SGL Investment Advisors, Inc.

Natalie Larson is a Series 66-licensed advisor at SGL Investment Advisors, Inc. with experience at several organizations including S G Long Financial Services Corp., the University of Montana, and the City of Missoula. She has worked in financial services and public sector roles since 2019. SGL Investment Advisors, Inc. provides discretionary portfolio management and advisory services to individuals, trusts, retirement plans, nonprofits, municipalities, and corporations. The firm employs an in-house research team focused on individual-security analysis and a Business–Value–People evaluation, and offers specialized wrap programs and ESG-screened portfolios.

Joshua Denney is a financial advisor with SGL Investment Advisors, Inc. in Missoula, MT, holding a Series 66 designation and 18 years of industry experience. He has worked at Sg Long & Company since 2008. Outside of his advisory role, he is involved in collecting and trading baseball cards through a separate business. SGL Investment Advisors, Inc. offers discretionary portfolio management and advisory services to individuals, trusts, retirement plans, nonprofit organizations, municipalities, and corporations. The firm employs an in-house research team focused on individual security analysis combined with a Business–Value–People evaluation and provides wrap programs, client education, and quarterly performance reporting.

Joshua Eder is a CFP® with 20 years of experience in the financial industry and is affiliated with SGL Investment Advisors, Inc. He has been with S.G. Long & Company since 2008. Outside of his advisory role, he serves on the board of the Missoula Downtown Association and Downtown Missoula Partnership and owns a small shoe resale business as a hobby. SGL Investment Advisors provides discretionary portfolio management and advisory services to individuals, trusts, retirement plans, nonprofit organizations, municipalities, and corporations, managing approximately $392 million in discretionary assets. The firm employs an in-house research team focused on individual-security analysis and a Business–Value–People evaluation, supporting wrap programs and both active and passive portfolio strategies.

Marcus Welnel is a financial advisor at SGL Investment Advisors, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at Guardian Life and the University of Montana. Outside of his advisory role, he serves as General Manager of SANIL, a Name, Image, and Likeness (NIL) collective for the University of Montana. SGL Investment Advisors provides discretionary portfolio management and advisory services to individuals, trusts, retirement plans, nonprofit organizations, municipalities, and corporations. The firm employs an in-house research team focusing on individual security analysis and offers both actively managed and ETF-based portfolio solutions.

Kelly Brunger is a financial advisor with SGL Investment Advisors, Inc. in Missoula, Montana, holding a Series 66 designation and eight years of industry experience. Prior to joining the firm, Brunger spent 12 years at Deutsche Bank Securities. Outside of financial advising, Brunger is involved as a consultant and sales representative for wellness product companies Melalueca and Wellness Co., receiving residual commissions from these activities. SGL Investment Advisors, Inc. provides discretionary portfolio management and advisory services to individuals, trusts, retirement plans, nonprofits, municipalities, and corporations, managing approximately $392 million in assets. The firm employs an in-house research team focused on individual security analysis and a Business–Value–People evaluation, offering wrap programs and portfolio monitoring with specialized services for nonprofit and municipal clients.

Robert Seidenschwarz is a financial advisor with SGL Investment Advisors, Inc. in Missoula, MT, 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 serves as a lecturer at the University of Montana's Critical Language School, where he teaches on Global Economic Activities. SGL Investment Advisors, Inc. provides discretionary portfolio management and advisory services to individuals, trusts, retirement plans, nonprofits, municipalities, and corporations, managing approximately $392 million in assets. The firm employs a research-driven investment approach featuring individual-security analysis and a Business–Value–People evaluation, offering various wrap programs and ESG-focused portfolios.

Jeffrey Hays is a financial advisor at SGL Investment Advisors, Inc. with two years of industry experience. Prior to his advisory roles, he worked for more than a decade with Missoula County Public Schools. He is also involved in the local community as a varsity high school boys basketball coach and runs a youth basketball camp. SGL Investment Advisors provides discretionary portfolio management and advisory services to individuals, trusts, retirement plans, nonprofits, municipalities, and corporations. The firm’s investment decisions are guided by an in-house research team utilizing individual-security analysis and a Business–Value–People evaluation, with oversight from an investment committee.

Susan Williams is a financial advisor at SGL Investment Advisors, Inc. in Missoula, MT, holding Series 63 and Series 65 licenses with 32 years of industry experience. She has been with S.G. Long & Company since 1995 and serves as CEO and President of SG Long Financial Services. Williams is a member of the boards of the Missoula Economic Partnership and the Missoula Symphony Association. SGL Investment Advisors provides discretionary portfolio management and advisory services to individuals, trusts, retirement plans, nonprofits, municipalities, and corporations, managing approximately $392 million in discretionary assets. The firm employs a research-driven investment approach emphasizing individual-security analysis and manages wrap programs alongside ESG-screened and ETF portfolios.

