SGL Investment Advisors, Inc.

Natalie Larson is a financial advisor at S.G. Long & Company with Series 66 credentials and three years of experience at the firm. Her prior work includes roles at the University of Montana, the City of Missoula, First Security Bank, Cracker Barrel, and Arlee High School. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations, offering tailored, client-driven investment strategies primarily on a non-discretionary basis.

Joshua Denney is a financial advisor with S.G. Long & Company in Missoula, MT, holding a Series 66 designation and 17 years of industry experience. He has been with S.G. Long & Company since 2008. Outside of his advisory role, Denney owns Pennici Brothers LLC, a business focused on buying and selling collectible baseball cards. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm’s client-driven investment process is tailored to each client’s goals, income needs, and risk tolerance, typically operating on a non-discretionary basis through client-directed strategies or model portfolios.

Joshua Eder is a CFP® with 19 years of industry experience, currently serving as an advisor at S.G. Long & Company since 2008. He is based in Missoula, MT, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a member of the Board of Directors for the Missoula Downtown Association and Downtown Missoula Partnership, and he owns a small business buying and selling shoes. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm’s investment approach is client-driven and tailored to individual goals, typically operating on a non-discretionary basis through client-directed strategies or model portfolios.

Marcus Welnel is a financial advisor at S.G. Long & Company in Missoula, MT, holding a Series 66 designation and with two years of industry experience. Prior to joining S.G. Long & Company, he worked at Park Avenue Securities LLC and Guardian Life Insurance Company. Outside of his advisory role, he serves as General Manager of SANIL, overseeing the NIL Collective for the University of Montana. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations, offering tailored, client-driven investment strategies primarily through non-discretionary accounts and model portfolios.

Kelly Brunger is a financial advisor with S.G. Long & Company in Missoula, MT, holding a Series 66 designation and seven years of industry experience. Prior to joining S.G. Long & Company, Brunger worked at Deutsche Bank Securities for twelve years and was involved with Alaska to Africa Travel for seven years. Outside of advisory work, Brunger receives residual commissions from wellness product consulting and sales through Melalueca and Wellness Co. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm’s investment approach is client-driven and tailored to individual goals, typically operating on a non-discretionary basis and utilizing client-directed strategies or model portfolios.

Robert Seidenschwarz is a financial advisor with S.G. Long & Company in Missoula, MT, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with S.G. Long & Company since 1995 and also serves as a lecturer on Global Economic Activities at the University of Montana Critical Language School since 2018. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm’s investment process is client-driven and typically non-discretionary, utilizing client-directed strategies and model portfolios tailored to individual goals and risk tolerance.

Jeffrey Hays is a financial advisor at S.G. Long & Company with two years of industry experience. He holds a Series 66 designation and previously worked at Osaic Wealth, Inc., Securities America Advisors, and WestPac Wealth Partners. Outside of his advisory role, Hays coaches high school boys basketball at the varsity level and operates a youth basketball camp in Missoula, MT. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm’s investment approach is client-driven and tailored to each client’s goals, typically operating on a non-discretionary basis through client-directed strategies or model portfolios.

Susan Williams is a financial advisor at S.G. Long & Company in Missoula, MT, with 31 years of industry experience. She has been with S.G. Long & Company since 1995 and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves on the boards of the Missoula Economic Partnership and the Missoula Symphony Association. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm’s investment approach is client-driven and tailored to each client’s goals, typically operating on a non-discretionary basis with strategies implemented through various RBC-sponsored programs.

Kenneth Freseman is a financial advisor at SGL Investment Advisors, Inc. in Missoula, MT, holding Series 63 and Series 65 licenses with 56 years of industry experience. He has been with SG Long & Company since 2014. SGL Investment Advisors, Inc. provides discretionary portfolio management and advisory services to a diverse client base including individuals, trusts, retirement plans, nonprofits, municipalities, and corporations, managing approximately $392 million in discretionary assets. The firm employs a research-driven investment approach focused on individual-security analysis and a Business–Value–People evaluation, supported by an investment committee overseeing risk-adjusted asset allocation and comprehensive performance reporting.

Donald Gaumer is a financial advisor at S.G. Long & Company with 19 years of industry experience. He has been with S.G. Long since 2009 and holds a Series 66 designation. Outside of his advisory work, Gaumer teaches as a contracted instructor at the University of Montana and provides process and strategic consulting, including serving as an expert witness. He is also a managing member of a private social club and a business services firm. S.G. Long & Company offers investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofits. The firm’s client-driven investment process is tailored to individual goals and typically operates on a non-discretionary basis through client-directed strategies or model portfolios.

Robbyn Richardson is a CFA® charterholder with seven years of industry experience, currently serving as an advisor at SGL Investment Advisors, Inc. since 2019. Prior to joining SGL, she worked at Fidelis Wealth Advisors and 1812 Advisors LLC, among other roles. SGL Investment Advisors, Inc. provides discretionary portfolio management and advisory services to a diverse client base including individuals, trusts, retirement plans, nonprofits, municipalities, and corporations. The firm employs an in-house research team focused on individual security analysis and a Business–Value–People evaluation, offering both actively managed and ETF-based portfolio options through its wrap programs.

Mitchell Roberts is a financial advisor at S.G. Long & Company with two years of industry experience. He holds a Series 66 designation and has worked previously at Westpac Wealth Partners. Outside of his advisory role, he serves as a board member for the nonprofit Head Start, Child Start, and is an assistant football coach for Missoula County Public Schools. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations, with a client-driven investment process tailored to goals, income needs, and risk tolerance. The firm typically operates on a non-discretionary basis, using client-directed strategies and model portfolios through programs sponsored by RBC Correspondent Services.

Zachary Carvalho is a Series 66-licensed financial advisor with S.G. Long & Company, based in Missoula, MT, where he has worked since 2014. He has 11 years of industry experience and is also involved in the production and sale of fine art through his own business, Zach Carvalho Art. Additionally, he serves as a security supervisor for local concerts and events with Logjam Presents. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm offers tailored, client-driven investment strategies, often operating on a non-discretionary basis and utilizing programs sponsored by RBC Correspondent Services.

Andrew Harris is a financial advisor at S.G. Long & Company in Missoula, MT, with five years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Stockman Wealth Management and Stockman Bank. Outside of finance, he is involved in the local community through operating Orange Street Food Farm and working part-time as a security guard for Log Jam Presents. S.G. Long & Company provides investment advisory and brokerage services to individuals, trusts, retirement accounts, corporations, and nonprofit organizations. The firm offers client-directed investment strategies tailored to individual goals and typically operates on a non-discretionary basis through programs sponsored by RBC Correspondent Services.

David Peppenger is a Series 66 credentialed advisor with 12 years of industry experience, currently with SGL Investment Advisors, Inc. in Missoula, MT. He has been with Wells Fargo Advisors, LLC since 2013. Outside of his advisory role, he is a partner and owner of Lard Butt, LLC, an apparel sales and promotional events business, and serves as Vice Chair of City Club Missoula, organizing community information forums. SGL Investment Advisors, Inc. provides discretionary portfolio management and advisory services to individuals, trusts, retirement plans, nonprofits, municipalities, and corporations, managing approximately $392 million in discretionary assets. The firm employs a research-driven investment approach emphasizing individual security analysis and risk-adjusted asset allocation, sponsoring wrap programs and offering specialized portfolios including ESG-screened equity and managed ETF options.