Allied Investment Advisors Is Growing— Welcoming New Members to Our Team!

Allied Investment Advisors is excited to share some great news—our team is growing!

As part of our continued commitment to providing exceptional client service and personalized management of your investments. we’ve welcomed several outstanding new professionals to our team. Each brings deep experience in wealth management, retirement services, and client support—further strengthening our mission to help you navigate your financial future with confidence.

Meet the Newest Members of the Allied Team:

Keith Bushnell, QKA® – Senior Retirement Plan Specialist & Advisor

Keith joined Allied in March 2025, bringing over 20 years of experience in retirement plan and financial services. He has held the Qualified 401(k) Administrator certification since 2012. At Allied, Keith focuses on relationship management for    individual and corporate retirement plans. Born and raised in Helena, MT, Keith earned a Bachelor of Science in Business – Accounting from the University of Montana. Outside of work, he volunteers as a youth hockey coach and enjoys the many outdoor activities Montana offers.

Keith works remotely out of Helena, MT and can be reached at [email protected] or 406-601-1321.

Katie Winke – Controller & Operations Specialist

Katie joined Allied in April 2025. Originally from Cody, Wyoming, she earned her Bachelor of Science in Business – Accounting from the University of Idaho in 2007. Katie brings a decade of oil and gas accounting experience and most recently spent eight years at a local CPA firm in Cody. Her expertise enhances our internal operations and financial controls, supporting seamless service delivery for our clients.

Katie works remotely out of Cody, WY and can be reached at [email protected] or 307-586-1802.

Brady Goyn – Investment Analyst

Brady joined Allied in June 2025. He’s a Green River, Wyoming native and earned both his Bachelor’s (2015) and Master’s (2017) degrees in Finance from the University of Wyoming. He brings valuable insight and experience from his work as an analyst at the Wyoming Retirement System and the University of Wyoming Foundation. He now supports our investment research and portfolio strategy team.

Brady works in the Billings, MT office and can be reached at [email protected] or 406-601-1325

We are excited to welcome our new Allied Team members who will further strengthen our ability to support your financial goals with the same level of integrity, expertise, and personal care you’ve come to expect from us.

Thank you for your trust in allowing Allied Investment Advisors to continue guiding your financial future.

Please reach out to any member of our team at 406-839-2037.

The views expressed in this newsletter represent the opinion of Allied Investment Advisors, a Registered Investment Adviser. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment or services. The information provided herein is obtained from sources believed to be reliable, but no representation or warranty is made as to its accuracy or completeness. Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Past performance is not indicative of future results. Investments are not a deposit of or guaranteed by a bank or any bank affiliate. Please notify Allied Investment Advisors if there have been any changes to your financial situation or investment objectives or if you wish to impose or modify any reasonable restrictions on the management of your accounts through Allied Investment Advisors.