Corey Stapleton is the principal advisor at Stapleton Financial Group, an independent firm based in Billings, Montana. He holds the Series 66 designation and has 29 years of industry experience. He has led Stapleton Financial Group since 2016. Stapleton Financial Group provides discretionary investment management and financial planning primarily for individuals and high-net-worth clients. The firm customizes portfolios based on client objectives and risk tolerance, emphasizing diversification and cost considerations while offering services that include collaboration with clients' attorneys and accountants.

Tarra Grazley Pfister is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked with Raymond James since 2017 and previously spent 16 years at Royal Alliance Associates, Inc. Beyond her advisory role, Pfister serves as CEO of ClavesVita, Inc., a company involved in accounting and business management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and public entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a notable emphasis on advisory services that support client decision-making rather than discretionary management.

Stephen Ketterling is a CFA charterholder and financial advisor at 406 PM with 16 years of industry experience. His prior roles include positions at Morgan Stanley, First Interstate Bank, and Syntropy Wealth Management. Outside of his advisory work, he is the sole owner and managing member of a laundry service business. 406 PM provides discretionary portfolio management to individuals, families, personal trusts, and retirement accounts, using a combination of fundamental, quantitative, and technical analysis alongside macroeconomic factors to build diversified portfolios tailored to client objectives and risk tolerance.

Seth Dyk is a financial advisor at CFD Investment Advisory LLC in Billings, MT. He holds a Series 65 designation and has been working in the industry since 2023, including his current role at CFD Investment Advisory since 2026. In addition to advising, he works as a valuation analyst performing business valuations and sales. CFD Investment Advisory LLC provides discretionary investment management and advisory services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes a fiduciary, long-term approach combining fundamental, technical, and cyclical analysis to build diversified portfolios using low-cost mutual funds, ETFs, and other securities.

Christian Orms is a CFA® charterholder with 18 years of industry experience. He has been the principal advisor at Optima Capital Management in Billings, Montana since 2012. Outside of his advisory role, Orms serves as president of Montana Pure Protein, a company he co-founded with his wife in 2020. Optima Capital Management provides discretionary and non-discretionary investment portfolio and wealth management services to individuals, trusts, foundations, pension and profit-sharing plans, and small businesses. The firm employs a goals-based, client-specific process for asset allocation and portfolio construction, and also offers strategic business advisory services including valuation, mergers and acquisitions, and restructuring.

Seth Blades is a financial advisor at BDL Wealth Management PLLC in Billings, MT, holding the PFS™ designation with one year of industry experience. Prior to joining BDL Wealth Management in 2024, he operated his own accounting firm, Seth H. Blades CPA PC, since 2017 and worked at Summers McNea from 2012 to 2017. He continues to provide tax planning and accounting services through his CPA firm. BDL Wealth Management PLLC offers discretionary portfolio management primarily to individual and high-net-worth clients, focusing on passive, index-based allocations using ETFs and mutual funds. The firm integrates fundamental analysis and modern portfolio theory while emphasizing low turnover and conducts regular account reviews, combining advisory services with affiliated tax and accounting offerings.

David Dernbach is a financial advisor at BDL Wealth Management PLLC in Billings, MT, holding the PFS™ designation with over 16 years of experience in accounting and wealth management. He also owns and operates Dernbach & Associates, PLLC, a CPA firm providing tax planning and accounting services. BDL Wealth Management PLLC offers discretionary portfolio management primarily to individual and high-net-worth clients, focusing on passive, index-based portfolios constructed from ETFs and mutual funds. The firm integrates its affiliated accounting services into its advisory model and conducts regular portfolio reviews to ensure alignment with client goals.

Kristina Allardice is a financial advisor at RED Seven in Laurel, Montana, holding a Series 65 designation with several years of industry-related experience through work as an independent contractor. Her prior roles include positions at Skaja & Daniels and Turning Point, as well as seven years at Saddleback Church. Outside of financial advising, she teaches piano lessons. RED Seven is an SEC-registered investment adviser managing over $100 million for a diverse client base, including individuals, pension plans, and charitable organizations, offering discretionary portfolio management and comprehensive financial planning tailored to individual goals and risk tolerances.

Luke Anderson is a financial advisor with Evergreen Financial Group in Billings, MT. He holds a Series 65 designation and has three years of industry experience, all with Evergreen Financial Group. Prior to joining Evergreen, he worked in real estate-related roles. Evergreen Financial Group provides investment management, financial planning, and employee benefit plan consulting to individuals, high-net-worth clients, and nonprofit organizations. The firm uses a primarily passive investment strategy with index funds and selectively incorporates third-party managers and digital-asset strategies through specialist platforms.

Mason Stafford is a financial advisor at Stafford Financial, LLC in Billings, MT, with eight years of industry experience. He holds a Series 65 designation and has worked previously as an independent insurance producer and in other roles outside of finance. Stafford Financial serves individual and high-net-worth clients, as well as charitable and business entities, providing investment advisory services and comprehensive financial planning. The firm utilizes third-party managers and model portfolios, emphasizing passive portfolio construction guided by Modern Portfolio Theory, and offers a range of financial planning services integrated into investment implementation.

