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.

Charles Mack is a financial advisor at LPL Financial with Series 66 credentials and two years of industry experience. He has held roles at High Plains Wealth Management and operates his own business, C Mack Inc. Outside of advisory work, he is involved in non-variable insurance and owns a business unrelated to investments. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and a broad platform accommodating various investment strategies and products.

Shari Baltrusch is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. Her prior roles include positions at D.A. Davidson & Co., BOOM Inc., Waddell & Reed, and the MSUN Alumni Foundation, where she served as a nonprofit board member. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Gregory Dugdale is a financial advisor with Raymond James Financial Services Advisors Inc. He holds Series 63 and Series 66 designations and has 37 years of industry experience. Dugdale has been associated with Raymond James since 2001 and also owns Dugdale Financial Services Group, Inc., a support company based in Havre, MT. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting supported by outside managers and its Institutional Fiduciary Solutions division.

Matthew Curtis is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. He has served in the United States Navy from 2015 to 2021 and currently holds the position of Petty Officer 2nd Class as a Cryptologic Technician in the Navy Reserves. Curtis also works with Sharp Financial Services as an office assistant. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.

Parker Bernhardt is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and previously worked with Waddell & Reed Inc and various insurance carriers associated with W&R Insurance Agencies. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers multiple delivery options such as financial planning, model-portfolio advisory programs, third-party asset management, and participant-directed retirement advice, supported by an in-house research team that develops strategic and tactical model portfolios.

Willard Fladager is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include work with Waddell & Reed, Inc. and various insurance carriers, as well as involvement with the MSU Northern Alumni Foundation and Bee & Me Enterprises. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Thomas Tilleman is a CFP® professional with 28 years of industry experience, currently advising at LPL Financial since 2021. His background includes extensive involvement in various business ventures, such as ownership and partnership roles in agriculture, grain, trucking, and real estate enterprises. He has also been active in community and local business activities outside of his advisory role. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Gus Sharp is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Cetera Wealth Services, LLC. Outside of advising, he manages a ranch raising cattle and horses and serves on the finance committee of a local church. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, utilizing both advisor-managed accounts and model portfolios, with a notable combination of retirement and fiduciary capabilities integrated into its broad institutional framework.

Jennifer Tilleman is a ChFC® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Prior to her current role, she worked at U.S. Bancorp Investments, Inc. and U.S. Bank. She is also a volunteer committee member of the Havre Area Chamber Ambassadors. Edward Jones is a wealth management firm serving over four million clients, including individual and institutional accounts. The firm offers a broad range of advisory services and investment strategies, supported by a large network of advisors and branch offices nationwide.

Kevin O Connell is a financial advisor with LPL Financial in Great Falls, MT, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior experience includes roles at Waddell & Reed, Inc. and D.A. Davidson & Co. He serves as a board member of the Johnson Hotel Condo Association, a nonprofit organization in Great Falls. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment delivery options supported by in-house research and a large network of investment adviser representatives.

Darren Overlie is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. His career includes prior roles at Waddell & Reed, Bear Paw Credit Union, and various insurance carriers, as well as entrepreneurial ventures such as OT Enterprises and Lelok Travel. Outside of finance, he has been involved with the Montana Actors Theater and the Northern Lights Athletic Scholarship Foundation. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of delivery options supported by an in-house research team and a large network of investment adviser representatives.