Wendy Sire

Brent Leavitt is a CFP® professional with 10 years of experience in the financial services industry. He is affiliated with Interactive Financial Advisors and operates as the sole proprietor of Battle Born Financial Advisor, an insurance brokerage through which he works as an insurance agent. His prior experience includes roles at Nevada Benefits and Interactive Financial Advisors. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models and third-party providers, managing client assets primarily with ETFs and mutual funds across a range of risk profiles.

Daniel Zuidema is a financial advisor at Sequent Planning, LLC with one year of experience in the industry. He holds Series 63 and Series 65 licenses and has been the owner and insurance agent of Zuidema Insurance since 1990. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets and offers discretionary asset management, written financial planning, and retirement plan consulting, primarily implementing portfolios through ETF-based strategic models.

Myra Bakke is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc., based in Great Falls, MT, with five years of industry experience. She is also a shareholder and accountant at Douglas Wilson & Company, P.C., a CPA firm where she has worked since 1998, providing tax preparation, consulting, and bookkeeping services. Avantax Planning Partners offers investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm utilizes model-based style allocation strategies, discretionary portfolio management, and tax-intelligent overlays, supported by a corporate group with broad financial services affiliations.

David Deffinbaugh is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at LPL Financial, Avantax Advisory Services, and Securities America Advisors. He is also a member of the Cascade County Zoning Board of Adjustment. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation, offering customized portfolios and access to various custodial platforms and third-party managers.