Joshua Horton is a financial advisor with Big Sky Wealth Advisors, LLC in Great Falls, MT, holding a Series 66 designation and 12 years of industry experience. He previously worked at Stifel Nicolaus for nine years and Silver Oak Securities, Inc. for one year. Outside of his advisory role, Horton owns Business Valuation and Consulting Services, Inc., which provides business valuation services. Big Sky Wealth Advisors offers discretionary investment management, financial planning, and retirement plan consulting to individuals, families, estates, trusts, retirement plans, corporations, and charitable organizations. The firm uses a combination of strategic, dynamic, tactical, and core-satellite asset allocation strategies supported by fundamental, quantitative, qualitative, and technical analysis, including a proprietary optimization model for portfolio construction.

Ryan Swain is a financial advisor at Big Sky Wealth Advisors, LLC with three years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including World Equity Group, Inc. and The Leaders Group Inc. Outside of securities trading, he is also licensed as a health and life insurance agent. Big Sky Wealth Advisors provides discretionary investment management, financial planning, and retirement plan consulting to individuals, families, trusts, retirement plans, corporations, and charitable organizations. The firm employs a blend of strategic, tactical, and core-satellite asset allocation methods supported by various analytical approaches and a proprietary portfolio optimization model.

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.

Michael Kubas is a CFA® charterholder and holds a Series 63 license with 22 years of industry experience. He has been with D.A. Davidson & Co. and Davidson Investment Advisors since 2005. Both firms are based in Great Falls, MT. Davidson Investment Advisors is an SEC-registered investment adviser serving individuals and institutions with discretionary and non-discretionary portfolio management. The firm uses a centralized investment team to manage multi-cap equity, equity income, and fixed income strategies, emphasizing active, long-term management and tax-related services.

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.

Maxwell Lundgren is a financial advisor at Davidson Investment Advisors, Inc. with two years of industry experience. He has previously worked at Schnee's and has a background that includes both professional roles and extended academic study. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management services to individuals and institutions, employing a combination of fundamental, quantitative, and qualitative analysis to manage equity and fixed income strategies. The firm serves a diverse client base, including registered investment companies, retirement plans, and trusts, and is part of the larger D.A. Davidson Companies financial services group.

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.

Bryn Hagfors is a financial advisor at Davidson Investment Advisors, Inc. with seven years of industry experience and a Series 65 registration. She has been with Davidson Investment Advisors since 2013. Outside of her advisory role, she is co-owner of Berner Fitness, a fitness studio based in Bozeman, MT. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management to individuals and institutions across various asset classes. The firm employs a centralized investment team approach combining fundamental, quantitative, and qualitative analysis, and offers services including tax-aware portfolio management and model sub-advisory to other advisers.

Wendy Sire is a CFP® with 37 years of industry experience, currently with Thurston Springer Advisors since 2025. She previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2025. Outside of her role at Thurston Springer, she owns Whispering Ridge Wealth Management LLC, a financial planning practice based in Great Falls, MT. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.

Edward Crotty Jr. is a CFA® charterholder with 25 years of industry experience. He has worked with D.A. Davidson & Co. and Davidson Investment Advisors, Inc. in Great Falls, MT for the past 20 years. Outside of his advisory role, he is involved with Broiled Grapefruit, LLC, a non-investment related LLC based in Seattle, where he provides occasional problem-solving assistance. Davidson Investment Advisors is an SEC-registered firm offering discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a centralized investment team approach, combining fundamental, quantitative, and qualitative analysis to manage equity and fixed income strategies, and provides tax-aware services alongside model portfolios and sub-advisory solutions.

Andrew Davidson is a financial advisor at Davidson Investment Advisors, Inc. based in Great Falls, MT, with 35 years of industry experience. He has been with Davidson Investment Advisors and D.A. Davidson & Co. since 1993. Outside of advising, he serves as President and Secretary of the Davidson Family Foundation, a charitable nonprofit. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management to individuals and institutions, including retirement plans and trusts. The firm employs a centralized investment team using fundamental, quantitative, and qualitative analysis to manage multi-cap equity and fixed income strategies, emphasizing active, long-term management and tax-aware services.

Heather Kubas is a CFA® charterholder and Series 63 licensee with 12 years of industry experience. She has been with Davidson Investment Advisors, Inc. since 2012. Davidson Investment Advisors provides discretionary and non-discretionary portfolio management to individuals and institutions, including registered investment companies, retirement plans, and trusts. The firm employs a centralized investment team that uses fundamental, quantitative, and qualitative analysis to manage multi-cap equity and fixed income strategies with an active, long-term approach.

Robert De Meulenaere is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He currently serves as a financial advisor at Davidson Investment Advisors, Inc., where he has worked since 2019. His prior experience includes roles at Parcion Private Wealth, UBS Financial Services, Mainstreet Advisors, and MB Financial Bank. Davidson Investment Advisors is an SEC-registered firm providing discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a combination of fundamental, quantitative, and qualitative analysis to manage multi-cap equity and fixed income strategies, emphasizing active, long-term management and tax-related services.

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.

Sean Sturges is a CFP® with 20 years of industry experience and has been with D.A. Davidson & Co. since 2015. He serves on several nonprofit boards, including as board president of the Montana Council on Economic Education and NeighborWorks Great Falls, and is involved in youth baseball as a coach and club officer. Sean is based in Great Falls, MT. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Ronald Merry is a financial advisor with Principal Financial Services in Great Falls, MT, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including extensive tenure at Principal Life Insurance Company since 1998 and Principal Securities since 1983. Merry serves as secretary/treasurer for the Society of Financial Services Professionals and is a board member of the Sun River Skeet Club, a local hobby organization. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and business entities. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money managers through various advisory and promoter arrangements.

Maxwell Heid is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with one year of industry experience. His prior roles include multiple positions at the University of Washington and Freedom Boat Club. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients including retirement plans, individuals, charities, and corporate entities. The firm offers ERISA retirement plan advisory services, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Niki Harris is a financial advisor at D.A. Davidson & Co. with over 30 years of experience in the industry. She holds the Series 63 and Series 66 designations. Her career includes a long tenure at D.A. Davidson & Co., interrupted briefly by a position at TJ Maxx. D.A. Davidson & Co. offers 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 provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant assets.

Burk Mc Daniel is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He has held roles at Goldman Sachs & Co. LLC, The Ayco Company, L.P./Mercer Allied, and New York Life. His credentials include the Series 63 and Series 65 licenses. 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 ERISA retirement plan advisory services, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and integrating both qualitative and quantitative investment analysis.

Amy Warner is a financial advisor with First Command Advisory Services in Great Falls, MT, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Davidson Investment Advisors and Wells Fargo. First Command Advisory Services serves individual, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage recommendations, and insurance and banking product distribution. The firm emphasizes advisor-led planning relationships and offers structured, ongoing financial coaching and portfolio management through its Tailored Professional Services and Asset Management Solutions programs.