S.G. Long & Company

Natalie Larson is a financial advisor at S.G. Long & Company with a Series 66 designation and experience in various roles including positions at the University of Montana and the City of Missoula. She has been with S.G. Long Financial Services Corp. since 2023. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm delivers client-driven, tailored investment strategies, often operating on a non-discretionary basis through programs sponsored by RBC Correspondent Services.

Joshua Denney is a financial advisor at S.G. Long & Company with 18 years of industry experience. He holds a Series 66 designation and has been with S.G. Long since 2008. Outside of his advisory role, he owns a collectibles business focused on buying and selling baseball cards. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm offers client-driven investment strategies tailored to individual goals and generally operates on a non-discretionary basis using client-directed or third-party managed portfolios.

Joshua Eder is a CFP® with 20 years of industry experience, currently serving as the sole advisor 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, Eder serves on the board of directors for the Missoula Downtown Association and Downtown Missoula Partnership and owns a small business that buys and sells shoes. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm’s client-driven investment approach is typically non-discretionary, utilizing client-directed strategies, model portfolios, or third-party overlay managers.

Marcus Welnel is a financial advisor with S.G. Long & Company, holding a Series 66 license and two years of industry experience. He previously worked at Guardian Life and Guardian Life Insurance Company for three years and spent eleven years in the education sector. Outside of advising, he serves as General Manager of SANIL, managing the Name, Image, and Likeness collective for the University of Montana. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm’s approach is client-driven and tailored to specific goals and risk tolerance, primarily operating on a non-discretionary basis through client-directed strategies or model portfolios.

Kelly Brunger is a financial advisor with S.G. Long & Company in Missoula, MT, holding a Series 66 designation and eight years of industry experience. Prior to joining S.G. Long, Brunger worked for Deutsche Bank Securities for 12 years. Outside of finance, Brunger has a consultancy role in wellness product sales earning residual commissions. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm employs a client-driven investment process tailored to each client's goals, operating primarily on a non-discretionary basis with strategies implemented through RBC-sponsored programs.

Robert Seidenschwarz is a financial advisor with S.G. Long & Company in Missoula, Montana, holding Series 63 and Series 65 designations and bringing 44 years of industry experience. He has worked at S.G. Long & Company since 1995 and serves as a lecturer on Global Economic Activities at the University of Montana's Critical Language School. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm’s client-driven investment process is tailored to individual goals and typically operates on a non-discretionary basis using client-directed strategies or model portfolios through affiliated programs.

Darla Felix is a Series 66-licensed advisor with S.G. Long & Company in Missoula, Montana, where she has worked since 2014, totaling 12 years of industry experience. She also holds roles as Chief Financial Officer and Human Resources Manager for affiliated firms, focusing on accounting and management. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofits, offering tailored investment strategies that align with clients’ goals and risk tolerance. The firm operates primarily on a non-discretionary basis and delivers many advisory services through wrap-fee programs sponsored by RBC Correspondent Services.

Jeffrey Hays is a financial advisor at S.G. Long & Company with two years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors and WestPac Wealth Partners. Outside of his advisory work, he coaches high school boys basketball and runs a youth basketball camp in Missoula, MT. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofits. The firm’s client-driven investment approach is typically non-discretionary, using client-directed strategies and model portfolios through RBC program partnerships.

Susan Williams is a financial advisor at S.G. Long & Company in Missoula, Montana, holding Series 63 and Series 65 credentials with 32 years of industry experience. She has been with S.G. Long & Company since 1995. Outside of her advisory role, Williams serves on the boards of the Missoula Economic Partnership and the Missoula Symphony Association. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations, offering tailored client-driven investment strategies and financial planning delivered through various programs, including those sponsored by RBC Correspondent Services.

Kenneth Freseman is a financial advisor at S.G. Long & Company with 57 years of industry experience. He has been with S.G. Long since 2014 and holds Series 63 and Series 65 designations. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm’s investment approach is client-driven and tailored to individual goals, typically operating on a non-discretionary basis through client-directed strategies or model portfolios.

Donald Gaumer is a financial advisor at S.G. Long & Company with 19 years of industry experience. He has been with S.G. Long since 2009 and holds a Series 66 designation. Outside of his advisory role, Gaumer teaches at the University of Montana and provides process and strategic consulting, including serving as an expert witness. He is also a managing member of a private social club and involved in business services support through a separate entity. S.G. Long & Company offers investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofits. The firm’s client-driven investment approach is tailored to each client’s goals and typically involves non-discretionary, client-directed strategies delivered through wrap-fee programs or model portfolios.

Mitchell Roberts is a financial advisor at S.G. Long & Company with two years of industry experience. He holds the Series 66 designation and previously worked at Westpac Wealth Partners. Outside of his advisory role, he serves as a board member for the nonprofit Head Start, Child Start, and is an assistant football coach for Missoula County Public School. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm employs a client-driven investment approach, typically operating on a non-discretionary basis through client-directed strategies and model portfolios.

Zachary Carvalho is a Series 66-licensed financial advisor with S.G. Long & Company in Missoula, Montana, where he has worked since 2014. He has 12 years of industry experience and is also affiliated with SGL Investment Advisors. Outside of finance, he is engaged in the production and sale of fine art and serves as a security supervisor for live events. S.G. Long & Company provides advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofits. The firm employs a client-driven, non-discretionary investment approach tailored to each client’s goals and risk tolerance, often working through wrap-fee programs sponsored by RBC Correspondent Services.

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 at Stockman Wealth Management and Stockman Bank. Outside of finance, he has been involved in operating a local food farm and provides seasonal event security. S.G. Long & Company offers investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm delivers client-driven, tailored investment strategies primarily on a non-discretionary basis through various RBC-sponsored programs.

David Peppenger 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 worked at Wells Fargo Advisors since 2013. Outside of his advisory role, he co-owns 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 provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm’s investment approach is client-driven and tailored to individual goals, often operating on a non-discretionary basis through client-directed strategies or third-party managers.