Rose Zealand is a CFP® with seven years of industry experience, currently serving as the sole advisor at Golden Thread Collaborative, LLC. She previously worked at Edward Jones and other financial firms before founding her current practice. In addition to financial planning, Rose works as an end-of-life Doula. Golden Thread Collaborative provides fee-only financial planning and coaching primarily to individuals and high-net-worth households, focusing on major life transitions, end-of-life planning, and survivor support. The firm delivers services through prepaid, session-based engagements and emphasizes a collaborative, phased approach without exercising investment discretion.

Jonathon Butler is a CFP® with 10 years of industry experience currently serving as the sole advisor at Opulence Planning. He previously worked at MassMutual and Northwestern Mutual before founding his independent firm. Outside of advising, he is the sole managing member of a residential rental property business in East Helena, MT. Opulence Planning provides portfolio management, financial planning, retirement plan consulting, and educational seminars to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes strategic asset allocation and Modern Portfolio Theory, often implementing passively managed portfolios and offering a wrap-fee program alongside consulting and client education services.

Keith Bushnell is a financial advisor with Allied Investment Advisors LLC in Helena, MT. He holds Series 63 and Series 65 designations and has six years of industry experience. His prior roles include positions at Great West Financial, Randall & Hurley, and Employee Benefit Resources. Allied Investment Advisors serves individuals, pension and profit-sharing plans, trusts, corporations, and financial institutions, offering portfolio management and financial planning with a long-term, individualized investment approach focused on fundamental analysis. The firm is notable for its model portfolio subscription business and published educational newsletter, supporting nearly 950 clients with about $1.49 billion in assets under management.

April Cardoza is a financial advisor at Ashton Thomas Private Wealth with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including D.A. Davidson and Wells Fargo Advisor LLC. Outside of her advisory role, she owns Pickles Paints, a mobile painting business, and serves as a notary public assisting D.A. Davidson clients. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and family office services. The firm employs a range of investment strategies and operates the Amplify Platform to provide back-office support and access to various investment solutions.

Deanna Tierney is a financial advisor with Ashton Thomas Private Wealth in Helena, MT, holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at Wells Fargo Bank, N.A., Wells Fargo Advisors LLC, and M. S. HOWELLS & Co. She also serves as a Senior Private Client Banking Consultant, working with investment clients on advanced banking needs. Ashton Thomas Private Wealth serves individual and institutional clients such as high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and retirement-plan fiduciary consulting, using a range of investment strategies and proprietary platforms.

Raeann Yarn is a financial advisor with Ashton Thomas Private Wealth in Helena, MT, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Ashton Thomas in 2024, she worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of her advisory role, she participates in the TikTok Creator Program as a content creator focused on fashion and also works as a food delivery driver for Door Dash. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, and family office services, utilizing a range of investment strategies and the Amplify Platform for back-office support and access to program managers.

Daniel Fontenot is a financial advisor at Ashton Thomas Private Wealth with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities and Wells Fargo Bank. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm provides discretionary portfolio management, financial planning, family office services, and fiduciary consulting, utilizing a range of investment strategies and operating the Amplify Platform for enhanced client solutions.

Katherine Gillette is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with The AmeriFlex Group and has previously worked at Moneta Group Investment Advisors, IWP Wealth PCA, Wipfli Financial Advisors, and Mercy Housing, Inc. Gillette also spent time working at Mullen High School prior to her advisory roles. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates using multiple program platforms and custodial arrangements.

Alexa Bass is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson since 2013. Outside of her advisory role, she co-owns a local Dairy Queen restaurant through StoneBridge Enterprises LLC and serves on the board of the Montana Justice Foundation. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advice, comprehensive financial planning, and private wealth management.

Daniel Trost is a CFP® with 17 years of industry experience and has been with D.A. Davidson & Co. since 2008. Based in Helena, MT, he serves as a board member for the Montana Teachers Retirement System and the Montana Board of Investments. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, and charitable organizations, offering fiduciary-focused advisory services along with integrated financial planning and wealth management solutions.

Patrick Dittmar is a financial advisor at Empower Advisory Group with Series 63 and Series 66 credentials and four years of industry experience. His prior experience includes roles at T Rowe Price and Thrivent Financial, as well as service in the United States Army. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm offers point-in-time financial plans and optional managed account solutions, serving a large participant base with a higher client-to-advisor ratio than many peers.

Molly Mosness is a financial advisor with D.A. Davidson & Co. in Helena, MT, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with D.A. Davidson & Co. since 2003. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering various advisory services and financial planning tailored to client needs.

Christian Paulus is a financial advisor at Empower Advisory Group with four years of industry experience. His prior positions include roles at Thrivent Investment Management, Thrivent Financial, and J.P. Morgan Securities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are closely integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Amy Smiedala is a financial advisor at D.A. Davidson & Co. with seven years of industry experience, including five years at Florence Crittenton and eight years at her current firm. She holds the Series 66 designation. Outside of her advisory work, she serves as a Notary Public for the State of Montana. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.

Hillary Allen is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Oppenheimer, Bank of America, Merrill, Mass Mutual Investors Services, and MetLife Securities. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and incorporating both qualitative and quantitative investment analyses.

Fred Krepps Jr. is a Series 66-licensed financial advisor with 24 years of industry experience, currently serving at D.A. Davidson & Co. since 2013. Based in Helena, MT, he is involved in nonprofit activities as treasurer for the Capital High Booster Club and as a board member and treasurer for Keystone Wellness. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients, operating under fiduciary standards with a range of planning and wealth management solutions.

Colin Murphy is a financial advisor at Empower Advisory Group with eight years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Jordan Stevick is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2014. He also serves as a Notary Public for the State of Montana. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Darcy Weidman is a financial advisor at D.A. Davidson & Co. with 12 years of industry experience. He holds a Series 66 designation and has been with the firm since 2011. Outside of his advisory role, he serves on the finance committee of the Montana Youth Diabetes Alliance board. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, and it follows fiduciary standards under the Advisers Act and ERISA.

Joseph Klempel is a financial advisor with Lincoln Investment, holding a Series 66 designation and five years of industry experience. Prior to joining Lincoln Investment in 2025, he worked at Edward Jones for five years and has additional experience in sales training through his role as a contract facilitator with Klempel Consulting, LLC. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, charitable organizations, corporations, and other advisers, offering a blend of advisor-managed and programmatic investment solutions including custom portfolios, model portfolios, and third-party managed strategies.