Joshua Horton is a financial advisor with Big Sky Wealth Advisors, LLC in Great Falls, MT, holding a Series 66 designation and 12 years of industry experience. He previously worked at Stifel Nicolaus for nine years and Silver Oak Securities, Inc. for one year. Outside of his advisory role, Horton owns Business Valuation and Consulting Services, Inc., which provides business valuation services. Big Sky Wealth Advisors offers discretionary investment management, financial planning, and retirement plan consulting to individuals, families, estates, trusts, retirement plans, corporations, and charitable organizations. The firm uses a combination of strategic, dynamic, tactical, and core-satellite asset allocation strategies supported by fundamental, quantitative, qualitative, and technical analysis, including a proprietary optimization model for portfolio construction.

Ryan Swain is a financial advisor at Big Sky Wealth Advisors, LLC with three years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including World Equity Group, Inc. and The Leaders Group Inc. Outside of securities trading, he is also licensed as a health and life insurance agent. Big Sky Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, families, trusts, retirement plans, corporations, and charitable organizations. The firm employs a blend of strategic, tactical, and core-satellite asset allocation methods supported by various analytical approaches and a proprietary portfolio optimization model.

Kevin Burnett is a financial advisor at Northwest Investment Advisors, Inc. in Great Falls, MT, with 10 years of industry experience. He holds a Series 66 designation and has been with Northwest Investment Advisors since 2017. Outside of advising, Burnett owns a landscaping business and provides computer support and training through Clover Technologies, LLC. He is also a commissioned notary public for the state of Montana. Northwest Investment Advisors, Inc. offers investment supervisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $35.3 million for about 95 clients and uses a mix of fundamental analysis and varied investment strategies, generally operating on a non-discretionary basis with regular portfolio reviews.

Teagan Parker is a financial advisor at Rosemeyer Management Group with a Series 65 credential and one year of industry experience. Prior to joining Rosemeyer, Parker worked in healthcare and fitness-related roles, including positions at Benefis Health System and Orange Theory Fitness. Rosemeyer Management Group provides discretionary asset management, financial planning, and retirement plan consulting to individuals, trusts, and institutional clients. The firm employs a value-oriented, long-term investment approach combined with strategic asset allocation and integrates financial planning with portfolio management.

Brent Leavitt is a CFP® professional with 10 years of experience in the financial services industry. He is affiliated with Interactive Financial Advisors and operates as the sole proprietor of Battle Born Financial Advisor, an insurance brokerage through which he works as an insurance agent. His prior experience includes roles at Nevada Benefits and Interactive Financial Advisors. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models and third-party providers, managing client assets primarily with ETFs and mutual funds across a range of risk profiles.

Michael Kubas is a CFA® charterholder and holds a Series 63 license with 22 years of industry experience. He has been with D.A. Davidson & Co. and Davidson Investment Advisors since 2005. Both firms are based in Great Falls, MT. Davidson Investment Advisors is an SEC-registered investment adviser serving individuals and institutions with discretionary and non-discretionary portfolio management. The firm uses a centralized investment team to manage multi-cap equity, equity income, and fixed income strategies, emphasizing active, long-term management and tax-related services.

Daniel Zuidema is a financial advisor at Sequent Planning, LLC with one year of industry experience. He holds Series 63 and Series 65 designations and has been the owner of Zuidema Insurance since 1990, where he offers insurance products and services. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofit organizations, providing asset management, financial planning, and retirement-plan services through a network of independent investment adviser representatives. The firm emphasizes a structured risk framework and diversified manager exposures while offering regular investment communications uncommon among peers of its size.

Maxwell Lundgren is a financial advisor at Davidson Investment Advisors, Inc. with three years of industry experience. He holds the Series 65 designation and previously worked at Schnee's. Davidson Investment Advisors is an SEC-registered firm that provides discretionary and non-discretionary portfolio management to individuals and institutions. The firm combines fundamental, quantitative, and qualitative analysis to manage equity and fixed income strategies and offers tax-related services along with model portfolios and sub-advisory solutions.

Bryn Hagfors is a financial advisor at Davidson Investment Advisors, Inc. with seven years of industry experience and a Series 65 registration. She has been with Davidson Investment Advisors since 2013. Outside of her advisory role, she is co-owner of Berner Fitness, a fitness studio based in Bozeman, MT. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management to individuals and institutions across various asset classes. The firm employs a centralized investment team approach combining fundamental, quantitative, and qualitative analysis, and offers services including tax-aware portfolio management and model sub-advisory to other advisers.