Kenneth Freseman is a financial advisor with SGL Investment Advisors, Inc. in Missoula, MT, holding Series 63 and Series 65 credentials and bringing 57 years of industry experience. He has been with SG Long & Company since 2014. SGL Investment Advisors, Inc. provides discretionary portfolio management and advisory services to individuals, trusts, retirement plans, nonprofit organizations, municipalities, and corporations. The firm employs an in-house research team focusing on individual-security analysis and a Business–Value–People evaluation, offering wrap programs and a range of managed portfolios with ongoing monitoring and client education.

Donald Gaumer is a financial advisor with SGL Investment Advisors, Inc. in Missoula, MT, holding a Series 66 designation and 19 years of industry experience. He has been with S.G. Long & Company since 2009. Outside of his advisory role, Gaumer serves as an instructor at the University of Montana and engages in process consulting and expert witness work. SGL Investment Advisors, Inc. provides discretionary portfolio management and advisory services to individuals, trusts, retirement plans, nonprofit organizations, municipalities, and corporations. The firm employs an in-house research team focused on individual-security analysis and offers a range of managed portfolio solutions, including ESG-screened equity portfolios and managed ETF portfolios.

Robbyn Richardson is a CFA® charterholder with eight years of industry experience. She has been with SGL Investment Advisors, Inc. since 2019 and has prior experience at Fidelis Wealth Advisors, 1812 Advisors LLC, and Intermountain Healthcare. SGL Investment Advisors, Inc. provides discretionary portfolio management and advisory services to individuals, trusts, retirement plans, nonprofit organizations, municipalities, and corporations. The firm employs an in-house research team that focuses on individual security analysis and a Business–Value–People evaluation to guide investment decisions, managing roughly $392 million in discretionary assets.

Mitchell Roberts is a financial advisor at SGL Investment Advisors, Inc. with two years of industry experience and holds a Series 66 designation. Prior to joining SGL, he has worked at Westpac Wealth Partners and S. G. Long & Company. 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. SGL Investment Advisors provides discretionary portfolio management and advisory services to individuals, trusts, retirement plans, nonprofits, municipalities, and corporations. The firm employs an investment approach based on individual-security analysis and a Business–Value–People evaluation, offering wrap programs and a variety of managed portfolios.

Zachary Carvalho is a financial advisor with SGL Investment Advisors, Inc. in Missoula, MT, holding a Series 66 credential and bringing 11 years of industry experience. He has worked with SG Long & Company and SGL Investment Advisors since 2014. Outside of his advisory role, Carvalho engages in the production and sale of fine art and works as a security supervisor for concert events. SGL Investment Advisors provides discretionary portfolio management and advisory services to individuals, trusts, retirement plans, nonprofits, municipalities, and corporations, managing approximately $392 million in assets. The firm’s investment approach is driven by an in-house research team focusing on individual security analysis and a Business–Value–People evaluation, with oversight by an investment committee and offerings that include wrap programs and ESG-screened portfolios.

Andrew Harris is a financial advisor at SGL Investment Advisors, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at SG Long Financial, Stockman Wealth Management, and Stockman Bank. Outside of finance, he is involved with Orange Street Food Farm and provides security services for local events through Log Jam Presents. SGL Investment Advisors, Inc. offers discretionary portfolio management and advisory services to individuals, trusts, retirement plans, nonprofits, municipalities, and corporations. The firm employs an in-house research team focused on individual security analysis and uses a Business–Value–People evaluation framework, alongside risk-adjusted asset allocation overseen by an investment committee.

David Peppenger is a financial advisor with SGL Investment Advisors, Inc. in Missoula, MT. He holds a Series 66 designation and has 12 years of industry experience, including a tenure at Wells Fargo Advisors. Outside of his advisory role, Peppenger is a partner in an apparel and promotional events business and serves as Vice Chair of City Club Missoula, organizing community information forums. SGL Investment Advisors provides discretionary portfolio management and advisory services to individuals, trusts, retirement plans, nonprofits, municipalities, and corporations. The firm employs an in-house research team focusing on individual-security analysis and a Business–Value–People evaluation, offering a range of managed portfolios including ESG-screened equity strategies and diversified ETF options.