Christopher Connors is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 17 years of industry experience. He has been with D.A. Davidson since 2011. Outside of his advisory role, he serves as a brand ambassador for FNX Fitness. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients, offering a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management.

Ashley Bonifer is a financial advisor with D.A. Davidson & Co. in Butte, MT, holding a Series 66 designation and having two years of industry experience. Prior to joining D.A. Davidson, Ashley worked at Pacific Steel and Recycling for twelve years. Outside of advising, Ashley provides notary services to D.A. Davidson clients and operates an online selling business, Bonnie Lou Boutique, LLC. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth individuals, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Daniel Rosa is a financial advisor at D.A. Davidson & Co. with 32 years of industry experience. He has been with D.A. Davidson since 2002 and holds the Series 63 and Series 65 designations. 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, comprehensive financial planning, and a private wealth program for high-net-worth clients, all conducted under fiduciary standards.

Kaylee Reynolds is a financial advisor at Osaic Wealth with a Series 66 designation and two years of industry experience. Her prior work includes roles at DA Davidson and Summit Financial Advisors. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory services and investment options through a large network of financial advisers.

Jerald Campbell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2017 and previously at National Planning Corporation from 2013 to 2017. Outside of his advisory role, Campbell is involved in managing real estate rental properties. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

Vivienne Gustavsen is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Bank since 2010. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sarah Leipheimer is a financial advisor at Edward Jones in Butte, Montana, holding Series 63 and Series 65 credentials with 27 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she is an authorized signer and partner on several local business entities. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Scott Ferguson is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Voya Financial Advisors, Inc. from 2009 to 2021. In addition to his advisory role, Ferguson operates as an independent insurance agent. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of services such as portfolio management, financial planning, and fiduciary solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed solutions.

Debra Elings is a CFP® and Series 66-registered financial advisor with 12 years of experience at Edward Jones. She has been with Edward Jones since 2014, based in Butte, MT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Diane Arntson is a Series 63 licensed financial advisor with 14 years of industry experience. She has worked at Edward Jones since 1988 and previously spent nine years at Higgins Hallmark Store. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors.

Jeffrey Hartwick is a financial advisor with Edward Jones in Butte, Montana, holding a Series 66 designation and with eight years of industry experience. He previously worked at Talen Energy Marketing, LLC from 2013 to 2017 before joining Edward Jones in 2017. Hartwick serves as a board member for the Montana Gaelic Cultural Society, where he coordinates bar activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Daniel Regan is a financial advisor with OSAIC based in Butte, Montana, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has worked at OSAIC since 2018 and previously spent three years with Signator Investors, Inc. Regan also owns and operates Regan Financial Services, which offers life, health, property, and casualty insurance, and serves as secretary for a local homeowners association. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a wide range of clients, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process that integrates risk-tolerance assessments with asset allocation tools and provides access to various investment products and third-party managers.

Andrew Dowd is a financial advisor at RBC Capital Markets with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining RBC in 2024, he worked at Wells Fargo Bank and Wells Fargo Clearing Services from 2020 to 2024, among other roles. RBC Wealth Management serves a broad client base, including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies and access to both in-house and third-party managers.

Trey Owens is a financial advisor at Thrivent Investment Management in Butte, MT, holding a Series 66 designation. He has been with Thrivent since 2025 and has prior work experience at Montana Resources and in education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary trading authority. The firm offers planning that can be combined with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate services.

William Daily is a CFP® and Series 66-registered financial advisor with Edward Jones in Butte, MT, where he has worked since 2019. He has seven years of experience in the financial industry and previously spent 23 years at Nalco. Outside of his advisory role, he is involved in property management and home rental consulting through ownership and leadership positions in several related businesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Ashley Johnston is a financial advisor with OSAIC based in Butte, Montana, holding Series 63 and Series 65 licenses and with five years of industry experience. Prior to joining OSAIC in 2018, she worked at Florence Coffee Company, Montana Tech, and St. James Hospital. She is a certified notary and provides notary services for clients in her office. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charities. The firm employs a technology-driven investment process and offers a wide range of advisory programs, managing significant assets through a network of over 6,000 advisors.

Jake Simkins is a financial advisor at Osaic with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co., Inc. and Summit Financial Advisors. Outside of his advisory role, he has been involved as a member of 1ROC Pile LLC, a rental services business. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charities. The firm employs a technology-driven investment process and offers access to a wide range of investment products and platforms, supporting over 6,000 advisors and managing approximately $200 billion in assets.

Scott Blando is a financial advisor with Edward Jones in Butte, Montana, holding a Series 66 designation and bringing 10 years of industry experience. He worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Edward Jones in 2017. Outside of his advisory role, he serves as a volunteer firefighter and treasurer of the checking account for the Big Butte Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is notable for its extensive network of financial advisors and branch offices, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Daniel Thompson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with OSAIC since 1994. Outside of his advisory role, Thompson serves as a board member for a local homeowners association. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced investment tools and a large network of financial advisors.

Steven Daniel is a ChFC® credentialed financial advisor with 49 years of industry experience. He is currently with OSAIC and has prior experience at Daniel Financial Services, Inc. and Fortis Investors, Inc. Mr. Daniel serves on several nonprofit boards in Butte, Montana, including the Butte Silver Bow Community Foundation and the Butte Community Concert Association. OSAIC is a large SEC-registered investment adviser and FINRA-member broker-dealer serving a diverse client base that includes individual investors, retirement plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk-tolerance assessments, asset allocation software, and portfolio optimization, offering a wide range of investment options and advisory programs.

Walter Mc Intosh Sr. is a financial advisor with Edward Jones in Butte, Montana, holding Series 63 and Series 66 licenses and with 26 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.