Corey Stapleton is a Series 66-licensed financial advisor with 28 years of industry experience. He has been the principal of Stapleton Financial Group since 2016 and previously worked at Pruco Securities Corporation for 19 years. The firm provides discretionary investment management and written financial planning primarily to individual and high-net-worth clients, as well as some corporate clients. Stapleton Financial Group customizes portfolio allocations based on clients’ objectives and risk tolerance, using a range of investment instruments and coordinating with clients’ legal and accounting professionals as needed.

Tarra Grazley Pfister is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked with Raymond James since 2017 and previously spent 16 years at Royal Alliance Associates, Inc. Beyond her advisory role, Pfister serves as CEO of ClavesVita, Inc., a company involved in accounting and business management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and public entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research, with a notable emphasis on advisory services that support client decision-making rather than discretionary management.

Stephen Ketterling is a CFA charterholder and financial advisor at 406 PM with 16 years of industry experience. His prior roles include positions at Morgan Stanley, First Interstate Bank, and Syntropy Wealth Management. Outside of his advisory work, he is the sole owner and managing member of a laundry service business. 406 PM provides discretionary portfolio management to individuals, families, personal trusts, and retirement accounts, using a combination of fundamental, quantitative, and technical analysis alongside macroeconomic factors to build diversified portfolios tailored to client objectives and risk tolerance.

Christian Orms is a CFA® charterholder with 18 years of industry experience. He has been the principal advisor at Optima Capital Management in Billings, Montana since 2012. Outside of his advisory role, Orms serves as president of Montana Pure Protein, a company he co-founded with his wife in 2020. Optima Capital Management provides discretionary and non-discretionary investment portfolio and wealth management services to individuals, trusts, foundations, pension and profit-sharing plans, and small businesses. The firm employs a goals-based, client-specific process for asset allocation and portfolio construction, and also offers strategic business advisory services including valuation, mergers and acquisitions, and restructuring.

Nicole Chakos is a financial advisor with Capstone Wealth Management in Billings, MT, holding a Series 65 license and two years of industry experience. She has been with Capstone Wealth since 2022 and also owns and operates N Chakos, Incorporated, a women's clothing distribution business she founded in 2014. In addition to her advisory role, she is a licensed insurance agent. Capstone Wealth Management serves individuals and high-net-worth clients, focusing on business owners, executives, and professionals planning ownership transitions or retirement. The firm manages approximately $301 million in assets using a disciplined, data-driven investment approach and offers specialized services including 1031 exchange facilitation.

Seth Blades is a financial advisor at BDL Wealth Management PLLC in Billings, MT, holding the PFS™ designation with one year of industry experience. Prior to joining BDL Wealth Management in 2024, he operated his own accounting firm, Seth H. Blades CPA PC, since 2017 and worked at Summers McNea from 2012 to 2017. He continues to provide tax planning and accounting services through his CPA firm. BDL Wealth Management PLLC offers discretionary portfolio management primarily to individual and high-net-worth clients, focusing on passive, index-based allocations using ETFs and mutual funds. The firm integrates fundamental analysis and modern portfolio theory while emphasizing low turnover and conducts regular account reviews, combining advisory services with affiliated tax and accounting offerings.

Grant O’Bryan is a financial advisor at Alchemy Wealth Management in Reno, NV, holding a Series 65 designation with one year of industry experience. Prior to joining Alchemy Wealth Management, he held roles in various organizations including Zero Gravity Brewing and One Day In July LLC. Grant serves as a commissioned officer in the U.S. Army Reserve, where he acts as a Public Works Officer involved in training and educational planning. Alchemy Wealth Management provides discretionary investment management and financial planning services to individuals, corporations, charitable organizations, and employer plan sponsors. The firm employs an investment approach based on Modern Portfolio Theory, favoring low-cost index funds and ETFs, and manages approximately $62 million across about 200 clients with a two-advisor team.

David Dernbach is a financial advisor at BDL Wealth Management PLLC in Billings, MT, holding the PFS™ designation with over 16 years of experience in accounting and wealth management. He also owns and operates Dernbach & Associates, PLLC, a CPA firm providing tax planning and accounting services. BDL Wealth Management PLLC offers discretionary portfolio management primarily to individual and high-net-worth clients, focusing on passive, index-based portfolios constructed from ETFs and mutual funds. The firm integrates its affiliated accounting services into its advisory model and conducts regular portfolio reviews to ensure alignment with client goals.

Kristina Allardice is a financial advisor at RED Seven with a Series 65 designation and experience dating back to 2019. Her prior roles include positions at Skaja & Daniels and Turning Point, as well as employment at Saddleback Church. Outside of her advisory work, she teaches piano lessons and works as an independent contractor for Calvary Chapel Billings. RED Seven provides investment advisory and comprehensive financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm employs both fundamental and technical analysis and manages client portfolios through various platforms, tailoring strategies to risk tolerance and utilizing a mix of investment types.

Mark Thomas is a financial advisor at Capstone Wealth with 23 years of industry experience. He has been with Capstone Wealth Management, Inc. since 2006. Thomas holds Series 63 and Series 65 licenses and is also a licensed insurance agent and consultant, providing insurance evaluations and policy analyses alongside his advisory role. Capstone Wealth Management serves individuals and high-net-worth clients, particularly business owners, executives, and professionals planning ownership transitions or retirement. The firm manages approximately $301 million in client assets using a disciplined, data-driven investment approach and offers specialized services including 1031 exchange facilitation.

