S.G. Long & Company

Natalie Larson is a financial advisor at S.G. Long & Company with a Series 66 designation and three years of industry experience. Her prior work includes roles at the University of Montana, the City of Missoula, and First Security Bank. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, retirement accounts, corporations, and nonprofits with portfolio management, brokerage execution, and hourly financial planning. The firm primarily operates in a non-discretionary, client-directed manner and is notable for its dual registration and affiliation with an employee-owned holding company.

Joshua Denney is a financial advisor at S.G. Long & Company with 18 years of industry experience. He holds the Series 66 designation and has been with the firm since 2008. Outside of his advisory role, he owns Pennici Brothers LLC, a business focused on buying and selling collectible baseball cards. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer that serves individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm primarily operates in a non-discretionary, client-directed manner, offering portfolio management, brokerage execution, and hourly financial planning.

Joshua Eder is a CFP® with 20 years of industry experience, currently serving at S.G. Long & Company since 2008. He is based in Missoula, MT, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a board member of the Missoula Downtown Association and Downtown Missoula Partnership and owns a small business that buys and sells shoes. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer that serves individuals, trusts, retirement accounts, corporations, and nonprofit organizations with portfolio management, brokerage execution, and financial planning. The firm primarily operates in a non-discretionary, client-directed manner and maintains a formal affiliation with SGL Investment Advisors and its parent holding company.

Marcus Welnel is a financial advisor at S.G. Long & Company with three years of industry experience. He holds a Series 66 designation and previously worked at Guardian Life. Outside of his advisory role, he serves as General Manager for the NIL Collective at the University of Montana. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, retirement accounts, corporations, and nonprofits with portfolio management, brokerage execution, and financial planning. The firm primarily operates on a non-discretionary basis, working closely with clients to define goals and asset allocations while overseeing account activity.

Kelly Brunger is a financial advisor at S.G. Long & Company with eight years of industry experience. She holds a Series 66 designation and previously worked at Deutsche Bank Securities for twelve years. Outside of her advisory role, Brunger has been involved in wellness product consulting and sales through Melalueca and Wellness Co., receiving residual commissions from these activities. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm primarily operates in a non-discretionary, client-directed manner, offering portfolio management, brokerage execution, and hourly financial planning services.

Robert Seidenschwarz is a financial advisor with S.G. Long & Company, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with S.G. Long & Company since 1995 and also lectures on global economic activities at the University of Montana's Critical Language School. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer that serves individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm primarily operates in a non-discretionary, client-directed manner, offering portfolio management, brokerage execution, and hourly financial planning.

Darla Felix is a Series 66-licensed financial advisor with 13 years of industry experience, currently with S.G. Long & Company since 2014. She also serves as Chief Financial Officer and Human Resources Manager for SGL Investment Advisors and holds executive roles at SG Long Financial Services, focusing on accounting and management. S.G. Long & Company is a team-based firm serving individuals, trusts, retirement accounts, corporations, and nonprofits with portfolio management, brokerage execution, and hourly financial planning. The firm primarily operates in a non-discretionary, client-directed manner and maintains dual registration as both a broker-dealer and investment adviser.

Jeffrey Hays is a financial advisor at S.G. Long & Company with three years of industry experience. He holds a Series 66 credential and previously worked at firms including Securities America Advisors and WestPac Wealth Partners. Outside of his advisory role, he coaches varsity high school boys basketball and operates a youth basketball camp. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm primarily provides non-discretionary portfolio management and hourly financial planning, working with clients to identify goals and manage asset allocation with client authorization.

Susan Williams is a financial advisor with S.G. Long & Company in Missoula, MT, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with S.G. Long & Company since 1995. Outside of her advisory role, she serves on the boards of the Missoula Economic Partnership and the Missoula Symphony Association. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm provides portfolio management, brokerage execution, and hourly financial planning, primarily operating in a non-discretionary, client-directed manner.

Kenneth Freseman is a financial advisor at S.G. Long & Company in Missoula, MT, holding Series 63 and Series 65 licenses with 57 years of industry experience. He joined S.G. Long & Company in 2014 and previously worked at RBC Capital Markets, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. S.G. Long & Company serves individuals, trusts, retirement accounts, corporations, and nonprofit organizations by providing portfolio management, brokerage execution, and hourly financial planning primarily on a non-discretionary basis. The firm is dually registered as a broker-dealer and investment adviser and operates with affiliated entities to deliver integrated financial services.

Donald Gaumer is a financial advisor with S.G. Long & Company in Missoula, Montana. He holds a Series 66 designation and has 19 years of industry experience, including previous roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Gaumer also teaches as an instructor at the University of Montana and serves as managing member of a private social club, Calumet, LLC. S.G. Long & Company serves individuals, trusts, retirement accounts, corporations, and nonprofit organizations, offering portfolio management, brokerage execution, and hourly financial planning. The firm primarily operates with a non-discretionary, client-directed approach, requiring client authorization before transactions, and maintains dual registration as both a broker-dealer and an investment adviser.

Mitchell Roberts is a financial advisor at S.G. Long & Company with two years of industry experience. He holds the Series 66 designation and has worked at S.G. Long & Company since 2023, following a year at Westpac Wealth Partners. Outside of his advisory role, Roberts serves as a board member for the nonprofit organization Head Start, Child Start, and is an assistant football coach for Missoula County Public School. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, retirement accounts, corporations, and nonprofits. The firm primarily operates in a non-discretionary, client-directed manner, providing portfolio management, brokerage execution, and hourly financial planning.

Zachary Carvalho is a financial advisor with S.G. Long & Company in Missoula, MT, holding a Series 66 designation and 12 years of industry experience. He has been with S.G. Long & Company and its affiliated entity, SGL Investment Advisors, since 2014. Outside of his advisory work, Carvalho owns a fine art business involved in the production and sale of artwork and serves as a security supervisor for local concerts and events. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm provides portfolio management, brokerage execution, and hourly financial planning primarily on a non-discretionary basis, working closely with clients to establish goals and asset allocation while offering periodic reviews and third-party discretionary management programs.

Andrew Harris is a financial advisor at S.G. Long & Company with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Stockman Wealth Management and Stockman Bank. Outside of finance, Harris is involved in local business activities including operating a grocery store and dairy farm and providing seasonal event security services. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, retirement accounts, corporations, and nonprofits. The firm primarily operates in a non-discretionary, client-directed manner, offering portfolio management, brokerage execution, and hourly financial planning.

David Peppenger is a Series 66-registered financial advisor with 13 years of industry experience. He is affiliated with S.G. Long & Company and has worked at Wells Fargo Advisors since 2013. Outside of his advisory role, Peppenger is a partner and owner of Lard Butt, LLC, an apparel sales and promotional events business, and serves as Vice Chair of City Club Missoula, organizing community information forums. S.G. Long & Company is a state-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm primarily operates on a non-discretionary basis, collaborating with clients to establish financial goals and asset allocations while providing portfolio management, brokerage execution, and hourly financial planning.