Paul Stafford is a financial advisor at Stafford Financial in Billings, MT, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at Cetera Advisors LLC, First Allied Securities, Inc., and managing The Stafford Company, LLC since 2000. Outside of advisory work, he serves as a deacon at Cornerstone Community Church, directs a nonprofit Biblical Counseling Foundation, and facilitates educational sessions. Stafford Financial is an independent advisory firm serving individuals, charitable organizations, and businesses with investment advisory services, comprehensive financial planning, and educational seminars. The firm emphasizes passive portfolio construction using index mutual funds and ETFs, incorporates fundamental and cyclical analysis, and offers services including third-party manager oversight and subscription-style ongoing planning.

Nicholas Cladis is a financial advisor with Cladis Investment Advisory LLC in Billings, MT, holding Series 63 and Series 65 credentials and over 52 years of industry experience. He has been with Cladis Investment Advisory since its founding in 2010. Cladis Investment Advisory provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm emphasizes structured asset allocation and diversification tailored to client-specific factors, managing a relatively small client base with a high concentration of assets on a discretionary basis.

Tracy Hawbaker is a financial advisor at Cladis Investment Advisory LLC with 17 years of industry experience. She holds the Series 66 designation and has been with Cladis Investment Advisory since 2010. Cladis Investment Advisory provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm emphasizes structured asset allocation and diversification tailored to each client’s risk tolerance and goals, managing a relatively small client base with a high average account size.

Timothy Bauer is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Evergreen Financial Group since 2021, following roles at TD Ameritrade and Scottrade. Outside of his advisory work, he owns and manages Journey Investments, a rental property management and tenant relations company. Evergreen Financial Group provides investment management, financial planning, and employee benefit plan consulting to individuals, high-net-worth clients, and nonprofit sponsors. The firm utilizes a primarily passive investment approach with incorporation of fundamental and cyclical analysis, and offers specialized services including digital-asset strategies and portfolio oversight for held-away accounts.

Henry Zander V is a financial advisor at Cladis Investment Advisory LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Monroe Capital LLC. His background includes educational roles at Colorado State University, Culver Military Academy, New Trier High School, and Chairavalle Montessori School. Cladis Investment Advisory provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm focuses on structured asset allocation and diversification, tailoring portfolios to client-specific risk tolerance, time horizon, and liquidity needs.

Nicole Chakos is a financial advisor with Capstone Wealth Management in Billings, MT, holding a Series 65 license and two years of industry experience. She has been with Capstone Wealth since 2022 and also owns and operates N Chakos, Incorporated, a women's clothing distribution business she founded in 2014. In addition to her advisory role, she is a licensed insurance agent. Capstone Wealth Management serves individuals and high-net-worth clients, focusing on business owners, executives, and professionals planning ownership transitions or retirement. The firm manages approximately $301 million in assets using a disciplined, data-driven investment approach and offers specialized services including 1031 exchange facilitation.

Bart Aby is a Series 65-licensed advisor with Allied Investment Advisors LLC in Billings, MT, holding 20 years of industry experience. He has been with Allied Investment Advisors since 2011. Outside of his advisory role, Aby is involved in cattle ranching operations through ownership and management of ABY Angus. Allied Investment Advisors is an SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, corporations, and financial institutions. The firm employs a fundamental, long-term investment approach across equities, fixed income, mutual funds, and ETFs, tailoring strategies to client objectives and risk tolerance while offering services including portfolio management, financial planning, and retirement consulting.

Tyler Elkin is a financial advisor at Allied Investment Advisors LLC in Billings, MT, holding a Series 65 credential with three years of industry experience. His previous roles include positions at Stockman Bank, St Vincent Healthcare Foundation, and Yellowstone Bank, where he worked for over two decades. He serves as chair of the investment committee for both the Montana State University Billings Foundation and the Yellowstone Boys & Girls Ranch Foundation on a volunteer basis. Allied Investment Advisors is an SEC-registered firm that provides portfolio management, financial planning, retirement plan consulting, and specialized divorce-related financial guidance to individuals, pension plans, trusts, corporations, and financial institutions. The firm’s approach emphasizes fundamental analysis and long-term portfolio construction across a diversified range of securities, tailoring strategies to clients’ objectives and risk tolerance.

Tyler Crennen is a financial advisor at Allied Investment Advisors LLC in Billings, MT, holding a Series 65 credential with one year of industry experience. He previously worked at First Interstate Bank for 13 years. He serves as a board member of the Tumbleweed Runaway Program, a nonprofit organization. Allied Investment Advisors is an SEC-registered firm serving individuals, pension and profit-sharing plans, trusts, corporations, and other financial institutions. The firm employs a fundamental, long-term investment approach tailored to client objectives and risk tolerance, offering portfolio management, financial planning, retirement consulting, and divorce financial analysis services.

Josiah Jagoda is a financial advisor with Capstone Wealth Management in Billings, MT. He holds a Series 65 designation and has been with Capstone Wealth since 2025. Prior to joining the firm, he spent four years at Hillsdale College and five years at Arete Prep Academy. Capstone Wealth Management serves individual and high-net-worth clients, focusing on business owners and professional executives. The firm offers wealth management, portfolio management, financial planning, specialized planning for business owners and executives, and 1031 exchange advisory services, managing approximately $354 million in client assets.