Austin Thomas is a financial advisor at Capstone Wealth with four years of industry experience. He holds a Series 65 designation and previously worked at DoorDash, Inc. and Zenreach. In addition to his advisory role, Thomas is a licensed insurance agent. Capstone Wealth Management serves individuals and high-net-worth clients, focusing on business owners, executives, and professionals planning ownership transitions or retirement. The firm employs a data-driven investment approach with an emphasis on diversified mutual funds and fixed income, and offers specialized services including 1031 exchange facilitation.

Luke Anderson is a financial advisor with Evergreen Financial Group in Billings, MT. He holds a Series 65 designation and has three years of industry experience, all with Evergreen Financial Group. Prior to joining Evergreen, he worked in real estate-related roles. Evergreen Financial Group provides investment management, financial planning, and employee benefit plan consulting to individuals, high-net-worth clients, and nonprofit organizations. The firm uses a primarily passive investment strategy with index funds and selectively incorporates third-party managers and digital-asset strategies through specialist platforms.

Mason Stafford is the sole advisor at Stafford Financial in Billings, MT, with seven years of industry experience. He holds a Series 65 designation and has worked in various roles including independent insurance producer and courier services prior to establishing his advisory practice. Stafford Financial is an independent advisory firm serving individuals, charitable organizations, and businesses with investment advisory services, comprehensive financial planning, and educational seminars. The firm emphasizes passive portfolio construction using index funds and ETFs, incorporates fundamental and cyclical analysis, and offers services such as selecting third-party money managers and a subscription-style ongoing planning option.

Paul Stafford is a financial advisor at Stafford Financial in Billings, MT, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at Cetera Advisors LLC, First Allied Securities, Inc., and managing The Stafford Company, LLC since 2000. Outside of advisory work, he serves as a deacon at Cornerstone Community Church, directs a nonprofit Biblical Counseling Foundation, and facilitates educational sessions. Stafford Financial is an independent advisory firm serving individuals, charitable organizations, and businesses with investment advisory services, comprehensive financial planning, and educational seminars. The firm emphasizes passive portfolio construction using index mutual funds and ETFs, incorporates fundamental and cyclical analysis, and offers services including third-party manager oversight and subscription-style ongoing planning.

Nicholas Cladis is a financial advisor with Cladis Investment Advisory LLC in Billings, MT, holding Series 63 and Series 65 credentials and over 52 years of industry experience. He has been with Cladis Investment Advisory since its founding in 2010. Cladis Investment Advisory provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm emphasizes structured asset allocation and diversification tailored to client-specific factors, managing a relatively small client base with a high concentration of assets on a discretionary basis.

Tracy Hawbaker is a financial advisor at Cladis Investment Advisory LLC with 17 years of industry experience. She holds the Series 66 designation and has been with Cladis Investment Advisory since 2010. Cladis Investment Advisory provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm emphasizes structured asset allocation and diversification tailored to each client’s risk tolerance and goals, managing a relatively small client base with a high average account size.

Thomas Webber is a CFP® with 15 years of experience in financial advising, currently with Capstone Wealth Management, Inc. since 2016. He previously worked at Pruco Securities LLC and The Prudential Insurance Company of America. Webber is also a licensed insurance agent, evaluating and recommending insurance products alongside his advisory role. Capstone Wealth Management serves individuals and high-net-worth clients, focusing on business owners, executives, and professionals planning ownership transitions or retirement. The firm manages approximately $301.1 million in client assets using a disciplined, data-driven approach that includes wealth management, specialized financial planning, and 1031 exchange facilitation.

Timothy Bauer is a CFP® professional with 14 years of experience in the financial services industry. He has worked at Evergreen Financial Group since 2021, following roles at TD Ameritrade and Scottrade. Outside of his advisory work, he owns and manages Journey Investments, a rental property management and tenant relations company. Evergreen Financial Group provides investment management, financial planning, and employee benefit plan consulting to individuals, high-net-worth clients, and nonprofit sponsors. The firm utilizes a primarily passive investment approach with incorporation of fundamental and cyclical analysis, and offers specialized services including digital-asset strategies and portfolio oversight for held-away accounts.

Henry Zander V is a financial advisor with Cladis Investment Advisory LLC and holds a Series 65 credential. He has one year of industry experience, including prior work at Monroe Capital LLC and several years in educational roles. Cladis Investment Advisory provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm focuses on structured asset allocation and diversification tailored to clients’ risk tolerance, time horizon, and liquidity needs, managing approximately $242.6 million in assets for about 114 clients as of the end of 2025.

Bart Aby is a financial advisor with Allied Investment Advisors LLC in Billings, MT. He holds a Series 65 designation and has 20 years of industry experience. Aby has been with Allied Investment Advisors since 2011. Outside of advisory work, he is involved in cattle ranching through his DBA, ABY Angus, where he manages activities such as feeding, branding, and roundups. Allied Investment Advisors provides portfolio management and financial planning services to individuals, retirement plans, trusts, and institutions. The firm employs a long-term, fundamental analysis-based investment approach and offers specialized services including Certified Divorce Financial Analysis and retirement plan consulting.