Gregory Dugdale

Curtis Lineweaver is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. He has worked at D.A. Davidson since 2016 and previously at Anderson ZurMuehlen & Co. from 2014 to 2016. Lineweaver holds a Series 66 designation and serves as vice-president of the Havre Youth Hockey Association, also participating on the loan review committee for the Bear Paw Development Corporation. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers ERISA plan advisory services, comprehensive financial planning, and a private wealth program for clients with significant assets.

Richard Brown is a financial advisor with D.A. Davidson & Co. in Havre, Montana, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with D.A. Davidson since 2010. Brown serves on the boards of the Montana State Northern Finance Board, the Montana State Northern Foundation, and the Natalie Patrick Foundation, where he is involved in financial oversight and fundraising activities. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, nonprofit organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advice, comprehensive financial planning, and a private wealth program, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Jacob Lorang is a financial advisor with D.A. Davidson & Co. in Havre, Montana, holding a Series 66 license and 19 years of industry experience, all with his current firm since 2007. Outside of his advisory role, he serves as a member of the Eagle Creek Ski Patrol at Bear Paw Ski Bowl and is an owner of County 12 Spirits LLC, a state liquor store. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides a range of services such as retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, with additional capabilities in municipal advisory and custody services.

Charles Klimas is a financial advisor with GWN Securities Inc. in Havre, Montana, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has been with GWN Securities since 2014 and concurrently operates American Independent Marketing, focusing primarily on insurance sales. Klimas serves as Board Chair for Aurora Pregnancy Support. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a variety of managed-account programs and model portfolios, including both traditional asset-allocation and legacy momentum-based strategies.

Jeremy Jensen is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Biz to Biz Network, Bear Paw Credit Union, various insurance carriers with W & R Insurance Agencies, and Waddell & Reed, Inc. Jensen also serves as a financial advisor for Associates of Clifton Parks on a limited basis. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Clayton Sweet is a financial advisor at Cetera with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Voya Financial Advisors and Sharp Financial Group. Sweet serves as a board member for the Tomorrow Come Foundation and leads mission trips locally and abroad through Faith Chapel. Cetera Investment Advisers serves a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, offering portfolio management, financial planning, and fiduciary solutions through a large network of independent advisors. The firm combines retirement and fiduciary capabilities with a broad trust and institutional platform.