor with LPL Financial in Billings, Montana, holding Series 63 and Series 65 registrations and 28 years of industry experience. He worked at Ameriprise for 15 years before joining LPL Financial in 2014. Outside of his advisory role, he coaches junior varsity softball at Skyview High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Devin Wertman is a financial advisor at Edward Jones in Billings, MT, with four years of industry experience. He holds the Series 66 designation and previously worked at First Interstate Bank, Chief Dull Knife College, United Tribes Technical College, and Anytime Fitness. Wertman serves as a board member for the Billings Symphony Orchestra and Chorale, a position he holds through 2027. 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 wrap fee strategies, separately managed accounts, and proprietary mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Bart Jagodzinski is a financial advisor with OSAIC based in Billings, MT, holding a Series 66 designation and 21 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2022 and previously spent 11 years at First Financial Equity Corporation. Outside of his advisory role, he is a managing member of Jag Wealth Group LLC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs firm-provided asset-allocation tools and supports discretionary and non-discretionary account management along with legacy platform programs.