Christopher Connors is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 17 years of industry experience. He has been with D.A. Davidson & Co. since 2011. Outside of his advisory role, he serves as a brand ambassador for FNX FITNESS. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with net worth exceeding $20 million.

Ashley Bonifer is a financial advisor with D.A. Davidson & Co. in Butte, MT, holding a Series 66 designation and three years of industry experience. Before joining D.A. Davidson, she worked for Pacific Steel and Recycling for 12 years. Outside of advising, she provides notary services for D.A. Davidson clients and operates an online retail business, Bonnie Lou Boutique, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm adheres to the Advisers Act fiduciary standard and provides comprehensive financial planning and specialized wealth management programs.

Daniel Rosa is a financial advisor with D.A. Davidson & Co. in Butte, MT, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with D.A. Davidson & Co. since 2002. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm operates under fiduciary standards and provides both qualitative and quantitative investment analysis, along with specialized services such as municipal advisory and private wealth planning for high-net-worth clients.

Kaylee Reynolds is a financial advisor with Osaic Wealth, Inc., holding a Series 66 designation and two years of industry experience. Her prior work includes roles at DA Davidson, Summit Financial Advisors, and Treasure State Hearing. OSAIC Wealth, Inc. serves a diverse client base, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through multiple platforms. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across a range of investment types, managing accounts on both discretionary and non-discretionary bases.

Jerald Campbell is a financial advisor with LPL Financial in Butte, MT, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at National Planning Corporation from 2013 to 2017 and has been with LPL Financial for a total of 20 years across two periods. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Vivienne Gustavsen is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and three years of industry experience. She has been with Wells Fargo Bank, N.A. since 2010. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Sarah Leipheimer is a financial advisor at Edward Jones with 28 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she is involved in local business activities, including serving as an officer of a car rental company in Butte, Montana. Edward Jones is a full-service wealth management firm serving individuals and institutions, with over four million clients and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Scott Ferguson is a financial advisor with Cetera who holds the Series 63 and Series 65 designations and has 29 years of industry experience. His prior work includes 12 years at Voya Financial Advisors, Inc. He is also active as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to affiliated and third-party investment options.

Debra Elings is a CFP® and Series 66-registered financial advisor with 12 years of experience at Edward Jones. She has been with Edward Jones since 2014, based in Butte, MT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Diane Arntson is a Series 63 licensed financial advisor with 14 years of industry experience. She has worked at Edward Jones since 1988 and previously spent nine years at Higgins Hallmark Store. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Jeffrey Hartwick is a financial advisor with Edward Jones in Butte, Montana, holding a Series 66 designation and with eight years of industry experience. He previously worked at Talen Energy Marketing, LLC from 2013 to 2017 before joining Edward Jones in 2017. Hartwick serves as a board member for the Montana Gaelic Cultural Society, where he coordinates bar activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Daniel Regan is a financial advisor with Osaic Wealth, Inc. in Butte, Montana, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked with Osaic since 2018 and previously spent three years at Signator Investors, Inc. He also owns Regan Financial Services, which offers insurance and securities products, and serves as secretary of a local homeowners association. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services with portfolios constructed using asset-allocation tools, risk-tolerance assessments, and automated rebalancing, covering a variety of investment products managed on discretionary or non-discretionary bases.

Andrew Dowd is a financial advisor at RBC Capital Markets with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining RBC in 2024, he worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2020 to 2024, among other roles. RBC Wealth Management serves a broad client base, including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Trey Owens is a financial advisor at Thrivent Investment Management with one year of industry experience. He holds the Series 66 designation and has prior work experience that includes roles at Montana Resources and various local organizations in Butte, MT. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive, goal-based planning across multiple topics without portfolio management for institutional clients.

William Daily is a CFP® and Series 66-registered financial advisor with Edward Jones in Butte, MT, where he has worked since 2019. He has seven years of experience in the financial industry and previously spent 23 years at Nalco. Outside of his advisory role, he is involved in property management and home rental consulting through ownership and leadership positions in several related businesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Ashley Johnston is a financial advisor with Osaic Wealth, Inc. in Butte, Montana, holding Series 63 and Series 65 credentials and having five years of industry experience. She has worked at Osaic since 2018 and previously was involved with Florence Coffee Company and Montana Tech. Johnston is a licensed notary and provides notary services for current clients within her office. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and platforms, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance analysis, and automated rebalancing to manage portfolios across various asset classes, supporting both discretionary and non-discretionary accounts.

Jake Simkins is a financial advisor at Osaic with three years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc and Summit Financial Advisors. Outside of his advisory work, he has been involved with 1ROC Pile LLC in a rental services capacity. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering a range of advisory services, retirement plan consulting, and access to third-party managers through multiple platforms. The firm employs asset-allocation tools and risk assessments to construct portfolios across a variety of investment types and supports both discretionary and non-discretionary account management.

Scott Blando is a financial advisor with Edward Jones in Butte, Montana, holding a Series 66 designation and bringing 10 years of industry experience. He worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Edward Jones in 2017. Outside of his advisory role, he serves as a volunteer firefighter and treasurer of the checking account for the Big Butte Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive network of financial advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Patrick Jensen is a financial advisor at Edward Jones in Butte, Montana, holding a Series 66 designation. He has been with Edward Jones since 2026 and previously worked in academic roles at the University of Montana Western and Idaho State University. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of account types. The firm manages approximately $1.01 trillion in assets under management and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Daniel Thompson is a financial advisor with OSAIC based in Butte, Montana, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with OSAIC since 1994. Outside of his advisory role, he serves as a board member of the McGuinness Tracts Homeowner's Association. OSAIC serves a diverse range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charities, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools and risk assessments to construct portfolios across various asset classes and supports multiple advisory platforms and transitions resulting from prior mergers.

Steven Daniel is a financial advisor with OSAIC based in Butte, MT, holding the ChFC® and Series 63 designations. He has 50 years of industry experience with a long career including his own firm, Daniel Financial Services, Inc., and Fortis Investors, Inc. Mr. Daniel serves on several nonprofit boards including the Butte Silver Bow Community Foundation and the Butte Community Concert Association. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with an emphasis on diversified portfolios constructed using firm-provided asset allocation and risk management tools.

Walter Mc Intosh Sr. is a financial advisor with Edward Jones in Butte, Montana, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.