Cody Velin

William Lussenheide is a financial advisor at Lussenheide Capital Management, Inc. in Florence, MT, holding a Series 65 designation with 22 years of industry experience. He has been with Lussenheide Capital Management since 2003. Lussenheide Capital Management provides discretionary investment supervisory services primarily to individual clients, along with advice to investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses proprietary, mechanical trend-following market-timing systems to guide asset allocation and trades across U.S. equities, bonds, and selected international markets, and publishes an internet newsletter called the Investment Warrior Report.

David Liesenfelt is a financial advisor with Lussenheide Capital Management, Inc., holding a Series 65 credential and 22 years of industry experience. He is also president of Fresh Concepts, Inc., a consulting firm he has led since 1988. Lussenheide Capital Management provides discretionary investment supervisory services primarily to individual clients as well as to investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs proprietary mechanical trend-following market-timing systems and publishes an internet newsletter, the Investment Warrior Report.

Eric Rolshoven is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with American Independent Securities Group since 2017 and also operates Treasure State Retirement Planning, a sole proprietorship offering insurance and securities sales. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm uses an open architecture investment approach with both discretionary and non-discretionary account management, offering access to multiple custodial platforms and third-party services.

Stephen Sutherland is a financial advisor at Wells Fargo Clearing with 49 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds a Series 63 designation and is based in Missoula, MT. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.