Billings, MT North 31st Street Office

Donell Small is a financial advisor with OSAIC in Billings, MT, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at OSAIC and Ridgeline Wealth Partners since 2022 and spent 13 years with First Financial Equity Corporation. Outside of his advisory role, he plays and teaches bagpipes and serves as president of the Bozeman Kappa Sigma Building Association, overseeing fraternity house operations. OSAIC serves a diverse client base including individuals, institutions, and charitable organizations through a large network of advisors, offering integrated brokerage and advisory services with a range of investment options and third-party solutions.

Troy Bruce is a financial advisor with Osaic Wealth Inc. in Billings, MT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Ridgeline Wealth Partners, First Financial Equity Corporation, LPL Financial, and Heartland Financial. Outside of advising, he owns an LLC for purchasing residential real estate as a potential second home. Osaic Wealth serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a wide network of affiliated advisers and multiple platforms. The firm offers integrated brokerage, advisory, and financial planning services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

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.

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.

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.

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.

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.

Isaac Orth is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including North Financial LLC, Ridgeline Wealth Partners, First Financial Equity Corporation, Rocky Mountain Bank, and LPL Financial. Outside his advisory work, Orth owns Do North Adventures LLC, a guiding and taxidermy business, and is involved with Stone Glacier, an outdoor gear company. OSAIC Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions. The firm utilizes comprehensive asset-allocation tools and supports both discretionary and non-discretionary portfolio management across multiple investment vehicles.

Mark Debourg is a financial advisor with OSAIC based in Billings, MT, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has held positions at firms including Invesco Advisers, Inc., Aim Private Asset Management, Inc., and Royal Alliance Associates, Inc. In addition to his advisory work, he is involved in insurance sales through Ridgeline Wealth Partners. OSAIC serves a diverse range of retail and institutional clients via a large network of affiliated advisers and offers an array of brokerage and advisory services, including integrated financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.