Edward Crotty Jr. is a CFA® charterholder with 25 years of industry experience. He has worked with D.A. Davidson & Co. and Davidson Investment Advisors, Inc. in Great Falls, MT for the past 20 years. Outside of his advisory role, he is involved with Broiled Grapefruit, LLC, a non-investment related LLC based in Seattle, where he provides occasional problem-solving assistance. Davidson Investment Advisors is an SEC-registered firm offering discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a centralized investment team approach, combining fundamental, quantitative, and qualitative analysis to manage equity and fixed income strategies, and provides tax-aware services alongside model portfolios and sub-advisory solutions.

Andrew Davidson is a financial advisor at Davidson Investment Advisors, Inc. based in Great Falls, MT, with 35 years of industry experience. He has been with Davidson Investment Advisors and D.A. Davidson & Co. since 1993. Outside of advising, he serves as President and Secretary of the Davidson Family Foundation, a charitable nonprofit. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management to individuals and institutions, including retirement plans and trusts. The firm employs a centralized investment team using fundamental, quantitative, and qualitative analysis to manage multi-cap equity and fixed income strategies, emphasizing active, long-term management and tax-aware services.

Heather Kubas is a CFA® charterholder and Series 63 licensee with 12 years of industry experience. She has been with Davidson Investment Advisors, Inc. since 2012. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management to individuals and institutions, including registered investment companies, retirement plans, and trusts. The firm employs a centralized investment team that uses fundamental, quantitative, and qualitative analysis to manage multi-cap equity and fixed income strategies with an active, long-term approach.

Hayley Ries is a Series 65-licensed advisor with Investment Management Group in Great Falls, MT, having one year of industry experience. She has previously worked at Stockman Wealth Management and has experience in education and nonprofit sectors. Investment Management Group primarily serves financial institutions and institutional clients, offering services such as individual portfolio management, financial planning, and 401(k) plan advisory. The firm emphasizes tailored investment advice and utilizes both discretionary and non-discretionary management strategies with regular account reviews.

Robert De Meulenaere is a CFA® charterholder with six years of industry experience. He is currently an advisor at Davidson Investment Advisors, Inc., where he has worked since 2019. Prior to joining Davidson, he held positions at Parcion Private Wealth, UBS Financial Services Inc., and Mainstreet Advisors. Davidson Investment Advisors is an SEC-registered firm that provides discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a centralized investment team to manage multi-cap equity and fixed income strategies with an emphasis on active, long-term management and tax-aware services.

David Deffinbaugh is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Financial, Avantax Advisory Services, and Securities America Advisors. He is also a member of the Cascade County Zoning Board of Adjustment. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering customized portfolios and access to various custodial platforms and third-party managers.

Sean Sturges is a CFP® professional with 21 years of industry experience, currently serving at D.A. Davidson & Co. since 2015. He is based in Great Falls, MT, and holds the Series 66 designation. Outside of his advisory role, Sturges is active in his community, serving on multiple nonprofit boards including as president of the Montana Council on Economic Education and NeighborWorks Great Falls, and is involved in youth baseball as a coach and club officer. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for ultra-high-net-worth clients.

Ronald Merry is a financial advisor with Principal Financial Services in Great Falls, MT, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. He has worked with Principal Life Insurance Company since 1998 and Principal Securities Inc. since 1983, with a two-year tenure at Union Financial Inc. He serves as a board member of the Sun River Skeet Club and is involved in local financial professional organizations. Additionally, he owns a small hay farm where hay is grown and sold, and he holds a position as Affiliate Chairperson for NAIFA Montana North. Principal Securities provides brokerage and registered investment advisory services to a diverse client base including individuals, retirement plans, trusts, and organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through both adviser and promoter arrangements.

Niki Harris is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience and holds Series 63 and Series 66 licenses. She has worked at D.A. Davidson & Co. for over 28 years, with a brief one-year period at TJ Maxx. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative analysis.

Burk Mc Daniel is a financial advisor with D.A. Davidson & Co. in Great Falls, MT, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior experience includes roles at Goldman Sachs & Co. LLC, The Ayco Company/Mercer Allied, and New York Life. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties, providing both non-discretionary and discretionary advisory services, as well as comprehensive financial planning and wealth management programs.

Blake Stenzel is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Commonwealth Financial Network since 2019 and previously at Charles Schwab and Guide Star Financial, Inc. Outside of his advisory role, he owns 406 PM & VC, LLC, a business involved in fencing, ranch work, and varmint control in Great Falls, MT. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs, operations, trading, technology, and compliance support, allowing advisors discretion in portfolio construction alongside managed model portfolios developed by its Investment Management and Research team.